Edward Jones

Industry: Investment company

Description

Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)

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11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Edward Jones Employees

Employee
Years
Job
Industry
Marc Larrea Marc Larrea New York, New York Details
Marc Larrea's Edward Jones Experience 2008 - 2010
Job Financial Advisor at Forest Hills Financial Group
Industry Financial Services
Experience
New York Life  2010 - 2013
Edward Jones   2008 - 2010
Nationwide Lending Corporation  2004 - 2008

Education
University of Nevada-Reno
Bachelor of Arts, Communications, French

Michael Stanton Michael Stanton Grand Island, Nebraska Details
Michael Stanton's Edward Jones Experience March 2009 - May 2012
Job Director of Development at Allen Capital Group
Industry Financial Services
Experience
Allen Capital Group   August 2014 - Present
Associated Staffing Inc  September 2012 - September 2014
TD Ameritrade Institutional  May 2012 - October 2012
Edward Jones   March 2009 - May 2012
Enterprise Rent-A-Car  January 2007 - March 2009

Skills
Investments, Financial Advisory, Recruiting, Finance, Series 7, Wealth Management, Asset Management, Uniform Combined State..., Retirement Planning, Sales Management, Life Insurance, Contract Negotiation, Sales, Series 66, Professional..., Benefits Negotiation, Financial Services

Education
University of Nebraska at Kearney

Wayne State College

Karri Bruntz Karri Bruntz Greater Seattle Area Details
Karri Bruntz's Edward Jones Experience February 1999 - Present
Job President & Founder at Beautifully Balanced Life, Inc.
Industry Professional Training & Coaching
Experience
Beautifully Balanced Life, Inc.   July 2008 - Present
Edward Jones   February 1999 - Present
YMCA of Greater Seattle  August 1997 - January 1999

Skills
Public Speaking, Retirement Planning, Retirement, Teaching, Wealth Management, Budgets, Customer Service, Strategic Financial..., Team Building, Coaching, Marketing, Series 7, Small Business, Strategic Planning, Leadership, Finance, Business Planning

Education
University of Nebraska at Kearney   1994 — 1997
BS, Business & Marketing

Cathy Cullen Cathy Cullen Billings, Montana Details
Cathy Cullen's Edward Jones Experience March 2002 - November 2002
Job Senior Market Manager, Community Engagement at The American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society  May 2012 - December 2014
Watts and Associates, Inc.   November 2002 - April 2012
Edward Jones   March 2002 - November 2002
Food Services of America  1995 - 2002

Skills
Office Management, Event Planning, Public Speaking, Administrative..., Nonprofits, Newsletters, Event Management, Fundraising, Volunteer Management, Social Networking, Community Outreach, Facebook, Public Relations, Press Releases, Community Development, Media Relations, Grant Writing, Internal Communications, Strategic Communications, Sponsorship, Publicity

Education
The University of Montana   1983 — 1984

Josh Long Josh Long Tampa/St. Petersburg, Florida Area Details
Josh Long's Edward Jones Experience January 2001 - June 2004
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  October 2012 - Present
TD Ameritrade  January 2010 - October 2012
Edward Jones   January 2001 - June 2004

Skills
Series 24, Series 7, Series 63, Mutual Funds, Securities, Series 66, Series 4, Coaching, Sales Leadership, Budgeting, High Net Worth..., Risk Management, Financial Services, Investments, FINRA, Investment Advisory, Wealth Management, Asset Allocation, 401k, Portfolio Management, Retirement Planning, Investment Strategies, Retirement, Uniform Combined State..., Equities, Options, Strategic Financial..., Relationship Management, IRAs, Fixed Annuities, Trading, Alternative Investments, Financial Advisory, Asset Management, Sales Management, Fixed Income, Budgets, Series 6, Investment Management, Bonds

Education
University of Nebraska-Lincoln   1997 — 2001
Bachelor of Applied Science (BASc), Finance, General

Gary Beller Gary Beller Omaha, Nebraska Details
Gary Beller's Edward Jones Experience 1991 - 2009
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Health, Wellness and Fitness
Experience
Farrell's eXtreme Bodyshaping, Inc.   2011 - Present
Morgan Stanley Wealth Management  2009 - Present
Edward Jones   1991 - 2009

Skills
Strategic Financial..., Investments

Education
University of Nebraska at Kearney   1977 — 1981
BS

Humphrey St.Francis

Lisa Erdman Lisa Erdman Saint Joseph, Missouri Details
Lisa Erdman's Edward Jones Experience January 1998 - May 2004
Job Marketing Consultant & Movie Critic @ Fox26KNPN
Industry Broadcast Media
Experience
KNPN Fox 26   November 2014 - Present
Take2ReviewChick   November 2012 - Present
Fosters Film Festival   September 2013 - Present
Nexstar Broadcasting Group  July 2009 - November 2014
Pacific Life  July 2008 - July 2009
Edward Jones   January 1998 - May 2004

Skills
Marketing, Sales, Advertising, Social Media Marketing, Office Management, Employee Training, Broadcast Television, Corporate Events, Executive Support, Film, Advertising Sales, Sales Presentations, Online Advertising, Customer Service, Television, Social Media, Marketing Communications, Social Networking, Marketing Strategy, Broadcast

Education
University of Nebraska at Kearney   2000 — 2003
Public Relations & Womens Studies, Public Relations, Advertising, and Applied Communication

University of Nebraska at Kearney

Aaron McLachlan Aaron McLachlan Greater Denver Area Details
Aaron McLachlan's Edward Jones Experience November 2008 - August 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Charles Schwab  September 2011 - March 2015
Edward Jones   November 2008 - August 2011
Len Lyall Chevrolet   May 2008 - November 2008
Umpire Association   May 2001 - August 2008
Capital Steel Industries   March 2006 - May 2008
College Bound Student Athletes   December 2005 - May 2006
U.S Homes  April 2005 - December 2005

Skills
Customer Service, Data Analysis, Finance, Financial Analysis, Insurance, Investments, Long-term Care, Mutual Funds, Retirement, Sales, Series 7, Banking, Credit, Risk Management, Series 63, Retirement Planning, Strategic Planning, Leadership, Management

Education
Texas Christian University   2001 — 2004
BA, Marketing

University of Nebraska-Lincoln   2000 — 2001
Business

Daniel Mozer Daniel Mozer Colorado Springs, Colorado Area Details
Daniel Mozer's Edward Jones Experience March 2010 - December 2010
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  November 2012 - Present
Bank of Colorado  November 2012 - Present
Sorrento Pacific Financial, LLC  February 2011 - October 2012
Edward Jones   March 2010 - December 2010
Wells Fargo Bank  July 2008 - March 2010

Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Alternative Investments, Wealth, Retirement, Securities, Wealth Management

Education
University of Nebraska at Omaha   2004 — 2009
Banking and Finance

Battle Creek High School

Emily Warren Emily Warren Asheville, North Carolina Area Details
Emily Warren's Edward Jones Experience April 2013 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   April 2013 - Present
Continental Trust Services, LLC   July 2012 - December 2012
MusicWorks! Studio of Performing Arts   November 2011 - June 2012
Haywood Arts Regional Theater   January 2012 - May 2012
Cheri Britton, M.Ed.: Kick "But" Motivational Speaker   May 2009 - August 2009
James Weaver Kirkpatrick, III, Attorney at Law   2005 - 2005

Skills
Social Media, Personality, Personal Branding, Strategic Communications, Community Relations, Marketing Communications, Creative Concept..., Creative Problem Solving, Public Speaking, Public Relations, Publicity, Microsoft Office, Mac OS X, Singing, Musical Theatre, Press Releases, Copy Editing, Social Networking, Event Planning, Event Management, Facebook, Teaching, Customer Service

Education
Western Carolina University   2014 — 2017
Master of Business Administration (MBA)

University of North Carolina at Asheville   2009 — 2012
Bachelor of Arts (BA), Mass Communication/Media Studies

Western Carolina University   2007 — 2009
Musical Theatre

Douglas Carter Douglas Carter Greater Omaha Area Details
Douglas Carter's Edward Jones Experience 1993 - 1996
Job Sales
Industry Paper & Forest Products
Experience
International Paper  January 2013 - May 2014
Equity Planning Institute, Inc   November 1996 - December 2012
Edward Jones   1993 - 1996
Precision Industries  1981 - 1993

Skills
Strategic Planning, Sales Management, Marketing Strategy, Team Building, New Business Development, Leadership, Negotiation, Small Business, Marketing, Contract Negotiation, Sales, Purchasing, B2B, Account Management, Selling, Customer Service

Education
University of Nebraska at Omaha   1980 — 1981

University of Nebraska-Lincoln   1976 — 1980

Fritz McDonald Fritz McDonald Las Vegas, Nevada Details
Fritz McDonald's Edward Jones Experience Company CommanderUnited States ArmyApril 2013 - November 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   Company CommanderUnited States ArmyApril 2013 - November 2014

Education
University of Nevada-Las Vegas   2003 — 2008
Bachelor's degree, Hotel/Motel Administration/Management

Jereme Hartman Jereme Hartman North Platte, Nebraska Details
Jereme Hartman's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   April 2014 - Present
Boys Town  May 2008 - August 2013
Department of Veterans Affairs  May 2006 - May 2008

Skills
Program Development, Nonprofits, Community Outreach, Time Management, Investments, Communication Skills, Problem Solving, Budgets, Strategic Financial..., Risk Management, Integrity, Mutual Funds, Retirement Planning, College Savings Plans, Building Relationships, Life Insurance, Philanthropy, Community Service, Hold Series 7, Customer Service, Insurance, Strategic Planning, Social Media, Microsoft Office, Team Building, Financial Planning

Education
University of Nebraska Medical Center   2005 — 2006
Bachelor of Clinical Laboratory Science, Clinical Laboratory Science/Medical Technology/Technologist

University of Nebraska at Kearney   1999 — 2003
Bachelor of Science (BS), Biology, General

University of Nebraska at Kearney   1999 — 2003
Bachelor of Science (B.S.), Biology, General

Carl Meyer Carl Meyer Missoula, Montana Area Details
Carl Meyer's Edward Jones Experience July 2008 - April 2012
Job American Funds Internal Wholesaler
Industry Financial Services
Experience
American Funds  2014 - Present
University of Montana  May 2014 - December 2014
Guizhou University of Finance & Economics   August 2012 - January 2013
Edward Jones   July 2008 - April 2012

Skills
Investments, Sales, Portfolio Management, Mutual Funds, Stocks, Municipal Bonds, Government Bonds, Life Insurance, Corporate Finance, Leadership

Education
University of Montana   2013 — 2014
Masters of Business Administration, Finance, 3.65

University of Montana   2002 — 2006
Bachelors of Science in Business Administration, Finance & Management, 3.05

Kenneth Wombacher Kenneth Wombacher Gretna, Nebraska Details
Kenneth Wombacher's Edward Jones Experience March 2006 - August 2007
Job Pastoral Intern at Gretna Community Church
Industry Religious Institutions
Experience
Gretna Community Church   July 2015 - Present
TD Ameritrade  January 2008 - June 2015
Edward Jones   March 2006 - August 2007
Hewlett-Packard (Formerly Compaq)   August 2000 - December 2005
Compaq (Formerly Inacom)   February 2000 - August 2000
Inacom  March 1994 - February 2000

Skills
Biblical Teaching, Preaching, Bible, Teaching, Public Speaking, Training, Creative Problem Solving, Team Leadership, Problem Management, Team Management, Business Process..., Reporting & Analysis, Motivation, Change Management, Sales, Customer Service, Series 7, Mutual Funds, Financial Services, Financial Advisory, Investments, Team Building, Portfolio Management, ETFs, Fixed Income, IRAs, Trading, Investment Strategies, Asset Allocation, Retirement Planning, Wealth Management, Securities, Stand-up Comedy, Hiring Personnel, Logistics, Uniform Combined State..., Account Management, Marketing, Series 66, Databases, Job Coaching, Door to Door, Job Aids, Iso 9000, Lean Thinking, Interviews, Purchasing, Accounts Payable

Education
University of Nebraska-Lincoln   1990 — 1992
Chemical Engineering

Hastings High School   1987 — 1990

Andy Sand Andy Sand Kansas City, Missouri Details
Andy Sand's Edward Jones Experience May 2005 - August 2007
Job Consulting Executive at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  June 2015 - Present
Cerner Corporation  January 2013 - June 2015
Cerner Corporation  September 2010 - December 2012
Werner Enterprises  September 2009 - September 2010
Financial Visions  February 2008 - September 2009
University of Nebraska-Lincoln  August 2003 - December 2007
Edward Jones   May 2005 - August 2007

Skills
Sales, New Business Development, Healthcare, Negotiation, CRM, Social Media, Marketing, Account Management, Microsoft Office, Market Research, Social Networking, Social Media Marketing, Customer Service, Public Speaking, Cold Calling, PowerPoint, Microsoft Excel, Insurance, Marketing Strategy, Strategic Planning, Management, Sales Operations

Education
University of Nebraska-Lincoln   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Kalyn Kimminau Kalyn Kimminau Omaha, Nebraska Details
Kalyn Kimminau's Edward Jones Experience 2012 - 2012
Job Job Development Specialist
Industry Professional Training & Coaching
Experience
Ollie Webb Center, Inc.   July 2015 - Present
Elite Glass Services   June 2014 - July 2015
Elite Glass Services   December 2013 - June 2014
Continuum Financial - a member of the MassMutual Financial Group  November 2012 - November 2013
Edward Jones   2012 - 2012
Omaha Public Schools  August 2006 - July 2010

Skills
Securities, Employee Benefits, Finance, Marketing, Curriculum Design, Classroom, Classroom Management, Educational Technology, Curriculum Development, Sales, Differentiated..., Literacy, Elementary Education, K-12, Teacher Training, Special Education, Tutoring, Staff Development, Public Speaking, Instructional Design, Educational Consulting, Leadership Development, Customer Service

Education
University of Nebraska at Kearney   2002 — 2006
Bachelor of Arts (BA), Education

Chris Coffman Chris Coffman York, Nebraska Details
Chris Coffman's Edward Jones Experience October 2009 - Present
Job
Industry Financial Services
Experience
Edward Jones   October 2009 - Present

Education
University of Nebraska-Lincoln
Finance, General

Matt Khan, AWMA®, MBA, MS Matt Khan, AWMA®, MBA, MS Greater Nashville Area Details
Matt Khan, AWMA®, MBA, MS's Edward Jones Experience September 2001 - December 2005
Job Senior Vice President, Divisional Sales Manager (Annuities) at Transamerica
Industry Investment Management
Experience
Transamerica  July 2014 - Present
Federated Investors  August 2011 - July 2014
Federated Investors  January 2006 - August 2011
Edward Jones   September 2001 - December 2005
Thomas Nelson Publishers  January 1987 - August 2001

Skills
Sales Management, Direct Sales, Strategic Planning, Business Strategy, Investments, Mutual Funds, Time Management, Servant Leadership, Thought Leadership, Professional Mentoring, Strategic Thinking, Team Building

Education
Virginia Polytechnic Institute and State University
M.B.A, Management

Virginia Polytechnic Institute and State University   1985 — 1987
MS, Computer Science

Bombay University   1981 — 1984
BS, Mathematics

Jack Ehrke Jack Ehrke Lincoln, Nebraska Area Details
Jack Ehrke's Edward Jones Experience April 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   April 2014 - Present
The Sigma Chi Fraternity   August 2012 - May 2014
Nebraska Human Resources Institute   August 2012 - May 2014
University of Nebraska-Lincoln  January 2012 - August 2012
Casa de Fe Orphanage   July 2011 - August 2011
FarmHouse Fraternity  January 2011 - July 2011
University of Nebraska-Lincoln  January 2010 - April 2011

Skills
Higher Education, Spanish, Public Speaking, Recruiting, Greek Life, Mentoring, Customer Service, Economics, Gallup Strengths, Experience working with..., Investment Strategies

Education
University of Nebraska-Lincoln   2012 — 2014
Master of Science (M.S.), Leadership Education

University of Nebraska-Lincoln   2007 — 2011
Bachelor of Arts (B.A.), Economics and Spanish

Reed Gerth Reed Gerth Billings, Montana Details
Reed Gerth's Edward Jones Experience 2008 - 2013
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2013 - Present
Edward Jones   2008 - 2013
CitiFinancial  2006 - 2008
Ford Motor Credit Company  1988 - 2006

Skills
Relationship Management, Investment Strategies, Retirement Planning, Financial Analysis, Asset Allocation, Risk Management, Insurance, 401k Rollovers, Investment planning

Education
University of Montana   1983 — 1987
BBA, Finance, Management, Economics Minor

Dalton Maffett Dalton Maffett Sparks, Nevada Details
Dalton Maffett's Edward Jones Experience April 2010 - April 2011
Job Payroll Sales Manager
Industry Computer Software
Experience
Intuit  April 2014 - Present
Intuit Payroll  September 2011 - Present
Wells Fargo Advisors  April 2007 - September 2011
Edward Jones   April 2010 - April 2011

Skills
Employee Engagement, Talent Management, Microsoft Office, Networking, Employee Management, Interviews, New Business Development, Market Analysis, Strategic Planning, Customer Service, Management, Project Management, HR Policies, Microsoft Excel, CRM, Team Building, SaaS, Cross-functional Team..., Process Improvement, Account Management, Leadership, Team Leadership

Education
University of Nevada-Reno   1995 — 2000

UNR

Kyle Wilsey Kyle Wilsey Reno, Nevada Details
Kyle Wilsey's Edward Jones Experience June 2009 - December 2009
Job Senior Treasury Analyst at EMPLOYERS
Industry Utilities
Experience
EMPLOYERS  January 2015 - Present
IGT  April 2014 - December 2014
Public Utilities Commission of Nevada  January 2014 - April 2014
Oracle  September 2012 - December 2013
Oracle  September 2011 - September 2012
Oracle  April 2010 - September 2011
Edward Jones   June 2009 - December 2009

Skills
Finance, Cash Management, Investments, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Business Analysis, Risk Management, Banking, General Ledger

Education
University of Nevada-Reno
Business Administration, Finance, Accounting

Laura (Canfield) Bass Laura (Canfield) Bass Bozeman, Montana Details
Laura (Canfield) Bass's Edward Jones Experience January 2000 - December 2003
Job Senior Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  August 2012 - Present
Principal Financial Group  May 2007 - August 2012
Principal Financial Group  January 2005 - May 2007
Edward Jones   January 2000 - December 2003

Skills
Life Insurance, Estate Planning, Series 7, Series 63, Insurance, Retirement Planning, Retirement, 401k, Series 6, Mutual Funds, Universal Life, IRAs, Fixed Annuities, Health Insurance, Disability Insurance, Wealth Management, Term Life Insurance, Long Term Care Insurance, Strategic Financial..., Uniform Combined State..., Long-term Care, Investments, Financial Planners, Wealth

Education
University of Nebraska-Lincoln

University of Nebraska at Omaha

Abby Davis Abby Davis Greater St. Louis Area Details
Abby Davis's Edward Jones Experience September 2007 - Present
Job IS Communications Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2007 - Present
Aon  July 2004 - September 2007
JWT  October 2001 - July 2004

Skills
Internal Communications, Public Relations, Social Media, Marketing Communications, Corporate Communications, Public Speaking, Event Planning

Education
University of Nebraska-Lincoln   1997 — 2001
Bachelor of Journalism, Advertising - Marketing, Communication and English concentrations

Don Kracl Don Kracl Lincoln, Nebraska Area Details
Don Kracl's Edward Jones Experience 1995 - 1997
Job Manager at Ashland Investment Company
Industry Computer Software
Experience
Ashland Investment Company   March 2015 - Present
JDKracl Properties, LLC   June 2014 - Present
Zillow  December 2012 - June 2014
Mortech, Inc.   November 1987 - December 2012
Landscapes Unlimited, LLC  2001 - 2005
Edward Jones   1995 - 1997
Creative Thinking   April 1986 - October 1987
Gateway Bank (Wells Fargo)   May 1984 - May 1986
American Charter Federal Savings and Loan (US Bank)   May 1979 - May 1984
Trego Aviation   May 1978 - May 1979

Skills
Mortgage Marketing, Management, Commercial Real Estate, Team Building, Strategic Planning, Customer Service, New Business Development, Mortgage Lending, Loans, Credit, Sales, Strategic Partnerships, Time Management, Lead Generation, Risk Management, Marketing Strategy, Budgets, Process Improvement, Social Media Marketing, Marketing, Mortgage Banking, Integration, Banking, Project Management, Social Media, Data Analysis, Event Planning, Finance, Microsoft Excel, Business Development, Public Relations

Education
University of Nebraska-Lincoln   1975 — 1983
BS, Business/Accounting

Mid Plains Community College   1979 — 1980
AA, Business

Sierra Academy of Aeronautics   1975 — 1975
Advanced Flight, Aviation

Schuyler Central High School   1971 — 1974
diploma, College Prep

Bernie Franko Bernie Franko Greensboro/Winston-Salem, North Carolina Area Details
Bernie Franko's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2014 - Present
Wells Fargo Advisors, LLC  January 2002 - November 2014
Edward Jones   January 1998 - December 2001

Skills
Retirement Planning, Wealth Management, Budgets, Finance, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Financial Advisory

Education
University of North Carolina at Chapel Hill   1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General

CJ Teply CJ Teply Lincoln, Nebraska Details
CJ Teply's Edward Jones Experience 2012 - 2013
Job Experienced Financial Professional Helping Clients Reach Their Financial Goals
Industry Financial Services
Experience
Thrivent Financial  2013 - Present
Edward Jones   2012 - 2013
University of Northern Colorado  2011 - 2011
Western State College of Colorado  2006 - 2010
University of Nebraska at Kearney  2001 - 2006

Education
University of Nebraska at Kearney   2003 — 2005
Master's Degree, Master Teacher - Physical Education

University of Nebraska at Kearney   2001 — 2003
Bachelor's, K-12 Health and Physical Education

Roland Wilson Sr Roland Wilson Sr Greater Atlanta Area Details
Roland Wilson Sr's Edward Jones Experience December 2007 - July 2011
Job Financial Advisor
Industry Financial Services
Experience
Nationwide Financial  January 2015 - Present
LPL Finanical  October 2013 - January 2015
JP Morgan Securities,LLC   July 2011 - October 2013
Edward Jones   December 2007 - July 2011

Education
University of North Alabama   1982 — 1987
BS, Marketing

Tom Migneron Tom Migneron Saint Louis, Missouri Details
Tom Migneron's Edward Jones Experience June 1986 - Present
Job General Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 1986 - Present

Education
Washington University in St. Louis   1997 — 1998
Master of Business Administration (MBA)

University of Missouri - St. Louis   1978 — 1982
BSBA, Accounting

Jeff Fraelich Jeff Fraelich Tempe, Arizona Details
Jeff Fraelich's Edward Jones Experience August 2012 - Present
Job Academic Training Leader II at Edward Jones
Industry Education Management
Experience
Edward Jones   August 2012 - Present
Gilbert Public Schools  August 2006 - July 2012
Desert Ridge High School   August 2004 - July 2012

Skills
Educational Leadership, Classroom, Strategic Planning, Educational Technology, Budgets, Lesson Planning, Fundraising, Curriculum Development, Microsoft Office, Tutoring, Teacher Training, Coaching, Curriculum Design, Leadership, Staff Development, Training

Education
University of Mount Union   1998 — 2002
Bachelors, English Lit.

Jeremy Merlino Jeremy Merlino Reno, Nevada Area Details
Jeremy Merlino's Edward Jones Experience October 2010 - August 2013
Job Financial Advisor at U.S. Bancorp Investments, Inc. & U.S. Bancorp Insurance Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc., U.S. Bancorp Insurance Services, LLC   August 2013 - Present
Edward Jones   October 2010 - August 2013
Edward Jones   June 2010 - October 2010

Education
University of Nevada-Reno   2005 — 2010
BA in Business, Economics

Lori Levesque Lori Levesque Greater Boston Area Details
Lori Levesque's Edward Jones Experience July 1997 - October 2002
Job Operations Manager at Mardin Capital Group
Industry Financial Services
Experience
Mardin Capital Group   October 2002 - Present
Edward Jones   July 1997 - October 2002
Walmart  1996 - 1997
Walmart  1994 - 1996
Walmart  1992 - 1994

Skills
Mutual Funds, Office Administration, Risk Management, Strategic Financial..., Microsoft Office, Data Analysis, Banking, Coaching, Strategic Planning, Research, Human Resources, Business Strategy, Team Leadership

Education
McIntosh College   1985 — 1986
CPA Accounting Program

University of New Hampshire   1978 — 1981
BA, Psychology/Communications

Kevin Novak Kevin Novak Greater Denver Area Details
Kevin Novak's Edward Jones Experience 1989 - 1991
Job Investment Management
Industry Financial Services
Experience
Wolfgang LLC   2000 - Present
Gill Capital Partners, Inc.   2003 - 2009
Stanford Financial Group,  2001 - 2002
Charles Schwab & Co.   1992 - 1999
Edward Jones   1989 - 1991

Education
The University of Montana   1982 — 1986
BS, Finance

The University of Montana   1982 — 1986
BS, Economics

Kathy Eppen Kathy Eppen Reno, Nevada Area Details
Kathy Eppen's Edward Jones Experience 1994 - 2006
Job Bogesunds weaves quality fabrics for the hospitality, contract, healthcare, transportation, and home design industries.
Industry Textiles
Experience
Bogesunds Inc   2007 - Present
Edward Jones   1994 - 2006
United Blood Services  1980 - 1991

Skills
Hospitality, Textiles, Bookkeeping, Inventory Management, Payroll, Payroll Taxes, Quickbooks, Microsoft Office, Administration, Shipping/receiving, Compliance, Investor Relations, Email Marketing, Social Media, Emergency Management, Customer Service, Customer Relations, Budgeting

Education
University of Nevada-Reno

Maria T Kupietz Maria T Kupietz Orlando, Florida Area Details
Maria T Kupietz's Edward Jones Experience June 2007 - September 2009
Job Relationship Banker at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA  April 2012 - Present
Ibis Financial Group   January 2010 - February 2011
Edward Jones   June 2007 - September 2009
Mutual of Omaha  March 2006 - February 2007

Education
University of Nebraska at Omaha   2005 — 2006
Master, Economics

Instituto Salesiano Maria Auxiliadora   1983 — 1995
Bachelor in Science

Jamie Dittmeyer Jamie Dittmeyer Raleigh-Durham, North Carolina Area Details
Jamie Dittmeyer's Edward Jones Experience June 2008 - May 2009
Job Stay at home mom
Industry Human Resources
Experience
Home  May 2011 - Present
Biofuels Center of North Carolina  May 2009 - May 2011
Edward Jones   June 2008 - May 2009
Verizon  January 2005 - October 2007
Verizon  July 2005 - December 2005
Verizon  May 2000 - July 2005
Verizon  July 1996 - May 2000
Verizon  January 1996 - January 1999

Skills
SAP, ISO, Web Development

Education
Mount Olive College   2004 — 2007
B.S, Management Organizational Development

University of Mount Olive   2003 — 2005
A.A.S., General Studies

Sabrina Short Sabrina Short Raleigh-Durham, North Carolina Area Details
Sabrina Short's Edward Jones Experience 2005 - 2011
Job Operations Manager and Executive Assistant to the Publisher at Chapel Hill Magazine/Durham Magazine
Industry Photography
Experience
Chapel Hill Magazine/Durham Magazine  February 2012 - Present
Sweet Sassafras Photography   2010 - 2012
Edward Jones   2005 - 2011

Skills
Photography, Copy Editing, Editorial, Final Cut Pro, WordPress, Advertising, InDesign, Event Planning, Film, Facebook, Social Media Marketing, Photoshop, Adobe Creative Suite, Social Media, Blogging, Editing, Newspapers, Journalism

Education
University of North Carolina at Chapel Hill   2006 — 2009

Abbas Rawoot Abbas Rawoot Harrisonburg, Virginia Details
Abbas Rawoot's Edward Jones Experience June 2000 - June 2006
Job Principal
Industry Financial Services
Experience
AAR Financial Services, LLC   November 2011 - Present
LPL Finanical  July 2006 - November 2011
shenandoah County Democrats   2007 - 2008
Edward Jones   June 2000 - June 2006

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, HTML, Insurance, Finance, Accounting

Education
University of the District of Columbia   1975 — 1979
MBA, Accounting and Finance

University of Mumbai   1965 — 1969
BS, Chemistry

Wes Colbert Wes Colbert Wright City, Missouri Details
Wes Colbert's Edward Jones Experience October 2009 - Present
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones   October 2009 - Present

Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Uniform Combined State..., Wealth Management, Fixed Annuities, Strategic Financial..., Investments, Securities, Financial Services, Life Insurance, Insurance, Portfolio Management, Series 24, Equities, Leadership, Asset Management, Risk Management

Education
University of Missouri-Saint Louis   1991 — 1995
Management and Marketing

Camille Friedrich Camille Friedrich Lincoln, Nebraska Details
Camille Friedrich's Edward Jones Experience August 2013 - Present
Job Student at University of NebraskaLincoln
Industry Financial Services
Experience
Edward Jones   August 2013 - Present
Spikes Beach Bar & Grille   August 2011 - August 2013
Edward Jones   March 2011 - July 2013
The Buckle  November 2010 - June 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Social Media, Public Speaking, English

Education
University of Nebraska-Lincoln   2009 — 2013

Tony Eldridge Tony Eldridge Dallas/Fort Worth Area Details
Tony Eldridge's Edward Jones Experience 2002 - 2003
Job OutoftheBox Communications Thought Leader. Let's get connected!
Industry Marketing and Advertising
Experience
Marketing Tips For Authors   February 2009 - Present
Author  2002 - Present
Technicallead.com   September 2005 - April 2007
Edward Jones   2002 - 2003
Charles Schwab  January 1997 - May 2002

Skills
Books, Blogging, Newsletters, Published Author, Marketing, Web Content, Creative Writing, Publishing, Proofreading, Copywriting, Social Networking, Copy Editing, Social Media, Social Media Marketing, Public Speaking, Business Communications, Instructor-led Training, Seminars, Coaching, Problem Solving, Online Product Launches, Consulting, Writing, Financial Markets, Internal Communications, Advertising, Journalism, Ghostwriting, Press Releases, Online Advertising, Facebook, Content Development, Digital Strategy, Ebooks, Storytelling, Content Writing, Training, SEO copywriting, Web Design, Strategy, Content Strategy, Feature Articles, E-commerce, Marketing Copy, Editing, AP Style, Publications, Leadership, Freelance Writing, Magazine Articles

Education
University of South Alabama   1995 — 1996
Masters (incomplete), Communications

University of North Alabama   1992 — 1993
Bachelor of Science (BS), Communication and Media Studies

Florida College   1988 — 1990
AA, Liberal Arts and Sciences, General Studies and Humanities

Dave Smith AAMS Dave Smith AAMS Greater New Orleans Area Details
Dave Smith AAMS's Edward Jones Experience August 2000 - September 2007
Job Wealth plans for a brighter future.
Industry Financial Services
Experience
Investment Professionals, Inc.   2007 - Present
BNI  2001 - 2014
Edward Jones   August 2000 - September 2007
Jack Petty Marketing & Promotions   June 1977 - July 1999
Louisiana National Guard  September 1971 - September 1996
Jefferson Parish School Board  July 1976 - June 1977

Skills
Retirement Planning, Investments, Portfolio Management, IRAs, Public Speaking, Small Business, Strategic Financial..., Series 7, Wealth Management, Estate Planning, Finance, Mutual Funds, Insurance, Investment Advisory, Series 63, Budgets, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Series 65, Leadership, Asset Management, 401k Rollovers, Strategic Planning, Risk Management, Life Insurance, Employee Benefits, 401k, Alternative Investments, Equities, Bonds, Business Planning, Disability Insurance, Long-term Care, Fixed Income, Wealth Accumulation, Financial Planning

Education
University of New Orleans   1970 — 1976
BA, Secondary Education and Finance

Chalmette High School   1966 — 1970
College Prep

Janice Rice Janice Rice Minden, Nevada Details
Janice Rice's Edward Jones Experience October 2004 - March 2013
Job consultant Independant
Industry Program Development
Experience
Independant  March 2013 - Present
Edward Jones   October 2004 - March 2013
Community & Senior Center   2010 - 2011
Brain Power Learning Center   January 2000 - September 2004

Skills
Public Speaking, Non-profits, Small Business, Education, Catering, Event Planning, Program Development, Business Development, Nonprofits, Fundraising, Retirement Planning, Teaching, Insurance, Strategic Planning, Public Relations, Customer Service, Sales, Management, New Business Development, Financial Analysis, Estate Planning, Business Strategy, Budgets, Program Management, Marketing Strategy, Research, Coaching, Wealth Management, Retirement, Series 7, Investments, Leadership, Asset Allocation, Strategic Financial..., Fixed Annuities, IRAs, Mutual Funds, 401k Rollovers, Disability Insurance, Life Insurance, Roth IRA

Education
University of Nevada-Reno   1989 — 1991
MA Education, Elementary Education & Reading

Whitworth University   1972 — 1974

Knob Noster High School   1970 — 1972

Andrew Pool, CFP® Andrew Pool, CFP® Waverly, Nebraska Details
Andrew Pool, CFP®'s Edward Jones Experience March 2003 - March 2006
Job Financial Advisor at R² Wealth Management Partners
Industry Financial Services
Experience
R² Wealth Management Partners   April 2014 - Present
FSC Securities  March 2006 - Present
Edward Jones   March 2003 - March 2006
Allstate Financial  June 2001 - March 2003
Ameritrade  1999 - 2002
Ameritrade  1999 - 2002
Ameritrade  1999 - 2002

Skills
Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Investment Management, Financial Planners, IRAs, 401k Rollovers, Retirement Planning, Finance, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Equities, Series 63, Series 24, Uniform Combined State..., Investment Planning, Insurance Planning

Education
University of Nebraska-Lincoln   1993 — 1998
Bachelor of Science (BS), Finance and Economics

Mark Marandola Mark Marandola Newmarket, New Hampshire Details
Mark Marandola's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   2013 - Present
Northeast Rehabilitation Hospital  2011 - 2013
EBS Healthcare  2003 - 2011
Georgetown University Medical Center  January 2002 - April 2002
Portsmouth Regional Hospital: Neurology Day Rehabilitation Center   September 2001 - December 2001

Skills
Rehabilitation, Pediatrics, Treatment, Therapists, Sensory Integration, Cognition, Interventions, Adults, Early Intervention, Healthcare

Education
University of New Hampshire   1997 — 2002
Bachelor of Science (B.S.), Occupational Therapy

John Ledgewood John Ledgewood Florence, Alabama Details
John Ledgewood's Edward Jones Experience August 2012 - January 2013
Job Recent MBA Graduate
Industry Financial Services
Experience
Progress Bank and Trust   August 2014 - March 2015
First National Bank  April 2013 - August 2014
Edward Jones   August 2012 - January 2013

Skills
Series 7, Series 66, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Public Speaking, Management, Retirement Planning, Mutual Funds, Research, Loans

Education
University of North Alabama   2013 — 2015
Master of Business Administration (MBA), Finance, General

University of North Alabama   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Jim Strader Jim Strader Juneau, Alaska Details
Jim Strader's Edward Jones Experience August 1994 - December 1995
Job Community Relations & Marketing Director at Bartlett Regional Hospital
Industry Hospital & Health Care
Experience
WCAX-TV  January 1996 - January 2009
Edward Jones   August 1994 - December 1995
WSYX-TV  1987 - 1994
WTSP-TV  1986 - 1987
WTLV-TV  1985 - 1986
KCRA-TV  May 1984 - December 1985
WTKR-TV  1978 - 1984
WBTV  1973 - 1978

Skills
Writing, Advertising, Healthcare, Video, Community Relations, Promotions, Video Production, Television, Editing, Media Relations, Production, Crisis Communications, Strategic Communications, Marketing Strategy, Brand Development, Photography, Broadcast, Public Relations, Photoshop, Marketing Communications, Corporate Communications, Adobe Creative Suite, Strategic Planning, Microsoft Office, Press Releases, Customer Relations, Creative Development, Customer Service, Creative Direction, Facebook, Creative Writing, Newsletters, Event Planning, New Media, Copywriting, Social Media Marketing, Copy Editing, Social Networking, Digital Media, Radio, Nonprofits, Content Strategy, News Writing, Multimedia, Video Editing, Journalism, Social Media, Publications, Email Marketing, Broadcast Journalism

Education
University of North Carolina at Chapel Hill   1969 — 1973
BA, Radio, Television, Motion Pictures

Chadney Sawyer Chadney Sawyer Missoula, Montana Area Details
Chadney Sawyer's Edward Jones Experience January 2010 - January 2011
Job Sawyer Contracting LLC
Industry Construction
Experience
Sawyer Contracting LLC   January 2012 - Present
Edward Jones   January 2010 - January 2011
Food Services of America  January 2007 - January 2009
Sheehan Majestic   January 2004 - January 2007
Tidyman’s, LLC   January 1988 - January 2004

Skills
Investments, Sales, Marketing, Customer Service, Management, Budgets, Public Speaking, Strategic Planning, Team Building, Marketing Strategy, Leadership, Microsoft Office, Project Planning, Inventory Management, Retail, Sales Management, Training

Education
The University of Montana   1993 — 2000
B.A, Business Administration and Information Systems

Debra Bradley Debra Bradley Greater New York City Area Details
Debra Bradley's Edward Jones Experience April 2004 - July 2004
Job
Industry Financial Services
Experience
Siemens Financial Services  February 2014 - Present
DBradley Consulting   November 2012 - January 2014
JW Michaels & Co.   July 2012 - November 2012
Siemens AG  September 2010 - April 2012
Public Co.Accounting Oversight Board   March 2009 - August 2010
a private company  September 2008 - February 2009
Public Co.Accounting Oversight Board   March 2005 - August 2008
Deloitte & Touché LLP   January 2005 - March 2005
HSBC Bank USA  August 2004 - January 2005
Edward Jones   April 2004 - July 2004

Skills
Risk Management, Analytics, Corporate Finance, Financial Analysis, Portfolio Management, Sourcing, Banking, Finance, Talent Management, Human Resources, Hedge Funds, Access, Investments, Financial Services, Technical Recruiting, Vendor Management, Employee Engagement, Performance Management, Talent Acquisition, Organizational..., Internet Recruiting, Applicant Tracking..., Executive Management, HR Consulting, Employer Branding, Workforce Planning, Consulting, Onboarding, College Recruiting, Deferred Compensation, Screening Resumes, Employee Benefits, Contract Recruitment, Interviews, Benefits Negotiation

Education
University of New Hampshire
Business and Marketing

Kelley Brouillette Kelley Brouillette Boston, Massachusetts Details
Kelley Brouillette's Edward Jones Experience September 2006 - October 2010
Job Retail Compliance Analyst at Santander
Industry Banking
Experience
Santander Bank, N.A.   November 2012 - Present
Sovereign Bank  October 2010 - October 2012
Edward Jones   September 2006 - October 2010
JPMorgan Chase  September 1989 - April 2005

Skills
Banking, CRM, Project Management, Analysis, Financial Risk, Management, Financial Services, Retail Banking, Process Improvement, Customer Service, Risk Management, Leadership

Education
University of Nebraska at Kearney   1976 — 1980
BS

Susanne Biedler Susanne Biedler Charlotte, North Carolina Area Details
Susanne Biedler's Edward Jones Experience November 1999 - May 2000
Job Realtor & Relocation Specialist
Industry Real Estate
Experience
RE/MAX Executive Realty  April 2007 - Present
Wachovia Securities  May 2000 - April 2007
Edward Jones   November 1999 - May 2000
Belk  November 1997 - May 2000

Skills
First Time Home Buyers, Foreclosures, Short Sales, Relocations, Listing Homes For Sale, Investors, New Construction Homes, Custom Homes, Investment Properties, Single Family Homes, Condos, Relocation, Real Estate, Construction, Residential Homes, Property, Buyers, Sales, ABR, Commercial Real Estate, Real Estate Economics, Buyer Representation, New Home Sales, Referrals, Listings, Investments, Real Estate Transactions, Move Up Buyers, REO, Townhomes, Real Property, New Homes, Relocation Buyers, Seniors, Luxury, HUD, Seller Representation, e-PRO, Council of Residential..., Home Staging, Waterfront, SFR

Education
University of North Carolina at Chapel Hill
BA, Sociology

Providence Day School
High School Diploma

Katie Poe Katie Poe Raleigh-Durham, North Carolina Area Details
Katie Poe's Edward Jones Experience February 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   February 2011 - Present
AECOM  March 2004 - March 2010
Merrill Lynch  May 1984 - August 2001
Poe's Automotive & Equipment Service   January 1994 - December 2000
SunTrust Bank formerly Central Carolina Bank   June 1970 - May 1984

Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Outlook, Internet, Microsoft Power Point, Microsoft Access, Quickbooks, LinkedIn

Education
University of North Carolina at Chapel Hill
BSBA, Business Administration

Wake Technical Community College

Wingate University
AA, Business Administration

Chris Avey Chris Avey Wenatchee, Washington Details
Chris Avey's Edward Jones Experience 1997 - 2000
Job VP, Investments, WTB Investments at Washington Trust Bank
Industry Investment Management
Experience
Washinton Trust Bank   June 2014 - Present
The Avey Group Wealth Management   October 2010 - January 2012
Baker Boyer Bank  July 2004 - October 2010
UBS Wealth Management  2000 - 2004
Edward Jones   1997 - 2000

Skills
Finance, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Strategic Financial..., Strategy, Asset Management, Financial Analysis

Education
Washington State University   1993 — 1996
Bachelor of Science, Psychology

University of Montana   1991 — 1993
BS, Psychology/ Real Estate

Neha Marfatia Neha Marfatia Greater Atlanta Area Details
Neha Marfatia's Edward Jones Experience May 2010 - Present
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  June 2010 - Present
Edward Jones   May 2010 - Present
Go Air India Pvt Ltd   October 2005 - 2007
GO AIR   2005 - 2007
Sampark PR   June 2005 - September 2005
Cyber Media India Ltd   2003 - 2003

Education
Georgia Institute of Real Estate   2010 — 2010
Real Estate Pre Sale

K.C College of Management Studies   2004 — 2005
PGDAPR, Public Relations (PR)

University of Mumbai   1999 — 2004
B.A, HISTORY

University of Mumbai   1999 — 2004
Bachelor of Arts, History

Allison (Nissen) Lepeonka Allison (Nissen) Lepeonka Hagerstown, Maryland Details
Allison (Nissen) Lepeonka's Edward Jones Experience March 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   March 2013 - Present
Designer Surfaces Unlimited Inc   April 2012 - March 2013
KONST - Kitchen Interior Design   May 2006 - April 2012
Builders Warehouse  2004 - 2006

Skills
Kitchen & Bath Design, Interior Design, Bathrooms, Cabinetry, Space-planning, Furniture, Building Materials, Construction, Design Research, Interior Architecture, New Business Development, Rendering, Renovation, Residential Design, Residential Homes, Retail, Sales, SketchUp, Sketching, Space Planning, Space planning, Submittals

Education
University of Nebraska at Kearney   2002 — 2006
Bachelors of Science, Interior Design

Malcolm High School   1998 — 2002

Brian Youngberg, CFA Brian Youngberg, CFA Greater St. Louis Area Details
Brian Youngberg, CFA's Edward Jones Experience June 2000 - Present
Job CFA; Senior Analyst Energy and Utilities at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2000 - Present
Fitch Ratings  October 1996 - June 2000
Bank of Tokyo-Mitsubishi  May 1995 - September 1996
NBD  June 1990 - May 1995
Farm Credit Administration  1986 - 1988

Skills
Asset Management, Financial Analysis, Equity Research, Capital Markets, Investment Advisory, Credit, Credit Analysis, Series 7, Portfolio Management, Investments, Investor Relations

Education
Washington University in St. Louis - Olin Business School   1988 — 1990
MBA, Business Administration

University of Nebraska at Omaha   1981 — 1986
Bachelors, Business Administration

Dupont Kirven Dupont Kirven Greensboro/Winston-Salem, North Carolina Area Details
Dupont Kirven's Edward Jones Experience November 1997 - Present
Job Financial Advisor, CFP at Edward Jones
Industry Investment Management
Experience
Edward Jones   November 1997 - Present

Education
University of North Carolina at Chapel Hill   1985 — 1989
BSBA, Business

Vicki Reimer Vicki Reimer High Ridge, Missouri Details
Vicki Reimer's Edward Jones Experience January 2015 - Present
Job Assist. Cash Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2015 - Present

Education
University of Missouri-Saint Louis
Bachelor of Science in Accounting

Jennifer (Jennifer Sweet) Chappell Jennifer (Jennifer Sweet) Chappell Reno, Nevada Details
Jennifer (Jennifer Sweet) Chappell's Edward Jones Experience June 2007 - December 2014
Job Director of Communications, Reno Wealth Advisors / Registered Sales Associate, Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   January 2015 - Present
Edward Jones   June 2007 - December 2014
Vail Resorts  November 2007 - June 2011

Skills
Team Building, Customer Service, Mentoring, Team Leadership, Microsoft Excel, Microsoft Word, Kronos, Customer Satisfaction, Project Planning

Education
University of Nevada-Reno   2006 — 2010
Bachelor of Science (B.S.), International Business

Universidad del Pais Vasco/ Euskal Herriko Unibertsitatea   2008 — 2008
International Business

Rick Croissant Rick Croissant Tucson, Arizona Area Details
Rick Croissant's Edward Jones Experience 1996 - 1998
Job Staffing Manager at Randstad USA
Industry Marketing and Advertising
Experience
Randstad USA  May 2013 - Present
Liberty Wealth, LLC.   September 2006 - Present
American Fidelity  August 2011 - July 2012
Farmers Insurance Group  January 2000 - September 2006
Edward Jones   1996 - 1998
Creative Software, Inc   January 1985 - January 1996

Skills
Training, Public Speaking, Leadership, Communication Training, Personal Growth Training, Motivational Speaking, Leadership Development, Team Building, Marketing, Sales, Management, Team Leadership, Strategic Planning, New Business Development, Marketing Strategy, Start-ups, Customer Service, Human Resources, Small Business, Project Management, Insurance, Program Management, Sales Management, Budgets, Recruiting, Business Development, Business Analysis, Solution Focused, Negotiation, Direct Sales, Real Estate, Coaching, Business Planning, Entrepreneurship

Education
University of Nebraska-Lincoln

Madeleine Fahnley Madeleine Fahnley Atlanta, Georgia Details
Madeleine Fahnley's Edward Jones Experience July 2012 - May 2013
Job Business Development Coordinator at Sutherland Asbill & Brennan LLP
Industry Legal Services
Experience
Sutherland Asbill & Brennan LLP  April 2014 - Present
Sutherland Asbill & Brennan LLP  May 2013 - March 2014
Edward Jones   July 2012 - May 2013
1906 Pine Crest Inn & Restaurant   March 2011 - October 2012
Lake Lanier Tea House   June 2011 - August 2011
Carolina Event & Conference Center   April 2011 - August 2011
A Growing Concern II   May 2010 - August 2010
Saluda Veterinary Hospital   February 2009 - August 2009

Education
University of North Carolina at Asheville   2009 — 2012
Bachelor of Science (B.S.)

University of Virginia   2011 — 2011

Chris DiGiovanna Chris DiGiovanna Raleigh-Durham, North Carolina Area Details
Chris DiGiovanna's Edward Jones Experience June 2009 - March 2011
Job President at Trader Chris Consignments, Inc.
Industry Consumer Services
Experience
Trader Chris Consignments, Inc.   April 2011 - Present
United States Navy Reserve  May 2009 - April 2015
Edward Jones   June 2009 - March 2011
United States Navy  November 2007 - May 2009
United States Navy  June 2005 - August 2007

Skills
Problem Solving, Sales, Management, Logistics Management, Team Building, Customer Acquisition, Marketing, Customer Service, Strategic Planning, Training, Leadership, National Security, Navy, DoD, Operational Planning, Military Operations, Organizational..., Human Resources, Logistics, Time Management, Military Experience, Government, Military, Leadership Development, International &..., Ebay Sales, Digital Photography, Writing, Social Media, Microsoft Office, Photoshop, Program Management, Public Relations, Marketing Strategy, Project Management, Event Planning, Security Clearance

Education
University of North Carolina at Chapel Hill   2001 — 2005
B.A., Journalism - Advertising

Germantown High School   1997 — 2001
3.71

Ryan Ashley Ryan Ashley New York, New York Details
Ryan Ashley's Edward Jones Experience April 2010 - April 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2014 - Present
Fidelity Investments  May 2013 - September 2014
Fidelity Investments  November 2012 - May 2013
Fidelity Investments  April 2012 - November 2012
Edward Jones   April 2010 - April 2012
AHF, Inc.   May 2007 - April 2010
First Fidelity Bank  July 2006 - May 2007

Skills
Investments, Portfolio Management, CRM, Finance, Sales, Retirement Planning, 401k, Financial Services, Credit, Customer Service, Team Building, Public Speaking

Education
University of Oklahoma   2004 — 2006
M.M., Piano Performance and Pedagogy

University of North Carolina at Chapel Hill   1999 — 2003
B.M., Piano Performance

Brett Long Brett Long Raleigh, North Carolina Details
Brett Long's Edward Jones Experience August 2014 - February 2015
Job Business Development at Device Magic
Industry Information Technology and Services
Experience
Device Magic   April 2015 - Present
Edward Jones   August 2014 - February 2015
Electric City Printing, An RR Donnelley Company   February 2011 - July 2014
PBM Graphics  November 2010 - January 2011
PBM Graphics  February 2009 - January 2011
Mack/Crounse Group  September 2010 - November 2010

Skills
Series 7, Series 66, Sales Presentations, Analytics, Partnerships, Goal Oriented, Management, Variable Data Printing, Direct Mail, Offset Printing, Pre-press, Process Improvement, Digital Printing, Direct Marketing, Online Research, Print On Demand, Print Management, Wide Format Printing, Color Management, Brochures, Packaging, B2B, Life Insurance, Health Insurance

Education
University of North Carolina at Chapel Hill   2004 — 2008
B.A., Economics

David Maupin David Maupin Hendersonville, North Carolina Details
David Maupin's Edward Jones Experience November 2014 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones   November 2014 - Present
AGI-Shorewood Group   July 2011 - November 2014
Smurfit-Stone  October 2003 - October 2010

Skills
Accounting, Continuous Improvement, Cost Accounting, Finance, Financial Reporting, Forecasting, General Ledger, Internal Controls, Inventory Management, Manufacturing, Operations Management, Process Improvement, Product Development, Purchasing, Strategic Planning, Team Building, Variance Analysis

Education
University of North Alabama   2000 — 2002
MBA, Accounting Concentration

University of North Alabama   1997 — 1999
BBA, Accounting

Brandon Bernard Brandon Bernard Reno, Nevada Details
Brandon Bernard's Edward Jones Experience December 2013 - April 2015
Job at
Industry Financial Services
Experience
Edward Jones   December 2013 - April 2015
NATA Compliance Services   October 2012 - October 2013
NATA Compliance Services   May 2012 - November 2012
Wells Fargo  January 2009 - May 2012
Bank of America  June 2007 - December 2008

Skills
Finance, Financial Regulation, Financial Planners, Financial Markets, Financial Transactions, Cultural Awareness, Economics, Economic Planning, Economic Forecasting, Italian, Italian languages, Insurance Background, Regulated Industry, Regulatory Affairs, Regulatory Documentation, Mac, Sales, Customer Service, Email Marketing, Web Content Creation, Management, Leadership, Financial Analysis, Microsoft Excel, Marketing, Microsoft Office

Education
University of Nevada-Reno   2007 — 2012
Bachelor of Science (BS), Finance, General

University of Nevada-Reno   2007 — 2012
Bachelor of Science (BS), International Business

Scuola di Amministrazione Aziendale   2011 — 2011
None attained, Italian Studies

Joseph Hassen Joseph Hassen Canton, Ohio Area Details
Joseph Hassen's Edward Jones Experience January 2013 - June 2014
Job Financial Advisor at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  June 2015 - Present
MassMutual Ohio  January 2015 - May 2015
Edward Jones   January 2013 - June 2014
JRH Communications   September 2012 - September 2013
National Security Technologies  June 2000 - September 2012
United States Marine Corps  June 1996 - June 2000

Skills
Retirement Planning, Saving for Education, Bonds, Mutual Funds, 529 Plans, Fixed Annuities, Variable Annuities, Life & Health Insurance..., Presentation Skills, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Whole Life, Series 7, Series 66

Education
University of Nevada-Las Vegas   2006 — 2008
Bachelor's Degree, Economics

Amanda Deisenroth Amanda Deisenroth Charlotte, North Carolina Area Details
Amanda Deisenroth's Edward Jones Experience July 2011 - November 2012
Job Registered Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2013 - Present
Navigant  December 2012 - January 2013
Edward Jones   July 2011 - November 2012

Skills
Strategic Financial..., Financial Analysis, Financial Audits, Portfolio Management, Sales, Sales Process, Wealth Management, Investments, Financial Modeling, Microsoft Excel, Customer Service, Finance, Microsoft Office, Accounting, PowerPoint, Insurance, Financial Advisory, Access, Risk Management, Public Speaking, Financial Reporting, Microsoft Word, Strategic Planning, Citrix, Product Marketing, Sales Presentations, Life Insurance, Series 7, Retirement Planning

Education
University of Nevada-Reno   2007 — 2011
Bachelors, International Business, Economics, Spanish

Shari Kopf Shari Kopf Greater Omaha Area Details
Shari Kopf's Edward Jones Experience 2007 - 2010
Job VP Operations at Vantage Finance
Industry Financial Services
Experience
Vantage Finance   December 2009 - Present
Edward Jones   2007 - 2010

Skills
Investments, Strategic Planning, Customer Service, Due Diligence, Risk Management, Leadership, Microsoft Excel, Financial Analysis, Sales Management, Finance, Sales, Mergers & Acquisitions, Strategy, Business Development, Team Building, Start-ups, Product Development, Management, Process Improvement, Insurance, Competitive Analysis, Public Speaking, Business Planning, Portfolio Management, New Business Development, Budgets, Leadership Development, Coaching, Banking, Marketing, Forecasting, Product Management

Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)

Donna Tajvar Donna Tajvar United States Details
Donna Tajvar's Edward Jones Experience May 2008 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2008 - Present
Omaha Prime Restaurant   1995 - 2014
Southwest Bank and Trust Company   August 1979 - March 1993

Skills
Finance, Wealth Management, Customer Service, Cross-functional Team..., Social Media, Event Planning, Marketing, Team Leadership, Bookkeeping, Accounts Payable, Small Business, Employee Benefits, Email Marketing, Strategic Planning, Event Management, Sales, Management

Education
University of Nebraska at Omaha   1977 — 1981
BA, International Studies with a minor in Spanish

Scott Sathrum Scott Sathrum Las Vegas, Nevada Area Details
Scott Sathrum's Edward Jones Experience April 2001 - May 2004
Job Owner and Consultant at Kingfish Retirement Strategies
Industry Insurance
Experience
Kingfish Retirement Strategies   July 2015 - Present
COUNTRY Financial®  July 2013 - Present
Scaratto LLC   January 2008 - August 2013
Wells Fargo  January 2004 - January 2009
Edward Jones   April 2001 - May 2004
AMERICAN NATIONAL  January 1997 - January 2001
Prudential Insurance  January 1984 - January 1998

Skills
Customer Service, Operations Management, New Business Development, Budgets, Negotiation, Business Strategy, Marketing, Start-ups, Project Management, Public Speaking, Business Planning, Leadership, Strategy, Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Sales, Finance, Financial Planning, Small Business, Investments

Education
University of Nevada-Las Vegas - College of Business   1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, B

Rancho High School   1974 — 1978
general, General Studies

Stephanie (Stephanie Swanson) Bloomberg Stephanie (Stephanie Swanson) Bloomberg Omaha, Nebraska Details
Stephanie (Stephanie Swanson) Bloomberg's Edward Jones Experience August 2008 - January 2010
Job Trading Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC  July 2014 - Present
CLS Investments, LLC  August 2012 - July 2014
Fiserv  January 2010 - August 2012
Edward Jones   August 2008 - January 2010

Skills
Series 65, Series 6, Investments, Financial Services, Banking, Mutual Funds, Finance, Equities, Securities

Education
University of Nebraska-Lincoln   2004 — 2008
Bachelor's degree, Finance, General

Oxford University   2008 — 2008

Kenji Kawa Kenji Kawa United States Details
Kenji Kawa's Edward Jones Experience October 2008 - September 2009
Job Attorney at Bartlett & Webster
Industry Law Practice
Experience
Bartlett & Webster   December 2013 - Present
NorthStar Financial Services Group, LLC  May 2012 - May 2013
University of Nebraska-Lincoln  October 2011 - May 2013
University of Nebraska–Lincoln  August 2012 - December 2012
Edward Jones   October 2008 - September 2009
AT&T  March 2007 - October 2008

Skills
Research, Legal Writing, Legal Research, Analysis, Westlaw, Litigation, Spanish, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Editing, Legal Issues, Criminal Law, Civil Litigation, Securities Regulation

Education
University of Nebraska-Lincoln   2010 — 2013
Juris Doctor, Law

Utah State University   2000 — 2007
Bachelor's degree, Finance and Economics

Justin Hancock Justin Hancock Ormond Beach, Florida Details
Justin Hancock's Edward Jones Experience February 2012 - January 2014
Job DMG Financial, LLC
Industry Financial Services
Experience
DMG Financial LLC   January 2014 - Present
Royal Alliance Associates INC  2015 - 2015
Edward Jones   February 2012 - January 2014
DJO  June 2009 - February 2012
Enterprise Rent-A-Car  November 2006 - June 2009
Enterprise Rent-A-Car  March 2005 - November 2007
Tom Burnett Golf Academy   January 2004 - January 2005

Skills
Sales, New Business Development, Customer Service, Microsoft Excel, Financial Analysis, Outside Sales, Cold Calling, Sales Management, Account Management, Customer Satisfaction, Territory Management, Sales Operations, 66 securities licenses, Licensed Insurance..., Account and Territory..., Management, Medical Devices, Strategic Financial..., Financial Planning, Sales Force Development, Strategic Planning, Leadership, Team Building, Marketing, Public Speaking

Education
University of Montevallo   2001 — 2004
Bachelor of Science, Kinesiology

Mount Douglas Senior Secondary   1996 — 1998

Jeffrey Vap Jeffrey Vap North Platte, Nebraska Details
Jeffrey Vap's Edward Jones Experience December 1985 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 1985 - Present

Education
University of Nebraska-Lincoln   1981 — 1985
BS, Finance

McCook High School

McCook High School

Ryan Hines Ryan Hines Greater Omaha Area Details
Ryan Hines's Edward Jones Experience November 2008 - February 2010
Job Senior Credit Risk Analyst at TD Ameritrade
Industry Hospitality
Experience
TD Ameritrade  August 2013 - Present
First National Bank of Omaha  August 2012 - August 2013
Marriott International  February 2010 - December 2012
Edward Jones   November 2008 - February 2010

Skills
Series 7, Series 66, Financial Planning, Financial Analysis, Customer Service, Microsoft Office, Corporate Communications, Mergers, Acquisition Analysis, Mergers & Acquisitions, Business Valuation, Risk Management, Forecasting, Strategic Financial..., Portfolio Management, Banking, Finance

Education
University of Nebraska at Omaha   2010 — 2013
MBA, Finance, 3.45

University of Nebraska at Omaha   2006 — 2008
Bachelors of Science, Finance, Banking, and Investment and Portfolio Management, 3.1

University of Nebraska-Lincoln   2004 — 2006
Bachelor of Science, Finance, Banking, and Investment and Portfolio Management, 3.1

Creighton Prep   2001 — 2002

Richard Essien Richard Essien Dallas/Fort Worth Area Details
Richard Essien's Edward Jones Experience January 2006 - May 2008
Job Professional Educator
Industry Primary/Secondary Education
Experience
Dallas Independent School District  August 2015 - Present
JPMorgan Chase & Co.   May 2015 - July 2015
JPMorgan Chase  August 2013 - May 2015
Southern University At New Orleans  2011 - May 2013
Chase Investment Services Corp  March 2010 - June 2011
Morgan Stanley Wealth Management  May 2008 - December 2009
Edward Jones   January 2006 - May 2008
State Of louisiana  March 2002 - January 2006

Skills
Data Analysis, Team Building, Leadership, Training, Customer Service, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Finance, Teaching, Community Outreach, Coaching

Education
University of New Orleans   1999 — 2001
Masters Of Science, Health Care Management

University of New Orleans   1997 — 1999
Bachelor of Arts, Sociology

Ashley Spangler Ashley Spangler Fort Worth, Texas Details
Ashley Spangler's Edward Jones Experience December 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2010 - Present

Skills
Series 7, Retirement Planning, Customer Service, Retirement, Investment Advisory, Budgets, Asset Allocation, Investment Strategies, IRAs, Investments, 401k Rollovers, 401k, Financial Analysis, Financial Modeling

Education
University of Nevada-Reno   2006 — 2010
BA, Political Science

Nicholas Estell Nicholas Estell Lake Mary, Florida Details
Nicholas Estell's Edward Jones Experience December 2010 - May 2011
Job Customer Processing Associate at Pershing LLC, a BNY Mellon Company
Industry Financial Services
Experience
Pershing LLC, a BNY Mellon Company  July 2011 - Present
Edward Jones   December 2010 - May 2011
AIG American General  May 2010 - August 2010
Reno Housing Authority  May 2009 - August 2009

Skills
Account Reconciliation, Finance, Financial Services, Forecasting, Loans, Management, Fixed Income, Investments, Microsoft Office, Customer Service, Process Improvement

Education
University of Nevada-Reno   2006 — 2010
BSBA, Finance, Economics

Dustin Forshee Dustin Forshee Las Vegas, Nevada Area Details
Dustin Forshee's Edward Jones Experience Financial AdvisorEdward JonesSeptember 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   Financial AdvisorEdward JonesSeptember 2008 - Present

Education
University of Nevada Las Vegas Lee Business School

Donald C. (Clem) Seifert, Jr. AAMS Donald C. (Clem) Seifert, Jr. AAMS Wilmington, North Carolina Details
Donald C. (Clem) Seifert, Jr. AAMS's Edward Jones Experience June 1997 - March 2012
Job Wealth Advisor at IronGate Partners, Inc.
Industry Financial Services
Experience
IronGate Partners, Inc.   March 2012 - Present
Edward Jones   June 1997 - March 2012
City of Henderson, North Carolina   December 2003 - December 2007
City of Henderson, North Carolina   December 1989 - December 2003
UNIGLOBE FareWay Travel, Inc.   January 1992 - December 1996
Coca-Cola Bottling Company of Henderson, Inc.   June 1985 - December 1991

Skills
Retirement Planning, Portfolio Management, Wealth Management, Series 7, 401k, Investment Advisory, Series 63, 401k Rollovers, Personal Financial..., Small Business..., Wealth Accumulation, Estate Preservation, AAMS, Series 66

Education
UNC Chapel Hill   1981 — 1985
Bachelor of Science (B.S.), Business Administration

Vance Senior High School   1979 — 1981
High School/Secondary Diplomas and Certificates

James Sill James Sill Raleigh-Durham, North Carolina Area Details
James Sill's Edward Jones Experience February 2008 - January 2009
Job Inside Sales Manager at ChannelAdvisor
Industry Computer Software
Experience
ChannelAdvisor  March 2014 - Present
Travelers  November 2011 - March 2014
AT&T  2011 - 2012
Allstate Financial  January 2009 - January 2011
Edward Jones   February 2008 - January 2009
AARCO LLC   October 2005 - February 2008
United States Cellular Corporation  April 2004 - August 2005

Skills
Team Leadership, Mentoring, Behavior Based Coaching, Sales Management, Coaching, Sales Operations, Sales, Motivational Speaking, Risk Management, Client Development, Marketing Strategy, Direct Sales, Strategic Financial..., Insurance, Finance, Life Insurance, Financial Planning, Account Management, Leadership, Marketing, Salesforce.com, CRM, Sales Process

Education
University of New Orleans

Cindy Hatfield Cindy Hatfield Greater St. Louis Area Details
Cindy Hatfield's Edward Jones Experience Purchasing ManagerDeutsche Financial ServicesOctober 2000 - July 2002
Job IS Senior Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones   Purchasing ManagerDeutsche Financial ServicesOctober 2000 - July 2002
Integrated Process Systems, Inc (IPS)   April 1996 - July 2000

Education
University of North Alabama   1987 — 1991

Brad W. Beatty Brad W. Beatty Greater St. Louis Area Details
Brad W. Beatty's Edward Jones Experience March 2002 - April 2003
Job Security Engineer Lead at Enterprise Holdings
Industry Computer & Network Security
Experience
Enterprise Holdings  April 2013 - Present
S-Tek (A Subsidiary of Scitor)   August 2012 - April 2013
Booz Allen Hamilton  January 2010 - August 2012
BAE Systems  August 2007 - December 2009
MTC Technologies  October 2005 - August 2007
MTC Technologies  September 2004 - October 2005
MTC Technologies  April 2003 - August 2004
Edward Jones   March 2002 - April 2003
Edward Jones   June 2000 - March 2002
Edward Jones   July 1999 - June 2000

Skills
CISSP, CEH, CHFI, Computer Forensics, Malware Analysis, Ethical Hacking, Visual Basic, ATM networks, SQL, Perimeter Security, Network Security, Network Administration, Network Engineering, Technical Writing, Public Speaking, Systems Analysis, Project Coordination, Security Management, Computer Security, Security Audits, Data Security, Cybercrime, Code Review, Social Media, Strategic Planning, Infrastructure Security, Problem Solving, Writing, Creative Writing, Digital Photography, Active Directory, Technical Analysis, Firewalls, Intelligence Systems, Program Management, DoDAF, DoD, Unix Shell Scripting, Unix, Active TS/SCI Clearance, C4ISR, New Business Development, Leadership, Information Assurance, Gap Analysis, Data Analysis, Threat & Vulnerability..., Security, author, Cyber Security

Education
University of Nevada-Las Vegas   1991 — 1997
Bachelors

Carla Nelson Carla Nelson Trussville, Alabama Details
Carla Nelson's Edward Jones Experience January 2011 - February 2015
Job Retirement Specialist at Transamerica
Industry Financial Services
Experience
Transamerica  February 2015 - Present
Edward Jones   January 2011 - February 2015

Skills
Customer Service, Marketing, Strategic Planning, Team Building, Leadership, Social Media Marketing, Marketing Strategy, Public Speaking, Negotiation, Microsoft Office

Education
University of Alabama in Birmingham   1990 — 1993
Finance with Concentration on Investments and Management

University of Montevallo   1988 — 1989
Finance

Hewitt Trussville   1976 — 1988
High School

Marc Woodstuff Marc Woodstuff Portland, Maine Area Details
Marc Woodstuff's Edward Jones Experience 2010 - 2010
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed  September 2007 - Present
Edward Jones   2010 - 2010

Education
University of Nevada-Reno   2004 — 2006

Jessica Dooley Jessica Dooley Carson City, Nevada Details
Jessica Dooley's Edward Jones Experience July 2002 - June 2007
Job Silver D Ranch
Industry Ranching
Experience
Hidden Lake Dexters   June 2011 - Present
Edward Jones   July 2002 - June 2007
Washoe County School District  August 1998 - June 2002

Education
University of Nevada-Reno   1994 — 1999
bachelor of science

Brianne Babel Brianne Babel Sioux City, Iowa Area Details
Brianne Babel's Edward Jones Experience October 2002 - July 2011
Job Financial Advisor
Industry Financial Services
Experience
Babel Investments   March 2015 - Present
A Bowles Investment Group LLC   July 2011 - March 2015
Edward Jones   October 2002 - July 2011

Skills
Investments, Finance, Management, Retirement Planning, Portfolio Management, Wealth Management, Insurance, Mutual Funds, Financial Advisory, Series 7, Investment Advisory, IRAs, Retirement, Asset Allocation, Series 63, Securities

Education
University of Nebraska-Lincoln   1997 — 2001
Fincance, Finance, Economics

Lakeview Highschool   1993 — 1997
Collage Prep, College Prep

Corey Raths Corey Raths Phoenix, Arizona Area Details
Corey Raths's Edward Jones Experience May 2002 - March 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  March 2007 - Present
Edward Jones   May 2002 - March 2007

Skills
Banking, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Loans, Mutual Funds, Public Speaking, Risk Management, Uniform Combined State..., Wealth Management

Education
The University of Montana   1998 — 2002
BS, Business Finance

Julie Dean-Adams Julie Dean-Adams Peterborough, New Hampshire Details
Julie Dean-Adams's Edward Jones Experience April 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   April 2013 - Present
Smith & Nephew  January 2006 - July 2012
Schneider Electric  1993 - 2006
Schneider Electric  2002 - 2005

Skills
Sales Management, Negotiation, Contract Negotiation, Services Sales, Sales Support, International Sales, Pricing, Account Management, Consultative Selling, Forecasting, New Business Development, Product Development, Customer Relations, Competitive Analysis, Problem Solving, Key Account Management, SAP, Team Leadership, Cross-functional Team..., Customer Service, Solution Selling, Coaching, Selling, Process Improvement, Medical Devices, Contract Management, Territory, Sales Process, Public Speaking, Sales Operations, Sales, Management, Business Development

Education
University of New Hampshire
Bachelor of Arts, History

Devin Rosevear Devin Rosevear Greater Nashville Area Details
Devin Rosevear's Edward Jones Experience July 2006 - February 2009
Job Owner at LCC Consulting
Industry Music
Experience
LCC Consulting   May 2014 - Present
Q Prime Management  March 2009 - March 2014
Edward Jones   July 2006 - February 2009
Curb Records  January 2001 - 2006
Geffen Records  1990 - 2000

Skills
Music, Management, Radio Promotions, Entertainment, Social Media Marketing, Digital Media, Investments, Portfolio Management, Publicity, Radio, Social Networking, Marketing, Event Planning, Strategy, A, Record Labels, Event Management, Social Media, Facebook, Public Relations, Radio Broadcasting, Broadcast, Television, Music Industry, Copywriting, Online Marketing, Voice Over, Marketing Strategy, Media Relations, Marketing Communications, Email Marketing, Creative Direction, Brand Awareness, Radio Producing, Public Speaking, Advertising, Sponsorship, Press Releases, Integrated Marketing, Training, Concerts, Digital Marketing, Online Advertising, New Media

Education
University of Nevada-Reno
Mass Comm, Theatre

Tausha Dirks Tausha Dirks Greater St. Louis Area Details
Tausha Dirks's Edward Jones Experience November 2001 - Present
Job Senior HR Generalist
Industry Financial Services
Experience
Edward Jones   November 2001 - Present

Education
University of Nebraska-Lincoln   1989 — 1994

Tausha Dirks Tausha Dirks Greater St. Louis Area Details
Tausha Dirks's Edward Jones Experience November 2001 - Present
Job Sr. Human Resources Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2001 - Present

Education
University of Nebraska-Lincoln

Patricia Rankin Patricia Rankin Greater Boston Area Details
Patricia Rankin's Edward Jones Experience August 2010 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones   August 2010 - Present
Stonewood Health & Fitness Center, LLC   January 2008 - August 2010
Student Advantage  December 2006 - January 2008
Trans Courier Systems, Inc   August 1996 - December 2006

Education
University of New Hampshire   1977 — 1979

Tony Pusateri Tony Pusateri Greater St. Louis Area Details
Tony Pusateri's Edward Jones Experience July 2008 - Present
Job BOND TRADER at Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2008 - Present
Edward Jones   2008 - Present
Edward Jones   2008 - Present
Edward Jones   2008 - 2010
A.G. Edwards   1983 - 2008
A.G. Edwards & Sons, Inc.   1983 - 2008

Education
University of Missouri-Saint Louis   1979 — 1983

Steve Rueschhoff Steve Rueschhoff Greater St. Louis Area Details
Steve Rueschhoff's Edward Jones Experience May 2015 - Present
Job Senior Product Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones   May 2015 - Present
Allstate  March 2015 - April 2015
Allstate Financial  September 2004 - March 2015
Davis, Conder, Enderle & Sloan, Inc.   1996 - 2004
Hewitt Associates  1992 - 1996

Skills
Life Insurance, Actuarial Science, Fixed Annuities, Insurance, Retirement, Reinsurance, Term Life Insurance, Retirement Planning, Pensions, Defined Benefit, Liability, Variable Annuities, Risk Management, Economic Capital, ALM, Long-term Care, Financial Services, Management

Education
University of Nebraska-Lincoln   1988 — 1992
Bachelor of Science (B.S.), Actuarial Science

University of Nebraska-Lincoln   1988 — 1992
Bachelor of Arts (B.A.), Actuarial Science

Stacie Farrell Stacie Farrell Greater Seattle Area Details
Stacie Farrell's Edward Jones Experience March 2010 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones   March 2010 - Present
BTI Group/Business Team  November 2008 - March 2010
SilverStar Communities   November 2003 - March 2009
Interstate Plumbing & Air   August 2002 - November 2003
WestPoint Stevens  June 2000 - February 2002

Skills
Financial Planning, Budgets, Sales, Management, Contract Management, Customer Service, Negotiation, Strategic Planning, Leadership

Education
University of Nevada-Reno   1995 — 2000

Paul Bourgeois Paul Bourgeois Greater New Orleans Area Details
Paul Bourgeois's Edward Jones Experience January 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2013 - Present
Forsythe Fence Co   October 2012 - January 2013
Louisiana Landscape Specialty, Inc   August 2008 - September 2012

Skills
Financial Analysis, Construction Accounting, Year-end Close, Cash Management, Cash Flow Forecasting, Budgets, Customer Service, Finance, Financial Statements, Leadership, Management, Negotiation, Sales Management, Strategic Planning, Contract Negotiation

Education
University of New Orleans   1987 — 1993

Morgan Delezene Morgan Delezene Greater Omaha Area Details
Morgan Delezene's Edward Jones Experience November 2012 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones   November 2012 - Present
JDRF  October 2007 - November 2012
JDRF  September 2007 - August 2008
Timberlake West   May 2007 - August 2007
NRG Media  August 2005 - June 2007
Eagles Communications   June 2004 - August 2005
University of Nebraska  August 2001 - June 2004

Skills
Public Relations, Non-profits, Press Releases, Marketing, Community Outreach, Finance, Public Speaking, Event Management, Nonprofits, Social Media, Research, Entrepreneurship, Training, Advertising, Budgets, Management, Strategic Planning, Marketing Communications, Leadership, Customer Service

Education
University of Nebraska   1999 — 2003
Degree: Bachelor of Arts, Communication Studies

University of Nebraska-Lincoln   1999 — 2003
BA, Communication Studies/Public Relations/Marketing

Ogallala High School

Natalie Bacon Natalie Bacon Lincoln, Nebraska Area Details
Natalie Bacon's Edward Jones Experience November 2014 - Present
Job Director of Marketing at Papio Creek Gems & Gifts
Industry Marketing and Advertising
Experience
Edward Jones   November 2014 - Present
Papio Creek Gems & Gifts   November 2014 - Present
Nebraska Interactive   January 2009 - October 2014
Nebraska Interactive   January 2008 - January 2009
Williamson Honda   August 2002 - August 2007
iUniverse  May 2000 - July 2002

Skills
Advertising, Business Development, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Project Management, Event Planning, Training, Presentations, Marketing, Marketing Communications, Newsletters, Market Research, Customer Service, Management, Public Relations

Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration, Marketing

University of Nebraska-Lincoln
Bachelor of Science in Business Admistration, Marketing

Vicki Windler Vicki Windler Greater St. Louis Area Details
Vicki Windler's Edward Jones Experience March 2013 - Present
Job Senior Trust Officer Edward Jones
Industry Banking
Experience
Edward Jones   March 2013 - Present
US Bank  October 1993 - March 2013

Skills
Estate Planning, Trust Management, High Net Worth..., Wealth Management...

Education
University of Notre Dame   1996 — 1999
CTFA

University of Missouri - St. Louis   1989 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Notre Dame High School   1984 — 1988
High School Diploma, Business

Jon Fairchild Jon Fairchild Reno, Nevada Area Details
Jon Fairchild's Edward Jones Experience November 2008 - July 2009
Job Dealer Service Supervisor at Patagonia
Industry Retail
Experience
Patagonia  June 2014 - Present
Patagonia  September 2009 - June 2014
Different StrokesLLC   October 2003 - December 2011
Edward Jones   November 2008 - July 2009
Reno Mountain Sports   September 1996 - September 2008
Snow Centre   February 2002 - September 2002

Skills
Customer Service, Retail, Sales, Financial Analysis, Retirement Planning, Strategic Financial..., Merchandising, Strategic Planning, Microsoft Excel, Account Management, Sales Management, Process Improvement, Analysis, Finance, Management

Education
University of Nevada-Reno   2003 — 2008
B.S., Finance, Economics

University of Nevada-Reno   2003 — 2008
Bachelor of Science (BS), Finance, General

JAYESH SHETH JAYESH SHETH Toronto, Canada Area Details
JAYESH SHETH's Edward Jones Experience July 2007 - April 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
EDWARD JONES   July 2007 - April 2008

Education
CSI
LLQP,CSC,CPH

University of Mumbai

Andrew Scheerer Andrew Scheerer Chesapeake, Virginia Details
Andrew Scheerer's Edward Jones Experience June 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2014 - Present
Commander, Pacific Fleet (COMPACFLT)   November 2011 - 2014
Commander, U.S. SECOND FLEET   May 2012 - September 2012
US Fleet Forces Command USFF   April 1999 - October 2010

Skills
Navy, Team Building, Military, Intelligence, Security Clearance, National Security, Operational Planning, Defense, Information Assurance, DoD, Military Operations, Command, Military Experience, Weapons, Intelligence Analysis, Organizational..., Top Secret, Government, Interagency Coordination, Government Contracting, SCI Clearance, Crisis Management, Counterterrorism, Leadership, NATO, Emergency Management, Force Protection

Education
University of Nebraska-Lincoln   1983 — 1987
BS, Business Admiistration

Gregg Flegal Gregg Flegal Greater Boston Area Details
Gregg Flegal's Edward Jones Experience October 2002 - Present
Job Financial Advisor, Edward Jones, AAMS®
Industry Financial Services
Experience
Edward Jones   October 2002 - Present
Prudential Securities  December 1992 - October 2002
First NH Investment Services (now Citizens Bank Trust Department   September 1987 - December 1992

Skills
Wealth Management, Insurance, Financial Analysis, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Portfolio Strategies, Retirement Plan..., Financial Strategies, Estate and Legacy..., Wealth Transfer

Education
University of New Hampshire - Whittemore School of Business and Economics   1983 — 1987
Bachelor of Arts (B.A.), Economics

University of New Hampshire -- Peter T. Paul College of Business and Economics   1983 — 1987
Bachelor of Arts, Economics

Sherry Whitten Sherry Whitten Indianapolis, Indiana Area Details
Sherry Whitten's Edward Jones Experience September 2007 - July 2010
Job Passion Test Facilitator with The Passion Test!
Industry Financial Services
Experience
Enlightened Alliances, The Passion Test   October 2013 - Present
Thomas/Jacks Wealth Management   July 2010 - August 2011
Edward Jones   September 2007 - July 2010

Skills
Indiana Resident..., Real Estate Sales..., Wealth Management, Customer Service, Finance, Office Administration, Administrative..., Office Management, Retirement Planning, Outlook

Education
University of Nevada-Reno
Early Childhood Developement and Family Life

Western Nevada College
Associate's Degree, General Studies - Human Relations/Small Business Management

Davy Gillespie Davy Gillespie Greater St. Louis Area Details
Davy Gillespie's Edward Jones Experience March 1990 - February 1996
Job Volunteer Patriot Guard Riders
Industry Consumer Goods
Experience
Retired Anheuser-Busch Inbev   November 2011 - Present
Anheuser-Busch InBev  March 1998 - November 2011
Edward Jones   March 1990 - February 1996
State of Montana  1989 - 1990

Skills
Visio, Data Modeling, Data Analysis, Business Objects, Process Improvement, SAP, Teradata, Business Analysis, Analysis, SharePoint, SDLC, Databases, Requirements Gathering, Microsoft SQL Server, Access

Education
University of Montana   1975 — 1982
BS, Wildlife Biology

Junior College   1973 — 1975
AA, General

Tiffany (Shell) Raeber Tiffany (Shell) Raeber Kansas City, Missouri Details
Tiffany (Shell) Raeber's Edward Jones Experience September 2014 - August 2015
Job Convention Services Manager at Marriott Hotels
Industry Hospitality
Experience
Marriott Hotels  September 2015 - Present
Edward Jones   September 2014 - August 2015
Embassy Suites  March 2013 - August 2014
Embassy Suites  January 2012 - March 2013
Destination Resorts Snowmass   February 2011 - November 2011
Wynn Las Vegas  May 2010 - June 2011
Wynn Las Vegas  April 2009 - May 2010
MGM Grand  2006 - 2008

Skills
Rooms Division, Hospitality Industry, Hotels, Property Management..., Hospitality Management, Food & Beverage, Fine Dining, Hospitality, Event Planning, Revenue Analysis, Hotel Management, Resorts, Pre-opening, Front Office, Catering, Restaurants, Micros, Meeting Planning, Banquets, Convention Services, Guest Service Management, Yield Management, Opening Hotels

Education
University of Nevada-Las Vegas   2007 — 2010
Hospitality Management, Meetings/Event Management

Joy Busse Joy Busse Greater Omaha Area Details
Joy Busse's Edward Jones Experience 2012 - May 2013
Job COR Clearing
Industry Financial Services
Experience
Edward Jones   2012 - May 2013
-  February 2007 - February 2012
Legent Clearing  February 2007 - June 2011

Skills
Series 7, Risk Management, Investments

Education
University of Nebraska at Omaha   1992 — 1994

Aaron Zide Aaron Zide Greater Seattle Area Details
Aaron Zide's Edward Jones Experience June 2007 - May 2009
Job Business Development Director at Tango Card, Inc.
Industry Internet
Experience
Tango Card, Inc.   April 2015 - Present
Amazon.com  October 2011 - November 2014
J.P. Morgan   April 2010 - September 2011
J.P. Morgan   May 2009 - May 2010
Edward Jones   June 2007 - May 2009
Best Buy  October 2005 - May 2007

Skills
B2B, Customer Acquisition, Business Development, Selling, Strategic Partnerships, Sales, Direct Sales, Customer Experience, Account Management, Management, Leadership, Gift Cards, Fundraising, Salesforce.com, Lead Generation, E-commerce, SaaS, Product Management

Education
University of Nevada-Las Vegas   2002 — 2006
Bachelor of Arts (B.A.), Journalism

Parkway West

Brent Karstens Brent Karstens Greater Omaha Area Details
Brent Karstens's Edward Jones Experience March 2001 - September 2003
Job Account Manager at Cargill
Industry Packaging and Containers
Experience
Cargill  March 2014 - Present
Gentle Touch Pet Products   December 2009 - Present
Protective Life  August 2005 - February 2010
Orizon Investment Counsel   December 2004 - August 2005
ChannelBio   September 2003 - December 2004
Edward Jones   March 2001 - September 2003
Monsanto  December 1997 - March 2001

Skills
New Business Development, Sales, Insurance, Selling, Investments, Sales Management, Finance, Marketing Strategy, Strategic Planning, Account Management, Sales Operations, Public Speaking, Marketing, Negotiation, Business Planning, Forecasting, Leadership, Team Building, Pricing, Product Development, Direct Sales, Sales Process, Cross-functional Team..., Market Planning, Competitive Analysis, Strategy, Management, Key Account Management, B2B, Product Marketing, Budgets, Business Development, Cold Calling, Contract Negotiation, Market Analysis, Market Research

Education
University of Nebraska-Lincoln   1993 — 1997
B.S., Agribusiness/Animal Science

John Beazle, EA John Beazle, EA Chattanooga, Tennessee Area Details
John Beazle, EA's Edward Jones Experience August 1993 - April 1995
Job Executive Director at Georgia Association of Enrolled Agents
Industry Accounting
Experience
Georgia Association of Enrolled Agents   July 2014 - Present
Advanced Tax Specialists   January 2011 - Present
Georgia Association of Enrolled Agents   May 2012 - July 2014
Jackson Hewitt Tax Service #2004   May 1998 - October 2010
Jackson Hewitt Tax Service  December 1997 - May 1998
AmSouth Bank  September 1995 - November 1997
Edward Jones   August 1993 - April 1995
US Navy  January 1973 - August 1993

Skills
Public Speaking, Customer Service, Small Business, Tax Preparation, Accounting, Franchising, Financial Planning, Excel, Word, Quickbooks, Microsoft Office, Payroll Processing, Payroll, Bookkeeping, Income Tax, Tax, Cash Flow, Financial Reporting, Reconciliation, Accounts Receivable, Accounts Payable, Financial Analysis, PowerPoint, QuickBooks, Tax Accounting, Strategic Financial..., Sales Tax, Account Reconciliation, Microsoft Excel, Tax Returns, Budgets, Income Statement, Microsoft Word, Corporate Tax, Payroll Taxes, General Ledger, Auditing, Investments, Preparation, Financial Statements, CPA, Financial Accounting, Financial Planners, Finance, Balance, GAAP, Tax Advisory, Cost Accounting, Tax Law, Forensic Accounting

Education
Mount Union College   1970 — 1972
BA, Accounting and Economics

Shaker Heights High School   1963 — 1966
Regular High School Degree, Liberal Arts and Sciences/Liberal Studies I guess you could say!

Dan Dooley Dan Dooley Reno, Nevada Area Details
Dan Dooley's Edward Jones Experience July 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2006 - Present

Skills
Retirement Planning, Wealth Management, Finance, Mutual Funds, Leadership, IRAs, Retirement, Investments, Strategic Financial..., Team Building, Series 7, Customer Service, Investment Advisory, Public Speaking, Financial Planning, Fixed Annuities, Social Media, Marketing Strategy, Strategic Planning, Marketing, Asset Management, Microsoft Office, Small Business

Education
University of Nevada-Reno   2006 — 2010
MBA, Finance

University of Nevada-Reno   2002 — 2006
BS, Marketing, Management

McQueen   1998 — 2002

Shawn Williams Shawn Williams Raleigh-Durham, North Carolina Area Details
Shawn Williams's Edward Jones Experience October 2006 - February 2009
Job Vice President of Wealth Management at Mechanics and Farmers Bank
Industry Financial Services
Experience
Mechanics and Farmers Bank  March 2013 - Present
Kingdom Wealth Management   March 2009 - Present
Navigon Financial Group, DBA Kingdom Wealth Management   March 2009 - July 2012
Edward Jones   October 2006 - February 2009
Eagle Academies of Texas   July 2002 - December 2006

Skills
Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, 401k Rollovers, Fixed Annuities, Financial Advisory, Retirement, Investments, Wealth, Small Business, Insurance, Estate Planning, Leadership, Life Insurance, Mutual Funds, Financial Planners, Finance

Education
University of North Carolina at Chapel Hill   1990 — 1994
BA, Political Science

Recommendation Disclaimer

Thomas Psara Thomas Psara Greater St. Louis Area Details
Thomas Psara's Edward Jones Experience June 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   June 2014 - Present
Edward Jones   December 2012 - June 2014
Furniture Brands International  September 2010 - December 2012
Furniture Brands International  August 2009 - September 2010
Furniture Brands International  August 2008 - August 2009
Forest  2005 - 2008

Skills
Financial Analysis, JD Edwards, Sarbanes-Oxley Act, Auditing, Internal Controls, Policy, Variance Analysis, Financial Reporting, GAAP, Cost Accounting, Forecasting, General Ledger, Internal Audit, PeopleSoft

Education
Webster University   2001 — 2004
MA, Marketing

University of Missouri-Saint Louis   1996 — 2000
BA, Finance and Marketing

Thomas R. Atkins, II Thomas R. Atkins, II Raleigh, North Carolina Details
Thomas R. Atkins, II's Edward Jones Experience July 2011 - December 2011
Job Co Owner, General Manager at Eastern Containers
Industry Transportation/Trucking/Railroad
Experience
Eastern Containers   September 2015 - Present
R.E.C.   July 2015 - Present
Hatteras Funds  February 2015 - July 2015
Wells Fargo  March 2013 - February 2015
Nationwide Financial  May 2012 - March 2013
Edward Jones   July 2011 - December 2011
Red Bull  September 2009 - July 2011
Waste Industries  August 2006 - July 2009
Pasco Concrete Construction   June 2004 - August 2006

Skills
Investments, Financial Analysis, Strategic Financial..., Insurance, Portfolio Management, Customer Service, Banking, Retirement Planning, Budget, Life Insurance, Asset Managment, Account Management, Strategic Planning, Operations Management, Sales Management, Accounts Receivable, Accounts Payable, Microsoft Excel

Education
University of North Carolina at Chapel Hill   1998 — 2003
Bachelor’s Degree, Double Major: Political Science; Communication Studies

Frank Blazey Frank Blazey Asheville, North Carolina Area Details
Frank Blazey's Edward Jones Experience 1994 - 1997
Job Program Analyst at the VA
Industry Hospital & Health Care
Experience
Dept Veterans Affairs  September 2009 - Present
Edward Jones   1994 - 1997
Hughes Aircraft Company  1985 - 1990

Education
University of North Carolina at Chapel Hill

Glenn Wilusz Glenn Wilusz North Hampton, New Hampshire Details
Glenn Wilusz's Edward Jones Experience May 2002 - February 2010
Job President at Armor Metal Roofing
Industry Construction
Experience
Primerica  February 2010 - Present
ARMOR METAL ROOFING   April 1986 - Present
Edward Jones   May 2002 - February 2010

Skills
Investments, Series 7, Loans, Retirement, Retirement Planning, Estate Planning, Financial Advisory, Mortgage Lending, Small Business, Fixed Annuities, Real Estate Transactions, Financial Analysis, Real Estate, Sales, Metal Roofing, Customer Service, Team Building, Strategic Planning, Marketing, Marketing Strategy, Public Speaking, Social Media, New Business Development, Sales Management, Social Media Marketing, Event Planning, Management, Residential Homes, Finance, Leadership, Negotiation

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science

James Maxfield James Maxfield White River Junction, Vermont Details
James Maxfield's Edward Jones Experience December 2009 - Present
Job Financial Advisor and Limited Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2009 - Present
AstraZeneca  1982 - 2009

Skills
Risk Management, Business Planning, Financial Analysis, Strategic Financial..., Life Insurance, Retirement Planning, Sales Management, IRAs, Account Management, Strategy, Retirement, Pharmaceutical Sales, Strategic Planning, Customer Service, Marketing, Training, Leadership, Business Analysis, Cross-functional Team..., Sales, Coaching, Management

Education
University of New Hampshire   1974 — 1979
BS, Environmental Conservation/ Business Administration

LaSalette

Jonah Faulkner Jonah Faulkner Indianapolis, Indiana Area Details
Jonah Faulkner's Edward Jones Experience June 2009 - November 2009
Job Business Planning at Keihin North America, Inc
Industry Automotive
Experience
Keihin North America, Inc  February 2011 - Present
Edward Jones   June 2009 - November 2009
ThyssenKrupp Elevator  November 2007 - April 2009
Forsythe and Long Engineering   November 2007 - December 2008

Skills
Accounting, Leadership, Finance, Economics, Sales, Accounts Payable, Financial Reporting, Forecasting, Financial Statements, Microsoft Excel, Financial Analysis, Financial Accounting

Education
University of North Alabama   2001 — 2006
Bachelors, Finance, Economics, Accounting

Bill McNeill, CIMA®, CMFC® Bill McNeill, CIMA®, CMFC® Greater Minneapolis-St. Paul Area Details
Bill McNeill, CIMA®, CMFC®'s Edward Jones Experience January 2003 - February 2006
Job Vice PresidentClient Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
JPMorgan Asset Management  January 2014 - Present
Thrivent Asset Management  September 2012 - January 2014
Goldman Sachs Asset Management  March 2010 - September 2012
RiverSource Investments  January 2008 - March 2010
RiverSource Investments  February 2006 - January 2008
Edward Jones   January 2003 - February 2006

Skills
Mutual Funds, Separately Managed..., Asset Managment, Hedge Funds, Private Equity, Structured Notes, Alternative Assets, Consultative Sales..., Sales Presentation..., Investment Management, Economic Knowledge, Competitive Positioning, Fiduciary, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 63, Series 7

Education
University of Nebraska-Lincoln   1998 — 2002
Business Administration, Finance and Management

Nicholas Landa Nicholas Landa Austin, Texas Details
Nicholas Landa's Edward Jones Experience June 2010 - October 2010
Job Accountant at Workplace Answers
Industry E-Learning
Experience
Workplace Answers  January 2014 - Present
Sputtering Materials, Inc.   March 2003 - December 2013
Edward Jones   June 2010 - October 2010
Alpha Tau Omega Fraternity  January 2005 - December 2005
Home Depot  February 2004 - August 2004

Skills
Strategic Financial..., Budgets, Investments, Sales, Finance, Asset Allocation, Series 7, Portfolio Management, Financial Analysis, Accounting, Risk Management, Strategic Planning, Management, Leadership, Customer Service, Public Speaking, Microsoft Excel, Microsoft Office, Marketing

Education
University of Nevada-Reno   2002 — 2008
BS, Finance and Economics

Brad Fausett Brad Fausett Las Vegas, Nevada Area Details
Brad Fausett's Edward Jones Experience March 2006 - January 2009
Job President of Care To Be Home
Industry Hospital & Health Care
Experience
Care To Be Home   April 2014 - Present
Kindred at Home  August 2012 - April 2014
Rocky Mountain Business Advisors LLC   January 2010 - August 2012
United Consumer Services   January 2009 - July 2012
Edward Jones   March 2006 - January 2009
Home Care-Giver Services   May 2002 - September 2005

Skills
Fixed Annuities, Customer Service, Process Improvement, Investments, Financial Analysis, Retirement, Retirement Planning, Program Management, Sales, Long-term Care, Strategic Planning, Finance, Marketing, Management, New Business Development

Education
University of Nevada-Las Vegas   1999 — 2002
BS, BA, Finance

El Toro

Shane Thorell Shane Thorell Aurora, Nebraska Details
Shane Thorell's Edward Jones Experience August 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   August 1994 - Present

Education
University of Nebraska-Lincoln
Master's degree, Education Administration

Mike Barcia Mike Barcia Reno, Nevada Details
Mike Barcia's Edward Jones Experience May 2011 - October 2011
Job Geological Engineer
Industry Mining & Metals
Experience
Chaparral Gold Corp.   January 2012 - Present
Edward Jones   May 2011 - October 2011
Goldcorp Inc  April 2010 - January 2011

Skills
Logging, Mining, Geology, Rock Mechanics, Geological Mapping, Engineering Geology, Slope Stability, Environmental Awareness, Minerals, Geotechnical Engineering, Surveying, NEPA, Remote Sensing, Strategic Financial..., Mine Planning, AutoCAD, Ore Control, Financial Analysis, Financial Planning, Micromine, Maxwell GeoServices, Base Metals, Gold

Education
University of Nevada-Reno   2002 — 2009
Bachleor, Geological Engineering

Amy Lowery Amy Lowery Savannah, Georgia Area Details
Amy Lowery's Edward Jones Experience June 2002 - July 2004
Job Staffing Supervisor at Kelly Services
Industry Financial Services
Experience
Kelly Services  November 2012 - Present
Noritake Co., Inc   August 2011 - November 2012
APB WealthCare Advisors, LLP   July 2004 - May 2009
Edward Jones   June 2002 - July 2004
Kelly Services  June 1999 - March 2002

Skills
Insurance, Budgets, Life Insurance, Payroll, Accounts Payable, Interviews, HR Consulting, Policy, Temporary Placement, Program Management, Hiring, Marketing, Benefits Administration, Staffing Services, Talent Acquisition, Temporary Staffing, Management, Customer Service, Employee Relations, Human Resources, Applicant Tracking..., Microsoft Office, Employee Benefits, Onboarding, Outlook, Leadership, Team Building, Recruiting

Education
University of North Alabama   1993 — 1995
Bachelor of Science degree, Finance and Economics

Calhoun Community College   1991 — 1993
Associates Degree, General Education

Decatur High School   1986 — 1991
Diploma

Eric Tomb Eric Tomb Springfield, Missouri Area Details
Eric Tomb's Edward Jones Experience February 2007 - May 2010
Job Compliance Specialist at Great Southern Bank
Industry Banking
Experience
Great Southern Bank  December 2011 - Present
Great Southern Bank  June 2010 - December 2011
Edward Jones   February 2007 - May 2010

Skills
Banking, Loans, Credit, Financial Risk, Mortgage Lending, Consumer Lending, Risk Management, Retail Banking, Credit Cards, Credit Analysis, Mortgage Banking, Loan Origination, Commercial Lending, Commercial Banking, Insurance, Finance, Financial Analysis, Risk Assessment, Residential Mortgages

Education
University of Nebraska at Omaha   2000 — 2004
Master of Business Administration (M.B.A.)

Southwest Missouri State University/Missouri State University   1994 — 1998
Bachelor of Science (B.S.), Sports Management

Jamie Gilreath Jamie Gilreath Raleigh-Durham, North Carolina Area Details
Jamie Gilreath's Edward Jones Experience September 2011 - April 2013
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones   September 2011 - April 2013

Education
UNC Chapel Hill   2003 — 2007
BA, Spanish, International Studies

Scott A.Miller Scott A.Miller Saint Louis, Missouri Details
Scott A.Miller's Edward Jones Experience December 1990 - December 2011
Job Principal, EdwardJones
Industry Financial Services
Experience
Edward Jones   December 1990 - December 2011

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Uniform Combined State..., Series 63, Portfolio Management, IRAs, Securities, 401k Rollovers, 401k

Education
University of New Hampshire   1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General

Joel Jelkin Joel Jelkin Fremont, Nebraska Details
Joel Jelkin's Edward Jones Experience
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  

Education
University of Nebraska at Kearney   1974 — 1978
Bachelor of Education (B.Ed.)

Kearney State College

Viola David Viola David Saint Peters, Missouri Details
Viola David's Edward Jones Experience January 2007 - Present
Job Department Leader Financial Advisor Compensation & Reporting at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2007 - Present
Edward Jones   June 2004 - Present
Edward Jones   June 2002 - Present
Arthur Andersen  July 1997 - May 2002
Edward Jones   September 1992 - June 1997

Education
University of Missouri-Saint Louis   1993 — 1997
Bachelor of Science (BS), Business Administration, Accounting

Will Sappenfield Will Sappenfield Portland, Oregon Area Details
Will Sappenfield's Edward Jones Experience 2003 - 2013
Job Professional Educator
Industry Education Management
Experience
Edward Jones   2003 - 2013
Washoe County School District  August 1998 - August 2003
University of Nevada Reno  2001 - 2001

Skills
Series 7, Wealth Management, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Fixed Annuities, Asset Allocation, Series 63, Retirement, Securities, Strategic Financial..., Teaching, University Teaching, Interdisciplinary..., Mathematics Education, Mathematics

Education
University of Nevada-Reno   1993 — 1998
Bachelor of Arts (BA) in Secondary Education, Mathematics and English, 3.07

Deidre Hopkin Deidre Hopkin Madison, Alabama Details
Deidre Hopkin's Edward Jones Experience January 2005 - March 2005
Job Portrait Studio Manager at JC Penney
Industry Photography
Experience
JC Penney  February 2005 - Present
Huntsville EVENT Magazine  April 2009 - December 2009
Edward Jones   January 2005 - March 2005

Skills
Portrait Photography, Editorial, Blogging, Journalism, Creative Writing, Magazines, Editing, Photography, Facebook, Press Releases, Social Media, Copy Editing

Education
University of North Alabama   1998 — 2001
Bachelor of Science (BS), Communications

Ben Woodhouse Ben Woodhouse Salem, New Hampshire Details
Ben Woodhouse's Edward Jones Experience January 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2015 - Present
iShares  September 2013 - August 2014
Invesco  August 2010 - September 2013
Get Down Tonight Entertainment   2007 - 2010

Skills
Mutual Funds, Series 7, Asset Allocation, Investments, Asset Management, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Equities, Securities, Series 63

Education
University of New Hampshire - Whittemore School of Business and Economics   2007 — 2010
Bachelor of Arts (BA), International Economics

Pinkerton Academy   1999 — 2003

Deb Duval Deb Duval United States Details
Deb Duval's Edward Jones Experience November 2003 - April 2006
Job
Industry
Experience
R2 Wealth Management   March 2006 - Present
Edward Jones   November 2003 - April 2006

Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets

Education
University of Nebraska at Kearney
Master's degree, Vocational Special Needs

University of Nebraska at Kearney
Bachelor of Science (BS), Family and Consumer Sciences/Home Economics Teacher Education

Derek York Derek York Rainbow City, Alabama Details
Derek York's Edward Jones Experience June 2010 - March 2011
Job CFO at Hope For U S Veterans
Industry Nonprofit Organization Management
Experience
Hope For U S Veterans   August 2014 - Present
York Wealth Management   March 2012 - January 2014
MetLife  March 2011 - March 2012
Edward Jones   June 2010 - March 2011

Skills
Negotiation, Budgets, Marketing Strategy, Business Strategy, Business Development, Corporate Finance, Corporate Development, Strategic Planning, Change Management, Investments, Management, Strategy, Financial Analysis, Risk Management, Finance, Leadership

Education
University of Montevallo   2003 — 2008
Bachelor of Science (BS), Political Science and Government, 2.8

Greg Gallup Greg Gallup Sioux City, Iowa Area Details
Greg Gallup's Edward Jones Experience May 2014 - Present
Job Denison, IA
Industry Financial Services
Experience
Edward Jones   May 2014 - Present

Education
University of Nebraska-Lincoln   1989 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services

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