Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
Edward Jones List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Salaries. You can even request information on how much does Edward Jones pay if you want to. Learn about salaries, pros and cons of working for Edward Jones directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Employees
New York Life 2010 - 2013
Edward Jones 2008 - 2010
Nationwide Lending Corporation 2004 - 2008
Education
University of Nevada-Reno
Bachelor of Arts, Communications, French
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
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
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
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
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
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
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
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
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
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
Edward Jones Company CommanderUnited States ArmyApril 2013 - November 2014
Education
University of Nevada-Las Vegas 2003 — 2008
Bachelor's degree, Hotel/Motel Administration/Management
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
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
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
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
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
Edward Jones October 2009 - Present
Education
University of Nebraska-Lincoln
Finance, General
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Edward Jones November 1997 - Present
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Business
Edward Jones January 2015 - Present
Education
University of Missouri-Saint Louis
Bachelor of Science in Accounting
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
Edward Jones December 1985 - Present
Education
University of Nebraska-Lincoln 1981 — 1985
BS, Finance
McCook High School
McCook High School
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
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
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
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
Edward Jones Financial AdvisorEdward JonesSeptember 2008 - Present
Education
University of Nevada Las Vegas Lee Business School
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
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
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
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
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
Waddell & Reed September 2007 - Present
Edward Jones 2010 - 2010
Education
University of Nevada-Reno 2004 — 2006
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
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
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
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
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
Edward Jones November 2001 - Present
Education
University of Nebraska-Lincoln 1989 — 1994
Edward Jones November 2001 - Present
Education
University of Nebraska-Lincoln
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
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
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
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
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
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
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
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
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
EDWARD JONES July 2007 - April 2008
Education
CSI
LLQP,CSC,CPH
University of Mumbai
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
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
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
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
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
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
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
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
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!
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
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
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
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
Dept Veterans Affairs September 2009 - Present
Edward Jones 1994 - 1997
Hughes Aircraft Company 1985 - 1990
Education
University of North Carolina at Chapel Hill
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
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
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
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
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
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
Edward Jones August 1994 - Present
Education
University of Nebraska-Lincoln
Master's degree, Education Administration
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
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
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
Edward Jones September 2011 - April 2013
Education
UNC Chapel Hill 2003 — 2007
BA, Spanish, International Studies
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
Edward Jones
Education
University of Nebraska at Kearney 1974 — 1978
Bachelor of Education (B.Ed.)
Kearney State College
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
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
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
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
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
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
Edward Jones May 2014 - Present
Education
University of Nebraska-Lincoln 1989 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services