Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Amy Kadrmas Amy Kadrmas's Edward Jones Experience May 2005 - January 2011
Job Assistant Manager at jlounge natural nail bar & spa
Industry Public Relations and Communications
Experience
jlounge natural nail bar & spa January 2015 - Present
jlounge natural nail bar & spa October 2014 - Present
Buffalo Wild Wings May 2013 - February 2014
Ruby Tuesday November 2008 - November 2013
Edward Jones May 2005 - January 2011
Skills
Customer Service, Microsoft Office, Adobe Creative Suite, Time Management, Teamwork, Social Networking, Social Media, Public Relations, Marketing, Organization Skills, Bartending, Restaurant Management, Retail Sales, Retail Design, Customer Satisfaction, Creative Writing, Hospitality, Social Media Marketing, Inventory Management, QuickBooks, Recruiting, Research
Education
Minnesota State University, Moorhead 2008 — 2010
Bachelor's degree, Public Relations and Advertising
Bismarck State College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Bismarck High School 2002 — 2005
jlounge natural nail bar & spa January 2015 - Present
jlounge natural nail bar & spa October 2014 - Present
Buffalo Wild Wings May 2013 - February 2014
Ruby Tuesday November 2008 - November 2013
Edward Jones May 2005 - January 2011
Skills
Customer Service, Microsoft Office, Adobe Creative Suite, Time Management, Teamwork, Social Networking, Social Media, Public Relations, Marketing, Organization Skills, Bartending, Restaurant Management, Retail Sales, Retail Design, Customer Satisfaction, Creative Writing, Hospitality, Social Media Marketing, Inventory Management, QuickBooks, Recruiting, Research
Education
Minnesota State University, Moorhead 2008 — 2010
Bachelor's degree, Public Relations and Advertising
Bismarck State College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Bismarck High School 2002 — 2005
Jill Bischoff Jill Bischoff's Edward Jones Experience September 2014 - Present
Job Live life.
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Westamerica March 2012 - September 2014
Wells Fargo June 2006 - March 2012
Education
Bowling Green State University 1995 — 1999
Bachelor of Fine Arts (BFA)
Edward Jones September 2014 - Present
Westamerica March 2012 - September 2014
Wells Fargo June 2006 - March 2012
Education
Bowling Green State University 1995 — 1999
Bachelor of Fine Arts (BFA)
Kelly Cahill Kelly Cahill's Edward Jones Experience June 2011 - August 2011
Job Compensation Analyst at Monsanto Company
Industry Farming
Experience
Monsanto Company February 2015 - Present
Towers Watson July 2012 - January 2015
Edward Jones June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Business Strategy Design, Market Research, Compensation Strategies, Strategic Planning, Data Analysis, Financial Modeling, Microsoft Excel, Customer Service, Finance, Teamwork, Leadership, PowerPoint, Microsoft Word, Social Media
Education
Bradley University 2008 — 2012
Bachelors of Science (magna cum laude), Finance, 3.72
Prague University of Economics 2011 — 2011
Nerinx Hall High School 2004 — 2008
Monsanto Company February 2015 - Present
Towers Watson July 2012 - January 2015
Edward Jones June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Business Strategy Design, Market Research, Compensation Strategies, Strategic Planning, Data Analysis, Financial Modeling, Microsoft Excel, Customer Service, Finance, Teamwork, Leadership, PowerPoint, Microsoft Word, Social Media
Education
Bradley University 2008 — 2012
Bachelors of Science (magna cum laude), Finance, 3.72
Prague University of Economics 2011 — 2011
Nerinx Hall High School 2004 — 2008
Marcia Pond Marcia Pond's Edward Jones Experience December 1987 - July 1988
Job Accountant
Industry Farming
Experience
Pond Seed Company June 2002 - Present
Edward Jones December 1987 - July 1988
Borden June 1982 - December 1987
Skills
Microsoft Office, Microsoft Excel, Customer Service, Budgets, Microsoft Word, Strategic Planning, Management, PowerPoint, Financial Reporting, Financial Analysis
Education
Bluffton University 1982 — 1985
Bachelor of Arts (B.A.), Accounting
Northwestern Business College 1980 — 1982
Associate of Arts (A.A.), Computer Programming
Pond Seed Company June 2002 - Present
Edward Jones December 1987 - July 1988
Borden June 1982 - December 1987
Skills
Microsoft Office, Microsoft Excel, Customer Service, Budgets, Microsoft Word, Strategic Planning, Management, PowerPoint, Financial Reporting, Financial Analysis
Education
Bluffton University 1982 — 1985
Bachelor of Arts (B.A.), Accounting
Northwestern Business College 1980 — 1982
Associate of Arts (A.A.), Computer Programming
Kevin Flatt Kevin Flatt's Edward Jones Experience October 1983 - January 2013
Job Retired
Industry Financial Services
Experience
Edward Jones October 1983 - January 2013
U.S. Army and Army Reserve April 1971 - March 1998
Flatt's Men's Wear October 1970 - April 1971
Skills
Financial Services, Financial Planning, Leadership Development, Sales Trainings, Aviation, Wine Tasting
Education
Boston University 1978 — 1980
Master of Business Administration (M.B.A.)
University of Iowa 1966 — 1970
Bachelor's Degree, Economics
College of Financial Planning 1988 — 1989
Certified Financial Planner
Winterset High School, Iowa 1963 — 1966
High School
Edward Jones October 1983 - January 2013
U.S. Army and Army Reserve April 1971 - March 1998
Flatt's Men's Wear October 1970 - April 1971
Skills
Financial Services, Financial Planning, Leadership Development, Sales Trainings, Aviation, Wine Tasting
Education
Boston University 1978 — 1980
Master of Business Administration (M.B.A.)
University of Iowa 1966 — 1970
Bachelor's Degree, Economics
College of Financial Planning 1988 — 1989
Certified Financial Planner
Winterset High School, Iowa 1963 — 1966
High School
Amy Wellman Amy Wellman's Edward Jones Experience June 2007 - September 2010
Job Freelance
Industry Marketing and Advertising
Experience
Caviar August 2014 - May 2015
Barry Callebaut October 2013 - May 2014
Energy BBDO August 2011 - October 2013
Rice Dairy November 2010 - March 2011
Edward Jones June 2007 - September 2010
Centre International d’Etudes Pédagogiques October 2006 - May 2007
Skills
Integrated Marketing, Interactive Advertising, Advertising, Digital Marketing, Creative Strategy, Digital Strategy, Interactive Marketing, Social Media Marketing, Marketing Communications, Social Media, Online Advertising, Copywriting, Facebook, Creative Direction, Digital Media, Brand Development
Education
Boise State University 1999 — 2005
Bachelor of Arts (B.A.), Communication, General
Caviar August 2014 - May 2015
Barry Callebaut October 2013 - May 2014
Energy BBDO August 2011 - October 2013
Rice Dairy November 2010 - March 2011
Edward Jones June 2007 - September 2010
Centre International d’Etudes Pédagogiques October 2006 - May 2007
Skills
Integrated Marketing, Interactive Advertising, Advertising, Digital Marketing, Creative Strategy, Digital Strategy, Interactive Marketing, Social Media Marketing, Marketing Communications, Social Media, Online Advertising, Copywriting, Facebook, Creative Direction, Digital Media, Brand Development
Education
Boise State University 1999 — 2005
Bachelor of Arts (B.A.), Communication, General
Gabe Pollock Gabe Pollock's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Education
Bowling Green State University
Edward Jones October 2008 - Present
Education
Bowling Green State University
Wm. Eric Bishoff, CFP® Wm. Eric Bishoff, CFP®'s Edward Jones Experience June 1997 - June 2000
Job President/CEO of The Bishoff Financial Group, Inc.
Industry Financial Services
Experience
The Bishoff Financial Group June 2000 - Present
The Bishoff Financial Group, Inc. June 2000 - June 2013
The Bishoff Financial Group, Inc. 2000 - 2013
Edward Jones June 1997 - June 2000
The Huntington National Bank June 1994 - June 1997
Skills
Investments, Financial Planning, Strategy, Finance, Portfolio Management, Marketing, Management, Financial Services, Small Business, Retirement, Banking, Financial Advisory, Securities, Wealth Management, Retirement Planning, Strategic Planning
Education
Bowling Green State University 1990 — 1994
B.S. in Education, Sports Management
Dublin High School 1987 — 1990
The Bishoff Financial Group June 2000 - Present
The Bishoff Financial Group, Inc. June 2000 - June 2013
The Bishoff Financial Group, Inc. 2000 - 2013
Edward Jones June 1997 - June 2000
The Huntington National Bank June 1994 - June 1997
Skills
Investments, Financial Planning, Strategy, Finance, Portfolio Management, Marketing, Management, Financial Services, Small Business, Retirement, Banking, Financial Advisory, Securities, Wealth Management, Retirement Planning, Strategic Planning
Education
Bowling Green State University 1990 — 1994
B.S. in Education, Sports Management
Dublin High School 1987 — 1990
Samantha Espindola's Edward Jones Experience September 2013 - Present
Job Graduate Student in Counseling/Sport Psyhology
Industry Mental Health Care
Experience
Edward Jones September 2013 - Present
Healthy Within Inc. September 2011 - June 2014
Skills
Mental Health, Research, Neurofeedback
Education
Boston University 2014 — 2016
Masters of Education, Counseling/Sport Psychology
University of San Diego 2009 — 2011
Bachelor of Arts, Psychology
Edward Jones September 2013 - Present
Healthy Within Inc. September 2011 - June 2014
Skills
Mental Health, Research, Neurofeedback
Education
Boston University 2014 — 2016
Masters of Education, Counseling/Sport Psychology
University of San Diego 2009 — 2011
Bachelor of Arts, Psychology
Bret Butcher Bret Butcher's Edward Jones Experience October 2006 - February 2008
Job Investment Professional
Industry Financial Services
Experience
The Kocen Financial Group, Inc. / Financial Goal Securities, Inc. March 2008 - July 2015
Edward Jones October 2006 - February 2008
Skills
Finance, Wealth Management, Financial Analysis, Mutual Funds, Investments, Valuation, Investment Strategies, Financial Planning, Asset Allocation, Corporate Finance, Investment Management, Financial Modeling, Financial Advisory, Strategic Financial..., Asset Management
Education
University of California, Riverside 2011 — 2014
Master of Business Administration (MBA), Finance
California State University-San Bernardino 2005 — 2006
Bachelor of Arts (B.A.), Business Administration, Finance
Boston University
Mathematics
The Kocen Financial Group, Inc. / Financial Goal Securities, Inc. March 2008 - July 2015
Edward Jones October 2006 - February 2008
Skills
Finance, Wealth Management, Financial Analysis, Mutual Funds, Investments, Valuation, Investment Strategies, Financial Planning, Asset Allocation, Corporate Finance, Investment Management, Financial Modeling, Financial Advisory, Strategic Financial..., Asset Management
Education
University of California, Riverside 2011 — 2014
Master of Business Administration (MBA), Finance
California State University-San Bernardino 2005 — 2006
Bachelor of Arts (B.A.), Business Administration, Finance
Boston University
Mathematics
Rebecca Zamora's Edward Jones Experience February 2011 - October 2013
Job Full time student
Industry Education Management
Experience
Oldham Goodwin Group, LLC October 2013 - January 2015
Edward Jones February 2011 - October 2013
Skills
Customer Service, Microsoft Office, Outlook, Event Management, Microsoft Excel, Time Management, Leadership, Team Building, Sales, Management
Education
Blinn College
Elementary Education and Teaching
Oldham Goodwin Group, LLC October 2013 - January 2015
Edward Jones February 2011 - October 2013
Skills
Customer Service, Microsoft Office, Outlook, Event Management, Microsoft Excel, Time Management, Leadership, Team Building, Sales, Management
Education
Blinn College
Elementary Education and Teaching
Scott Frey, CFP (r) Scott Frey, CFP (r)'s Edward Jones Experience June 2001 - Present
Job CERTIFIED FINANCIAL PLANNER at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2001 - Present
Education
Bob Jones University 1996 — 2001
Bach Science, Financial Management
Edward Jones June 2001 - Present
Education
Bob Jones University 1996 — 2001
Bach Science, Financial Management
Glenn McBride Glenn McBride's Edward Jones Experience September 2009 - March 2010
Job Senior Technology Project Manager at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors, Inc. April 2014 - January 2015
Harbor Services Group March 2013 - April 2014
Harbor Services Group December 2011 - February 2013
Harbor Capital Advisors June 2011 - November 2011
Harbor Capital Advisors September 2010 - May 2011
Edward Jones September 2009 - March 2010
Ameriprise Financial January 2005 - September 2009
Skills
SharePoint, Project Management, Access, Microsoft Office, Mutual Funds, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, MS Project, Microsoft Project, Microsoft Sharepoint, TA2000, Writing Skills, Series 6, LexisNexis, State Street Cash..., AWD, Encorr, Excel, Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance and Accounting
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors, Inc. April 2014 - January 2015
Harbor Services Group March 2013 - April 2014
Harbor Services Group December 2011 - February 2013
Harbor Capital Advisors June 2011 - November 2011
Harbor Capital Advisors September 2010 - May 2011
Edward Jones September 2009 - March 2010
Ameriprise Financial January 2005 - September 2009
Skills
SharePoint, Project Management, Access, Microsoft Office, Mutual Funds, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, MS Project, Microsoft Project, Microsoft Sharepoint, TA2000, Writing Skills, Series 6, LexisNexis, State Street Cash..., AWD, Encorr, Excel, Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance and Accounting
Lindsey Chapman's Edward Jones Experience August 2006 - March 2010
Job Financial Advisor Franchise Owner at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
JP Morgan Securities LLC March 2010 - July 2015
Edward Jones August 2006 - March 2010
Citizens National Bank of Bluffton September 2000 - April 2006
Skills
Investments, Retirement Planning, 401k
Education
Bluffton University 2002 — 2006
BABA, Accounting & Organizational Management
The Ohio State University 2000 — 2002
Accounting
Ohio Northern University 1999 — 2000
Accounting & Prelaw
Ameriprise Financial Services, Inc. August 2015 - Present
JP Morgan Securities LLC March 2010 - July 2015
Edward Jones August 2006 - March 2010
Citizens National Bank of Bluffton September 2000 - April 2006
Skills
Investments, Retirement Planning, 401k
Education
Bluffton University 2002 — 2006
BABA, Accounting & Organizational Management
The Ohio State University 2000 — 2002
Accounting
Ohio Northern University 1999 — 2000
Accounting & Prelaw
Brady Krebs Brady Krebs's Edward Jones Experience 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1999 - Present
Skills
Retirement Planning, Series 7, Financial Analysis, Insurance, Strategic Planning, Public Speaking, Wealth Management, Investment Advisory, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Series 63, Small Business, Mutual Funds, Risk Management, Investments, Financial Advisory
Education
Bowling Green State University
Bachelor of Science (BS), Finance and Financial Management Services
Xavier University
Master of Business Administration (MBA), Finance and Financial Management Services
Edward Jones 1999 - Present
Skills
Retirement Planning, Series 7, Financial Analysis, Insurance, Strategic Planning, Public Speaking, Wealth Management, Investment Advisory, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Series 63, Small Business, Mutual Funds, Risk Management, Investments, Financial Advisory
Education
Bowling Green State University
Bachelor of Science (BS), Finance and Financial Management Services
Xavier University
Master of Business Administration (MBA), Finance and Financial Management Services
Sherry Reddick's Edward Jones Experience January 2001 - February 2003
Job Interior Design (licensed since 1995), AIA San Antonio Texas Allied, and Fine Art
Industry Fine Art
Experience
Consulting with full time position desired September 1995 - Present
High Heels and Spurs licensed Interior Design, Fine Art and Photography January 1995 - Present
Forensic Artist August 2006 - Present
High Heels and Spurs Interior Design, Fine Art, and Photography 1995 - Present
Boston University January 2009 - September 2010
Boston University 2009 - 2010
Mercer University/ University of Southern Mississippi/ Texas A&M Commerce, Texas January 2005 - January 2006
Edward Jones January 2001 - February 2003
Elementary to Eisenhower High School January 1980 - January 2003
JCPenney Life Insurance January 1997 - May 1999
Skills
Mac, PowerPoint, Excel, Photography, Windows, iLife, iWork, Public Speaking, Microsoft Office, Writing, Word, Security, Research, Teaching, Team Building, Analysis, Problem Solving, Investigations, Interviewing, Law Enforcement, Strategic Planning, Policy, Police, Mentoring, Negotiation, Public Relations, Editing, Compliance, Retail, Physical Security, Statistics, Proposal Writing, Enforcement, Dragon Dictate for Mac, Intuos5 Touch, iPhoto, Pages, Keynote,..., Criminal Justice, Private Investigations, Microsoft Word, Report Writing, Criminal Investigations, Time Management, Homeland Security, Investigation, Fundraising, Crisis Management, Interviews, Training, Adobe Creative Suite, Government
Education
Texas A&M University 2014 — 2015
Master of Business Administration (M.B.A.), Project Management, 4.0 in class room
Colorado State University 2014 — 2014
Master of Business Administration (M.B.A.), Project Management, B
Boston University 2011 — 2011
Master of Science Project Management 4 courses, Program Management, 3.1
Boston University 2009 — 2010
Masters, Criminal Justice, 3.1
Mercer University 2004 — 2007
Bachelor's Degree, Double major: Communication/ Fine Art/ Minor: Criminal Justice
Collin County Community College 1991 — 1995
Computer course, Spanish, History, Law Enforcement, General
The University of Southern Mississippi
BA Fine Art Consortium with Mercer University study abroad, Study in England and France, 4.0
Consulting with full time position desired September 1995 - Present
High Heels and Spurs licensed Interior Design, Fine Art and Photography January 1995 - Present
Forensic Artist August 2006 - Present
High Heels and Spurs Interior Design, Fine Art, and Photography 1995 - Present
Boston University January 2009 - September 2010
Boston University 2009 - 2010
Mercer University/ University of Southern Mississippi/ Texas A&M Commerce, Texas January 2005 - January 2006
Edward Jones January 2001 - February 2003
Elementary to Eisenhower High School January 1980 - January 2003
JCPenney Life Insurance January 1997 - May 1999
Skills
Mac, PowerPoint, Excel, Photography, Windows, iLife, iWork, Public Speaking, Microsoft Office, Writing, Word, Security, Research, Teaching, Team Building, Analysis, Problem Solving, Investigations, Interviewing, Law Enforcement, Strategic Planning, Policy, Police, Mentoring, Negotiation, Public Relations, Editing, Compliance, Retail, Physical Security, Statistics, Proposal Writing, Enforcement, Dragon Dictate for Mac, Intuos5 Touch, iPhoto, Pages, Keynote,..., Criminal Justice, Private Investigations, Microsoft Word, Report Writing, Criminal Investigations, Time Management, Homeland Security, Investigation, Fundraising, Crisis Management, Interviews, Training, Adobe Creative Suite, Government
Education
Texas A&M University 2014 — 2015
Master of Business Administration (M.B.A.), Project Management, 4.0 in class room
Colorado State University 2014 — 2014
Master of Business Administration (M.B.A.), Project Management, B
Boston University 2011 — 2011
Master of Science Project Management 4 courses, Program Management, 3.1
Boston University 2009 — 2010
Masters, Criminal Justice, 3.1
Mercer University 2004 — 2007
Bachelor's Degree, Double major: Communication/ Fine Art/ Minor: Criminal Justice
Collin County Community College 1991 — 1995
Computer course, Spanish, History, Law Enforcement, General
The University of Southern Mississippi
BA Fine Art Consortium with Mercer University study abroad, Study in England and France, 4.0
John Serbell's Edward Jones Experience April 2012 - Present
Job Financial professional, writer, woodworker
Industry Financial Services
Experience
Gnomad Home Handcrafted Furniture November 2014 - Present
Edward Jones April 2012 - Present
Washington University in St. Louis December 2011 - March 2012
AmeriCorps National Civilian Community Corps January 2011 - November 2011
AmeriCorps National Civilian Community Corps February 2010 - November 2010
Westport/Weston Family YMCA September 2009 - February 2010
Town of Westport Parks and Recreation Department May 2002 - January 2010
Skills
Financial Planning, Customer Service, Custom Furniture, Woodworking, Writing, Editing, Grants, Volunteer Management, Project Coordination, Leadership
Education
Boston University 2004 — 2008
Bachelor of Science, Film/Television (Screenwriting)
Gnomad Home Handcrafted Furniture November 2014 - Present
Edward Jones April 2012 - Present
Washington University in St. Louis December 2011 - March 2012
AmeriCorps National Civilian Community Corps January 2011 - November 2011
AmeriCorps National Civilian Community Corps February 2010 - November 2010
Westport/Weston Family YMCA September 2009 - February 2010
Town of Westport Parks and Recreation Department May 2002 - January 2010
Skills
Financial Planning, Customer Service, Custom Furniture, Woodworking, Writing, Editing, Grants, Volunteer Management, Project Coordination, Leadership
Education
Boston University 2004 — 2008
Bachelor of Science, Film/Television (Screenwriting)
Stephen Daley, CRPC®'s Edward Jones Experience June 1995 - October 2004
Job Financial Advisor, Associate Vice President with Ameriprise Financial Services, Inc. in Dublin
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Wealth Management October 2004 - March 2009
Edward Jones June 1995 - October 2004
Huntington National Bank 1993 - 1995
Skills
Employee Benefits, Business Planning, Leadership, Protection Planning, Marketing, Client Relationships
Education
Bowling Green State University 1984 — 1988
B.S. in Education, Business Education, Marketing
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Wealth Management October 2004 - March 2009
Edward Jones June 1995 - October 2004
Huntington National Bank 1993 - 1995
Skills
Employee Benefits, Business Planning, Leadership, Protection Planning, Marketing, Client Relationships
Education
Bowling Green State University 1984 — 1988
B.S. in Education, Business Education, Marketing
Janice Bushnell's Edward Jones Experience August 2014 - Present
Job Branch Office Administrator
Industry Investment Management
Experience
Edward Jones August 2014 - Present
Amangani Resort & Spa April 2014 - Present
Alpenhof Lodge September 2013 - August 2014
ClubSport Oregon April 2011 - September 2013
Sotheby's International Realty 2004 - 2006
Skills
Wellness, Hospitality Management, Management, Human Resources, Hotel Management, Budgets, Customer Service, Event Planning, Fitness, Sales, Microsoft Office, Social Media, Strategic Planning, Team Building, Editing
Education
Boulder College of Massage Therapy 2002 — 2003
Certification, Massage Therapy/Therapeutic Massage
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor's degree, Parks, Recreation and Leisure Studies
Edward Jones August 2014 - Present
Amangani Resort & Spa April 2014 - Present
Alpenhof Lodge September 2013 - August 2014
ClubSport Oregon April 2011 - September 2013
Sotheby's International Realty 2004 - 2006
Skills
Wellness, Hospitality Management, Management, Human Resources, Hotel Management, Budgets, Customer Service, Event Planning, Fitness, Sales, Microsoft Office, Social Media, Strategic Planning, Team Building, Editing
Education
Boulder College of Massage Therapy 2002 — 2003
Certification, Massage Therapy/Therapeutic Massage
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor's degree, Parks, Recreation and Leisure Studies
Dustin Witmer Dustin Witmer's Edward Jones Experience October 2010 - August 2012
Job Financial Consultant at M&T Bank
Industry Financial Services
Experience
M&T Bank August 2013 - Present
Northwest Federal Credit Union August 2012 - August 2013
Edward Jones October 2010 - August 2012
Woodforest National Bank February 2008 - October 2010
Skills
Investment and..., Investments, Banking, Finance, Financial Services, Management, Series 7
Education
Bob Jones University 1998 — 2007
Master of Arts (MA)
M&T Bank August 2013 - Present
Northwest Federal Credit Union August 2012 - August 2013
Edward Jones October 2010 - August 2012
Woodforest National Bank February 2008 - October 2010
Skills
Investment and..., Investments, Banking, Finance, Financial Services, Management, Series 7
Education
Bob Jones University 1998 — 2007
Master of Arts (MA)
Dan Lohmar, CFP Dan Lohmar, CFP's Edward Jones Experience July 2003 - December 2003
Job Investment / PRAP Advisor and Pilot at United Airlines
Industry Financial Services
Experience
United Wealth Management, LLC 2005 - Present
United Airlines 1997 - Present
Illinois Air National Guard January 1991 - October 2004
Edward Jones July 2003 - December 2003
Skills
Commercial Aviation, Flights
Education
Boston University 2007 — 2008
CFP, Finanical Planning
College for Financial Planning 2006 — 2007
AAMS, Investment Management
Saint Louis University 1987 — 1990
B.S., Aeronautical Engineering
UPT 92-09
United Wealth Management, LLC 2005 - Present
United Airlines 1997 - Present
Illinois Air National Guard January 1991 - October 2004
Edward Jones July 2003 - December 2003
Skills
Commercial Aviation, Flights
Education
Boston University 2007 — 2008
CFP, Finanical Planning
College for Financial Planning 2006 — 2007
AAMS, Investment Management
Saint Louis University 1987 — 1990
B.S., Aeronautical Engineering
UPT 92-09
Kevin Cooney's Edward Jones Experience November 2001 - June 2004
Job Vice President Corporate Banking at National Bank of Arizona
Industry Banking
Experience
National Bank of Arizona January 2011 - Present
National Bank of Arizona July 2004 - December 2010
Edward Jones November 2001 - June 2004
Skills
Commercial Banking, Commercial Lending, Underwriting, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Loan Origination, Financial Structuring, Relationship Management, Cash Management, Business Development, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor of Science (BS), Finance, General
National Bank of Arizona January 2011 - Present
National Bank of Arizona July 2004 - December 2010
Edward Jones November 2001 - June 2004
Skills
Commercial Banking, Commercial Lending, Underwriting, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Loan Origination, Financial Structuring, Relationship Management, Cash Management, Business Development, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor of Science (BS), Finance, General
Macy Korolnek Macy Korolnek's Edward Jones Experience May 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Guaranteed Rate October 2013 - May 2014
Maverick Funding October 2011 - October 2013
Oracle 2008 - 2009
Bank of America 2004 - 2007
CanusRx Inc 2002 - 2004
Consolidated Bottle 1998 - 2002
Skills
Mortgage Lending, Sales Management, Loans, Account Management, Strategic Planning, Banking, Business Development, Sales, Financial Analysis, Real Estate, New Business Development, Finance, Credit Analysis, Loan Origination, Refinance, Selling, USDA, FHA, Leadership, Investment Properties, Reverse Mortgages, B2B, Residential Mortgages, Mortgage Banking, Management, FHA financing, VA loans, Certified Mortgage..., Government Loans, Investments
Education
Bryant University 1998 — 2002
Bachelors of Science, Finance
Bond University 1999 — 2000
Bachelor of Science (B.S.), Business Administration - Finance
Edward Jones May 2014 - Present
Guaranteed Rate October 2013 - May 2014
Maverick Funding October 2011 - October 2013
Oracle 2008 - 2009
Bank of America 2004 - 2007
CanusRx Inc 2002 - 2004
Consolidated Bottle 1998 - 2002
Skills
Mortgage Lending, Sales Management, Loans, Account Management, Strategic Planning, Banking, Business Development, Sales, Financial Analysis, Real Estate, New Business Development, Finance, Credit Analysis, Loan Origination, Refinance, Selling, USDA, FHA, Leadership, Investment Properties, Reverse Mortgages, B2B, Residential Mortgages, Mortgage Banking, Management, FHA financing, VA loans, Certified Mortgage..., Government Loans, Investments
Education
Bryant University 1998 — 2002
Bachelors of Science, Finance
Bond University 1999 — 2000
Bachelor of Science (B.S.), Business Administration - Finance
Graham Andrews Graham Andrews's Edward Jones Experience December 2009 - April 2011
Job Associate at Eric K. Gillespie Professional Corporation
Industry Law Practice
Experience
Eric K. Gillespie Professional Corporation June 2012 - Present
Eric K. Gillespie Professional Corporation May 2011 - June 2012
Richard H. Baker, Barrister & Solicitor May 2011 - May 2012
Edward Jones December 2009 - April 2011
Edward Jones July 2006 - August 2007
Skills
Legal Research, Civil Litigation, Litigation, Legal Writing, Commercial Litigation, Corporate Law, Courts, Family Law, Legal Advice, Administrative Law, Wills, Personal Injury, Mediation, Legal Assistance, Dispute Resolution
Education
Bond University 2007 — 2009
Juris Doctor, Law
University of Toronto - University of Trinity College 2002 — 2006
Honours Bachelor of Arts (B.A.), History
Eric K. Gillespie Professional Corporation June 2012 - Present
Eric K. Gillespie Professional Corporation May 2011 - June 2012
Richard H. Baker, Barrister & Solicitor May 2011 - May 2012
Edward Jones December 2009 - April 2011
Edward Jones July 2006 - August 2007
Skills
Legal Research, Civil Litigation, Litigation, Legal Writing, Commercial Litigation, Corporate Law, Courts, Family Law, Legal Advice, Administrative Law, Wills, Personal Injury, Mediation, Legal Assistance, Dispute Resolution
Education
Bond University 2007 — 2009
Juris Doctor, Law
University of Toronto - University of Trinity College 2002 — 2006
Honours Bachelor of Arts (B.A.), History
Jill Galmarini Jill Galmarini's Edward Jones Experience December 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Charleston Metro Chamber of Commerce November 2005 - November 2013
Cleveland Engineering Society August 2002 - October 2005
Make-A-Wish Foundation of Northwest Ohio August 2001 - March 2002
American Red Cross, Greater Toledo Area Chapter October 2000 - August 2001
Skills
Social Media, Fundraising, Event Planning, Strategic Planning, Non-profits, Project Management, Event Management, Customer Service, Marketing Communications, Marketing Strategy, Social Networking, Small Business, Nonprofits, Leadership Development, Management, Leadership, Entrepreneurship, Sales Management, Project Planning, Team Building, Start-ups, Negotiation, Recruiting, Coaching, PowerPoint, Program Management, Team Leadership, Budgets, Strategy, Training, Business Planning, Strategic Communications, Organizational..., Community Development
Education
Bowling Green State University 1996 — 2000
Bachelor of Science
Edward Jones December 2013 - Present
Charleston Metro Chamber of Commerce November 2005 - November 2013
Cleveland Engineering Society August 2002 - October 2005
Make-A-Wish Foundation of Northwest Ohio August 2001 - March 2002
American Red Cross, Greater Toledo Area Chapter October 2000 - August 2001
Skills
Social Media, Fundraising, Event Planning, Strategic Planning, Non-profits, Project Management, Event Management, Customer Service, Marketing Communications, Marketing Strategy, Social Networking, Small Business, Nonprofits, Leadership Development, Management, Leadership, Entrepreneurship, Sales Management, Project Planning, Team Building, Start-ups, Negotiation, Recruiting, Coaching, PowerPoint, Program Management, Team Leadership, Budgets, Strategy, Training, Business Planning, Strategic Communications, Organizational..., Community Development
Education
Bowling Green State University 1996 — 2000
Bachelor of Science
Greg Nisius's Edward Jones Experience May 2009 - February 2010
Job Field Service Coordinator at Precise Power Service Corp
Industry Facilities Services
Experience
Precise Power Service Corp March 2010 - Present
US Navy Reserve February 2009 - Present
Edward Jones May 2009 - February 2010
US Navy June 2004 - February 2009
Skills
Operational Efficiency, Service Coordination, Quality Assurance, Operations Management, Preventive Maintenance, Troubleshooting, Job Scheduling, Electronics, Navy, Security Clearance, Team Leadership, Computer Hardware, Windows, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Automotive Repair, Military Experience, Avionics, Electronics Repair, Radar, Customer Service, Logistics, Reports, Aviation
Education
Bowling Green State University 1996 — 2001
BS, Visual Communications Technology
Precise Power Service Corp March 2010 - Present
US Navy Reserve February 2009 - Present
Edward Jones May 2009 - February 2010
US Navy June 2004 - February 2009
Skills
Operational Efficiency, Service Coordination, Quality Assurance, Operations Management, Preventive Maintenance, Troubleshooting, Job Scheduling, Electronics, Navy, Security Clearance, Team Leadership, Computer Hardware, Windows, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Automotive Repair, Military Experience, Avionics, Electronics Repair, Radar, Customer Service, Logistics, Reports, Aviation
Education
Bowling Green State University 1996 — 2001
BS, Visual Communications Technology
Christopher Mayes Christopher Mayes's Edward Jones Experience September 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Citi September 2004 - September 2008
Hyatt Hotels Corporation December 2000 - February 2004
Shopko September 1999 - December 2000
Hyatt Hotels Corporation November 1998 - September 1999
Extended Stay America July 1997 - November 1998
Bank of America July 1995 - July 1997
Skills
Investments
Education
Boise State University 1991 — 1994
Bachelor of Business Administration (BBA), Finance, General
Jamestown College 1989 — 1991
Edward Jones September 2008 - Present
Citi September 2004 - September 2008
Hyatt Hotels Corporation December 2000 - February 2004
Shopko September 1999 - December 2000
Hyatt Hotels Corporation November 1998 - September 1999
Extended Stay America July 1997 - November 1998
Bank of America July 1995 - July 1997
Skills
Investments
Education
Boise State University 1991 — 1994
Bachelor of Business Administration (BBA), Finance, General
Jamestown College 1989 — 1991
Ruthann Bartello, CFA Ruthann Bartello, CFA's Edward Jones Experience 1995 - 1997
Job Senior Marketing and Communications Manager
Industry Financial Services
Experience
OceanRock Investments Inc. September 2011 - Present
BluMont Capital 2006 - 2010
Abria Alternative Investments Inc. October 2003 - October 2006
Edward Jones 1995 - 1997
Skills
Asset Managment, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Marketing Strategy, Strategic Planning, Equities, Marketing, Marketing Communications, Asset Management, Wealth Management, Mutual Funds, Investor Relations, Investment Strategies, Investment Management
Education
Bishop's University 1994 — 1998
BBA, Finance, Human Resources
OceanRock Investments Inc. September 2011 - Present
BluMont Capital 2006 - 2010
Abria Alternative Investments Inc. October 2003 - October 2006
Edward Jones 1995 - 1997
Skills
Asset Managment, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Marketing Strategy, Strategic Planning, Equities, Marketing, Marketing Communications, Asset Management, Wealth Management, Mutual Funds, Investor Relations, Investment Strategies, Investment Management
Education
Bishop's University 1994 — 1998
BBA, Finance, Human Resources
Mark Richardson, CFP® Mark Richardson, CFP®'s Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
The Bank of Missouri March 2005 - May 2012
The Bank of Missouri March 2005 - May 2012
Regions Financial Corporation May 2000 - January 2005
Sierra Pacific Mortgage January 1999 - May 2000
Skills
Financial Planning, Asset Management, Estate Planning, Employee Benefits, Strategic Financial..., Asset Managment, Investment Management, Retirement Planning, Financial Services, Mutual Funds, Investments, Fixed Annuities, Insurance, Management, Mortgage Lending, Loans, Risk Management, Banking, Sales, Finance, Investment Advisory
Education
University of Missouri-Columbia, College of Business 2003 — 2005
MBA, Finance
Boston University 2004 — 2004
Certificate, Financial Planning
California State University-Long Beach 1997 — 1998
BA, Political Science
California Polytechnic State University-San Luis Obispo 1994 — 1997
Political Science
Edward Jones May 2012 - Present
The Bank of Missouri March 2005 - May 2012
The Bank of Missouri March 2005 - May 2012
Regions Financial Corporation May 2000 - January 2005
Sierra Pacific Mortgage January 1999 - May 2000
Skills
Financial Planning, Asset Management, Estate Planning, Employee Benefits, Strategic Financial..., Asset Managment, Investment Management, Retirement Planning, Financial Services, Mutual Funds, Investments, Fixed Annuities, Insurance, Management, Mortgage Lending, Loans, Risk Management, Banking, Sales, Finance, Investment Advisory
Education
University of Missouri-Columbia, College of Business 2003 — 2005
MBA, Finance
Boston University 2004 — 2004
Certificate, Financial Planning
California State University-Long Beach 1997 — 1998
BA, Political Science
California Polytechnic State University-San Luis Obispo 1994 — 1997
Political Science
Donna Bailey Donna Bailey's Edward Jones Experience August 2010 - December 2010
Job Enrollment and Billing at Blue Cross of Idaho
Industry Banking
Experience
Blue Cross of Idaho September 2014 - Present
HomeStreet Bank June 2014 - September 2014
Home Federal Bank May 2013 - March 2014
Mountain West Bank May 2012 - March 2013
The Bank of Commerce July 2011 - May 2012
Edward Jones August 2010 - December 2010
Idaho State University Federal Credit Union July 2006 - July 2010
US Bank March 2005 - March 2006
Wells Fargo July 1980 - October 2002
Skills
Banking, Business Development, Financial Services, Financial Analysis, Commercial Banking, Credit, Mortgage Lending, Retail Banking, Microsoft Word, Customer Service, Branch Banking, Consumer Lending, Microsoft Office, Jack Henry, Employee Training, Compliance, Job Coaching, Typing, Community Development, Communication, Financial Accounting, Human Resources, Employee Relations, Hiring Employees, Loans, Small Business Lending
Education
Idaho State University 1981 — 1989
Boise State University
Bachelor of Arts (B.A.), Business Administration and Management, General
American Falls
Blue Cross of Idaho September 2014 - Present
HomeStreet Bank June 2014 - September 2014
Home Federal Bank May 2013 - March 2014
Mountain West Bank May 2012 - March 2013
The Bank of Commerce July 2011 - May 2012
Edward Jones August 2010 - December 2010
Idaho State University Federal Credit Union July 2006 - July 2010
US Bank March 2005 - March 2006
Wells Fargo July 1980 - October 2002
Skills
Banking, Business Development, Financial Services, Financial Analysis, Commercial Banking, Credit, Mortgage Lending, Retail Banking, Microsoft Word, Customer Service, Branch Banking, Consumer Lending, Microsoft Office, Jack Henry, Employee Training, Compliance, Job Coaching, Typing, Community Development, Communication, Financial Accounting, Human Resources, Employee Relations, Hiring Employees, Loans, Small Business Lending
Education
Idaho State University 1981 — 1989
Boise State University
Bachelor of Arts (B.A.), Business Administration and Management, General
American Falls
Greta Messarra Woodward Greta Messarra Woodward's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Wells Fargo Advisors October 2010 - May 2012
ING Financial Advisers January 2007 - September 2010
Skills
I Educate my Clients, Promote Financial..., Apply Practical..., Retirement Planning, Retirement, Fixed Annuities, Small Business, Strategic Financial..., Long-term Care, Portfolio Management, Term Life Insurance, Series 7, Insurance, Business Development, Financial Analysis, Series 63
Education
Texas A&M University 1987 — 1989
BBA Business Administration, Marketing
Blinn College 1985 — 1987
Associate of Arts (AA)
Edward Jones May 2012 - Present
Wells Fargo Advisors October 2010 - May 2012
ING Financial Advisers January 2007 - September 2010
Skills
I Educate my Clients, Promote Financial..., Apply Practical..., Retirement Planning, Retirement, Fixed Annuities, Small Business, Strategic Financial..., Long-term Care, Portfolio Management, Term Life Insurance, Series 7, Insurance, Business Development, Financial Analysis, Series 63
Education
Texas A&M University 1987 — 1989
BBA Business Administration, Marketing
Blinn College 1985 — 1987
Associate of Arts (AA)
Scott Chausse's Edward Jones Experience November 2014 - April 2015
Job Training Manager at Community Connections Inc.
Industry Nonprofit Organization Management
Experience
Community Connections Inc. August 2015 - Present
Dennis Yarmouth Public Schools May 2015 - June 2015
Edward Jones November 2014 - April 2015
The May Institute December 2011 - January 2014
Community Connections, Inc 2008 - 2011
Community Connections, Inc. 2006 - 2008
Community Connections Inc. 2005 - 2006
Community Connections, Inc 1999 - 2005
John Hancock Life Insurance Company (U.S.A.) 1998 - 1999
Connecticut Special Olympics 1988 - 1997
Skills
Nonprofits, Fundraising, Program Management, Training, Social Services, Public Speaking, Program Development, Community Outreach, Public Relations, Management, Leadership, Staff Development, Volunteer Management, Leadership Development, Teaching, Budgets, Event Planning, Strategic Planning, Marketing, Coaching, Team Building, Policy, Case Management, Research, Interviews, Customer Service, Recruiting, Organizational..., Microsoft Office, Social Networking, PowerPoint, Mental Health, Editing, Organizational..., Budget Management, Supervisory Skills, Crisis Intervention, Human Resources, Project Planning, Microsoft Excel, Microsoft Word, Partner Development, Developmental..., Series 7 Certification, Series 66 certification, MA State Life, Health...
Education
Boston University 1982 — 1986
MEd., Education
Boston University 1978 — 1982
BS, Education
Community Connections Inc. August 2015 - Present
Dennis Yarmouth Public Schools May 2015 - June 2015
Edward Jones November 2014 - April 2015
The May Institute December 2011 - January 2014
Community Connections, Inc 2008 - 2011
Community Connections, Inc. 2006 - 2008
Community Connections Inc. 2005 - 2006
Community Connections, Inc 1999 - 2005
John Hancock Life Insurance Company (U.S.A.) 1998 - 1999
Connecticut Special Olympics 1988 - 1997
Skills
Nonprofits, Fundraising, Program Management, Training, Social Services, Public Speaking, Program Development, Community Outreach, Public Relations, Management, Leadership, Staff Development, Volunteer Management, Leadership Development, Teaching, Budgets, Event Planning, Strategic Planning, Marketing, Coaching, Team Building, Policy, Case Management, Research, Interviews, Customer Service, Recruiting, Organizational..., Microsoft Office, Social Networking, PowerPoint, Mental Health, Editing, Organizational..., Budget Management, Supervisory Skills, Crisis Intervention, Human Resources, Project Planning, Microsoft Excel, Microsoft Word, Partner Development, Developmental..., Series 7 Certification, Series 66 certification, MA State Life, Health...
Education
Boston University 1982 — 1986
MEd., Education
Boston University 1978 — 1982
BS, Education
Jeff Scholten Jeff Scholten's Edward Jones Experience August 2014 - Present
Job Financial Advisor at Edward Jones
Industry Mechanical or Industrial Engineering
Experience
Edward Jones August 2014 - Present
Rheem Manufacturing -- Water Heater Innovations September 2003 - 2013
ACRO Automation systems Inc 2000 - 2003
ThyssenKrupp - Gilman Engineering 1996 - 2000
Honeywell - Microswitch Division 1993 - 1996
Speed Queen 1986 - 1993
Rockwell Automation - Allen Bradley 1980 - 1986
Skills
Develop strong..., Coach and develop..., Build strong cross –..., Implement a strong..., Negotiate contracts and..., Build supplier..., Implement cost..., Leadership and..., Manufacturing, Program Management, Process Improvement, Continuous Improvement, Leadership, Lean Manufacturing, Project Management, Management, Drive financial..., Reliability and..., Six Sigma Training, Executive Leadership..., Social Styles Training, Member of Enterprise..., Completed OSHA Training, QS-9000 TE Auditor, Certified Analyst in..., Engineering, Quality Assurance, FMEA, SPC, Cross-functional Team..., Team Building, Procurement, Project Planning, Strategic Planning, Leadership Development, Budgets, Design of Experiments, Training, Process Engineering, Value Stream Mapping, Product Development, Supply Chain Management, Supply Chain, Manufacturing..., Kaizen, Six Sigma
Education
Milwaukee School of Engineering 1987 — 1993
Master's Degree -- Completed all course work, Engineering Management
Milwaukee School of Engineering 1980 — 1985
Bachelor's Degree, Industrial Engineering & Management
Blackhawk Technical College 1998 — 2000
Specialized Two Year Training Program, Reliability and Maintainability
Edward Jones August 2014 - Present
Rheem Manufacturing -- Water Heater Innovations September 2003 - 2013
ACRO Automation systems Inc 2000 - 2003
ThyssenKrupp - Gilman Engineering 1996 - 2000
Honeywell - Microswitch Division 1993 - 1996
Speed Queen 1986 - 1993
Rockwell Automation - Allen Bradley 1980 - 1986
Skills
Develop strong..., Coach and develop..., Build strong cross –..., Implement a strong..., Negotiate contracts and..., Build supplier..., Implement cost..., Leadership and..., Manufacturing, Program Management, Process Improvement, Continuous Improvement, Leadership, Lean Manufacturing, Project Management, Management, Drive financial..., Reliability and..., Six Sigma Training, Executive Leadership..., Social Styles Training, Member of Enterprise..., Completed OSHA Training, QS-9000 TE Auditor, Certified Analyst in..., Engineering, Quality Assurance, FMEA, SPC, Cross-functional Team..., Team Building, Procurement, Project Planning, Strategic Planning, Leadership Development, Budgets, Design of Experiments, Training, Process Engineering, Value Stream Mapping, Product Development, Supply Chain Management, Supply Chain, Manufacturing..., Kaizen, Six Sigma
Education
Milwaukee School of Engineering 1987 — 1993
Master's Degree -- Completed all course work, Engineering Management
Milwaukee School of Engineering 1980 — 1985
Bachelor's Degree, Industrial Engineering & Management
Blackhawk Technical College 1998 — 2000
Specialized Two Year Training Program, Reliability and Maintainability
Sherina Mohan's Edward Jones Experience October 2007 - May 2008
Job Materials Program Manager at Apple
Industry Consumer Goods
Experience
Apple October 2013 - Present
Livescribe Inc. January 2012 - October 2013
Livescribe Inc. July 2009 - December 2010
Boston University January 2009 - May 2009
Boston University July 2008 - December 2008
Ame and Lulu July 2008 - October 2008
Boston University August 2008 - August 2008
Edward Jones October 2007 - May 2008
University Directories June 2007 - August 2007
Skills
Forecasting, Inventory Management, Product Development, Contract Negotiation, Access, Cross-functional Team..., Analytics, Supply Chain Management, Management, Product Management, Manufacturing, Product Lifecycle...
Education
Boston University 2005 — 2009
Bachelors in Science, Finance and Marketing
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Finance and Marketing
Shanghai American School
Apple October 2013 - Present
Livescribe Inc. January 2012 - October 2013
Livescribe Inc. July 2009 - December 2010
Boston University January 2009 - May 2009
Boston University July 2008 - December 2008
Ame and Lulu July 2008 - October 2008
Boston University August 2008 - August 2008
Edward Jones October 2007 - May 2008
University Directories June 2007 - August 2007
Skills
Forecasting, Inventory Management, Product Development, Contract Negotiation, Access, Cross-functional Team..., Analytics, Supply Chain Management, Management, Product Management, Manufacturing, Product Lifecycle...
Education
Boston University 2005 — 2009
Bachelors in Science, Finance and Marketing
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Finance and Marketing
Shanghai American School
Monique Matthews's Edward Jones Experience 2000 - 2006
Job Senior Recruiter at Monsanto
Industry Biotechnology
Experience
Monsanto June 2006 - Present
Edward Jones 2000 - 2006
Vanderbilt University June 1994 - August 1997
Skills
Interviews, Human Resources, Leadership, Recruiting, Biotechnology, Talent Acquisition
Education
Boston College 1981 — 1986
Monsanto June 2006 - Present
Edward Jones 2000 - 2006
Vanderbilt University June 1994 - August 1997
Skills
Interviews, Human Resources, Leadership, Recruiting, Biotechnology, Talent Acquisition
Education
Boston College 1981 — 1986
Martin A. Federici Jr. Martin A. Federici Jr.'s Edward Jones Experience November 2005 - December 2010
Job Knowledgeable Financial Advisor/Planner and CEO at MF Advisers, Inc. & MF Tax & Accounting, Inc.
Industry Financial Services
Experience
MF Advisers, Inc. January 2011 - Present
MF Tax & Accounting, Inc. January 2011 - Present
Edward Jones November 2005 - December 2010
The Home Depot March 2002 - October 2005
Together Dating Service 1999 - 2002
Skills
Financial Advisory, Retirement Planning, Investments, Asset Allocation, Investment Advisory, 401k, Pensions, Saving for Education, Financial Planning, Wealth Management, Investment Strategies, Personal Finance, 403 b, Registered Investment..., Series 65, College Savings Plans, 529 Plans, Roth IRA, IRA Rollovers, 401k Rollovers, Deferred Compensation, Simple IRA, SEP, Rollovers, Retirement Savings, Retirement Solutions, Wealth Accumulation, Diversification, Insurance Planning, Financial Advice, Wealth Preservation..., Retirement Plan..., Retirement Income..., Global Asset Allocation, Equity Management, Tactical Asset..., Fund Analysis, Investment Selection, Protection..., Education Savings, Financial Review, Personal Planning, Profit Sharing, 401 K Rollovers, Comprehensive Wealth..., IRA's, International Equities, Value Investing, Stock Picking, Retirement Plans
Education
Bloomsburg University of Pennsylvania 1991 — 1996
Bachelors, History
Bishop O'Reilly High School 1987 — 1991
Sacred Heart School (Luzerne) 1978 — 1987
MF Advisers, Inc. January 2011 - Present
MF Tax & Accounting, Inc. January 2011 - Present
Edward Jones November 2005 - December 2010
The Home Depot March 2002 - October 2005
Together Dating Service 1999 - 2002
Skills
Financial Advisory, Retirement Planning, Investments, Asset Allocation, Investment Advisory, 401k, Pensions, Saving for Education, Financial Planning, Wealth Management, Investment Strategies, Personal Finance, 403 b, Registered Investment..., Series 65, College Savings Plans, 529 Plans, Roth IRA, IRA Rollovers, 401k Rollovers, Deferred Compensation, Simple IRA, SEP, Rollovers, Retirement Savings, Retirement Solutions, Wealth Accumulation, Diversification, Insurance Planning, Financial Advice, Wealth Preservation..., Retirement Plan..., Retirement Income..., Global Asset Allocation, Equity Management, Tactical Asset..., Fund Analysis, Investment Selection, Protection..., Education Savings, Financial Review, Personal Planning, Profit Sharing, 401 K Rollovers, Comprehensive Wealth..., IRA's, International Equities, Value Investing, Stock Picking, Retirement Plans
Education
Bloomsburg University of Pennsylvania 1991 — 1996
Bachelors, History
Bishop O'Reilly High School 1987 — 1991
Sacred Heart School (Luzerne) 1978 — 1987
Mary Jo Metro CFP®,CDFA™,AAMS®, CRPS®,CRPC®, MBA's Edward Jones Experience June 1999 - June 2010
Job Financial Advisor at Metro Financial Strategies
Industry Financial Services
Experience
METRO Financial Strategies, an Independent Firm June 2010 - Present
Edward Jones June 1999 - June 2010
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Insurance, Saving for Education, Wealth Management, Retirement, Small Business, 401k, Finance, Financial Services, Portfolio Management, Asset Management, Long-term Care, Investments, Securities, Financial Advisory, Loans, Mortgage Lending, Mutual Funds, Credit, Tax, Financial Analysis, Credit Analysis, Certified Financial..., Series 7, Financial Planning
Education
Boston University 1985 — 1989
MBA, Finance
Penn State University 1979 — 1983
B.S., Accounting
METRO Financial Strategies, an Independent Firm June 2010 - Present
Edward Jones June 1999 - June 2010
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Insurance, Saving for Education, Wealth Management, Retirement, Small Business, 401k, Finance, Financial Services, Portfolio Management, Asset Management, Long-term Care, Investments, Securities, Financial Advisory, Loans, Mortgage Lending, Mutual Funds, Credit, Tax, Financial Analysis, Credit Analysis, Certified Financial..., Series 7, Financial Planning
Education
Boston University 1985 — 1989
MBA, Finance
Penn State University 1979 — 1983
B.S., Accounting
Cynthia Matthews Roy's Edward Jones Experience June 2007 - December 2008
Job Paraplanner, James Lamb & Associates
Industry Financial Services
Experience
Ameriprise Financial June 2009 - June 2011
Edward Jones June 2007 - December 2008
MFS 1992 - 1994
Education
Boston College 1985 — 1992
B.A., English
Ameriprise Financial June 2009 - June 2011
Edward Jones June 2007 - December 2008
MFS 1992 - 1994
Education
Boston College 1985 — 1992
B.A., English
Robert Fiero's Edward Jones Experience August 2008 - June 2009
Job Team Captain at Horizon Air
Industry Airlines/Aviation
Experience
Horizon Air July 2012 - Present
Twigs Cellar May 2009 - June 2012
Kayako Inc. April 2010 - June 2011
Edward Jones August 2008 - June 2009
Signature Parking March 2005 - January 2008
Skills
Account Management, Marketing, Sales, Customer Service, Mutual Funds, Strategic Planning, New Business Development, Financial Services, Team Leadership, Finance, Marketing Strategy, Portfolio Management, Team Building, Sales Management
Education
Boise State University 2007 — 2009
In Progress, Finance
Horizon Air July 2012 - Present
Twigs Cellar May 2009 - June 2012
Kayako Inc. April 2010 - June 2011
Edward Jones August 2008 - June 2009
Signature Parking March 2005 - January 2008
Skills
Account Management, Marketing, Sales, Customer Service, Mutual Funds, Strategic Planning, New Business Development, Financial Services, Team Leadership, Finance, Marketing Strategy, Portfolio Management, Team Building, Sales Management
Education
Boise State University 2007 — 2009
In Progress, Finance
Matthew Gaul, ChFC®, CFP® Matthew Gaul, ChFC®, CFP®'s Edward Jones Experience July 2005 - November 2008
Job Partner at Wienken Wealth Management
Industry Financial Services
Experience
Wienken Wealth Management December 2008 - Present
Edward Jones July 2005 - November 2008
Education
Penn State University 1995 — 2000
B.A., English
Bloomsburg University of Pennsylvania 2001 — 2003
M.Ed., Education
Wienken Wealth Management December 2008 - Present
Edward Jones July 2005 - November 2008
Education
Penn State University 1995 — 2000
B.A., English
Bloomsburg University of Pennsylvania 2001 — 2003
M.Ed., Education
Bryn Brutosky Bryn Brutosky's Edward Jones Experience September 2007 - October 2009
Job Sales and Marketing Representative at Ryan Homes
Industry Internet
Experience
Ryan Homes October 2014 - Present
NCover February 2010 - September 2014
Utopia Net September 2009 - February 2010
Edward Jones September 2007 - October 2009
Skills
NCover, Business Development, Networking, Small Business, Team Building, Data Analysis, Sales, Public Speaking, Marketing, Strategic Planning, New Business Development, Entrepreneurship, Management, Budgets, Leadership, Team Leadership, Marketing Strategy, Program Management, Operations Management, Coaching, Social Media Marketing, Process Improvement, Negotiation, Direct Sales, Project Planning, Strategy, Start-ups, Leadership Development, Sales Management, Training, Social Networking, Sales Operations, Business Planning, Management Consulting, Lead Generation, Integration, Strategic Partnerships, Account Management, Investments, Selling, CRM, Finance, Executive Management, Salesforce.com, Business Strategy, Online Marketing, Contract Negotiation, Sales Process, SaaS, Cross-functional Team...
Education
Clemson University 2014 — 2016
Master of Business Administration (M.B.A.)
Bob Jones University 2003 — 2007
Marketing Management, B.S., Marketing Managment with a minor Psychology
Ryan Homes October 2014 - Present
NCover February 2010 - September 2014
Utopia Net September 2009 - February 2010
Edward Jones September 2007 - October 2009
Skills
NCover, Business Development, Networking, Small Business, Team Building, Data Analysis, Sales, Public Speaking, Marketing, Strategic Planning, New Business Development, Entrepreneurship, Management, Budgets, Leadership, Team Leadership, Marketing Strategy, Program Management, Operations Management, Coaching, Social Media Marketing, Process Improvement, Negotiation, Direct Sales, Project Planning, Strategy, Start-ups, Leadership Development, Sales Management, Training, Social Networking, Sales Operations, Business Planning, Management Consulting, Lead Generation, Integration, Strategic Partnerships, Account Management, Investments, Selling, CRM, Finance, Executive Management, Salesforce.com, Business Strategy, Online Marketing, Contract Negotiation, Sales Process, SaaS, Cross-functional Team...
Education
Clemson University 2014 — 2016
Master of Business Administration (M.B.A.)
Bob Jones University 2003 — 2007
Marketing Management, B.S., Marketing Managment with a minor Psychology
Michael Suggs Michael Suggs's Edward Jones Experience September 2011 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Edward Jones September 2011 - April 2014
Superior Imaging, LLC September 2009 - September 2011
Grainger February 2008 - August 2011
Philips Healthcare 2001 - 2008
Skills
Selling, Sales, Management, Investment Strategies, Capital Equipment, Healthcare, Hospitals, Medical Devices, Digital Imaging, Cardiology, Cold Calling, Budgets, Market Development, Strategic Planning, Product Launch, Personal Financial..., Estate and Legacy..., Portfolio Strategies, Wealth Services, Wealth Planning, Wealth Strategies, Wealth Transfer
Education
Blinn College 1990 — 1993
A.A.S., Radiologic Technology
Blinn College
Wells Fargo Advisors, LLC April 2014 - Present
Edward Jones September 2011 - April 2014
Superior Imaging, LLC September 2009 - September 2011
Grainger February 2008 - August 2011
Philips Healthcare 2001 - 2008
Skills
Selling, Sales, Management, Investment Strategies, Capital Equipment, Healthcare, Hospitals, Medical Devices, Digital Imaging, Cardiology, Cold Calling, Budgets, Market Development, Strategic Planning, Product Launch, Personal Financial..., Estate and Legacy..., Portfolio Strategies, Wealth Services, Wealth Planning, Wealth Strategies, Wealth Transfer
Education
Blinn College 1990 — 1993
A.A.S., Radiologic Technology
Blinn College
Brent Blankenburg Brent Blankenburg's Edward Jones Experience August 2009 - May 2010
Job Loan Consultant at New American Funding
Industry Financial Services
Experience
New American Funding March 2015 - Present
Rocky Mountain Brassworks February 2014 - Present
First California Mortgage Company May 2014 - March 2015
LeaderOne Financial 2013 - May 2014
Arch Technology Solutions July 2010 - October 2011
TIAA-CREF November 2010 - June 2011
Edward Jones August 2009 - May 2010
Skills
Networking, Finance, Management, Direct Sales, Salesforce.com, Account Management, Professional Services, Data Center, Sales, Sales Management, New Business Development, Cisco Technologies, HP, VoIP, SaaS, Sales Process, Managed Services, Channel Partners
Education
University of Oklahoma - Price College of Business 2006 — 2009
Bachelor of Business Administration, Finance
Blinn College
Katy
New American Funding March 2015 - Present
Rocky Mountain Brassworks February 2014 - Present
First California Mortgage Company May 2014 - March 2015
LeaderOne Financial 2013 - May 2014
Arch Technology Solutions July 2010 - October 2011
TIAA-CREF November 2010 - June 2011
Edward Jones August 2009 - May 2010
Skills
Networking, Finance, Management, Direct Sales, Salesforce.com, Account Management, Professional Services, Data Center, Sales, Sales Management, New Business Development, Cisco Technologies, HP, VoIP, SaaS, Sales Process, Managed Services, Channel Partners
Education
University of Oklahoma - Price College of Business 2006 — 2009
Bachelor of Business Administration, Finance
Blinn College
Katy
Lacey Easter Lacey Easter's Edward Jones Experience November 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2013 - Present
Union First Market Bank February 2013 - November 2013
Union First Market Bank April 2012 - February 2013
The Daniel Group, Attorneys at Law September 2011 - April 2012
Skills
Writing, Public Speaking, Consumer Lending, Outlook, Loans, Retail Banking, Banking, Credit, Customer Service, Cross Selling, Coaching, Microsoft Word, Internet Banking, Leadership, Management, Team Management, Research, Sales Management, Creative Writing, Technical Writing, PowerPoint, Microsoft Excel, Commercial Lending, Public Relations
Education
Boston University 2011 — 2011
Certification, Paralegal Certification
Bridgewater College 2007 — 2011
Bachelor's of Arts, English
Edward Jones November 2013 - Present
Union First Market Bank February 2013 - November 2013
Union First Market Bank April 2012 - February 2013
The Daniel Group, Attorneys at Law September 2011 - April 2012
Skills
Writing, Public Speaking, Consumer Lending, Outlook, Loans, Retail Banking, Banking, Credit, Customer Service, Cross Selling, Coaching, Microsoft Word, Internet Banking, Leadership, Management, Team Management, Research, Sales Management, Creative Writing, Technical Writing, PowerPoint, Microsoft Excel, Commercial Lending, Public Relations
Education
Boston University 2011 — 2011
Certification, Paralegal Certification
Bridgewater College 2007 — 2011
Bachelor's of Arts, English
Janice Davison, CAP-OM, CB Janice Davison, CAP-OM, CB's Edward Jones Experience November 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Insurance
Experience
Edward Jones November 2012 - Present
Legal Shield & Identity Theft Shield April 2012 - November 2012
Preston Engineering, Inc. July 1999 - April 2012
KONE January 1995 - June 1999
Skills
Office Administration, Outlook, Office Management, Microsoft Office, Coordination, Policy, Administrative..., File Management, Confidentiality, Real Estate, Account Management
Education
Western Illinois University 2001 — 2008
Bachelor's Degree, Management, 3.6
Black Hawk College 1995 — 1999
Associate of Arts (A.A.), Administrative Assistant and Secretarial Science, General, 3.9
Edward Jones November 2012 - Present
Legal Shield & Identity Theft Shield April 2012 - November 2012
Preston Engineering, Inc. July 1999 - April 2012
KONE January 1995 - June 1999
Skills
Office Administration, Outlook, Office Management, Microsoft Office, Coordination, Policy, Administrative..., File Management, Confidentiality, Real Estate, Account Management
Education
Western Illinois University 2001 — 2008
Bachelor's Degree, Management, 3.6
Black Hawk College 1995 — 1999
Associate of Arts (A.A.), Administrative Assistant and Secretarial Science, General, 3.9
Elizabeth Prochazka's Edward Jones Experience July 2009 - November 2010
Job Senior eLearning Training and Education Specialist at Medtronic
Industry Medical Devices
Experience
Sr July 2015 - Present
Union Pacific Railroad July 2013 - July 2015
Kiewit December 2011 - June 2013
Kiewit January 2011 - December 2011
Edward Jones July 2009 - November 2010
Edward Jones June 2008 - July 2009
Edward Jones June 2007 - June 2008
Kampgrounds of America May 2004 - June 2007
Caterpillar May 2006 - August 2006
Soderstrom Dermatology January 2006 - May 2006
Skills
Oracle Enterprise..., New Hire Orientations, HRIS, Adobe Captivate 6, eLearning project..., Camtasia Studio 7, Employee Relations, Human Resources, Performance Management, E-Learning, Employee Training, Leadership, Training, Interviews, Camtasia, PeopleSoft, Personnel Management, Instructional Design, Management
Education
Bradley University 2003 — 2007
Bachelor's of Science, Business Management Administration, concentration in Human Resources
Bradley University: Foster College of Business 2003 — 2007
Bachelor of Science (B.S.), Concentration in Human Resource Management, Human Resource Management
Sr July 2015 - Present
Union Pacific Railroad July 2013 - July 2015
Kiewit December 2011 - June 2013
Kiewit January 2011 - December 2011
Edward Jones July 2009 - November 2010
Edward Jones June 2008 - July 2009
Edward Jones June 2007 - June 2008
Kampgrounds of America May 2004 - June 2007
Caterpillar May 2006 - August 2006
Soderstrom Dermatology January 2006 - May 2006
Skills
Oracle Enterprise..., New Hire Orientations, HRIS, Adobe Captivate 6, eLearning project..., Camtasia Studio 7, Employee Relations, Human Resources, Performance Management, E-Learning, Employee Training, Leadership, Training, Interviews, Camtasia, PeopleSoft, Personnel Management, Instructional Design, Management
Education
Bradley University 2003 — 2007
Bachelor's of Science, Business Management Administration, concentration in Human Resources
Bradley University: Foster College of Business 2003 — 2007
Bachelor of Science (B.S.), Concentration in Human Resource Management, Human Resource Management
John W Risner John W Risner's Edward Jones Experience May 2007 - April 2009
Job Business Development at Dave Ramsey
Industry Financial Services
Experience
Dave Ramsey January 2014 - Present
Internal Wholesaler Nashville October 2011 - December 2013
Creative Financial Partners March 2009 - October 2011
Edward Jones May 2007 - April 2009
Wells Fargo December 2005 - December 2007
Skills
Investments, Retirement, Microsoft Office, Retirement Planning, Hiring, Insurance, Marketing, Sales, Customer Service, 401k, Mutual Funds, Finance, Life Insurance, Fixed Annuities, Financial Advisory, Series 63
Education
Bowling Green State University 2001 — 2005
Business, Marketing
Dave Ramsey January 2014 - Present
Internal Wholesaler Nashville October 2011 - December 2013
Creative Financial Partners March 2009 - October 2011
Edward Jones May 2007 - April 2009
Wells Fargo December 2005 - December 2007
Skills
Investments, Retirement, Microsoft Office, Retirement Planning, Hiring, Insurance, Marketing, Sales, Customer Service, 401k, Mutual Funds, Finance, Life Insurance, Fixed Annuities, Financial Advisory, Series 63
Education
Bowling Green State University 2001 — 2005
Business, Marketing
Kandyce Wright Kandyce Wright's Edward Jones Experience August 2013 - Present
Job BOA with Edward Jones
Industry Investment Management
Experience
Edward Jones August 2013 - Present
American Eagle Outfitters November 2006 - Present
Lynn, Jackson, Shultz & Lebrun, P.C. June 2007 - August 2013
Westhills Village October 2008 - November 2010
Skills
Microsoft Office, Social Media, Accounts Payable, Outlook, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Event Planning, Inventory Management, Management
Education
Black Hills State University 2007 — 2011
Bachelors, Political Science, Sociology
South Dakota School of Mines and Technology 2005 — 2007
Associates in Arts, Generals
Edward Jones August 2013 - Present
American Eagle Outfitters November 2006 - Present
Lynn, Jackson, Shultz & Lebrun, P.C. June 2007 - August 2013
Westhills Village October 2008 - November 2010
Skills
Microsoft Office, Social Media, Accounts Payable, Outlook, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Event Planning, Inventory Management, Management
Education
Black Hills State University 2007 — 2011
Bachelors, Political Science, Sociology
South Dakota School of Mines and Technology 2005 — 2007
Associates in Arts, Generals
Melissa Bingham-Hill Melissa Bingham-Hill's Edward Jones Experience September 2003 - March 2015
Job Documintation Specialist CRA Technologies
Industry
Experience
Bingham Construction & Remodeling March 2003 - Present
CRA Technologies, Inc. February 2015 - Present
Edward Jones September 2003 - March 2015
Education
Blinn College
Bingham Construction & Remodeling March 2003 - Present
CRA Technologies, Inc. February 2015 - Present
Edward Jones September 2003 - March 2015
Education
Blinn College
Glenn Aittama Glenn Aittama's Edward Jones Experience February 2001 - September 2004
Job Sales and Relationship Manager
Industry Professional Training & Coaching
Experience
Lakeshore Memorial Services, inc. 2008 - Present
Chris McAuley Insurance Agency March 2007 - February 2008
Wellspring Financial Group LLC October 2004 - December 2006
Edward Jones February 2001 - September 2004
Elhart Pontiac, GMC, Jeep January 1998 - January 2001
Compliance Systems Inc March 1993 - December 1997
Data Pro Inc March 1992 - December 1992
Alpha Financial Group January 1986 - December 1991
First Baptist Church March 1979 - December 1985
Education
Davenport University 2005 — 2006
Marketing
Bob Jones University
BA, Bible and Christian Education
Dale Carnegie Sales Course
Sales
Lakeshore Memorial Services, inc. 2008 - Present
Chris McAuley Insurance Agency March 2007 - February 2008
Wellspring Financial Group LLC October 2004 - December 2006
Edward Jones February 2001 - September 2004
Elhart Pontiac, GMC, Jeep January 1998 - January 2001
Compliance Systems Inc March 1993 - December 1997
Data Pro Inc March 1992 - December 1992
Alpha Financial Group January 1986 - December 1991
First Baptist Church March 1979 - December 1985
Education
Davenport University 2005 — 2006
Marketing
Bob Jones University
BA, Bible and Christian Education
Dale Carnegie Sales Course
Sales
Amy Gothard Amy Gothard's Edward Jones Experience April 1997 - February 1998
Job Marketing Professional
Industry Marketing and Advertising
Experience
Deanco November 2010 - Present
Bogus Basin Mountain Recreation Area December 2007 - Present
Xiphos-D LLC July 2009 - May 2010
Pioneer Title March 2006 - July 2008
Cycle Gear November 2005 - February 2006
The Home Depot October 2004 - November 2005
Micron Technology March 1998 - July 2004
Edward Jones April 1997 - February 1998
Education
Boise State University 1995 — 2010
BBA, Marketing major, Finance minor
Deanco November 2010 - Present
Bogus Basin Mountain Recreation Area December 2007 - Present
Xiphos-D LLC July 2009 - May 2010
Pioneer Title March 2006 - July 2008
Cycle Gear November 2005 - February 2006
The Home Depot October 2004 - November 2005
Micron Technology March 1998 - July 2004
Edward Jones April 1997 - February 1998
Education
Boise State University 1995 — 2010
BBA, Marketing major, Finance minor
Diane (Cashmore) Burton Diane (Cashmore) Burton's Edward Jones Experience 2010 - Present
Job Real Estate Sales Agent (Provisional)
Industry Consumer Services
Experience
Edward Jones 2010 - Present
Patroline Air Service 2002 - 2009
Skills
Account Management, Sales, Customer Service, Small Business, Marketing, Team Building, Entrepreneurship, Leadership, Network Marketing, Training, Home Based Business, Budgets, Business Planning
Education
J.Y. Monk Real Estate School 2015 — 2015
NC Real Estate License, Real Estate
Bowling Green State University
Bachelor of Science (B.S.), Marketing/Retailing
Bryant University
Accounting
Xerox University
Professional Sales Training
Edward Jones 2010 - Present
Patroline Air Service 2002 - 2009
Skills
Account Management, Sales, Customer Service, Small Business, Marketing, Team Building, Entrepreneurship, Leadership, Network Marketing, Training, Home Based Business, Budgets, Business Planning
Education
J.Y. Monk Real Estate School 2015 — 2015
NC Real Estate License, Real Estate
Bowling Green State University
Bachelor of Science (B.S.), Marketing/Retailing
Bryant University
Accounting
Xerox University
Professional Sales Training
Troy Pugh, MBA, AIF® Troy Pugh, MBA, AIF®'s Edward Jones Experience April 2002 - April 2005
Job Owner, Waypoint Wealth Management
Industry Investment Management
Experience
Waypoint Wealth Management May 2005 - Present
The Waypoint Foundation 2007 - Present
Edward Jones April 2002 - April 2005
Unicity International 2000 - 2002
Enrich International 1996 - 2000
Skills
Investment Advisory, Investment Management, Asset Allocation, Investments, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Retirement Planning, Financial Analysis
Education
Boston University 2007 — 2009
Certificate in Financial Planning
Utah State University 1999 — 2000
MBA
Brigham Young University 1995 — 1996
BS
Brigham Young University - Idaho 1990 — 1994
Associates
Waypoint Wealth Management May 2005 - Present
The Waypoint Foundation 2007 - Present
Edward Jones April 2002 - April 2005
Unicity International 2000 - 2002
Enrich International 1996 - 2000
Skills
Investment Advisory, Investment Management, Asset Allocation, Investments, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Retirement Planning, Financial Analysis
Education
Boston University 2007 — 2009
Certificate in Financial Planning
Utah State University 1999 — 2000
MBA
Brigham Young University 1995 — 1996
BS
Brigham Young University - Idaho 1990 — 1994
Associates
Terry Fife Terry Fife's Edward Jones Experience 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1996 - Present
Geographics, Inc. 1995 - 1996
Alf Christianson Seed Company 1992 - 1995
DIS Corporation 1985 - 1992
KPMG 1983 - 1985
Education
Boise State University 1981 — 1983
BA, Accounting
Nyssa High 1972 — 1976
Edward Jones 1996 - Present
Geographics, Inc. 1995 - 1996
Alf Christianson Seed Company 1992 - 1995
DIS Corporation 1985 - 1992
KPMG 1983 - 1985
Education
Boise State University 1981 — 1983
BA, Accounting
Nyssa High 1972 — 1976
Alan Eschweiler's Edward Jones Experience June 2015 - August 2015
Job Founder at Tag2M
Industry Marketing and Advertising
Experience
OmniTech Design January 2015 - Present
Tag2M January 2014 - Present
Bowling Green State University August 2012 - Present
Edward Jones June 2015 - August 2015
Eschweiler Trades May 2013 - January 2015
Residence Life - BGSU January 2013 - May 2014
'The Hatch' 2014 January 2014 - April 2014
Kevin Ward For Avon Mayor August 2013 - November 2013
Strip Steakhouse September 2010 - August 2012
Skills
Leadership, Teamwork, Public Speaking, Sociability, Microsoft Applications, Technology, Team Building..., Customer Service, Microsoft Excel, Microsoft Office, Time Management, Entrepreneurship, Facebook, Marketing, Social Media, Market Research, Social Networking, Event Planning, Social Media Marketing, Leadership Development, PowerPoint, Microsoft Word, Strategic Planning, Research, Sales, Management, Start-ups
Education
Bowling Green State University 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Avon High School 2009 — 2012
OmniTech Design January 2015 - Present
Tag2M January 2014 - Present
Bowling Green State University August 2012 - Present
Edward Jones June 2015 - August 2015
Eschweiler Trades May 2013 - January 2015
Residence Life - BGSU January 2013 - May 2014
'The Hatch' 2014 January 2014 - April 2014
Kevin Ward For Avon Mayor August 2013 - November 2013
Strip Steakhouse September 2010 - August 2012
Skills
Leadership, Teamwork, Public Speaking, Sociability, Microsoft Applications, Technology, Team Building..., Customer Service, Microsoft Excel, Microsoft Office, Time Management, Entrepreneurship, Facebook, Marketing, Social Media, Market Research, Social Networking, Event Planning, Social Media Marketing, Leadership Development, PowerPoint, Microsoft Word, Strategic Planning, Research, Sales, Management, Start-ups
Education
Bowling Green State University 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Avon High School 2009 — 2012
Harrison Kennard Harrison Kennard's Edward Jones Experience September 2007 - April 2010
Job Independent Financial Advisor / Retirement Specialist for University Faculty and Staff
Industry Financial Services
Experience
Kennard Wealth Management April 2010 - Present
Edward Jones September 2007 - April 2010
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Securities, Small Business, Strategic Financial..., Wealth Management, Retirement, Mutual Funds
Education
Bowling Green State University 2004 — 2007
BSBA, Finance, Financial Planning
Siena Heights University 2003 — 2004
Finance
Kennard Wealth Management April 2010 - Present
Edward Jones September 2007 - April 2010
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Securities, Small Business, Strategic Financial..., Wealth Management, Retirement, Mutual Funds
Education
Bowling Green State University 2004 — 2007
BSBA, Finance, Financial Planning
Siena Heights University 2003 — 2004
Finance
Craig Forster's Edward Jones Experience April 2013 - August 2013
Job Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Edward Jones April 2013 - August 2013
Callaway Financial Services, Inc. October 2005 - April 2013
Citizens for Arlington PAC 2009 - 2009
Electronic Discount Sales October 2004 - September 2005
Stone Computer & Office Supply September 2004 - September 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Boston University 1971 — 1976
BA, Sociology
Principal Financial Group 2013 - Present
Edward Jones April 2013 - August 2013
Callaway Financial Services, Inc. October 2005 - April 2013
Citizens for Arlington PAC 2009 - 2009
Electronic Discount Sales October 2004 - September 2005
Stone Computer & Office Supply September 2004 - September 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Boston University 1971 — 1976
BA, Sociology
Serria Rego Serria Rego's Edward Jones Experience March 2008 - November 2008
Job Entrepreneur
Industry Individual & Family Services
Experience
Self-Employed December 2008 - Present
Edward Jones March 2008 - November 2008
TD Ameritrade June 2001 - November 2003
Education
Bradley University
BS, Finance
BHP
Hyde Park
Sigma Gamma Rho Sorors
Self-Employed December 2008 - Present
Edward Jones March 2008 - November 2008
TD Ameritrade June 2001 - November 2003
Education
Bradley University
BS, Finance
BHP
Hyde Park
Sigma Gamma Rho Sorors
Susan Bricker Susan Bricker's Edward Jones Experience August 2010 - January 2012
Job Operations & Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Woodward April 2012 - Present
Various Manufacturing & Distribution February 2012 - Present
Edward Jones August 2010 - January 2012
Lowe's Home Improvement November 2004 - February 2010
Tech Fab May 2003 - October 2004
Mitchell Gold November 2002 - May 2003
Alcatel May 1998 - July 2002
Glass Alternatives June 1994 - April 1998
Skills
Warehousing, Cross-functional Team..., 5S, Supply Chain, Leadership, Customer Service, Manufacturing, Inventory Management, Logistics, Process Scheduler, Strategic Planning, Inventory Control, Quality Control, Process Improvement, Resource Management, Continuous Improvement, Management
Education
Colorado State University 2005 — 2007
MBA
Bradley University 1990 — 1994
Bachelor of Science
Woodward April 2012 - Present
Various Manufacturing & Distribution February 2012 - Present
Edward Jones August 2010 - January 2012
Lowe's Home Improvement November 2004 - February 2010
Tech Fab May 2003 - October 2004
Mitchell Gold November 2002 - May 2003
Alcatel May 1998 - July 2002
Glass Alternatives June 1994 - April 1998
Skills
Warehousing, Cross-functional Team..., 5S, Supply Chain, Leadership, Customer Service, Manufacturing, Inventory Management, Logistics, Process Scheduler, Strategic Planning, Inventory Control, Quality Control, Process Improvement, Resource Management, Continuous Improvement, Management
Education
Colorado State University 2005 — 2007
MBA
Bradley University 1990 — 1994
Bachelor of Science
Debora Weinert Debora Weinert's Edward Jones Experience 2005 - 2008
Job Super Moderator, Customer Service and Administrative Professional
Industry Computer Games
Experience
Zynga April 2011 - April 2012
Eyemart Express June 2009 - September 2010
Edward Jones 2005 - 2008
Neurosurgical & Spinal Surgery Associates, PC January 1997 - June 2005
Dakota Psychiatry Clinic May 1995 - January 1997
Koch Industries January 1987 - February 1995
Skills
Social Networking, Community Building, Customer Service, Facebook, Community Sites, Social Media, Public Speaking, Event Planning, Community Management, Content Strategy, Blogging, Photoshop, Content Management, Customer Satisfaction, Online Marketing, Social Media Marketing, Microsoft Word, Online Gaming, Online Moderation, Public Relations, Online Advertising, Video Games, User Experience, Creative Writing, Copywriting, Game Design
Education
Black Hills State University
Zynga April 2011 - April 2012
Eyemart Express June 2009 - September 2010
Edward Jones 2005 - 2008
Neurosurgical & Spinal Surgery Associates, PC January 1997 - June 2005
Dakota Psychiatry Clinic May 1995 - January 1997
Koch Industries January 1987 - February 1995
Skills
Social Networking, Community Building, Customer Service, Facebook, Community Sites, Social Media, Public Speaking, Event Planning, Community Management, Content Strategy, Blogging, Photoshop, Content Management, Customer Satisfaction, Online Marketing, Social Media Marketing, Microsoft Word, Online Gaming, Online Moderation, Public Relations, Online Advertising, Video Games, User Experience, Creative Writing, Copywriting, Game Design
Education
Black Hills State University
Jack M. Carstens, CDFA, RFC's Edward Jones Experience May 1999 - September 2005
Job PCAGroup, LLC; Principle at Headway Financial Group, LLC; JMC Divorce Consultants, LLC; "Move Forward"
Industry Financial Services
Experience
Headway Financial Group, LLC; JMC Divorce Consultants, LLC September 2005 - Present
Edward Jones May 1999 - September 2005
Orion Packaging Equipment May 1997 - April 1999
Black Body Corporation (BBC) Packaging equipment September 1993 - April 1997
Skills
Divorce Planning, Financial Coaching, Comprehensive Wealth..., Retirement Plans, Property Division, Collaborative Law, Divorce, Retirement Planning, Family Law, Wealth Management..., Wealth Management, Financial Planners, Retirement, Investments, Long-term Care, Small Business, Mediation, Strategic Financial..., Estate Planning, Financial Services, Series 7, Securities, Insurance, Negotiation, Life Insurance, Start-ups, Property Law, Financial Advisory
Education
Purdue University 1978 — 1981
BS, Marketing/Finance
Boston University
Certified Financial Planning
Headway Financial Group, LLC; JMC Divorce Consultants, LLC September 2005 - Present
Edward Jones May 1999 - September 2005
Orion Packaging Equipment May 1997 - April 1999
Black Body Corporation (BBC) Packaging equipment September 1993 - April 1997
Skills
Divorce Planning, Financial Coaching, Comprehensive Wealth..., Retirement Plans, Property Division, Collaborative Law, Divorce, Retirement Planning, Family Law, Wealth Management..., Wealth Management, Financial Planners, Retirement, Investments, Long-term Care, Small Business, Mediation, Strategic Financial..., Estate Planning, Financial Services, Series 7, Securities, Insurance, Negotiation, Life Insurance, Start-ups, Property Law, Financial Advisory
Education
Purdue University 1978 — 1981
BS, Marketing/Finance
Boston University
Certified Financial Planning
Janice de Camara's Edward Jones Experience August 2013 - Present
Job Senior Financial Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Cliffs Natural Resources June 2011 - August 2013
Case Western Reserve University Endowment January 2010 - January 2011
KeyBanc Capital Markets July 2008 - June 2009
KeyBank Real Estate Capital June 2007 - August 2007
Ann Taylor 2005 - 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Strategy, Mergers & Acquisitions, Valuation, Analysis, Finance, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Investments, Leadership
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
M.B.A., Finance Concentration
Boston College 2004 — 2008
Bachelor of Science, Finance, Accounting
Copenhagen Business School 2006 — 2006
Semester Study Abroad
Western Reserve Academy
High School
Edward Jones August 2013 - Present
Cliffs Natural Resources June 2011 - August 2013
Case Western Reserve University Endowment January 2010 - January 2011
KeyBanc Capital Markets July 2008 - June 2009
KeyBank Real Estate Capital June 2007 - August 2007
Ann Taylor 2005 - 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Strategy, Mergers & Acquisitions, Valuation, Analysis, Finance, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Investments, Leadership
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
M.B.A., Finance Concentration
Boston College 2004 — 2008
Bachelor of Science, Finance, Accounting
Copenhagen Business School 2006 — 2006
Semester Study Abroad
Western Reserve Academy
High School
Rachel Nielsen Rachel Nielsen's Edward Jones Experience May 2008 - August 2008
Job Financial Analyst at Emerson Climate Technologies
Industry Accounting
Experience
Emerson Climate Technologies March 2014 - Present
Emerson Climate Technologies May 2012 - March 2014
Spilman, Hills, & Heidebrink August 2010 - May 2012
Seneca County Agency Transportation January 2009 - May 2009
Edward Jones May 2008 - August 2008
Skills
Audit, Accounting, Auditing, Quickbooks, Financial Analysis, Microsoft Excel
Education
Bowling Green State University 2009 — 2010
Master's, Accountancy; Accounting/Auditing Specialization
Heidelberg University 2005 — 2009
Bachelor of Science, Accounting
Emerson Climate Technologies March 2014 - Present
Emerson Climate Technologies May 2012 - March 2014
Spilman, Hills, & Heidebrink August 2010 - May 2012
Seneca County Agency Transportation January 2009 - May 2009
Edward Jones May 2008 - August 2008
Skills
Audit, Accounting, Auditing, Quickbooks, Financial Analysis, Microsoft Excel
Education
Bowling Green State University 2009 — 2010
Master's, Accountancy; Accounting/Auditing Specialization
Heidelberg University 2005 — 2009
Bachelor of Science, Accounting
Debbie Hancock's Edward Jones Experience June 1997 - May 2002
Job VP Global Leadership and Organization Development at Hitachi Global Storage Technologies
Industry Computer Hardware
Experience
Hitachi Global Storage Technologies January 2011 - Present
Seagate Technology May 2002 - May 2009
Edward Jones June 1997 - May 2002
Ralston Purina 1995 - 1997
Marion Merrell Dow, INC 1991 - 1994
Informix Software 1988 - 1991
Skills
Succession Planning, Talent Management, Leadership Development, Performance Management, Change Management, Executive Development, Engagement, Social Learning, Strategic Partnerships, Organizational..., Employee Engagement, HR Strategy, Organizational..., Organizational Design, Workforce Planning, 360 Feedback, Talent Development, Management Development, Culture Change, Organizational Change, Career Development, Talent Assessment, Onboarding, Training, Workshop Facilitation, Human Resources, Leadership
Education
Boston University 1977 — 1979
Doctorate, Education
Purdue University
BS, US and World History
Purdue University
MS, Reading, History
Hitachi Global Storage Technologies January 2011 - Present
Seagate Technology May 2002 - May 2009
Edward Jones June 1997 - May 2002
Ralston Purina 1995 - 1997
Marion Merrell Dow, INC 1991 - 1994
Informix Software 1988 - 1991
Skills
Succession Planning, Talent Management, Leadership Development, Performance Management, Change Management, Executive Development, Engagement, Social Learning, Strategic Partnerships, Organizational..., Employee Engagement, HR Strategy, Organizational..., Organizational Design, Workforce Planning, 360 Feedback, Talent Development, Management Development, Culture Change, Organizational Change, Career Development, Talent Assessment, Onboarding, Training, Workshop Facilitation, Human Resources, Leadership
Education
Boston University 1977 — 1979
Doctorate, Education
Purdue University
BS, US and World History
Purdue University
MS, Reading, History
Stephen Rugg Stephen Rugg's Edward Jones Experience November 2009 - August 2010
Job Graduate Student at Boston College
Industry Religious Institutions
Experience
Boston College School of Theology and Ministry September 2015 - Present
Sacred Heart Parish September 2014 - May 2015
Boston College September 2013 - May 2014
Suburban Propane August 2010 - August 2013
Edward Jones November 2009 - August 2010
US Navy January 2006 - August 2009
US Navy May 2003 - January 2006
Skills
Public Speaking, Teaching, Research, Nonprofits, Social Media, Event Planning, Community Outreach, Strategic Planning, Editing, Management
Education
Boston College 2015 — 2016
Master of Theology, Biblical Languages
Boston College 2013 — 2015
Master of Divinity (MDiv)
The Catholic University of America 2000 — 2003
Bachelor of Arts (BA), Medieval and Byzantine Studies
Boston College School of Theology and Ministry September 2015 - Present
Sacred Heart Parish September 2014 - May 2015
Boston College September 2013 - May 2014
Suburban Propane August 2010 - August 2013
Edward Jones November 2009 - August 2010
US Navy January 2006 - August 2009
US Navy May 2003 - January 2006
Skills
Public Speaking, Teaching, Research, Nonprofits, Social Media, Event Planning, Community Outreach, Strategic Planning, Editing, Management
Education
Boston College 2015 — 2016
Master of Theology, Biblical Languages
Boston College 2013 — 2015
Master of Divinity (MDiv)
The Catholic University of America 2000 — 2003
Bachelor of Arts (BA), Medieval and Byzantine Studies
Angelo Seghetti's Edward Jones Experience June 2015 - August 2015
Job Intern at Edward Jones Investments
Industry Financial Services
Experience
Coca-Cola Enterprises July 2015 - Present
University Tees June 2014 - Present
Edward Jones June 2015 - August 2015
Yik Yak, Inc. July 2014 - December 2014
Swagelok May 2014 - August 2014
Student Enrollment Communication Center August 2013 - August 2014
Baymont Inn & Suites October 2011 - January 2013
Skills
Hospitality, Social Skills, Social Networking, Data Entry, Organization, Dress for Success, Marketing Strategy, Sales, Craigslist, Persuasiveness, Arguments, Persistency, Highly Dedicated, Teamwork, Microsoft Word, Marketing, Microsoft Excel, Public Speaking, Public Relations, Social Media Marketing, Leadership, PowerPoint, Customer Service, Critical Thinking, Management
Education
Bowling Green State University 2012 — 2016
Bachelor's Degree, Dual specialization in Finance and Sales and Service Marketing, Junior
Lakeland Community College 2011 — 2012
A
Chardon High School 2008 — 2012
High School Diploma, A
Coca-Cola Enterprises July 2015 - Present
University Tees June 2014 - Present
Edward Jones June 2015 - August 2015
Yik Yak, Inc. July 2014 - December 2014
Swagelok May 2014 - August 2014
Student Enrollment Communication Center August 2013 - August 2014
Baymont Inn & Suites October 2011 - January 2013
Skills
Hospitality, Social Skills, Social Networking, Data Entry, Organization, Dress for Success, Marketing Strategy, Sales, Craigslist, Persuasiveness, Arguments, Persistency, Highly Dedicated, Teamwork, Microsoft Word, Marketing, Microsoft Excel, Public Speaking, Public Relations, Social Media Marketing, Leadership, PowerPoint, Customer Service, Critical Thinking, Management
Education
Bowling Green State University 2012 — 2016
Bachelor's Degree, Dual specialization in Finance and Sales and Service Marketing, Junior
Lakeland Community College 2011 — 2012
A
Chardon High School 2008 — 2012
High School Diploma, A
Jacob Rupert Jacob Rupert's Edward Jones Experience June 2011 - February 2012
Job Sales Rep at ADM Alliance Nutrition
Industry Wholesale
Experience
Archer Daniels Midland May 2014 - Present
Lincoln Financial Group July 2013 - May 2014
Guardian International Inc February 2012 - June 2013
Edward Jones June 2011 - February 2012
Sherwin-Williams Paints May 2010 - May 2011
Skills
Series 7, Series 66, Financial Management, Investments, Portfolio Management, Training, 401k, Strategic Financial..., Securities, Financial Analysis, Cold Calling, Retirement, Retirement Planning, Sales, Wealth Management, Mutual Funds, Asset Allocation, Valuation, Risk Management
Education
Purdue University - Krannert School of Management 2009 — 2011
Bachelors, Management- Finance course focus
Black Hawk College 2006 — 2008
Associate's degree
Archer Daniels Midland May 2014 - Present
Lincoln Financial Group July 2013 - May 2014
Guardian International Inc February 2012 - June 2013
Edward Jones June 2011 - February 2012
Sherwin-Williams Paints May 2010 - May 2011
Skills
Series 7, Series 66, Financial Management, Investments, Portfolio Management, Training, 401k, Strategic Financial..., Securities, Financial Analysis, Cold Calling, Retirement, Retirement Planning, Sales, Wealth Management, Mutual Funds, Asset Allocation, Valuation, Risk Management
Education
Purdue University - Krannert School of Management 2009 — 2011
Bachelors, Management- Finance course focus
Black Hawk College 2006 — 2008
Associate's degree
Mallory Knox's Edward Jones Experience
Job Financial Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones
Education
Boston University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Edward Jones
Education
Boston University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jamie Crews Jamie Crews's Edward Jones Experience April 2008 - April 2011
Job Real Estate Agent at Real Living Solutions Real Estate
Industry Real Estate
Experience
Real Living Solutions Real Estate June 2015 - Present
Scentsy Independent Consultant June 2011 - Present
Century 21 Four Seasons Select September 2005 - May 2015
Edward Jones April 2008 - April 2011
Nationwide Insurance September 2000 - May 2006
Skills
Residential Listings, Customer Relations, Professional..., Account Management, Coaching, Budgets, Management, Sales Management, New Business Development, Forecasting, Marketing Strategy, Team Leadership, Social Media Marketing, Real Estate, Selling, ABR, Advertising, Business Planning, Business Strategy, Buyer Representation, Contract Negotiation, B2B, Customer Service, FHA, First Time Home Buyers, Foreclosures, Insurance, Investment Properties, Investments, Investors, Listings, Marketing, Marketing Communications, Microsoft Office, Mortgage Banking, Mortgage Lending, Negotiation, New Home Sales, Online Advertising, Outlook, Public Speaking, REO, Referrals, Refinance, Relocation, Residential Homes, Sales, Sellers, Short Sales, Single Family Homes
Education
Bluefield State College 1997 — 1999
AS, Business Management
Real Living Solutions Real Estate June 2015 - Present
Scentsy Independent Consultant June 2011 - Present
Century 21 Four Seasons Select September 2005 - May 2015
Edward Jones April 2008 - April 2011
Nationwide Insurance September 2000 - May 2006
Skills
Residential Listings, Customer Relations, Professional..., Account Management, Coaching, Budgets, Management, Sales Management, New Business Development, Forecasting, Marketing Strategy, Team Leadership, Social Media Marketing, Real Estate, Selling, ABR, Advertising, Business Planning, Business Strategy, Buyer Representation, Contract Negotiation, B2B, Customer Service, FHA, First Time Home Buyers, Foreclosures, Insurance, Investment Properties, Investments, Investors, Listings, Marketing, Marketing Communications, Microsoft Office, Mortgage Banking, Mortgage Lending, Negotiation, New Home Sales, Online Advertising, Outlook, Public Speaking, REO, Referrals, Refinance, Relocation, Residential Homes, Sales, Sellers, Short Sales, Single Family Homes
Education
Bluefield State College 1997 — 1999
AS, Business Management
Sarah Crnkovic Sarah Crnkovic's Edward Jones Experience April 2015 - Present
Job OnCall Branch Office Administrator
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Independent Antique Dealer October 2014 - Present
Trinity Terrace February 2012 - August 2014
James L. West Alzheimer Center June 2010 - February 2012
Classic Star Group October 2009 - June 2010
Blinn College September 2004 - August 2006
Apollo Chiropractic September 2002 - July 2004
Skills
Social Media, Fundraising, Customer Service, Project Management, Microsoft Office, Coordinating Special..., Marketing, E-commerce, Pinnacle Studio, Raiser's Edge, Hootsuite, Organization, CDL, Notary Public, Communication Skills, Communication, Public Speaking, Marketing Communications, Social Networking, Marketing Strategy, New Business Development, Strategic Planning, Event Planning
Education
University of North Texas 2006 — 2009
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Blinn College 2004 — 2006
Associate of Arts and Sciences (AAS), Business/Commerce, General
Edward Jones April 2015 - Present
Independent Antique Dealer October 2014 - Present
Trinity Terrace February 2012 - August 2014
James L. West Alzheimer Center June 2010 - February 2012
Classic Star Group October 2009 - June 2010
Blinn College September 2004 - August 2006
Apollo Chiropractic September 2002 - July 2004
Skills
Social Media, Fundraising, Customer Service, Project Management, Microsoft Office, Coordinating Special..., Marketing, E-commerce, Pinnacle Studio, Raiser's Edge, Hootsuite, Organization, CDL, Notary Public, Communication Skills, Communication, Public Speaking, Marketing Communications, Social Networking, Marketing Strategy, New Business Development, Strategic Planning, Event Planning
Education
University of North Texas 2006 — 2009
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Blinn College 2004 — 2006
Associate of Arts and Sciences (AAS), Business/Commerce, General
Hetal Shah Hetal Shah's Edward Jones Experience July 1994 - June 1995
Job An exentrepreneur and exadministrative assistant
Industry Computer Software
Experience
PSG Staffing 2006 - 2006
Vox Populi, Inc. August 2000 - August 2002
Linx Communications June 2000 - September 2000
Webmessaging Technologies November 1999 - June 2000
Nancy Lurie Marks Family Foundation September 1997 - September 1999
Copley Venture Partners June 1996 - June 1997
Fidelity Charitable Gift Fund October 1995 - March 1996
Edward Jones July 1994 - June 1995
Skills
Start-ups, Entrepreneurship, Product Management, Business Development, Market Research, Leadership, Project Management, Business Strategy, Strategic Planning, Strategic Partnerships, Marketing, Venture Capital, Product Marketing, Program Management, Strategy, SaaS, Marketing Strategy, Creative Problem Solving, Social Media, Networking, Management Consulting, Cloud Computing, Enterprise Software, Consulting, Telecommunications, Competitive Analysis, Sales, Human Resources, Business Planning, Product Design, Business Process Design, Business Model..., Technology Solutions..., Finance, Economics
Education
Bradley University 1992 — 1993
BS, Civil Engineering
VJTI - Mumbai 1989 — 1992
Civil Engineering
PSG Staffing 2006 - 2006
Vox Populi, Inc. August 2000 - August 2002
Linx Communications June 2000 - September 2000
Webmessaging Technologies November 1999 - June 2000
Nancy Lurie Marks Family Foundation September 1997 - September 1999
Copley Venture Partners June 1996 - June 1997
Fidelity Charitable Gift Fund October 1995 - March 1996
Edward Jones July 1994 - June 1995
Skills
Start-ups, Entrepreneurship, Product Management, Business Development, Market Research, Leadership, Project Management, Business Strategy, Strategic Planning, Strategic Partnerships, Marketing, Venture Capital, Product Marketing, Program Management, Strategy, SaaS, Marketing Strategy, Creative Problem Solving, Social Media, Networking, Management Consulting, Cloud Computing, Enterprise Software, Consulting, Telecommunications, Competitive Analysis, Sales, Human Resources, Business Planning, Product Design, Business Process Design, Business Model..., Technology Solutions..., Finance, Economics
Education
Bradley University 1992 — 1993
BS, Civil Engineering
VJTI - Mumbai 1989 — 1992
Civil Engineering
Suswara Gayam's Edward Jones Experience January 2009 - August 2009
Job Strategist & Innovator
Industry Marketing and Advertising
Experience
Simantel November 2014 - Present
The Plumtree Group April 2014 - October 2014
The Plumtree Group September 2012 - April 2014
AIM Consulting Group September 2011 - August 2012
NEXT Innovation Center April 2010 - September 2011
Bradley University July 2010 - August 2011
Bradley University August 2009 - December 2010
Edward Jones January 2009 - August 2009
Automotive Robotics Inc. January 2008 - January 2009
Skills
Apache, Networking, Derivatives, Banking, Database Design, Business Development, Customer Analysis, Marketing Strategy, Business Strategy, Internet Business..., SQL, Financial Analysis, Data Analysis, Web Analytics, Requirements Analysis, Competitive Analysis, Vendor Management, Project Management, Business Analysis, Team Leadership, HTML, E-commerce, Social Media Marketing, Strategy, Advertising, Marketing, Google Analytics, SEM, CRM, Web Development, Digital Strategy, Google Adwords, Start-ups, Market Research, Lead Generation, CMS, Integrated Marketing, Product Marketing, Leadership, Analytics, Mobile Applications, Cross-functional Team..., SharePoint, Integration, Drupal, SEO, Management, User Experience, Consulting
Education
Bradley University 2010 — 2011
Masters, Quantitative Finance
Bradley University 2008 — 2010
Finance & Management
University of Illinois at Urbana-Champaign 2006 — 2008
General Engineering
Simantel November 2014 - Present
The Plumtree Group April 2014 - October 2014
The Plumtree Group September 2012 - April 2014
AIM Consulting Group September 2011 - August 2012
NEXT Innovation Center April 2010 - September 2011
Bradley University July 2010 - August 2011
Bradley University August 2009 - December 2010
Edward Jones January 2009 - August 2009
Automotive Robotics Inc. January 2008 - January 2009
Skills
Apache, Networking, Derivatives, Banking, Database Design, Business Development, Customer Analysis, Marketing Strategy, Business Strategy, Internet Business..., SQL, Financial Analysis, Data Analysis, Web Analytics, Requirements Analysis, Competitive Analysis, Vendor Management, Project Management, Business Analysis, Team Leadership, HTML, E-commerce, Social Media Marketing, Strategy, Advertising, Marketing, Google Analytics, SEM, CRM, Web Development, Digital Strategy, Google Adwords, Start-ups, Market Research, Lead Generation, CMS, Integrated Marketing, Product Marketing, Leadership, Analytics, Mobile Applications, Cross-functional Team..., SharePoint, Integration, Drupal, SEO, Management, User Experience, Consulting
Education
Bradley University 2010 — 2011
Masters, Quantitative Finance
Bradley University 2008 — 2010
Finance & Management
University of Illinois at Urbana-Champaign 2006 — 2008
General Engineering
Derek Brainard's Edward Jones Experience January 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Kitsap CrossFit February 2013 - Present
US Navy July 2007 - December 2013
Spectrum Marketing Services Group June 2005 - September 2005
Skills
Web Design, Graphic Design, Leadership, Military Experience, Music, Military Operations, Operations Management, Travel Management, Fiscally Responsible, Strength & Conditioning, Logistics Management, Coaching, Physical Training, Security Management, Travel Planning, Public Affairs, Website Promotion, Blogging, Military
Education
Boston University 2011 — 2014
Master of Science (MS), Criminal Justice/Law Enforcement Administration
Liberty University 2012 — 2012
Business Administration, Management and Operations
Thomas Edison State College 2009 — 2011
B.A., Music
Onondaga Community College 2005 — 2007
Associate of Applied Science, Music
Edward Jones January 2014 - Present
Kitsap CrossFit February 2013 - Present
US Navy July 2007 - December 2013
Spectrum Marketing Services Group June 2005 - September 2005
Skills
Web Design, Graphic Design, Leadership, Military Experience, Music, Military Operations, Operations Management, Travel Management, Fiscally Responsible, Strength & Conditioning, Logistics Management, Coaching, Physical Training, Security Management, Travel Planning, Public Affairs, Website Promotion, Blogging, Military
Education
Boston University 2011 — 2014
Master of Science (MS), Criminal Justice/Law Enforcement Administration
Liberty University 2012 — 2012
Business Administration, Management and Operations
Thomas Edison State College 2009 — 2011
B.A., Music
Onondaga Community College 2005 — 2007
Associate of Applied Science, Music
Deborah Flater Deborah Flater's Edward Jones Experience 2002 - 2004
Job Administrator at My Daughter Is In Town, Inc.
Industry Individual & Family Services
Experience
My Daughter Is In Town, Inc. December 2014 - Present
Deborah M Flater May 2013 - Present
Self-employed June 2002 - Present
My Daughter is in Town, Inc. July 2014 - December 2014
Edward Jones 2002 - 2004
Citibank 1999 - 2002
AT&T Universal Card Services 1998 - 1999
AT&T Universal Card Services 1993 - 1998
AT&T Universal Card Services 1990 - 1993
Daniels & Cronin, Attorneys at Law 1988 - 1990
Skills
Elder Care, Healthcare Advocacy, Caregiving, Marketing, Credit, Coaching, Leadership, Training, Nonprofits, Risk Management, Organizational..., Leadership Development, Public Speaking, Customer Service, Team Building, Program Management, Strategic Planning, Process Improvement, Management, Team Leadership, Healthcare, Human Resources, Research, Wellness, Conflict Resolution, Workshop Facilitation, Management Consulting, Business Analysis, Change Management, Customer Satisfaction, Business Development, Event Management, Microsoft Office, Social Media, Staff Development, Negotiation, Credit Cards, Vendor Management, Small Business, Performance Management, Senior Services, Dementia, Marketing Strategy, Social Media Marketing, Program Development
Education
Boston College 1981 — 1985
MEd, Higher Education Administration
Rivier College 1972 — 1976
BA, Elementary Education & Special Education
My Daughter Is In Town, Inc. December 2014 - Present
Deborah M Flater May 2013 - Present
Self-employed June 2002 - Present
My Daughter is in Town, Inc. July 2014 - December 2014
Edward Jones 2002 - 2004
Citibank 1999 - 2002
AT&T Universal Card Services 1998 - 1999
AT&T Universal Card Services 1993 - 1998
AT&T Universal Card Services 1990 - 1993
Daniels & Cronin, Attorneys at Law 1988 - 1990
Skills
Elder Care, Healthcare Advocacy, Caregiving, Marketing, Credit, Coaching, Leadership, Training, Nonprofits, Risk Management, Organizational..., Leadership Development, Public Speaking, Customer Service, Team Building, Program Management, Strategic Planning, Process Improvement, Management, Team Leadership, Healthcare, Human Resources, Research, Wellness, Conflict Resolution, Workshop Facilitation, Management Consulting, Business Analysis, Change Management, Customer Satisfaction, Business Development, Event Management, Microsoft Office, Social Media, Staff Development, Negotiation, Credit Cards, Vendor Management, Small Business, Performance Management, Senior Services, Dementia, Marketing Strategy, Social Media Marketing, Program Development
Education
Boston College 1981 — 1985
MEd, Higher Education Administration
Rivier College 1972 — 1976
BA, Elementary Education & Special Education
Adam Toth Adam Toth's Edward Jones Experience 2005 - 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Edward Jones 2005 - 2014
Skills
Wealth Management
Education
Bowling Green State University 1988 — 1992
Bachelor’s Degree
Wells Fargo Advisors June 2014 - Present
Edward Jones 2005 - 2014
Skills
Wealth Management
Education
Bowling Green State University 1988 — 1992
Bachelor’s Degree
Wally Bennett's Edward Jones Experience 1980 - 1984
Job Farm Fresh to You
Industry Marketing and Advertising
Experience
Farm Fresh to You Sr advisorTD AmeritradeApril 2003 - January 2010
Goldman Sachs March 1984 - May 2003
Edward Jones 1980 - 1984
Skills
Account Management, Customer Service, Strategic Planning, Public Speaking, Marketing Strategy, Sales, Event Planning, Team Building, New Business Development, Event Management, Cold Calling, Marketing, Social Media, Social Media Marketing
Education
Boston College 1978 — 1984
Master of Business Administration (MBA), Marketing
Farm Fresh to You Sr advisorTD AmeritradeApril 2003 - January 2010
Goldman Sachs March 1984 - May 2003
Edward Jones 1980 - 1984
Skills
Account Management, Customer Service, Strategic Planning, Public Speaking, Marketing Strategy, Sales, Event Planning, Team Building, New Business Development, Event Management, Cold Calling, Marketing, Social Media, Social Media Marketing
Education
Boston College 1978 — 1984
Master of Business Administration (MBA), Marketing
Lynn Kupfer's Edward Jones Experience September 2004 - April 2005
Job Key Account Executive
Industry Apparel & Fashion
Experience
Experience Unlimited Irvine 2015 - Present
Pacific Real Estate and Investments October 2009 - Present
Edward Jones September 2004 - April 2005
Franco Manufacturing May 1995 - October 2001
Crystal Brands February 1990 - March 1995
Victoria Creations February 1989 - February 1990
Robinson’s Department Store: April 1985 - February 1989
Sanger Harris Department Store October 1980 - April 1985
Skills
Leadership, Sales, Team Building, Negotiation, Account Management, Territory Growth, Relationship Building, Retail Buying, Investment Properties, Financial Analysis, Product Development, Selling, Real Estate Transactions
Education
Bowling Green State University
Bachelor's Degree, Fashion Merchandising
Experience Unlimited Irvine 2015 - Present
Pacific Real Estate and Investments October 2009 - Present
Edward Jones September 2004 - April 2005
Franco Manufacturing May 1995 - October 2001
Crystal Brands February 1990 - March 1995
Victoria Creations February 1989 - February 1990
Robinson’s Department Store: April 1985 - February 1989
Sanger Harris Department Store October 1980 - April 1985
Skills
Leadership, Sales, Team Building, Negotiation, Account Management, Territory Growth, Relationship Building, Retail Buying, Investment Properties, Financial Analysis, Product Development, Selling, Real Estate Transactions
Education
Bowling Green State University
Bachelor's Degree, Fashion Merchandising
Curt Lasserre Curt Lasserre's Edward Jones Experience March 1992 - Present
Job Principal/Partner at Edward Jones Service Division
Industry Financial Services
Experience
Edward Jones March 1992 - Present
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Retirement, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Securities, Insurance
Education
Saint Louis University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Blackburn College 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones March 1992 - Present
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Retirement, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Securities, Insurance
Education
Saint Louis University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Blackburn College 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Matthew Fiori Matthew Fiori's Edward Jones Experience March 2014 - November 2014
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC December 2014 - Present
Edward Jones March 2014 - November 2014
Vanguard September 2013 - March 2014
School District of Philadelphia September 2010 - June 2013
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS) Bachelor of Liberal Arts (BA)
PNC December 2014 - Present
Edward Jones March 2014 - November 2014
Vanguard September 2013 - March 2014
School District of Philadelphia September 2010 - June 2013
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS) Bachelor of Liberal Arts (BA)
Connie Klaas Connie Klaas's Edward Jones Experience December 2005 - July 2011
Job Senior Financial Analyst at Wolters Kluwer
Industry Financial Services
Experience
Wolters Kluwer August 2014 - Present
HDA Truck Pride September 2012 - August 2014
Eagle Industries Unlimited, Inc. (ATK) July 2011 - June 2012
Edward Jones December 2005 - July 2011
The Solae Company, LLC April 2005 - December 2005
Olin Corporation June 2000 - April 2005
Olin Corporation June 2000 - April 2005
Midwest Employers Casualty Company January 1999 - June 2000
Ken E. Loy, CPA July 1998 - January 1999
United Industries Corporation April 1996 - July 1998
Skills
Sarbanes-Oxley Act, Financial Reporting, SAP, Forecasting, Variance Analysis, Auditing, Accounts Payable, Team Building, Financial Analysis, Account Reconciliation, General Ledger, Accounting, Cost Accounting
Education
Bradley University 1991 — 1994
Bachelor of Science, with; Accounting
Wolters Kluwer August 2014 - Present
HDA Truck Pride September 2012 - August 2014
Eagle Industries Unlimited, Inc. (ATK) July 2011 - June 2012
Edward Jones December 2005 - July 2011
The Solae Company, LLC April 2005 - December 2005
Olin Corporation June 2000 - April 2005
Olin Corporation June 2000 - April 2005
Midwest Employers Casualty Company January 1999 - June 2000
Ken E. Loy, CPA July 1998 - January 1999
United Industries Corporation April 1996 - July 1998
Skills
Sarbanes-Oxley Act, Financial Reporting, SAP, Forecasting, Variance Analysis, Auditing, Accounts Payable, Team Building, Financial Analysis, Account Reconciliation, General Ledger, Accounting, Cost Accounting
Education
Bradley University 1991 — 1994
Bachelor of Science, with; Accounting
Aaron Weis Aaron Weis's Edward Jones Experience May 2001 - September 2001
Job Data Analyst at Cisco
Industry Research
Experience
Cisco - contractor July 2014 - Present
Horizon Research, Inc November 2004 - July 2014
Express Personnel January 2003 - January 2004
John Hancock Financial2003 May 2003 - September 2003
Edward Jones May 2001 - September 2001
Skills
Valuation, Analysis, Data Analysis, SPSS, Survey Design, Corporate Finance, Investments, Banking, Accounting, Data Collection, Data Management, Microsoft Office, Quantitative Analytics, Quantitative Research, Research Design, Microsoft Excel, WordPress, Project Coordination, IRB, Project Management, SPSS Programming, Research, Statistics, SQL, Survey Research
Education
Bowling Green State University 1999 — 2003
BS Business Administration, Finance
Montpelier High School 1994 — 1998
Cisco - contractor July 2014 - Present
Horizon Research, Inc November 2004 - July 2014
Express Personnel January 2003 - January 2004
John Hancock Financial2003 May 2003 - September 2003
Edward Jones May 2001 - September 2001
Skills
Valuation, Analysis, Data Analysis, SPSS, Survey Design, Corporate Finance, Investments, Banking, Accounting, Data Collection, Data Management, Microsoft Office, Quantitative Analytics, Quantitative Research, Research Design, Microsoft Excel, WordPress, Project Coordination, IRB, Project Management, SPSS Programming, Research, Statistics, SQL, Survey Research
Education
Bowling Green State University 1999 — 2003
BS Business Administration, Finance
Montpelier High School 1994 — 1998
Jason M. Loia, AAMS®'s Edward Jones Experience December 2002 - Present
Job Financial Advisor/Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2002 - Present
FedEx Express July 1995 - December 2002
Skills
Asset Allocation, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.)
Edward Jones December 2002 - Present
FedEx Express July 1995 - December 2002
Skills
Asset Allocation, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.)
Brian Self Brian Self's Edward Jones Experience October 2010 - December 2012
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Scottrade December 2012 - March 2014
Edward Jones October 2010 - December 2012
Skills
Financial Analysis, Financial Risk, Retirement Planning, Retirement Savings, Consulting, Investments, Investment Strategies, Investment Advisory, College Savings Plans, 401k
Education
Duke Law School
Juris Doctorate
Bowling Green State University
Bachelor's degree, History and Sociology
Scottrade March 2014 - Present
Scottrade December 2012 - March 2014
Edward Jones October 2010 - December 2012
Skills
Financial Analysis, Financial Risk, Retirement Planning, Retirement Savings, Consulting, Investments, Investment Strategies, Investment Advisory, College Savings Plans, 401k
Education
Duke Law School
Juris Doctorate
Bowling Green State University
Bachelor's degree, History and Sociology
Dean Larrabee Dean Larrabee's Edward Jones Experience 2003 - 2005
Job Director Global Network Engineering at MetLife
Industry Information Technology and Services
Experience
MetLife July 2015 - Present
Affinion Group May 2013 - May 2015
Newspaper Data Exchange LLC December 2011 - August 2012
United States Postal Service June 2005 - December 2011
Edward Jones 2003 - 2005
Thomson Financial 2001 - 2003
Fidelity Investments 1992 - 2000
The Walt Disney Company 1989 - 1992
Skills
Vendor Management, IT Strategy, Program Management, Network Architecture, Management, Data Center, Change Management, Technical Leadership, Executive Management, Network Engineering, Network Security, ITIL, Strategic Leadership, Network Design, Computer Network..., Wireless Networking, Enterprise Architecture, Project Portfolio..., IT Service Management, ITIL Certified, Storage Area Networks, Help Desk Support, Facilities Management, Thought Leadership, Network Services, Call Center Architecture, Help Desk Implementation, Capital Budgeting, Global Management, Contract Negotiation, IT Infrastructure..., Integration
Education
Boston University 2002 — 2002
Master of Science (MS), Innovation and Technology
Northeastern University 1997 — 1998
Computer Systems Networking and Telecommunications
MetLife July 2015 - Present
Affinion Group May 2013 - May 2015
Newspaper Data Exchange LLC December 2011 - August 2012
United States Postal Service June 2005 - December 2011
Edward Jones 2003 - 2005
Thomson Financial 2001 - 2003
Fidelity Investments 1992 - 2000
The Walt Disney Company 1989 - 1992
Skills
Vendor Management, IT Strategy, Program Management, Network Architecture, Management, Data Center, Change Management, Technical Leadership, Executive Management, Network Engineering, Network Security, ITIL, Strategic Leadership, Network Design, Computer Network..., Wireless Networking, Enterprise Architecture, Project Portfolio..., IT Service Management, ITIL Certified, Storage Area Networks, Help Desk Support, Facilities Management, Thought Leadership, Network Services, Call Center Architecture, Help Desk Implementation, Capital Budgeting, Global Management, Contract Negotiation, IT Infrastructure..., Integration
Education
Boston University 2002 — 2002
Master of Science (MS), Innovation and Technology
Northeastern University 1997 — 1998
Computer Systems Networking and Telecommunications
Chelsea Buoye Chelsea Buoye's Edward Jones Experience August 2015 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Lola's Frozen Yogurt May 2014 - August 2015
Charlotte Russe March 2014 - March 2015
Northwestern Mutual January 2014 - December 2014
Wet Seal, Inc July 2012 - March 2014
Podiatry Associates of Rochester June 2008 - August 2012
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, People Skills, Leadership, Building Relationships, Sales, Social Networking, Management, Communication, Event Planning, Public Speaking, Social Media, Time Management
Education
Bowling Green State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones August 2015 - Present
Lola's Frozen Yogurt May 2014 - August 2015
Charlotte Russe March 2014 - March 2015
Northwestern Mutual January 2014 - December 2014
Wet Seal, Inc July 2012 - March 2014
Podiatry Associates of Rochester June 2008 - August 2012
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, People Skills, Leadership, Building Relationships, Sales, Social Networking, Management, Communication, Event Planning, Public Speaking, Social Media, Time Management
Education
Bowling Green State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
François Bigot François Bigot's Edward Jones Experience July 2009 - April 2011
Job Financial Advisor at Cape Securities, Inc.
Industry Financial Services
Experience
Cape Securities, Inc. July 2015 - Present
BB&T January 2014 - June 2015
Wells Fargo Advisors May 2011 - December 2013
Edward Jones July 2009 - April 2011
Automated Business Solutions, Inc. November 2006 - April 2009
Computershare 1999 - 2006
The Pioneer Group 1997 - 1999
The Pioneer Group 1996 - 1997
John Hancock Funds 1995 - 1996
Hancock Timber Recource Group 1988 - 1994
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Financial Risk, Estate Planning, Financial Analysis, Equities, Asset Allocation, Insurance, Fixed Annuities, Risk Management, Strategic Financial..., College Savings Plans, Asset Managment, Retirement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1993
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University 1981 — 1985
B.S. Forestry, Industrial Forestry Operations
University of Florida 1979 — 1981
Associate of Arts
Cape Securities, Inc. July 2015 - Present
BB&T January 2014 - June 2015
Wells Fargo Advisors May 2011 - December 2013
Edward Jones July 2009 - April 2011
Automated Business Solutions, Inc. November 2006 - April 2009
Computershare 1999 - 2006
The Pioneer Group 1997 - 1999
The Pioneer Group 1996 - 1997
John Hancock Funds 1995 - 1996
Hancock Timber Recource Group 1988 - 1994
Skills
Mutual Funds, Retirement Planning, Investments, Securities, Wealth Management, Financial Risk, Estate Planning, Financial Analysis, Equities, Asset Allocation, Insurance, Fixed Annuities, Risk Management, Strategic Financial..., College Savings Plans, Asset Managment, Retirement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1993
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University 1981 — 1985
B.S. Forestry, Industrial Forestry Operations
University of Florida 1979 — 1981
Associate of Arts
Daniel DiCandilo Daniel DiCandilo's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Hartford Funds November 2007 - May 2013
PLANCO January 1997 - November 2007
Education
Bloomsburg University of Pennsylvania 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones September 2013 - Present
Hartford Funds November 2007 - May 2013
PLANCO January 1997 - November 2007
Education
Bloomsburg University of Pennsylvania 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Michael J. Meredith, Ph.D.'s Edward Jones Experience 2009 - 2010
Job Associate Professor at KenanFlagler Business School
Industry Research
Experience
Kenan-Flagler Business School August 2010 - Present
UNC Kenan-Flagler August 2010 - Present
Edward Jones 2009 - 2010
Rehabilitation Support Services 2008 - 2009
Bowling Green State University 2004 - 2009
Speedway SuperAmerica LLC 2003 - 2003
Go to Market Partners 2002 - 2003
The Sales Strategy Institute (SSI) 2000 - 2002
Skills
Social Media, Social Networking, Social Psychology, Coaching, Corporate Communications, Strategic Communications, Marketing Communications, Brand Communication, Company Branding, Management Consulting, Sales Management, Business Strategy, Strategic Planning, Go-to-market Strategy, Leadership Development, Organizational..., Strategic Leadership, Identity Management, Public Speaking, Writing, Resume Writing, Job Search, Crisis Management, Crisis Communications, Research, Market Research, Leadership, Marketing Strategy, Competitive Analysis, Management, Higher Education, University Teaching
Education
Bowling Green State University 2004 — 2008
Ph.D., Business/Organizational Communication
Ohio University 1998 — 1999
MBA, General Business & Health Services Administration
Ohio University 1994 — 1998
BS, Communication in Human Services
Ohio University 1994 — 1998
BS, Health
Kenan-Flagler Business School August 2010 - Present
UNC Kenan-Flagler August 2010 - Present
Edward Jones 2009 - 2010
Rehabilitation Support Services 2008 - 2009
Bowling Green State University 2004 - 2009
Speedway SuperAmerica LLC 2003 - 2003
Go to Market Partners 2002 - 2003
The Sales Strategy Institute (SSI) 2000 - 2002
Skills
Social Media, Social Networking, Social Psychology, Coaching, Corporate Communications, Strategic Communications, Marketing Communications, Brand Communication, Company Branding, Management Consulting, Sales Management, Business Strategy, Strategic Planning, Go-to-market Strategy, Leadership Development, Organizational..., Strategic Leadership, Identity Management, Public Speaking, Writing, Resume Writing, Job Search, Crisis Management, Crisis Communications, Research, Market Research, Leadership, Marketing Strategy, Competitive Analysis, Management, Higher Education, University Teaching
Education
Bowling Green State University 2004 — 2008
Ph.D., Business/Organizational Communication
Ohio University 1998 — 1999
MBA, General Business & Health Services Administration
Ohio University 1994 — 1998
BS, Communication in Human Services
Ohio University 1994 — 1998
BS, Health
Loraine Fields Loraine Fields's Edward Jones Experience May 2009 - March 2010
Job Chief Assessor at Town of Norfolk, MA
Industry Real Estate
Experience
Town of Norfolk, MA March 2015 - Present
Town of East Bridgewater October 2012 - March 2015
The Flower Mill April 2010 - 2012
Edward Jones May 2009 - March 2010
Interbay Funding October 2003 - May 2008
Realsearch June 1990 - October 2003
Jack Conway Company 1985 - 1990
Skills
project management, perfomance management, event planning, Sales
Education
Appraisal Institute 1990 — 2012
CGREA, Commercial Real Estate Appraisal
Boston University 2005 — 2008
Masters of Science, Banking and Financial Services
Northeastern University 1990 — 1994
Bachelor of Science, Operations Management
Town of Norfolk, MA March 2015 - Present
Town of East Bridgewater October 2012 - March 2015
The Flower Mill April 2010 - 2012
Edward Jones May 2009 - March 2010
Interbay Funding October 2003 - May 2008
Realsearch June 1990 - October 2003
Jack Conway Company 1985 - 1990
Skills
project management, perfomance management, event planning, Sales
Education
Appraisal Institute 1990 — 2012
CGREA, Commercial Real Estate Appraisal
Boston University 2005 — 2008
Masters of Science, Banking and Financial Services
Northeastern University 1990 — 1994
Bachelor of Science, Operations Management
Robin Thorngren's Edward Jones Experience June 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Facilities Services
Experience
Edward Jones June 2011 - Present
Idaho Humane Society March 2011 - May 2012
Healthwise, Incorporated July 1996 - December 2009
FSI International December 1995 - April 1996
Boyum & Barenscheer PLLP July 1992 - November 1995
Allegro Technology Corporation December 1991 - July 1992
Moniterm Corporation October 1987 - October 1991
United Capital Ventures, Inc. August 1986 - August 1987
Skills
Vendor Management, Construction, Navision, Asset, Contract Negotiation, Facilities Management, Budgets, Process Improvement, Project Management, Microsoft Word, Leadership, Management, Training, Project Planning, Negotiation, Customer Service
Education
Johnson Controls Institute
Certificate, Metasys Extended Architecture - Building Engineers
ExecuTrain
Certificate, SharePoint, Team Web Sites
Boise State University
Certificate, Supervision I
Invensys Building Systems
Certificate, Network 8000 Signal Operations
National Seminars Group
Certificate, Facilities Management
IEC Group
Certificate, Essentials of Management
Minnesota School of Business 1976 — 1978
None, Court Reporting
William Kelley High School 1972 — 1976
High School Graduate, General
Edward Jones June 2011 - Present
Idaho Humane Society March 2011 - May 2012
Healthwise, Incorporated July 1996 - December 2009
FSI International December 1995 - April 1996
Boyum & Barenscheer PLLP July 1992 - November 1995
Allegro Technology Corporation December 1991 - July 1992
Moniterm Corporation October 1987 - October 1991
United Capital Ventures, Inc. August 1986 - August 1987
Skills
Vendor Management, Construction, Navision, Asset, Contract Negotiation, Facilities Management, Budgets, Process Improvement, Project Management, Microsoft Word, Leadership, Management, Training, Project Planning, Negotiation, Customer Service
Education
Johnson Controls Institute
Certificate, Metasys Extended Architecture - Building Engineers
ExecuTrain
Certificate, SharePoint, Team Web Sites
Boise State University
Certificate, Supervision I
Invensys Building Systems
Certificate, Network 8000 Signal Operations
National Seminars Group
Certificate, Facilities Management
IEC Group
Certificate, Essentials of Management
Minnesota School of Business 1976 — 1978
None, Court Reporting
William Kelley High School 1972 — 1976
High School Graduate, General
Marcus Laughter Marcus Laughter's Edward Jones Experience April 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2006 - Present
Wachovia, A Wells Fargo Company December 2001 - April 2006
Skills
Finance, Leadership, Public Speaking, Wealth Management, Securities, Customer Service, Strategic Planning, Management, Marketing
Education
Bob Jones University 1996 — 2000
BA, History/Phychology
Edward Jones April 2006 - Present
Wachovia, A Wells Fargo Company December 2001 - April 2006
Skills
Finance, Leadership, Public Speaking, Wealth Management, Securities, Customer Service, Strategic Planning, Management, Marketing
Education
Bob Jones University 1996 — 2000
BA, History/Phychology
Cody Zindler Cody Zindler's Edward Jones Experience 2002 - 2005
Job Associate, Portfolio Compliance at PIMCO
Industry Capital Markets
Experience
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
Timothy Jackson, JD/MBA Timothy Jackson, JD/MBA's Edward Jones Experience 2008 - 2009
Job Senior Associate / Staff Financial Analyst at Qualcomm Ventures
Industry Venture Capital & Private Equity
Experience
Qualcomm Ventures May 2015 - Present
Qualcomm Ventures December 2014 - May 2015
Qualcomm December 2013 - December 2014
Qualcomm October 2012 - December 2013
Qualcomm August 2011 - October 2012
Hewlett-Packard 2011 - 2011
Sempra Energy 2010 - 2010
Ad-Pipeline 2009 - 2010
Edward Jones 2008 - 2009
Riverside County District Attorney 2007 - 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate FP&A, Corporate Finance, Finance, Financial Forecasting, Business Development, Forecasting, Cognos, Negotiation, Financial Strategy, Portfolio Management, Financial Reporting, Financial Planning, Hyperion HFM, QlikView, Financial Variance..., Business Analysis, Management, Patent Portfolio..., Venture Capital, Venture Financing, Corporate Venture..., Analysis, Experienced Business...
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Business Administration
University of California, Los Angeles - School of Law 2004 — 2007
J.D., Business Law
Boston College 2000 — 2004
B.S., Finance
Qualcomm Ventures May 2015 - Present
Qualcomm Ventures December 2014 - May 2015
Qualcomm December 2013 - December 2014
Qualcomm October 2012 - December 2013
Qualcomm August 2011 - October 2012
Hewlett-Packard 2011 - 2011
Sempra Energy 2010 - 2010
Ad-Pipeline 2009 - 2010
Edward Jones 2008 - 2009
Riverside County District Attorney 2007 - 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate FP&A, Corporate Finance, Finance, Financial Forecasting, Business Development, Forecasting, Cognos, Negotiation, Financial Strategy, Portfolio Management, Financial Reporting, Financial Planning, Hyperion HFM, QlikView, Financial Variance..., Business Analysis, Management, Patent Portfolio..., Venture Capital, Venture Financing, Corporate Venture..., Analysis, Experienced Business...
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Business Administration
University of California, Los Angeles - School of Law 2004 — 2007
J.D., Business Law
Boston College 2000 — 2004
B.S., Finance
Thomas Folan, C.R.P.C.'s Edward Jones Experience July 2006 - August 2008
Job Financial Advisor
Industry Financial Services
Experience
MEMBERS Financial Services August 2008 - Present
Edward Jones July 2006 - August 2008
Boston Globe 2002 - 2005
Skills
Retirement Planning, Process Improvement, Securities, Long-term Care, Sales, Marketing, Advertising, Financial Advisory, Financial Analysis, Strategic Planning, New Business Development, Marketing Strategy, Asset Allocation, Investment Strategies, Sales Management, Forecasting
Education
Providence College 1985 — 1988
MBA, Finance
Boston College 1978 — 1981
BA, Management
MEMBERS Financial Services August 2008 - Present
Edward Jones July 2006 - August 2008
Boston Globe 2002 - 2005
Skills
Retirement Planning, Process Improvement, Securities, Long-term Care, Sales, Marketing, Advertising, Financial Advisory, Financial Analysis, Strategic Planning, New Business Development, Marketing Strategy, Asset Allocation, Investment Strategies, Sales Management, Forecasting
Education
Providence College 1985 — 1988
MBA, Finance
Boston College 1978 — 1981
BA, Management
Dominic Rebelo's Edward Jones Experience May 2010 - March 2012
Job Independent
Industry Consumer Services
Experience
Dominic Rebelo March 2012 - Present
Edward Jones May 2010 - March 2012
City of Boston 2004 - 2010
Museum Enterprise Partners, Inc. November 2001 - June 2003
Nutter McClennen & Fish LLP September 1999 - December 2001
Education
Boston University Questrom School of Business 2006 — 2010
University of Massachusetts Boston 1997 — 2001
BA, History and Social Philosophy
Stoughton High School 1992 — 1996
Dominic Rebelo March 2012 - Present
Edward Jones May 2010 - March 2012
City of Boston 2004 - 2010
Museum Enterprise Partners, Inc. November 2001 - June 2003
Nutter McClennen & Fish LLP September 1999 - December 2001
Education
Boston University Questrom School of Business 2006 — 2010
University of Massachusetts Boston 1997 — 2001
BA, History and Social Philosophy
Stoughton High School 1992 — 1996
Tim Niemann's Edward Jones Experience June 1991 - Present
Job Principal at Edward Jones
Industry Investment Management
Experience
Edward Jones June 1991 - Present
Edward Jones June 1991 - Present
Skills
Leadership Development, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
Edward Jones June 1991 - Present
Edward Jones June 1991 - Present
Skills
Leadership Development, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
Seth Kelly CFP®'s Edward Jones Experience January 2004 - September 2004
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2013 - Present
TIAA-CREF January 2012 - August 2013
Fidelity Investments January 2006 - January 2012
United States Marine Corps August 1998 - August 2007
Edward Jones January 2004 - September 2004
Education
Boston University 1999 — 2002
MS, Business Administration
Vanderbilt University 1994 — 1998
BA, Economics and History
South Kingstown High School 1989 — 1993
Merrimack College
Certificate, Financial Planning
Edelman Financial Services September 2013 - Present
TIAA-CREF January 2012 - August 2013
Fidelity Investments January 2006 - January 2012
United States Marine Corps August 1998 - August 2007
Edward Jones January 2004 - September 2004
Education
Boston University 1999 — 2002
MS, Business Administration
Vanderbilt University 1994 — 1998
BA, Economics and History
South Kingstown High School 1989 — 1993
Merrimack College
Certificate, Financial Planning
Eric Hauser's Edward Jones Experience June 1995 - October 1998
Job Director, Best Practices for Investment & Advisory Products Group at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Richard Ryffel's Edward Jones Experience February 2008 - July 2012
Job Senior Lecturer at Olin School of Business
Industry Financial Services
Experience
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Eric Bernstein's Edward Jones Experience July 2006 - December 2006
Job Private Client Banker at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA February 2008 - Present
Edward Jones July 2006 - December 2006
Byer California October 2001 - December 2005
Edward R Pressman Film Corp June 1999 - September 2001
Education
Boston University 1994 — 1998
Bachelor's Degree, Communication and Media Studies
Tenafly High School
JPMorgan Chase Bank NA February 2008 - Present
Edward Jones July 2006 - December 2006
Byer California October 2001 - December 2005
Edward R Pressman Film Corp June 1999 - September 2001
Education
Boston University 1994 — 1998
Bachelor's Degree, Communication and Media Studies
Tenafly High School
Todd Downerd's Edward Jones Experience January 2004 - June 2011
Job V.P. Investments, Financial Advisor, JP Morgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC June 2011 - Present
Edward Jones January 2004 - June 2011
Cumulus Broadcasting June 1993 - June 2003
Education
Bowling Green State University 1989 — 1993
Lake High School
JPMorgan Securities LLC June 2011 - Present
Edward Jones January 2004 - June 2011
Cumulus Broadcasting June 1993 - June 2003
Education
Bowling Green State University 1989 — 1993
Lake High School
Todd Kitchin's Edward Jones Experience May 2010 - March 2011
Job Agency Principal at Allstate
Industry Insurance
Experience
Allstate January 2011 - Present
Edward Jones May 2010 - March 2011
Education
Bloomsburg University of Pennsylvania 1986 — 1990
BS, Business Economics
Allstate January 2011 - Present
Edward Jones May 2010 - March 2011
Education
Bloomsburg University of Pennsylvania 1986 — 1990
BS, Business Economics
Sarah Peete's Edward Jones Experience May 2009 - March 2010
Job Digital Project Manager at Capstone Publishers
Industry E-Learning
Experience
Capstone Publishers May 2015 - Present
BI WORLDWIDE November 2014 - May 2015
Allen Interactions January 2014 - July 2014
Avrio Knowledge Group, Inc. April 2013 - January 2014
Lakeside Learning 2013 - 2013
Walden University 2010 - 2013
Edward Jones May 2009 - March 2010
University of Minnesota July 2002 - May 2009
University of Michigan August 2000 - June 2002
Skills
Student Development, Higher Education, Student Affairs, Leadership, Academic Advising, Admissions, Adult Education, Public Speaking, Student Engagement, Instructional Design, Leadership Development, Program Development, Distance Learning, Community Outreach, Event Planning, Staff Development, Program Evaluation, Career Counseling, Curriculum Development, Resume Writing, E-Learning, Curriculum Design, Educational Technology
Education
University of Minnesota-Twin Cities 2006 — 2008
MA, HRIR
Bowling Green State University 2000 — 2002
MA, College Student Personnel
Valparaiso University 1996 — 2000
BA, Sociology
Capstone Publishers May 2015 - Present
BI WORLDWIDE November 2014 - May 2015
Allen Interactions January 2014 - July 2014
Avrio Knowledge Group, Inc. April 2013 - January 2014
Lakeside Learning 2013 - 2013
Walden University 2010 - 2013
Edward Jones May 2009 - March 2010
University of Minnesota July 2002 - May 2009
University of Michigan August 2000 - June 2002
Skills
Student Development, Higher Education, Student Affairs, Leadership, Academic Advising, Admissions, Adult Education, Public Speaking, Student Engagement, Instructional Design, Leadership Development, Program Development, Distance Learning, Community Outreach, Event Planning, Staff Development, Program Evaluation, Career Counseling, Curriculum Development, Resume Writing, E-Learning, Curriculum Design, Educational Technology
Education
University of Minnesota-Twin Cities 2006 — 2008
MA, HRIR
Bowling Green State University 2000 — 2002
MA, College Student Personnel
Valparaiso University 1996 — 2000
BA, Sociology
Ryan Bonaventura, AAMS's Edward Jones Experience May 2005 - March 2009
Job Financial Advisor/Owner
Industry Financial Services
Experience
Souders Financial Group Inc. March 2009 - Present
Edward Jones May 2005 - March 2009
Skills
Retirement, Retirement Planning, Investments, Wealth Management, Series 7, Financial Analysis, Financial Planning, Finance, Securities, Financial Services, Financial Markets
Education
Franklin University 2003 — 2004
BA
Bowling Green State University 2000 — 2003
St. Charles Prep. 1997 — 2000
Souders Financial Group Inc. March 2009 - Present
Edward Jones May 2005 - March 2009
Skills
Retirement, Retirement Planning, Investments, Wealth Management, Series 7, Financial Analysis, Financial Planning, Finance, Securities, Financial Services, Financial Markets
Education
Franklin University 2003 — 2004
BA
Bowling Green State University 2000 — 2003
St. Charles Prep. 1997 — 2000
Chris Janson's Edward Jones Experience August 1994 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1994 - Present
Skills
Series 8, Series 24, Series 63, Life and Health..., Series 7, Securities
Education
Washington University in St. Louis - Olin Business School 2001 — 2004
Master of Business Administration
Bradley University 1988 — 1992
BS, Finance
Edward Jones August 1994 - Present
Skills
Series 8, Series 24, Series 63, Life and Health..., Series 7, Securities
Education
Washington University in St. Louis - Olin Business School 2001 — 2004
Master of Business Administration
Bradley University 1988 — 1992
BS, Finance
Daniel Broquadio's Edward Jones Experience July 2010 - November 2010
Job Senior Sales Specialist TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2014 - Present
Prudential Financial December 2010 - Present
Edward Jones July 2010 - November 2010
Fiserv 2008 - July 2010
Moody's Analytics September 2005 - March 2008
Moody's Analytics January 2002 - September 2005
BUYandHOLD November 1999 - January 2002
Olsten Staffing November 1998 - November 1999
Skills
Customer Service, Sales Management, Management, Sales, Equities, Marketing, Product Development, Research, Salesforce.com, Marketing Communications, Finance, Financial Services, Analysis, Strategy
Education
Borough of Manhattan Community College
Greico Financial InstituteNew
TD Ameritrade Institutional November 2014 - Present
Prudential Financial December 2010 - Present
Edward Jones July 2010 - November 2010
Fiserv 2008 - July 2010
Moody's Analytics September 2005 - March 2008
Moody's Analytics January 2002 - September 2005
BUYandHOLD November 1999 - January 2002
Olsten Staffing November 1998 - November 1999
Skills
Customer Service, Sales Management, Management, Sales, Equities, Marketing, Product Development, Research, Salesforce.com, Marketing Communications, Finance, Financial Services, Analysis, Strategy
Education
Borough of Manhattan Community College
Greico Financial InstituteNew
Gregg Surdell's Edward Jones Experience November 2004 - July 2005
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Sears Holdings October 2005 - April 2008
Edward Jones November 2004 - July 2005
Houghton Mifflin March 1996 - August 2004
Skills
Strategic Sourcing, Supply Chain Management, Purchasing, Procurement, Warehouse Management, Forecasting, Process Improvement, Negotiation
Education
Elmhurst College 2001 — 2003
Bradley University 1983 — 1985
BS, Finance
Sears Holdings October 2005 - April 2008
Edward Jones November 2004 - July 2005
Houghton Mifflin March 1996 - August 2004
Skills
Strategic Sourcing, Supply Chain Management, Purchasing, Procurement, Warehouse Management, Forecasting, Process Improvement, Negotiation
Education
Elmhurst College 2001 — 2003
Bradley University 1983 — 1985
BS, Finance
Peter Cahill's Edward Jones Experience May 2009 - November 2009
Job AVP Corporate Development at Cognizant Technology Solutions
Industry Financial Services
Experience
Cognizant Technology Solutions June 2011 - Present
Benning Associates LLC November 2009 - June 2011
Edward Jones May 2009 - November 2009
CB&C March 2006 - May 2009
First Albany Capital January 2005 - February 2006
Adams Harkness May 1996 - November 2005
US Navy August 1990 - May 1994
Skills
Strategic Planning, Corporate Development, Investment Banking, Mergers, Strategy Development
Education
Boston University - School of Management 1994 — 1996
MBA, Finance, General
University of Colorado Boulder 1986 — 1990
BA, International Affairs
Cognizant Technology Solutions June 2011 - Present
Benning Associates LLC November 2009 - June 2011
Edward Jones May 2009 - November 2009
CB&C March 2006 - May 2009
First Albany Capital January 2005 - February 2006
Adams Harkness May 1996 - November 2005
US Navy August 1990 - May 1994
Skills
Strategic Planning, Corporate Development, Investment Banking, Mergers, Strategy Development
Education
Boston University - School of Management 1994 — 1996
MBA, Finance, General
University of Colorado Boulder 1986 — 1990
BA, International Affairs
Chris Bednar's Edward Jones Experience January 2007 - September 2007
Job Owner at The UPS Store #5501
Industry Financial Services
Experience
The UPS Store #5501 June 2011 - Present
Athas Capital July 2011 - January 2012
Ambit Funding January 2008 - May 2011
Edward Jones January 2007 - September 2007
Skills
Investments, Marketing, Mortgage Lending, Small Business, Loans, Entrepreneurship, Mergers & Acquisitions, Real Estate
Education
Bloomsburg University of Pennsylvania 2005 — 2006
M.B.A., Business Administration
Kutztown University of Pennsylvania 1990 — 1993
B.S., Psychology
The UPS Store #5501 June 2011 - Present
Athas Capital July 2011 - January 2012
Ambit Funding January 2008 - May 2011
Edward Jones January 2007 - September 2007
Skills
Investments, Marketing, Mortgage Lending, Small Business, Loans, Entrepreneurship, Mergers & Acquisitions, Real Estate
Education
Bloomsburg University of Pennsylvania 2005 — 2006
M.B.A., Business Administration
Kutztown University of Pennsylvania 1990 — 1993
B.S., Psychology
Bruce Davis's Edward Jones Experience 2003 - 2004
Job Engineering Services Manager, Parsons Government Services
Industry Civil Engineering
Experience
Parsons 2004 - Present
The University of Texas at San Antonio September 2011 - Present
USNA Info Program, Central and South Texas 2000 - Present
Edward Jones 2003 - 2004
USAA 1996 - 2002
United States Marine Corps 1998 - 2000
United States Marine Corps 1985 - 1996
Skills
Engineering, Contract Management, Program Management, Logistics Management, Training & Development, University Teaching, College Recruiting, Strategic Planning, Business Intelligence, Sustainability Strategy, Employee Training, Sustainability, Team Leadership, Project Management, Project Planning, Process Improvement, Strategy, Military, Integration, Leadership, Proposal Writing, Training, Logistics, Analysis, Government, DoD, Security Clearance, Procurement, Operations Management, Team Building, Government Contracting, Cross-functional Team..., MS Project, Policy, Supervisory Skills, Leadership Development, Process Scheduler, Quality Assurance, Organizational..., Defense, Risk Management, Command, Earned Value Management, Navy, Six Sigma, Military Experience
Education
United States Naval Academy 1981 — 1985
BS
Boston University 1993 — 1996
MS
Waller High School 1977 — 1981
High School
Parsons 2004 - Present
The University of Texas at San Antonio September 2011 - Present
USNA Info Program, Central and South Texas 2000 - Present
Edward Jones 2003 - 2004
USAA 1996 - 2002
United States Marine Corps 1998 - 2000
United States Marine Corps 1985 - 1996
Skills
Engineering, Contract Management, Program Management, Logistics Management, Training & Development, University Teaching, College Recruiting, Strategic Planning, Business Intelligence, Sustainability Strategy, Employee Training, Sustainability, Team Leadership, Project Management, Project Planning, Process Improvement, Strategy, Military, Integration, Leadership, Proposal Writing, Training, Logistics, Analysis, Government, DoD, Security Clearance, Procurement, Operations Management, Team Building, Government Contracting, Cross-functional Team..., MS Project, Policy, Supervisory Skills, Leadership Development, Process Scheduler, Quality Assurance, Organizational..., Defense, Risk Management, Command, Earned Value Management, Navy, Six Sigma, Military Experience
Education
United States Naval Academy 1981 — 1985
BS
Boston University 1993 — 1996
MS
Waller High School 1977 — 1981
High School
Jarrod Hirschfeld's Edward Jones Experience May 2003 - September 2006
Job Financial Advisor at Wilcox Financial
Industry Financial Services
Experience
Wilcox Financial September 2006 - Present
Edward Jones May 2003 - September 2006
Skills
Retirement, Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Strategic Financial..., Finance, FINRA, Small Business, Risk Management, Tax, Series 63, 401k, Financial Planning
Education
Bowling Green State University 1999 — 2003
B.S., Financial Economics
Culver Military Academy 1995 — 1999
High School
Wilcox Financial September 2006 - Present
Edward Jones May 2003 - September 2006
Skills
Retirement, Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Strategic Financial..., Finance, FINRA, Small Business, Risk Management, Tax, Series 63, 401k, Financial Planning
Education
Bowling Green State University 1999 — 2003
B.S., Financial Economics
Culver Military Academy 1995 — 1999
High School
Jeremy Brewer's Edward Jones Experience May 2008 - August 2008
Job Supervisor, Property Research and Development
Industry Insurance
Experience
COUNTRY Financial® December 2014 - Present
COUNTRY Financial® August 2013 - December 2014
COUNTRY Financial® July 2013 - August 2013
COUNTRY Financial® July 2012 - July 2013
COUNTRY Financial® December 2011 - July 2012
COUNTRY Financial® July 2010 - December 2010
COUNTRY Financial® January 2009 - July 2010
Edward Jones May 2008 - August 2008
Skills
Microsoft Office, WebFOCUS, Insurance, Microsoft Excel, Access, Outlook, PowerPoint, Market Research, Project Management, Property, Underwriting
Education
Bradley University 2005 — 2008
Bachelor of Science, Entrepreneurship
COUNTRY Financial® December 2014 - Present
COUNTRY Financial® August 2013 - December 2014
COUNTRY Financial® July 2013 - August 2013
COUNTRY Financial® July 2012 - July 2013
COUNTRY Financial® December 2011 - July 2012
COUNTRY Financial® July 2010 - December 2010
COUNTRY Financial® January 2009 - July 2010
Edward Jones May 2008 - August 2008
Skills
Microsoft Office, WebFOCUS, Insurance, Microsoft Excel, Access, Outlook, PowerPoint, Market Research, Project Management, Property, Underwriting
Education
Bradley University 2005 — 2008
Bachelor of Science, Entrepreneurship
Gene Hughes's Edward Jones Experience March 1998 - March 2000
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Charles Schwab April 2005 - June 2012
SunTrust Investment Services April 2002 - April 2005
Charles Schwab March 2000 - April 2002
Edward Jones March 1998 - March 2000
Mobile Instrument Service & Repair, Inc. April 1994 - March 1998
United States Air Force October 1990 - December 1992
United States Air Force September 1989 - September 1990
United States Air Force September 1986 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Air Force
Education
Bowling Green State University 1981 — 1984
BA, Liberal Arts
Ohio State University-Lima Campus
LPL Financial June 2012 - Present
Charles Schwab April 2005 - June 2012
SunTrust Investment Services April 2002 - April 2005
Charles Schwab March 2000 - April 2002
Edward Jones March 1998 - March 2000
Mobile Instrument Service & Repair, Inc. April 1994 - March 1998
United States Air Force October 1990 - December 1992
United States Air Force September 1989 - September 1990
United States Air Force September 1986 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Air Force
Education
Bowling Green State University 1981 — 1984
BA, Liberal Arts
Ohio State University-Lima Campus
Nikki Williams, CLTC's Edward Jones Experience April 2014 - November 2014
Job Regional Sales Specialist at Prudential
Industry Financial Services
Experience
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
Jennifer Scheffer's Edward Jones Experience July 2009 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Republic Services Inc February 1987 - January 2009
Skills
Outlook, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Insurance, Office Management, Finance, Accounting, Accounts Receivable, Payroll, Spreadsheets, Office Administration, Human Resources, Employee Relations, Marketing
Education
CALS 2009 — 2010
Associates, Paralegal Studies
Blinn College 1984 — 1986
Business
MGCCC
Edward Jones July 2009 - Present
Republic Services Inc February 1987 - January 2009
Skills
Outlook, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Insurance, Office Management, Finance, Accounting, Accounts Receivable, Payroll, Spreadsheets, Office Administration, Human Resources, Employee Relations, Marketing
Education
CALS 2009 — 2010
Associates, Paralegal Studies
Blinn College 1984 — 1986
Business
MGCCC
Alana M. Ibarra's Edward Jones Experience June 2007 - September 2007
Job Candidate for Juris Doctor at Northwestern University School of Law
Industry Higher Education
Experience
Katten Muchin Rosenman LLP May 2014 - Present
Northwestern University School of Law August 2012 - May 2015
US Bank February 2011 - August 2012
Bank of America Merrill Lynch July 2009 - February 2011
Bank of America July 2008 - July 2009
Edward Jones June 2007 - September 2007
Education
Northwestern University School of Law 2012 — 2015
Bradley University 2004 — 2008
BS, Finance, Economics
Katten Muchin Rosenman LLP May 2014 - Present
Northwestern University School of Law August 2012 - May 2015
US Bank February 2011 - August 2012
Bank of America Merrill Lynch July 2009 - February 2011
Bank of America July 2008 - July 2009
Edward Jones June 2007 - September 2007
Education
Northwestern University School of Law 2012 — 2015
Bradley University 2004 — 2008
BS, Finance, Economics
Nick Adams, PHR's Edward Jones Experience June 2001 - April 2002
Job Regional HR Manager, Saddle Creek Logistics Services
Industry Logistics and Supply Chain
Experience
Saddle Creek Logistics Services March 2015 - Present
Save-A-Lot March 2009 - March 2015
Lowe's September 2005 - March 2009
Wal-Mart September 2002 - August 2005
Edward Jones June 2001 - April 2002
Skills
Certified Professional..., Benefits Administration, Employee Relations, New Hire Orientations, Succession Planning, Recruiting, Talent Management, Talent Acquisition, Store Management, Employment Law, Hiring, HRIS, Loss Prevention, Employee Benefits, Interviews, Personnel Management, Employee Training, Onboarding, Labor Relations, Training, Leadership, Sourcing, Applicant Tracking..., Time Management, Management, Workforce Planning, FMLA, Union Avoidance, Human Resources, Employee Engagement, College Recruiting, Deferred Compensation, Performance Management, Leadership Development, Temporary Placement, Payroll, HR Policies, EEO, Organizational..., SPHR, Resume Writing, Retail, Legal Compliance
Education
Boise State University 1998 — 2001
BA, Political Science
Saddle Creek Logistics Services March 2015 - Present
Save-A-Lot March 2009 - March 2015
Lowe's September 2005 - March 2009
Wal-Mart September 2002 - August 2005
Edward Jones June 2001 - April 2002
Skills
Certified Professional..., Benefits Administration, Employee Relations, New Hire Orientations, Succession Planning, Recruiting, Talent Management, Talent Acquisition, Store Management, Employment Law, Hiring, HRIS, Loss Prevention, Employee Benefits, Interviews, Personnel Management, Employee Training, Onboarding, Labor Relations, Training, Leadership, Sourcing, Applicant Tracking..., Time Management, Management, Workforce Planning, FMLA, Union Avoidance, Human Resources, Employee Engagement, College Recruiting, Deferred Compensation, Performance Management, Leadership Development, Temporary Placement, Payroll, HR Policies, EEO, Organizational..., SPHR, Resume Writing, Retail, Legal Compliance
Education
Boise State University 1998 — 2001
BA, Political Science
Vicki Guthrie's Edward Jones Experience June 2014 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2014 - Present
St. Catharine College June 2011 - March 2013
St. Catharine College August 2007 - March 2013
Flaget Memorial Hospital May 2005 - August 2007
University of Louisville June 2000 - July 2004
Ohio University August 1996 - June 2000
Bowling Green State University August 1994 - August 1996
Bellarmine University 1992 - 1994
Bowling Green State University August 1990 - August 1992
University of Tennessee at Chattanooga March 1988 - August 1990
Skills
Student Affairs, Enrollment Management, Student Development, Student Engagement, Higher Education, Admissions, Student Recruiting, Public Speaking, Leadership, Academic Advising, Career Counseling, Resume Writing, Strategic Planning, Community Outreach, Volunteer Management, Training, Staff Development, Career Development, Curriculum Development, University Teaching, Program Development, Student Leadership, Fundraising, Grant Writing, Leadership Development
Education
Bowling Green State University 1991 — 1996
PhD, Higher Education Admin/College Student Personnel
Florida State University 1983 — 1984
MS, Higher Education Admin/College Student Personnel
The University of Tennessee at Chattanooga 1978 — 1982
BA, Psychology
Edward Jones June 2014 - Present
St. Catharine College June 2011 - March 2013
St. Catharine College August 2007 - March 2013
Flaget Memorial Hospital May 2005 - August 2007
University of Louisville June 2000 - July 2004
Ohio University August 1996 - June 2000
Bowling Green State University August 1994 - August 1996
Bellarmine University 1992 - 1994
Bowling Green State University August 1990 - August 1992
University of Tennessee at Chattanooga March 1988 - August 1990
Skills
Student Affairs, Enrollment Management, Student Development, Student Engagement, Higher Education, Admissions, Student Recruiting, Public Speaking, Leadership, Academic Advising, Career Counseling, Resume Writing, Strategic Planning, Community Outreach, Volunteer Management, Training, Staff Development, Career Development, Curriculum Development, University Teaching, Program Development, Student Leadership, Fundraising, Grant Writing, Leadership Development
Education
Bowling Green State University 1991 — 1996
PhD, Higher Education Admin/College Student Personnel
Florida State University 1983 — 1984
MS, Higher Education Admin/College Student Personnel
The University of Tennessee at Chattanooga 1978 — 1982
BA, Psychology
Jeff Bargmann's Edward Jones Experience 2010 - August 2011
Job Internet Sales Consultant at Copple Chevrolet GMC
Industry Financial Services
Experience
Copple Chevrolet GMC December 2012 - March 2015
Harley Davidson January 2012 - October 2012
Edward Jones 2010 - August 2011
telvent data transmission network 1995 - 2010
Skills
Equities, Financial Markets, Trading Systems, Technical Analysis, Electronic Trading, Derivatives, Foreign Exchange, Financial Services, Trading, Options, Commodity, FX trading, Customer Service, Strategic Planning, Team Building, Management, Leadership, Sales, Risk Management, Portfolio Management, Budgets, Project Management
Education
Black Hills State University
Bachelors, Business
Black Hills State University
Bachelor's degree, Business Administration and Management, General
Copple Chevrolet GMC December 2012 - March 2015
Harley Davidson January 2012 - October 2012
Edward Jones 2010 - August 2011
telvent data transmission network 1995 - 2010
Skills
Equities, Financial Markets, Trading Systems, Technical Analysis, Electronic Trading, Derivatives, Foreign Exchange, Financial Services, Trading, Options, Commodity, FX trading, Customer Service, Strategic Planning, Team Building, Management, Leadership, Sales, Risk Management, Portfolio Management, Budgets, Project Management
Education
Black Hills State University
Bachelors, Business
Black Hills State University
Bachelor's degree, Business Administration and Management, General
Don Duffy's Edward Jones Experience March 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2013 - Present
Shaw Industries October 2003 - January 2013
Education
Boston College 1991 — 1995
BA, English
Edward Jones March 2013 - Present
Shaw Industries October 2003 - January 2013
Education
Boston College 1991 — 1995
BA, English
Cory Petrucci's Edward Jones Experience May 2008 - August 2008
Job Technical Consultant at hybris Software
Industry Information Technology and Services
Experience
hybris software March 2013 - Present
Discover Financial Services May 2010 - March 2013
Smith Career Center, Bradley University January 2007 - July 2010
Discover Financial Services June 2009 - August 2009
Edward Jones May 2008 - August 2008
Skills
JavaScript, Java, SQL, XML, Struts, Web Applications, HTML, J2EE, CSS, Access, Spring, JSP, Web Development
Education
Bradley University 2006 — 2010
BS, Management Information Systems
hybris software March 2013 - Present
Discover Financial Services May 2010 - March 2013
Smith Career Center, Bradley University January 2007 - July 2010
Discover Financial Services June 2009 - August 2009
Edward Jones May 2008 - August 2008
Skills
JavaScript, Java, SQL, XML, Struts, Web Applications, HTML, J2EE, CSS, Access, Spring, JSP, Web Development
Education
Bradley University 2006 — 2010
BS, Management Information Systems
Larry Kolka's Edward Jones Experience 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2003 - Present
Vice President, Senior Trader September 1979 - August 2001
Skills
Retirement Planning, Risk Management, Relationship Management, Sales, Series 7, Business Strategy, Marketing, Business Planning, Wealth Management, Retirement, Strategic Planning, Microsoft Office, Business Development, Mutual Funds, Investment Advisory
Education
Boston College, Golden Gate Univ MBA 1975 — 1979
Bachelor's degree, Ecomics
Edward Jones 2003 - Present
Vice President, Senior Trader September 1979 - August 2001
Skills
Retirement Planning, Risk Management, Relationship Management, Sales, Series 7, Business Strategy, Marketing, Business Planning, Wealth Management, Retirement, Strategic Planning, Microsoft Office, Business Development, Mutual Funds, Investment Advisory
Education
Boston College, Golden Gate Univ MBA 1975 — 1979
Bachelor's degree, Ecomics
Michael Pappas, CFA's Edward Jones Experience December 2009 - December 2010
Job Regional Vice President at Montage Investments
Industry Investment Management
Experience
Montage Investments March 2015 - Present
John Hancock Investments August 2012 - February 2015
John Hancock Investments December 2010 - August 2012
Edward Jones December 2009 - December 2010
National Agents Aliance January 2007 - December 2009
Skills
Series 7, Mutual Funds, Retirement Planning, 401k, Wealth Management, Investments, Asset Allocation, Alternative Investments, Securities, Series 65, FINRA, Investment Management, Finance, Asset Management, Financial Services
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science (M.S.), Investement Management
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Operations Management
Montage Investments March 2015 - Present
John Hancock Investments August 2012 - February 2015
John Hancock Investments December 2010 - August 2012
Edward Jones December 2009 - December 2010
National Agents Aliance January 2007 - December 2009
Skills
Series 7, Mutual Funds, Retirement Planning, 401k, Wealth Management, Investments, Asset Allocation, Alternative Investments, Securities, Series 65, FINRA, Investment Management, Finance, Asset Management, Financial Services
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science (M.S.), Investement Management
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Operations Management
Greg Trusz, CFA's Edward Jones Experience May 2008 - August 2008
Job Jr. Securities Analyst at STRS Ohio
Industry Investment Management
Experience
STRS Ohio September 2015 - Present
National Interstate Insurance Company May 2010 - Present
Office of Campus Activities - BGSU January 2007 - July 2010
Limited Brands June 2009 - August 2009
Edward Jones May 2008 - August 2008
DeAtley's Greenhouse May 2007 - August 2007
Skills
Data Analysis, Financial Analysis, Budgets, Microsoft Excel, Fixed Income Analysis, Bloomberg Terminal, Alternative Investments, Financial Modeling, Microsoft Office, Public Speaking, PowerPoint, Statistics, Analysis, Microsoft Word, Research, Time Management
Education
Bowling Green State University 2006 — 2010
BSBA, Finance
University of East Anglia 2007 — 2007
STRS Ohio September 2015 - Present
National Interstate Insurance Company May 2010 - Present
Office of Campus Activities - BGSU January 2007 - July 2010
Limited Brands June 2009 - August 2009
Edward Jones May 2008 - August 2008
DeAtley's Greenhouse May 2007 - August 2007
Skills
Data Analysis, Financial Analysis, Budgets, Microsoft Excel, Fixed Income Analysis, Bloomberg Terminal, Alternative Investments, Financial Modeling, Microsoft Office, Public Speaking, PowerPoint, Statistics, Analysis, Microsoft Word, Research, Time Management
Education
Bowling Green State University 2006 — 2010
BSBA, Finance
University of East Anglia 2007 — 2007
Marilyn Yekisa's Edward Jones Experience January 2012 - Present
Job Director of Music at Christ Lutheran Church
Industry Music
Experience
Edward Jones January 2012 - Present
Christ Lutheran Church February 1981 - Present
St. Francis de Sales School August 1992 - July 2008
Skills
Music, Curriculum Design, Teaching, Church Music, Choral, Lesson Planning, Classical, Piano, Music Education, Pianist, Music Theory, Ensemble, Organizational..., Attentiveness to Detail, Choral Conducting
Education
Bowling Green State University 1972 — 1976
Bachelor of Music, Music Education
Edward Jones January 2012 - Present
Christ Lutheran Church February 1981 - Present
St. Francis de Sales School August 1992 - July 2008
Skills
Music, Curriculum Design, Teaching, Church Music, Choral, Lesson Planning, Classical, Piano, Music Education, Pianist, Music Theory, Ensemble, Organizational..., Attentiveness to Detail, Choral Conducting
Education
Bowling Green State University 1972 — 1976
Bachelor of Music, Music Education
Kit Whan's Edward Jones Experience June 2012 - Present
Job OnCall BOA at Edward Jones
Industry Retail
Experience
Edward Jones June 2012 - Present
Books A Million September 2011 - April 2012
Borders Books October 1985 - September 2011
Skills
Multi-unit, Multi-Unit Management, Store Operations, Training, Planograms, Interviews, Human Resources, Accountability, New Store Openings, Recruiting, Employee Training, P&L, Hiring, P&L Management, Retail Sales, POS, Income Statement, Succession Planning, People Development, Profit Maximization, Leadership, Payroll, Forecasting, Employee Relations
Education
Western Illinois University 1983 — 1985
B.S., Psychology, Marketing, Mgmt.
Black Hawk College 1981 — 1983
Associate of Arts (A.A.), Psychology
Edward Jones June 2012 - Present
Books A Million September 2011 - April 2012
Borders Books October 1985 - September 2011
Skills
Multi-unit, Multi-Unit Management, Store Operations, Training, Planograms, Interviews, Human Resources, Accountability, New Store Openings, Recruiting, Employee Training, P&L, Hiring, P&L Management, Retail Sales, POS, Income Statement, Succession Planning, People Development, Profit Maximization, Leadership, Payroll, Forecasting, Employee Relations
Education
Western Illinois University 1983 — 1985
B.S., Psychology, Marketing, Mgmt.
Black Hawk College 1981 — 1983
Associate of Arts (A.A.), Psychology
Casie Anderson's Edward Jones Experience March 2011 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2011 - Present
US Remodelers June 2008 - April 2009
All Star Executive, Inc February 2008 - June 2008
Skills
Special Events..., Administrative Work, Client Service Oriented, Receptionist Duties, Secretarial Skills, Account Management, Sales Operations, Client Services, Leadership, Marketing, Sales, Training, Microsoft Word, Microsoft Excel
Education
Colorado State University_Global Campus 2013 — 2015
Communication, General
Bob Jones University 2005 — 2008
Edward Jones March 2011 - Present
US Remodelers June 2008 - April 2009
All Star Executive, Inc February 2008 - June 2008
Skills
Special Events..., Administrative Work, Client Service Oriented, Receptionist Duties, Secretarial Skills, Account Management, Sales Operations, Client Services, Leadership, Marketing, Sales, Training, Microsoft Word, Microsoft Excel
Education
Colorado State University_Global Campus 2013 — 2015
Communication, General
Bob Jones University 2005 — 2008
Dan Wott's Edward Jones Experience February 2008 - Present
Job Financial Advisor at Edward Jones
Industry
Experience
Edward Jones February 2008 - Present
Education
Bluffton University 2000 — 2004
Bachelor of Arts, Business Administration & Accounting
Edward Jones February 2008 - Present
Education
Bluffton University 2000 — 2004
Bachelor of Arts, Business Administration & Accounting
Troy Aarthun's Edward Jones Experience October 2003 - January 2008
Job Financial Advisor, Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2012 - Present
John Hancock Financial Network December 2009 - June 2012
TD Wealth Management January 2008 - December 2009
Edward Jones October 2003 - January 2008
Education
United States Military Academy at West Point 1980 — 1984
BS, Engineering, Chemistry
Boston University
Financial Planning
Baystate Financial June 2012 - Present
John Hancock Financial Network December 2009 - June 2012
TD Wealth Management January 2008 - December 2009
Edward Jones October 2003 - January 2008
Education
United States Military Academy at West Point 1980 — 1984
BS, Engineering, Chemistry
Boston University
Financial Planning
Clare Levitz's Edward Jones Experience October 2010 - January 2012
Job The Boss
Industry Education Management
Experience
Full time student January 2014 - Present
Paradise Valley Unified School District August 2012 - July 2013
Edward Jones October 2010 - January 2012
Skills
Financial Analysis, Customer Service, Budgets, Leadership, Fundraising, Financial Reporting, Coaching, Nonprofits, Public Speaking
Education
Bradford College
Full time student January 2014 - Present
Paradise Valley Unified School District August 2012 - July 2013
Edward Jones October 2010 - January 2012
Skills
Financial Analysis, Customer Service, Budgets, Leadership, Fundraising, Financial Reporting, Coaching, Nonprofits, Public Speaking
Education
Bradford College
Denis Campbell's Edward Jones Experience May 2008 - November 2008
Job Financial Analyst
Industry Consumer Goods
Experience
Chamberlain Group, Inc. June 2014 - Present
Cenveo March 2013 - June 2014
Cenveo March 2012 - March 2013
National Pasteurized Eggs May 2010 - March 2012
PepsiCo Chicago April 2009 - May 2010
Edward Jones May 2008 - November 2008
Skills
Financial Reporting, Accounts Receivable, Balance, Account Reconciliation, Fixed Assets, Analysis, Cost Accounting, Accounting, Accruals, SAP, Finance, Variance Analysis, Budgets, Process Improvement
Education
Bradley University 2004 — 2008
B.S., Finance
Chamberlain Group, Inc. June 2014 - Present
Cenveo March 2013 - June 2014
Cenveo March 2012 - March 2013
National Pasteurized Eggs May 2010 - March 2012
PepsiCo Chicago April 2009 - May 2010
Edward Jones May 2008 - November 2008
Skills
Financial Reporting, Accounts Receivable, Balance, Account Reconciliation, Fixed Assets, Analysis, Cost Accounting, Accounting, Accruals, SAP, Finance, Variance Analysis, Budgets, Process Improvement
Education
Bradley University 2004 — 2008
B.S., Finance
Vikki Emery's Edward Jones Experience January 2006 - Present
Job Branch Office Adminstrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2006 - Present
Skills
Customer Service
Education
Black Hills State University 1989 — 1992
BS Educ., Mathematics, Computer Programming
Metropolitan State University
Accounting
Edward Jones January 2006 - Present
Skills
Customer Service
Education
Black Hills State University 1989 — 1992
BS Educ., Mathematics, Computer Programming
Metropolitan State University
Accounting
Steffani Morton's Edward Jones Experience October 2013 - Present
Job Retirement Planning and Investments
Industry Investment Management
Experience
Edward Jones October 2013 - Present
American Health Value November 2004 - October 2013
Education
Boise State University
Edward Jones October 2013 - Present
American Health Value November 2004 - October 2013
Education
Boise State University
Lila Paschke's Edward Jones Experience August 1998 - September 2009
Job N/a at Retired and enjoying life
Industry Leisure, Travel & Tourism
Experience
Retired and enjoying life October 2009 - Present
Edward Jones August 1998 - September 2009
Black Hills Corporation May 1968 - September 1987
Education
Black Hills State University 1980 — 1983
Business Administration and Management, General
Retired and enjoying life October 2009 - Present
Edward Jones August 1998 - September 2009
Black Hills Corporation May 1968 - September 1987
Education
Black Hills State University 1980 — 1983
Business Administration and Management, General
Lisa Poppell's Edward Jones Experience December 1999 - October 2011
Job PRIVATE WEALTH MANAGER at UPSTREAM INVESTMENT PARTNERS, LLC
Industry Financial Services
Experience
UPSTREAM INVESTMENT PARTNERS, LLC November 2011 - Present
Edward Jones December 1999 - October 2011
Education
Blinn College 1980 — 1987
UPSTREAM INVESTMENT PARTNERS, LLC November 2011 - Present
Edward Jones December 1999 - October 2011
Education
Blinn College 1980 — 1987
Lindsey Rife's Edward Jones Experience March 2007 - December 2010
Job RFID Associate at Macy's Twelve Oaks
Industry Retail
Experience
Macy's Twelve Oaks July 2013 - Present
Macy's Twelve Oaks March 2010 - July 2013
Edward Jones March 2007 - December 2010
Skills
Administrative..., PowerPoint, Microsoft Excel, Outlook, Onboarding, Microsoft Word, Account Reconciliation, Microsoft Office, Customer Service
Education
Bowling Green State University
Bachelor of Fine Arts (BFA), Three-Dimensional Studies, Fibers
Macy's Twelve Oaks July 2013 - Present
Macy's Twelve Oaks March 2010 - July 2013
Edward Jones March 2007 - December 2010
Skills
Administrative..., PowerPoint, Microsoft Excel, Outlook, Onboarding, Microsoft Word, Account Reconciliation, Microsoft Office, Customer Service
Education
Bowling Green State University
Bachelor of Fine Arts (BFA), Three-Dimensional Studies, Fibers
Jonathan Everett's Edward Jones Experience August 2010 - September 2012
Job Sales Engineer Draexlmaier
Industry Automotive
Experience
Draexlmaier Automotive of America December 2014 - Present
Faurecia October 2012 - November 2014
Edward Jones August 2010 - September 2012
Abitbibowater July 2008 - May 2010
KEMET Electronics Corporation December 2006 - July 2008
Skills
SEC filings, Financial Reporting, General Ledger, Finance, Customer Service, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Cost Accounting, Cash Flow, Auditing, Financial Accounting, Insurance, Strategic Financial..., Sales, Investments, Corporate Finance, Negotiation, Small Business, Microsoft Excel, Manufacturing, Analysis, Budgets, Forecasting
Education
Bob Jones University 1994 — 1999
Bachelor's degree, Professional Accounting
Draexlmaier Automotive of America December 2014 - Present
Faurecia October 2012 - November 2014
Edward Jones August 2010 - September 2012
Abitbibowater July 2008 - May 2010
KEMET Electronics Corporation December 2006 - July 2008
Skills
SEC filings, Financial Reporting, General Ledger, Finance, Customer Service, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Cost Accounting, Cash Flow, Auditing, Financial Accounting, Insurance, Strategic Financial..., Sales, Investments, Corporate Finance, Negotiation, Small Business, Microsoft Excel, Manufacturing, Analysis, Budgets, Forecasting
Education
Bob Jones University 1994 — 1999
Bachelor's degree, Professional Accounting
Diana Stockert's Edward Jones Experience November 2003 - October 2005
Job Associate Service Ops Specialist at Coventry Health Care
Industry Insurance
Experience
Coventry Health Care March 2012 - Present
Coach America July 2011 - March 2012
Diversified Services Inc April 2010 - June 2011
Unisys January 2007 - April 2008
Edward Jones November 2003 - October 2005
Skills
Data Entry 80 wpm •..., Complaint Handling..., Spreadsheets &..., Payroll • Accounts..., Oracle • Word • Excel •..., Windows XP/Vista/7 •...
Education
Bismarck State College 1975 — 1978
Working towards Associate Degree, Accounting
Coventry Health Care March 2012 - Present
Coach America July 2011 - March 2012
Diversified Services Inc April 2010 - June 2011
Unisys January 2007 - April 2008
Edward Jones November 2003 - October 2005
Skills
Data Entry 80 wpm •..., Complaint Handling..., Spreadsheets &..., Payroll • Accounts..., Oracle • Word • Excel •..., Windows XP/Vista/7 •...
Education
Bismarck State College 1975 — 1978
Working towards Associate Degree, Accounting
Cathy Moriarty's Edward Jones Experience October 2009 - March 2013
Job Branch Administrator at Engelstad Wealth Advisors
Industry Financial Services
Experience
Engelstad Wealth Advisors March 2013 - Present
Edward Jones October 2009 - March 2013
Skills
Office Administration
Education
Bowling Green State University 1980 — 1986
Bachelor's degree, Hearing Impaired Education
Engelstad Wealth Advisors March 2013 - Present
Edward Jones October 2009 - March 2013
Skills
Office Administration
Education
Bowling Green State University 1980 — 1986
Bachelor's degree, Hearing Impaired Education
Joe DeFazio's Edward Jones Experience September 2007 - November 2008
Job Teacher AP U.S. History & Psychology / Football Coach Defensive CoCoordinator & Defensive Line
Industry Education Management
Experience
Walden Grove High School Teacher - AP United States History & PsychologyWalden Grove High SchoolJune 2012 - Present
Walden Grove High School June 2012 - Present
Milan Historical Museum April 2010 - June 2012
Huron High School August 2000 - June 2012
FirstMerit Bank January 2009 - August 2009
Edward Jones September 2007 - November 2008
Huron Police Department January 2004 - August 2007
Skills
Private Investigations, Leadership Development, Microsoft Word, Management, History
Education
Bowling Green State University 2009 — 2012
Bachelor of Applied Science (BASc), Secondary Education and Teaching, 7-12
EHOVE Police Academy 2004 — 2004
Ohio Police Certification, Law Enforcement
Bowling Green State University 2000 — 2003
Associate's degree, Criminal Justice/Police Science
Walden Grove High School Teacher - AP United States History & PsychologyWalden Grove High SchoolJune 2012 - Present
Walden Grove High School June 2012 - Present
Milan Historical Museum April 2010 - June 2012
Huron High School August 2000 - June 2012
FirstMerit Bank January 2009 - August 2009
Edward Jones September 2007 - November 2008
Huron Police Department January 2004 - August 2007
Skills
Private Investigations, Leadership Development, Microsoft Word, Management, History
Education
Bowling Green State University 2009 — 2012
Bachelor of Applied Science (BASc), Secondary Education and Teaching, 7-12
EHOVE Police Academy 2004 — 2004
Ohio Police Certification, Law Enforcement
Bowling Green State University 2000 — 2003
Associate's degree, Criminal Justice/Police Science
Kaye Meyer's Edward Jones Experience November 1998 - Present
Job Insurance Services OntheJob Coach at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1998 - Present
Skills
Sales and Training
Education
Boston University
Masschusetts Bay Community College
Edward Jones November 1998 - Present
Skills
Sales and Training
Education
Boston University
Masschusetts Bay Community College
Allison Madden Hodgkins's Edward Jones Experience September 2014 - Present
Job Edward Jones, Branch Office Administrator
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Advanced Patient Advocacy July 2012 - September 2014
Edward Jones October 2011 - July 2012
Skills
Medicare, Hospitals, Medical Billing, Healthcare Management, Community Outreach, Medicaid, Healthcare, HIPAA, Insurance, Workers Compensation, Social Services, Employee Benefits, Customer Service, Medical Records, Financial Analysis, Account Management
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Anthropology
Edward Jones September 2014 - Present
Advanced Patient Advocacy July 2012 - September 2014
Edward Jones October 2011 - July 2012
Skills
Medicare, Hospitals, Medical Billing, Healthcare Management, Community Outreach, Medicaid, Healthcare, HIPAA, Insurance, Workers Compensation, Social Services, Employee Benefits, Customer Service, Medical Records, Financial Analysis, Account Management
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Anthropology
Rodney A Emery's Edward Jones Experience March 1998 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 1998 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Series 63, Investment Strategies, Securities, IRAs, Life Insurance, 401k, Asset Management, Insurance, 401k Rollovers, Bonds, Long-term Care, Wealth Management..., Term Life Insurance
Education
Northwest Nazarene University 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Boise State University 1993 — 1994
Edward Jones March 1998 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Series 63, Investment Strategies, Securities, IRAs, Life Insurance, 401k, Asset Management, Insurance, 401k Rollovers, Bonds, Long-term Care, Wealth Management..., Term Life Insurance
Education
Northwest Nazarene University 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Boise State University 1993 — 1994
Jeanne Pugh's Edward Jones Experience Accounts PayableSandusky Crushed Stone CoAugust 1973 - March 1998
Job on call branch office assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones Accounts PayableSandusky Crushed Stone CoAugust 1973 - March 1998
Education
Bowling Green State University 1966 — 1970
Bachelor's Degree, Elementary Education and Teaching
Bellevue Senior High School 1962 — 1966
Edward Jones Accounts PayableSandusky Crushed Stone CoAugust 1973 - March 1998
Education
Bowling Green State University 1966 — 1970
Bachelor's Degree, Elementary Education and Teaching
Bellevue Senior High School 1962 — 1966
Chris Castoro's Edward Jones Experience October 2007 - Present
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2007 - Present
YMCA 2010 - 2013
Education
University of Colorado Boulder 2003 — 2007
Bachelor's degree, Psychology, Philosophy, Religious Studies
Boulder College of Massage Therapy 2000 — 2001
Edward Jones October 2007 - Present
YMCA 2010 - 2013
Education
University of Colorado Boulder 2003 — 2007
Bachelor's degree, Psychology, Philosophy, Religious Studies
Boulder College of Massage Therapy 2000 — 2001
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation