Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Pacific Office Automation April 2014 - Present
Northwestern Mutual January 2013 - December 2013
Lowe's Home Improvement April 2010 - December 2013
Edward Jones 2006 - 2012
Mulligan’s Brick Oven & Pub June 2009 - August 2011
Opportunities Unlimited August 2008 - May 2009
Thomas A. Mason Co., Inc. June 2007 - August 2008
Michael Forrest Lighting May 2007 - August 2008
Big Valley Construction May 2006 - August 2008
Boxwell Construction May 2005 - May 2006
Skills
Microsoft Office, Inventory Management, Merchandising, Customer Service, Time Management, Retail, Customer Satisfaction, PowerPoint, Sales, Microsoft Excel, Microsoft Word, Facebook, Social Media, Teamwork, Leadership, Social Networking, Customer Experience, Marketing, Outlook, Access
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Marketing-Sales
Middle Park High School 2003 — 2007
GED
Synergis Education, Inc. July 2015 - Present
University of Phoenix May 2012 - Present
University of Phoenix January 2014 - July 2015
University of Phoenix November 2011 - January 2014
University of Phoenix February 2010 - November 2011
University of Phoenix September 2011 - October 2011
Edward Jones January 2009 - February 2010
CarMax August 2007 - September 2008
Sierra Tucson April 2005 - August 2007
Lovitt & Touche, Inc. May 2004 - April 2005
Skills
Faculty Development, Staff Development, ADDIE, Adult Learning Theory, Turnitin, Online Programs, Faculty Training, Training Delivery, Training Facilitation, Training Needs Analysis, Adult Education, Teaching Adults, Educational Technology, Edtech, Curriculum Design, Analysis, Quality Assurance, Distance Learning, Higher Education, Instructional Design, Curriculum Development, E-Learning, Leadership Development, Coaching, Training, Management, Process Improvement, Recruiting, Performance Management, Software Documentation, Budgets, Resume Writing, Career Counseling, Leadership, Career Development, Program Management, Admissions, Student Affairs, Program Development, Research, Workshop Facilitation, Conflict Resolution, Higher Education..., Academic Advising, Enrollment Management, Teaching, Academic Administration
Education
University of Phoenix 2010 — 2011
Master of Education (M.Ed.), Curriculum and Instruction
University of Phoenix 2009 — 2010
Master of Education (M.Ed.), Adult Education and Training
University of Notre Dame - Mendoza College of Business 1994 — 1999
Bachelor of Business Administration, Finance and Business Economics
Edward Jones September 2015 - Present
Manulife Securities February 2015 - June 2015
Intuit 2013 - January 2015
Padgett Business Services Mississauga South October 2010 - November 2013
Society of Management Accountants of Ontario February 2010 - May 2010
The Society of Management Accountants of Ontario February 2008 - April 2010
Centre for Addiction and Mental Health (CAMH) February 2009 - February 2010
R&D Tax March 2007 - February 2009
Dana Holding Corporation 1999 - 2007
Flex-N-Gate January 1998 - November 1999
Skills
Accounting, Process Improvement, Financial Analysis, Financial Reporting
Education
Wilfrid Laurier University 2004 — 2007
MBA, Accounting
University of Toronto 2000 — 2004
Master of Engineering (M.Eng.), Mechanical Engineering
Don Mills Collegiate
University of Ottawa
Merrill Lynch March 2014 - Present
Edward Jones June 2013 - February 2014
Gray Inc. KXII-TV March 2010 - June 2013
ImpactWeather February 2009 - March 2010
Gray Inc. KXII-TV June 2005 - February 2009
Skills
ENPS, Broadcast, Broadcast Television, Broadcast Journalism, Radio Broadcasting, Avid, Television, Video Production, Radio, News Writing, Radio Host, Video, Final Cut Pro, Video Editing
Education
University of Oklahoma 2000 — 2005
Bachelor of Science (B.S.), Meteorology
Holiday Retirement September 2012 - Present
Opti Staffing Group February 2012 - September 2012
Edward Jones January 2011 - January 2012
The Duck Store June 2008 - April 2010
University of Oregon Women's Center September 2008 - March 2010
Skills
Customer Service, Interpersonal..., Microsoft Office, Recruiting, Telephone Interviewing, Interviews, Sales, Event Planning, Hiring, Employee Relations, Account Management, Leadership, Sales Management, Team Building, Marketing, Time Management, Human Resources, Social Networking, Training, Building Relationships, Coaching, Applicant Tracking..., Sourcing, Temporary Placement
Education
University of Oregon 2005 — 2010
B.S., Psychology, WGS
Edward Jones August 2013 - Present
Armstrong Bank June 2013 - August 2013
Citizens Security Bank April 2002 - June 2013
First National Bank of Muskogee May 2001 - March 2002
Armstrong Bank August 2000 - May 2001
Northeastern State University October 1999 - August 2000
First National Bank & Trust Co October 1993 - October 1999
Skills
Banking, Loans, Credit, Commercial Banking, Financial Analysis, Strategic Planning, Training, Process Improvement, Customer Service, Analysis, Budgets, Marketing, Risk Management, Microsoft Office, Microsoft Excel, Internet Banking, Sales, Customer Satisfaction, Commercial Lending, Small Business Lending, Management, Finance, Financial Services, Selling, Due Diligence, Retail Banking, Sales Management, Insurance, Investments, Leadership
Education
University of Oklahoma 1994 — 1998
Bachelor of Arts, Journalism; Broadcasting and Electronic Media
Fidelity Investments July 2014 - Present
The University of Oklahoma August 2010 - Present
Edward Jones May 2013 - August 2013
The University of Oklahoma Outreach Center January 2013 - April 2013
Skills
Series 7, Series 63, Series 66, Financial Analysis, Finance, Research, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Economics, Public Speaking, Access, Leadership, Customer Service
Education
University of Oklahoma - Price College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The Woodlands Highschool 2006 — 2010
Aerotek January 2015 - Present
College Movers LLC July 2014 - December 2014
American School of Brasilia September 2012 - July 2014
College Movers December 2011 - September 2012
Edward Jones September 2009 - January 2011
Skills
Social Media Marketing, Management, Event Planning, Event Management, Strategic Planning, Marketing Communications, Social Networking, Public Relations, Advertising, Public Speaking, Team Building, Account Management, Small Business, Time Management
Education
University of Oregon 2004 — 2009
Bachelor of Arts, Philosophy and Business
Edward Jones October 2007 - Present
Skills
Financial Advisory, Retirement Planning, Finance, Retirement, Wealth Management, Mutual Funds, Fine Woodworking, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Investment Strategies, Estate Planning, Portfolio Management, Securities, IRAs, 401k
Education
University of Northern Iowa 1998 — 2002
BA in Education, Music Teacher Education, K-12
University of Missouri-Kansas City
MA in Curriculum and Instruction
Seminole State College August 2013 - Present
Seminole State College August 2010 - May 2013
Seminole State College November 2008 - July 2010
Edward Jones July 2008 - December 2008
Seminole Public Schools April 2008 - October 2008
Enviro Systems Inc. January 2008 - March 2008
University of Oklahoma August 2005 - May 2007
University of Oklahoma August 2003 - May 2006
Skills
Higher Education, Student Affairs, College Teaching, Teaching, Instructional Design, E-Learning, Curriculum Design, Public Speaking, Statistics, Critical Thinking
Education
Western Kentucky University 2011 — 2013
Master of Business Administration (MBA), 4.00
University of Oklahoma - Price College of Business 2003 — 2007
BBA, International Business & Supply Chain Management, 3.88
Universite d'Auvergne, Clermont-Ferrand FRANCE 2005 — 2005
Edward Jones April 2015 - Present
Vantiv October 2008 - February 2015
American Airlines Credit Union May 2006 - September 2008
Guaranty Bank October 2003 - April 2006
TXU Energy September 2001 - October 2003
Capital One November 2000 - September 2001
CitiCards (formerly The Associates) May 1995 - November 2000
Skills
Product Management, Strategy, Marketing Strategy, CRM, Strategic Planning, Management, Leadership, Business Development, Marketing, Direct Marketing, Credit Cards, Market Research, Segmentation, Competitive Analysis, Process Improvement, Marketing Communications, Product Development, Product Marketing, Analytics, Vendor Management, Digital Marketing, Account Management, Analysis, Program Management, Strategic Partnerships, Training, Project Planning, Cross-functional Team..., Budgets, Financial Services, Banking, Customer Satisfaction, Adobe LiveCycle Designer, Marketing Management, Project Management, Business Analysis, Portfolio Management, Credit, Payments, Series 7, Series 66, Life, Accident and...
Education
University of North Texas 1989 — 1991
BBA, Marketing Management
Edward Jones May 1986 - Present
Ormond-Jackson Scale Rentals June 1982 - March 1986
Atlantic Richfield August 1977 - May 1982
ARCO Chemical August 1974 - July 1977
ConocoPhillips January 1974 - August 1974
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Wealth Accumulation, Wealth, Wealth Management..., Financial Planners
Education
Wharton Business School 1977 — 1979
Master of Business Administration (MBA), Business/Managerial Economics
University of Oklahoma 1968 — 1973
Bachelor of Science (B.S.), Chemical Engineering
Edward Jones June 2002 - Present
J.P. Morgan 2000 - 2001
Morgan Stanley 1999 - 2000
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA
University of Utah 1998 — 2000
Bachelors, Finance
Edward Jones January 2010 - Present
RuffaloCODY August 2012 - December 2013
Skills
Public Speaking, Mutual Funds, Microsoft Office, Microsoft Excel, Investments, Financial Analysis
Education
University of Northern Iowa 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Apple May 2015 - Present
Edward Jones July 2014 - Present
Duke Energy Progress June 2013 - July 2014
InterVarsity Christian Fellowship/USA October 2012 - April 2013
Skills
Customer Service, Organizational..., Staff Development, Public Speaking, Fundraising, Writing, Leadership Development, Volunteer Management, Time Management, Social Media, Event Planning, Research
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), European History
LegalShield/IDShield July 2015 - Present
All Source Sales Group/ Twin Towers Trading January 2014 - 2014
UMB Bank 2012 - 2013
M&I Bank 2011 - 2011
First Horizon National Corporation 2004 - 2011
E*TRADE Financial 2003 - 2004
Prudential Financial 2000 - 2003
Wells Fargo Home Equity Direct January 1996 - April 2000
Edward Jones October 1994 - January 1996
Skills
Mortgage Lending, Banking, Loans, Credit, Risk Management, Portfolio Management, Mortgage Banking, Financial Services, Management, Strategy, Strategic Planning, Finance, Business Development, Sales Management, Leadership, Loan Origination, Consumer Lending, Mergers & Acquisitions, Investments, Financial Risk, Insurance, Executive Management, Treasury Management, Sales, Commercial Lending, Product Management, Cross Selling, Credit Analysis, Relationship Management, Retail Banking, Credit Risk, Commercial Banking, Loan Servicing, Marketing
Education
University of Virginia, CBA Graduate School of Retail Banking 2006 — 2008
Graduate Degree, Retail Banking
University of Northern Colorado
BS, Business Administration, Marketing
University of Colorado
Chemical Engineering and Applied Sciences
Edward Jones April 2015 - Present
ATX Premier Company December 2011 - March 2015
Santa Fe MGA December 1997 - December 2011
Skills
Account Management, Business Development, Customer Satisfaction, Customer Retention, Customer Service, General Insurance, Leadership, Insurance, Strategic Planning, Sales Management, Sales, Property, Project Management, Marketing, Team Building, Liability, Management, Negotiation, Microsoft Office, PowerPoint, Microsoft Word, Casualty, New Business Development, Training, Outlook, Property & Casualty..., Process Improvement, Claims Management, Budgets, Microsoft Excel, Call Centers, Life Insurance, Employee Benefits
Education
University of North Texas 1992 — 1997
BA, Spanish, English Lit.
Edward Jones January 2015 - Present
T. Rowe Price March 2012 - January 2015
T. Rowe Price September 2010 - March 2012
T. Rowe Price September 2008 - September 2010
Skills
Leadership, Project Management, Strategic Planning, Finance, Team Building, Client Relations, Client Services, Investments, Mutual Funds, Financial Services, Presentation Skills, Business Planning, 401k, Series 7, Customer Service, Series 63, Retirement Planning, Retirement, Management, Series 6, series 66
Education
University of Northern Colorado 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Northwest Community Credit Union November 2014 - Present
Heritage Grove Credit Union January 2012 - October 2014
Heritage Grove Credit Union September 2008 - December 2011
Edward Jones June 2007 - September 2008
Skills
Finance, Credit, Financial Services, Loans, Sales, Marketing, Management, Sales Management, Leadership, Credit Analysis, Customer Retention
Education
University of Oregon
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Worldwide Express February 2015 - Present
Edward Jones March 2014 - February 2015
Peak Incorporated September 2013 - November 2013
Central Willamette Community Credit Union February 2013 - July 2013
Cheba Hut October 2010 - November 2011
Vector Marketing June 2010 - September 2010
Dustbusters LLC June 2009 - September 2009
Skills
Time Management, Sales, Training, Selling, Customer Service, Data Entry, Retail, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Event Planning, Social Media, Public Speaking, Marketing, Social Media Marketing, Budgets, Editing
Education
University of Oregon 2008 — 2013
Bachelor's Degree, Business Administration/Marketing, Graduated
West Albany High School 2004 — 2008
High School Diploma, General
Infosys September 2014 - Present
Edward Jones June 2013 - August 2013
Midwest BankCentre November 2010 - July 2012
CitiMortgage July 2009 - November 2010
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Refinance, Financial Analysis, Financial Services, Financial Statements
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor's Degree, International Studies and Spanish
Edward Jones January 2009 - Present
Education
University of Oklahoma
Bachelor's degree, Journalism
Edward Jones January 1994 - Present
Skills
Certified Financial...
Education
University of North Carolina at Wilmington
Edward Jones February 2004 - Present
United States Marine Corps August 1995 - June 2003
Skills
Mutual Funds, Insurance, Retirement, Bonds, Estate Planning, Term Life Insurance, Mortgage Lending, Retirement Planning, Series 7, IRAs, Investment Advisory, Fixed Annuities, Wealth Management, Asset Allocation, Investment Strategies, Series 63, Financial Advisory, 401k, Securities, Long Term Care Insurance, 401k Rollovers, Strategic Financial..., Life Insurance, Income Protection, Investments, Long-term Care, Wealth Accumulation, Saving for Education, Disability Insurance, Portfolio Management, Roth IRA, Asset Management, 529 Plans, College Savings Plans, Equities, Variable Annuities, ETFs, Wealth Management..., Financial Services, Wealth, Finance, Financial Planners
Education
University of Oklahoma
Bachelor of Arts (BA), Business/Commerce, General
MetLife of the Rockies, an office of MetLife October 2011 - Present
Edward Jones October 2009 - August 2011
MH Lighting and controls July 1998 - June 2009
MH Lighting & Controls 1998 - 2009
Greeley Medical Center 1997 - 1998
Rio grande Mexican Restaurant 1994 - 1996
Education
University of Northern Colorado 1995 — 1997
Bachelor of Science, Kinesiology
Alger Financial, an independent firm October 2012 - Present
Edward Jones January 2000 - October 2012
Central Carolina Bank December 1998 - December 1999
Wachovia Bank May 1994 - December 1998
Skills
Certified Financial..., Holistic Financial..., Independent Financial..., Personalized Investment..., Retirement, Saving for Education, IRAs, Personal Financial..., Wealth Accumulation, Mutual Funds, 529 Plans, Financial Advisory, Asset Allocation, College Savings Plans, Business Retirement..., Series 7, Creative Problem Solving
Education
University of North Carolina at Wilmington 1990 — 1994
Bachelor of Science (B.S.), Finance
West Carteret High School 1986 — 1990
Sullivan & Cromwell LLP September 2013 - Present
US Securities and Exchange Commission January 2013 - April 2013
Edward Jones September 2012 - November 2012
Financial Industry Regulatory Authority May 2012 - July 2012
Superior Court of the District of Columbia May 2011 - August 2011
University of North Texas January 2004 - July 2010
Education
Washington University in St. Louis School of Law 2010 — 2013
Doctor of Law (JD), Law
University of North Texas
Bachelor of Arts (BA), History
FatStack LLC July 2012 - Present
Morgan Stanley Wealth Management 2010 - 2013
Edward Jones 2008 - 2010
Skills
Customer Service, Mortgage Lending, Financial Analysis, Microsoft Excel, Investments, Sales, Finance, Microsoft Office, Leadership, Banking, Portfolio Management, Risk Management, Microsoft Word, PowerPoint, Credit, Credit Analysis, Strategic Planning, Refinance, Sellers, Sales Management, Investment Strategies, Financial Advisory, Financial Services, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Securities
Education
University of Northern Colorado 2004 — 2008
Bachelor's degree, Finance, General
Edward Jones March 2014 - Present
Fastenal February 2013 - March 2014
Fastenal January 2012 - February 2013
The Norton Agency May 2011 - January 2012
Greater North Fulton Chamber of Commerce January 2011 - May 2011
Eddie Bauer May 2010 - May 2011
Skills
Sales, Customer Service, Public Relations, Marketing Communications, Inventory Management, PowerPoint, Residential Homes, Sales Management, Marketing, Time Management, Event Planning, Customer Satisfaction, Microsoft Office, Strategic Planning, New Business Development, Retail, Team Building, Marketing Strategy
Education
North Georgia College and State University 2009 — 2012
Bachelor of Business Administration (BBA), Management
Truett-McConnell College 2007 — 2009
peachtree ridge high school
peachtree ridge high school
Hawaii State Federal Credit Union December 2012 - Present
Edward Jones July 2012 - December 2012
Kimura Financial, Inc. July 2010 - July 2012
Allstate July 2010 - April 2012
Central Pacific Bank September 2000 - July 2010
Skills
Series 7, Series 63, Series 65, Licensed to Sell..., Retirement Planning, Investments, Life Insurance, Mutual Funds, Financial Services, Investment Advisory, Wealth Management..., Insurance, Investment Strategies, IRAs, Asset Managment, Strategic Financial..., Asset Allocation, Wealth Management, Alternative Investments, Team Building, Program Management, Fixed Annuities, Portfolio Management, Asset Management, Equities, Due Diligence, Fixed Income, Trading, Brokerage, Retirement, Financial Planning
Education
Iolani
Kaiser
University of Oregon
Bachelor of Science
Craig Jeffries Wealth Management October 2014 - Present
Edward Jones October 2007 - October 2014
Skills
Leadership, Customer Service, Public Speaking, Team Building, Strategic Planning, Marketing, Small Business, Sales Management, Marketing Strategy, Event Planning, Retirement, Financial Analysis, Financial Services, Retirement Planning, Credit, Loans, Contract Negotiation, Credit Analysis, Investments, Banking, Commercial Lending, Finance, Series 7, 401k Rollovers, Mortgage Lending, Saving for Education, Uniform Combined State..., Microsoft Office, Management, Business Development, Social Networking, Leadership Development, Strategy, Negotiation
Education
University of Northern Colorado 1987 — 1998
Bachelor's degree, Geologic Archaeology
Edward Jones March 2012 - Present
Wells Fargo June 2009 - March 2012
Wachovia, A Wells Fargo Company June 1996 - June 2009
Skills
Sales, Talent Acquisition, Applicant Tracking..., Management, Recruiting, Credit, Mortgage Lending, College Recruiting, Mortgage Banking, Onboarding, Relationship Management, Finance, Customer Service, Leadership, Loan Origination, Internet Recruiting, Loans, Banking, Building Relationships, Cold Calling, Financial Services
Education
University of North Carolina at Charlotte 1991 — 1994
BA, Psychology/Sociology
Woodhouse Day Spa November 2014 - Present
creative.THINK.network November 2012 - Present
D. Greg Seal Prosthodontics February 2014 - July 2014
Natura Bisse International 2011 - 2012
Natura Bisse International 2009 - 2011
Logan's Roadhouse 2002 - 2008
Spa On The Go 2007 - 2007
Denton Sports and Physical Therapy Center 2001 - 2002
Edward Jones 1998 - 2001
Skills
Marketing Strategy, Account Management, Team Building, Customer Service, Sales Management, Event Planning, Small Business, Copywriting, Copy Editing, Proofreading, Project Management, Office Administration, SEM, Marketing
Education
University of North Texas 2000 — 2008
Bachelor of Business Administration (BBA), General Business, 3.437
Gainesville High School 1996 — 2000
Diploma
Edward Jones March 2001 - Present
Edward Jones Financial Services 2001 - Present
Polymer Technology Systems Inc. January 2010 - January 2011
Shepherd Systems May 2009 - January 2010
Skills
AAMS, Retirement Planning, Equities & Bonds, Life Insurance, Long Term Care, 401k Rollovers, Asset Allocation, Bonds, Disability Insurance, Finance, Fixed Annuities, IRAs, Investment Advisory, Investments, Long-term Care, Mutual Funds, Public Speaking, Retirement, Series 7, Term Life Insurance, Wealth Accumulation, Wealth Management
Education
SMU School of Law 1974 — 1975
University of North Texas 1969 — 1973
BBA, Marketing & Accounting
Edward Jones July 2008 - Present
Edward Jones July 2008 - Present
Florida Department of Children and Families May 2003 - July 2008
Education
University of North Florida 1998 — 2002
Bachelor's degree, Political Science and Government
Successful Resource Management May 2013 - Present
Broker Dealer Financial Services July 2010 - May 2013
Broker Dealer Financial Services January 2011 - March 2013
Wells Fargo Investments November 2004 - July 2010
Edward Jones April 2000 - November 2004
American Family Insurance August 1986 - April 2000
KIMT-TV 1981 - 1983
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, 401k, Insurance, Underwriting, Series 63, Investment Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Strategic Financial..., IRAs, Financial Planners, Finance, Financial Advisory
Education
University of Northern Iowa 1981 — 1985
BA, Finance
Newman High School 1978 — 1981
LPL Financial October 2008 - Present
Edward Jones November 1998 - October 2008
The Southwestern Company June 1997 - September 1998
Skills
Wealth Management..., Finance, Financial Services, Management, Sales
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
Bachelor of Science (B.S.), Finance
Wells Fargo April 2013 - Present
Edward Jones March 2012 - December 2012
First Citizens Bank February 2009 - December 2011
Leadership Greensboro Class of 2010-2011 August 2010 - May 2011
SunTrust Bank 2006 - 2009
BB&T June 2002 - June 2006
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Credit, Consumer Lending, Commercial Banking, Mortgage Lending, Credit Analysis, Retail Banking, Retirement Planning, Wealth Management, Portfolio Management, Underwriting, Investments, Management, Customer Service, Finance, Leadership, Strategic Planning, Team Building, Public Speaking, Sales, Financial Services, Financial Analysis, Loan Origination, Lines Of Credit, Small Business, Risk Management, Marketing, Credit Risk, Relationship Management, Financial Planning, Nonprofits, Event Planning
Education
University of North Carolina at Greensboro 1998 — 2000
BA, Economics - Bryan School of Business
Mt Tabor High School 1988 — 1989
Sparta High School 1985 — 1988
Edward Jones March 2012 - Present
Pyle Cunningham Wealth Management of Raymond James November 2008 - March 2012
Pyle Cunningham Wealth Management of Wachovia Securities August 2006 - November 2008
Bob Beauprez for Governor March 2006 - July 2006
Sigma Chi Fraternity Headquarters June 2004 - January 2006
Sigma Chi International Headquarters 2004 - 2006
Skills
Series 7
Education
University of Northern Colorado 2000 — 2004
Bachlor of Arts, Political Science, Philosophy
Edward Jones October 2011 - April 2015
OppenheimerFunds 2004 - 2011
Various February 1994 - January 2004
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Pensions, Employee Benefits, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Relationship Management, Investments, Investment Advisory, IRAs, Securities, Investment Strategies, ERISA, Series 66, Bonds, Estate Planning, Investment Education, Public Speaking, 403 b, Investment Management, Variable Annuities, Retirement Plan..., Defined Benefit, Qualified Retirement..., Defined Contribution, 401k Rollovers, Portfolio Management, Insurance, Small Business, Separately Managed..., FINRA, Fixed Annuities, Series 65, ETFs, Series 24, Alternative Investments, Roth IRA, Profit Sharing, Wealth Management..., Financial Planners, Financial Services, Uniform Combined State..., Financial Planning
Education
CFP student 2014 — 2015
University of Oklahoma - Price College of Business 1989 — 1993
BBA, Double Major in Marketing and Management
Edmond Memorial High School 1988 — 1989
Edelman Financial Services September 2003 - Present
Edward Jones June 1996 - September 2003
United States Postal Service December 1978 - June 1994
Skills
Series 7, Investments, Series 63, Training, Management, Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Strategic Financial..., Estate Planning, Insurance
Education
University of Oregon 1973 — 1975
BS, Psychology/Sociology
Edward Jones August 2012 - Present
Thinkbigsites.com September 2009 - August 2012
Wells Fargo February 2008 - August 2009
Wells Fargo September 2003 - February 2008
Skills
Account Management, Strategic Planning, SEM, Negotiation, Cold Calling, Advertising, Social Media, Customer Service, Public Speaking, Project Management, Marketing Strategy, New Business Development, Sales, PPC, Selling, Operations Management, Direct Sales, Solution Selling, Microsoft Office, Sales Management, Start-ups, Team Building, Marketing, Management, Digital Marketing, Telecommunications, Talent Acquisition, Recruiting, Call Center, Process Improvement, Sales Presentations, Retail, Program Management, Budgets, Online Marketing, Social Media Marketing, Lead Generation, Web Marketing, SaaS, Email Marketing, Technical Recruiting, SEO, B2B, Social Networking, Team Leadership, Business Development, E-commerce, Contract Negotiation, Online Advertising
Education
University of Oklahoma 1997 — 2001
Bachelor of Science, Marketing, Management Information Systems
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2001 - Present
Edward Jones January 1994 - January 2001
Skills
Asset Managment, Financial Planning, Retirement Planning, Mutual Funds, FINRA, Financial Advisory, Finance, Retirement, Series 7, Wealth Management, Securities, Investments, Strategic Financial..., Strategic Planning
Education
University of Oklahoma - Price College of Business 1984 — 1988
BA, Business
California Registered Advisor - Investment Advisor Representative
General Securities Principal
General Securities Representative
Municipal Securities Limited Principal
National Futures Association
National Futures Association Approved Person
Edward Jones November 2008 - Present
Slone Partners November 2007 - November 2008
Valleylab March 2005 - November 2007
Quest Diagnostics 2002 - 2005
Education
University of North Texas 2001 — 2002
General Studies - Marketing, Communications, Health Promotions
Tyler Junior College 1999 — 2001
Athens High School
Bank of the West May 2014 - Present
Edward Jones September 2012 - May 2014
Tax Consultant / Business Planner April 2004 - March 2013
Skills
Retirement Planning, Roth IRA, 401k, 401k Rollovers, Traditional IRA, Variable Annuities, 529 Plans, SEP IRA, Simple IRA, Bonds, Brokerage, Retirement Plan..., Retirement Savings, Savings, Wealth Management, Strategic Financial..., IRAs
Education
University of Oklahoma 1980 — 1985
Bachelor's degree, Business Administration and Management, General
Geo-Hydro Engineers, Inc. September 2013 - Present
Colonial Life September 2011 - January 2014
LPL Financial August 2009 - September 2011
Wells Fargo August 2006 - August 2009
Edward Jones August 1996 - August 2006
Skills
Geotechnical Engineering, Inspection, Business Networking, Civil Engineering, Coaching, Concrete, Construction, Construction Management, Customer Retention, Customer Service, Management, Project Planning, New Business Development, Microsoft Office, Public Speaking, Road, Steel Structures
Education
Guilford Technical Community College
Civil Engineering Technology/Technician
University of North Carolina at Greensboro
State Farm Insurance August 2011 - Present
Wiles Wealth Management February 2008 - September 2008
Edward Jones May 2004 - January 2008
Skills
Long Term Care, Small Business, Workers Compensation, Term Life Insurance, Property & Casualty..., Group Benefits, Universal Life, Whole Life, Disability Insurance, Health Insurance, General Liability, Fixed Annuities, Rental Properties, Insurance, Retirement Planning, Professional Liability, Retirement, Life Insurance, Claim
Education
University of North Carolina at Greensboro 2000 — 2004
Bachelor of Science, Finance & Economics
Chapel Hill High School 1996 — 2000
Terracon Consultants, Inc. March 2015 - Present
Terracon Consultants, Inc. December 2013 - March 2015
Sooner Outreach Program September 2010 - February 2013
Edward Jones February 2005 - May 2010
Skills
Environmental Awareness, Sustainability, Environmental..., Renewable Energy, Environmental Impact..., Energy Efficiency, Waste Management, Wastewater Treatment, Engineering, AutoCAD, Water Quality, Sustainable Development
Education
University of Oklahoma 2008 — 2013
Bachelor of Science (BS), Environmental Engineering
Fisher Investments January 2015 - Present
PNC June 2013 - December 2014
Principal Financial Group November 2011 - June 2013
Edward Jones June 2009 - November 2011
First Citizens Bank May 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
World Buisness Lenders July 2013 - Present
Cleaning For College 2011 - 2013
Edward Jones 2010 - 2011
AFLAC 2009 - 2010
LJM Designs 2005 - 2009
Skills
Bonds, Fixed Annuities, Finance, Retirement Planning, Insurance, Business Development, Small Business, Long-term Care, Recruiting, Strategic Financial..., Training, Entrepreneurship, Sales, Banking, Customer Service, Financial Planning
Education
University of North Carolina at Greensboro 2008 — 2013
BS, International Business and Economics
Edward Jones February 2013 - Present
Edward Jones September 2011 - February 2013
Target May 2009 - September 2011
Target January 2008 - May 2009
Target September 2006 - January 2008
Target May 2005 - September 2006
Skills
Store Management, Employee Relations, Leadership, Human Resources, Retail, Merchandising, Logistics, Customer Service, Management
Education
Washington University in St. Louis 2010 — 2013
Master of Business Administration (MBA)
University of Notre Dame 2001 — 2005
BBA, Marketing/Psychology Double Major
Roger W. Harrelson CPA, LLC March 2009 - Present
The Harrelson Financial Group January 2009 - Present
Edward Jones May 2008 - January 2009
Merrill Lynch August 2007 - May 2008
Skills
Investments, Financial Analysis, Small Business, Accounting, Corporate Tax, Income Tax, Investment Advisory, Consulting, Financial Statement..., Series 7, Term Life Insurance, Series 66
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Bachelor of Business Administration, Investment Finance, Spanish
University of Northern Iowa 2004 — 2005
Wells Fargo Private Bank July 2002 - Present
Prudential Securities 1998 - 2002
Edward Jones 1995 - 1998
US Army, Field Artillery 1985 - 1993
Skills
Wealth Management, Series 7, Retirement Planning, Management, Investments, Portfolio Management, Commercial Lending, Asset Allocation, Banking, Financial Services, Credit, Series 63, Risk Management, Leadership, Mutual Funds, Finance
Education
University of Oregon
Lowe’s Companies Canada August 2013 - Present
Edward Jones August 2011 - April 2013
Sobeys June 2010 - January 2011
Sobeys January 2010 - June 2010
Sobeys May 2008 - January 2010
Sobeys August 2006 - May 2008
Sobeys March 2004 - August 2006
Sobeys May 2000 - March 2004
Skills
Merchandising, Grocery, Planograms, CPFR, Assortment, Business Strategy, Team Building, Business Analysis, New Business Development, Business Process..., People-oriented, Difficult People, People Development, Customer Insight, Leadership, Strategic Planning, Negotiation, Management, Time Management, Pricing, Finance, P&L Management, Retail, Profit, Income Statement, Inventory Management, Sales Operations, Forecasting, Store Operations, Customer Satisfaction, Sales, Store Management, Competitive Analysis, Inventory Control, Visual Merchandising, Loss Prevention, Hiring, P, Leadership Development, People Skills, Team Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Lowe's Store Manager Training Program
Fanshawe College
Northwestern
MetLife June 2015 - August 2015
Nordstrom May 2013 - August 2014
Edward Jones June 2011 - April 2013
Skills
Proficient with..., Always Punctual, Works well with a team, Pay Close Attention to..., Technical Ability, Thrive in A Fast-paced..., Keen Listener, Social Listening, Customer Service, Long-term Customer..., Proficient Typing Skills, Computer Proficiency, Profit Maximization, Organization &..., Self-confidence, Sociability, Public Speaking, Comfortable working..., Work Ethic
Education
University of North Carolina at Charlotte 2012 — 2016
Finance, Finance
Edward Jones 2013 - Present
Statefarm Insurance 2012 - 2013
Pfizer 1996 - 2011
Roerig January 1996 - January 2006
Kent Industries January 1993 - January 1996
Skills
Sales Operations, Pharmaceutical Industry, Sales, Management, Hospitals, Pain Management, Strategic Planning, Rheumatology, Psychiatry, Urology, Neurology, Sales Force Development, Marketing, Endocrinology, Market Analysis, Pharmaceutical Sales, Selling, Managed Care, Pulmonology, Product Launch, Hospital Sales, OB/GYN, Gastroenterology, Cold Calling, Sales Presentations, Selling Skills, Nephrology, Biopharmaceuticals, Cardiology, Sales Effectiveness, Market Planning, Allergy, Therapeutic Areas, Life Insurance, Retirement Planning
Education
University of North Texas 1989 — 1992
Geography, Geographic Information Science and Cartography, Bachelor of Arts
Kilgore Junior College 1987 — 1989
Associate of Science, Corrosion Technology
Edward Jones June 2006 - Present
Skills
Training, Leadership, Sales, Management, Financial Analysis, Portfolio Management, Strategic Planning
Education
University of Oklahoma 1996 — 2001
Orchid Island Events October 2013 - Present
Just for You Florist and Gifts June 2014 - Present
Simply Sophisticated Blog April 2013 - Present
Aramark June 2014 - Present
ARAMARK September 2010 - June 2014
Just For You Florist and Gifts September 2007 - May 2011
Edward Jones November 2010 - April 2011
Ann Taylor Loft November 2009 - October 2010
Hilton Garden Inn May 2009 - October 2009
Roger Bacon Academy Charter Day School May 2008 - February 2009
Skills
ServSafe, Customer Service, Microsoft Office, Sales, Workshop Facilitation, Spanish, Windows 7, XP, Windows Vista, Internet Explorer, Firefox, Google Chrome, Organization, PowerPoint, Inventory Management, Social Media, Event Planning, Data Entry, Hospitality, Microsoft Excel, Social Networking, Facebook, Time Management, Customer Satisfaction, Outlook, Windows XP
Education
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Arts, Elementary Education, Sociology
Wilmington Christian Academy 1993 — 2005
High School Diploma, General Ed
PointBank October 2014 - Present
Point Bank April 2013 - Present
Edward Jones November 2012 - April 2013
ITT Flowtronex June 2012 - August 2012
Skills
Strategic Financial..., Mutual Funds, Investments, Forecasting, Process Improvement, Budgets, Account Management, Credit, Credit Analysis, Loans, Small Business Lending, Commercial Lending, Consumer Lending, Finance, Financial Analysis, Financial Planning, Microsoft Office, Sales, Leadership, Customer Service, Time Management
Education
University of North Texas 2009 — 2013
Finance
Avisco Financial June 2005 - Present
Edward Jones August 1997 - June 2005
Skills
Investments, Retirement, Financial Services, Finance, Financial Planning, Mutual Funds, Financial Advisory, 401k, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Investment Advisory, Customer Service, Strategic Financial..., Portfolio Management, Wealth, Series 63, Series 24, Series 65
Education
University of North Texas
BBA of Finance, Finance
The University of Oklahoma Health Sciences Center September 2015 - Present
Jenscott & Co. LLC April 2014 - Present
University of Oklahoma September 2009 - Present
Edward Jones March 2008 - 2009
Skills
Student Affairs, Higher Education, Management, Event Planning, Student Development, Career Advising, Recruiting, Human Resources, Leadership Development, Employee Relations, Relationship Management, Maximizer, Business Development
Education
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Dell November 2014 - Present
Lonestar Soccer Club April 2013 - Present
Lonestar Soccer Club April 2013 - Present
Google September 2013 - October 2014
Dell August 2012 - September 2013
Dell April 2010 - August 2012
Edward Jones April 2009 - March 2010
International school February 2007 - March 2009
Pine Valley Golf Club February 2005 - January 2007
Lancaster Country club March 2004 - January 2005
Skills
Compellent, Storage, Storage Solutions, Storage Virtualization, Deduplication, Enterprise Storage, Storage Area Networks, iSCSI, NAS, SMB, Cloud Computing, Solution Selling, Hardware, Direct Sales, Storage Architecture, SAN, VDI, Dell Computers, Virtualization, Fibre Channel, Data Center, Server Architecture, Backup Solutions, vSphere, Servers, VMware, Disaster Recovery, VMware Infrastructure, Sales Enablement, High Availability, HP, Enterprise Software, Hyper-V, NetApp, Dell PowerEdge Servers, VMware ESX, SaaS, Cluster, Business Continuity, Channel Partners, Partner Management, Microsoft Technologies
Education
University of North Texas 1997 — 2001
B.A.A.S., Anthropology
Temple High School
Bright Wealth Management May 2015 - Present
CH Wealth Management, LLC June 2013 - December 2014
Parker Financial June 2011 - June 2013
90.9 KCBI News April 2010 - January 2013
Edward Jones June 2007 - June 2011
Skills
Investments, Retirement Planning, Estate Planning, Securities, Small Business, Wealth, Financial Advisory, Retirement, Strategic Planning, Investment Advisory, Hedging, Mutual Funds, Series 7, Strategic Financial..., Equities, Wealth Management, Employee Benefits, Finance, Fixed Annuities, Portfolio Management, Investment Strategies, Series 63, Asset Allocation, 401k, Analysis, Alternative Investments, Financial Services, Life Insurance, Bonds, Insurance, IRAs
Education
University of North Texas 2003 — 2006
Bachelor's Degree
Mason High School 1999 — 2003
High School Degree
Frank, Rimerman + Co. LLP June 2015 - Present
Edward Jones June 2014 - March 2015
University of Oregon Academic Extension September 2012 - June 2014
Skills
Accounting, Budgets, Auditing, Financial Reporting, Microsoft Excel, Financial Accounting, Financial Analysis, Internal Controls, Accounts Payable, PowerPoint, Internal Audit, Account Reconciliation, Outlook, Tax, Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (BS), Accounting
Surgilūm LLC February 2015 - Present
Rotech Healthcare November 2014 - February 2015
Edward Jones June 2014 - August 2014
Private Home Care January 2014 - June 2014
Rapids Water Park May 2013 - December 2013
The Fuzzy Peach Franchising LLC February 2012 - May 2013
Skills
Customer Service, Management, Process Scheduler, Sales, Sales Operations, Microsoft Office
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor's Degree, Psychology
Navy Federal Credit Union April 2013 - Present
United Bankshares, Inc April 2012 - April 2013
New York Life Insurance Company June 2009 - March 2012
Edward Jones July 2008 - April 2009
Ferguson Enterprises May 2003 - December 2007
Skills
Management, Leadership, Process Improvement, Microsoft Excel, Training, Portfolio Management, Time Management, Microsoft Word, Research, PowerPoint, Sales, English, Windows, Outlook, Financial Services, Customer Service, Finance, Business Development, Fiscal Management, Problem Solving, Collaborative Problem..., Strategic Planning, Operational Analysis, Relationship Management, Personal Development, Team Leadership
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Management and Strategy
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Fidelity Investments 2013 - Present
Edward Jones 2012 - 2013
TruGreen LandCare February 2010 - August 2012
Time Warner Cable Business Class January 2009 - February 2010
Time Warner Cable Business Class May 2008 - January 2009
Skills
Sales, Series 7, Series 66, B2B, Customer Relations, Account Management, Business Planning, Telecommunications, Teamwork, Building Relationships, Contract Negotiation, Salesforce.com, Sales Management, Solution Selling, Direct Sales, Negotiation, Customer Service, Time Management, Team Building, Customer Retention, Selling, Marketing Strategy, Life & Health Insurance..., New Business Development, Pricing, Sales Presentations, Sales Operations, Marketing, Leadership, Competitive Analysis, Business Development, Cold Calling, Management, Customer Satisfaction, Uniform Combined State..., Sales Process, Team Leadership, Retail, Strategic Partnerships, Lead Generation, CRM, Training, Recruiting, Product Marketing, Strategic Planning, Call Centers, Inventory Management, Budgets, P&L Management, Forecasting
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration, Business Administration and Management, General
Service Source January 2013 - Present
Summit Professional Education July 2011 - October 2012
Edward Jones June 2010 - March 2012
Enterprise Rent-A-Car May 2009 - August 2010
Skills
Recruiting, Strategic Planning, Team Building, Microsoft Office, Management, Negotiation, Purchasing, Customer Service, Training, Editing, Microsoft Excel, Sales, Public Speaking, Marketing, Leadership, Time Management, Event Planning, Interviews, Cold Calling, Employee Relations, Coaching, Social Media, PowerPoint, Account Management, Microsoft Word, Teaching, Process Improvement
Education
University of Oklahoma 2003 — 2007
Bachelor of Arts (B.A.), English Writing
Edward Jones March 2007 - Present
Fibrebond Corporation 1992 - 2004
Skills
Serve individual..., Retirement Planning, Investment Solutions,...
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Accounting
UnitedHealth Group February 2015 - Present
Allscripts January 2013 - February 2015
Allscripts September 2011 - January 2013
Edward Jones June 2010 - September 2011
Skills
Investments, Finance, EHR, Retirement Planning, Series 7, Leadership, Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Salesforce.com, Healthcare Information..., EMR, Asset Allocation, Series 63, Financial Modeling, Sales, Sales Process, Wealth Management, Fixed Annuities, Financial Advisory, Investment Strategies, Retirement, Investment Advisory, Community Health, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA) Candidate
University of Notre Dame 2006 — 2010
Bachelor of Science (B.S.), Finance, General;
Sandra Day O'Connor High School 2002 — 2006
Edward Jones 2015 - Present
Voya Financial (previously ING US) 2014 - 2014
Voya Financial (previously ING US) 2012 - 2013
Voya Financial (previously ING US) 2011 - 2012
Voya Financial (previously ING US) 2006 - 2011
Voya Financial (previously ING US) 2001 - 2006
Voya Financial (previously ING US) 1995 - 2001
Voya Financial (previously ING US) 1993 - 1995
Ernst & Young 1990 - 1993
Skills
Change Management, Financial Analysis, Process Improvement, Performance Management, Problem Solving, Coaching, Budgeting, Risk Management, Business Analysis, Insurance, Analysis, Continuous Improvement, Building Relationships, Claims Management, Sarbanes-Oxley, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Group Insurance, Stop Loss, Sarbanes-Oxley Act, People Development, Business Decision Making, Decision Making, Management, Vendor Management, Health Insurance
Education
University of St. Thomas - Opus College of Business 2014 — 2014
Mini MBA Program, Business / Leadership
University of Northern Iowa
Bachelor of Arts (BA), Business/Accounting
Edward Jones July 2014 - Present
Ross Stores, Inc. May 2014 - April 2015
Kohl's Department Stores November 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Chicken Express September 2010 - May 2012
Skills
Food Service, General Office Work, Retail Sales, Customer Service, Cash Handling Experience, Cash Register, Phone Etiquette, Filing, Inventory, Time Management, Cashiering, Teamwork, Customer Satisfaction, Data Entry, Loss Prevention, Inventory Management, Catering, Sales
Education
University of North Texas 2012 — 2015
Springtown High School 2009 — 2012
Honor Graduate, GED
Edward Jones March 1994 - Present
Skills
Retirement Plan..., Retirement Strategies, Educations Savings, Estate Considerations, Portfolio and..., Individual Retirement..., Investments, Long-Term Care Insurance, Life Insurance
Education
University of Northern Iowa 1987 — 1992
Bachelor's Degree, Finance
LPL Financial July 2014 - Present
LPL Financial May 2010 - July 2014
Edward Jones 2007 - 2010
Advanced MetroComm, Inc. 1992 - 2007
Skills
Strategic Financial..., Financial Advisory, Financial Risk, Financial Markets, Financial Analysis, Retirement Planning and..., Investments, Investment Strategies, Alternative Investments, Stock Market, Stock Picking, Securities License, Fixed Income, MLP, ETFs, Mutual Funds, Licensed Life Insurance..., College Savings Plans, Income for Life
Education
University of North Texas 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Arlington Heights High School
Fort Worth Country Day School
BofA Merrill Lynch July 2012 - July 2013
Edward Jones September 2011 - June 2012
ITT Systems February 2010 - October 2010
Circuit City October 2006 - March 2009
Army National Guard January 2006 - January 2009
US Army November 2000 - February 2006
Skills
Security, Risk Management, Military, Strategic Financial..., Analysis, Financial Analysis, Telecommunications, Information Technology, Training, Customer Service, Team Leadership, Team Building, Leadership, Security Clearance, Operations Management, Process Improvement, Government, Strategic Planning, Networking, Negotiation, Risk Assessment, Program Management, Project Planning
Education
Fiber Optic Association 2011 — 2011
Certified Fiber Optic Technician- CFOT, Certification
University of North Carolina at Pembroke 2006 — 2009
Bachelor's of Science in Business Administration, Finance
NC school of Telecommunications 2004 — 2004
Telecommunications
US Army Signal Regiment –Fort Gordon 2001 — 2001
Outside/Inside Cable Plant Installation/Maintenance
Wake Forest Institute of Regenerative Medicine October 2009 - Present
Edward Jones June 2009 - January 2010
TL Circle May 2008 - May 2009
Skills
Histology, Cell Culture, Microscopy, Electron Microscopy, Computer-savvy, Protein Purification, Western Blotting, Fluorescence Microscopy, PCR, Protein Expression, Molecular Biology, Assay Development, In Vivo, Animal Models, Cell Biology, Confocal Microscopy, Immunohistochemistry
Education
University of North Carolina at Pembroke 2003 — 2008
Bachelor of Science (BS), Biology, General
Harrell Properties June 2013 - Present
Guaranteed Rate January 2012 - November 2013
Edward Jones August 2010 - November 2011
National Land Partners October 2006 - August 2010
Land Resource Group April 2002 - October 2006
Skills
Series 7, Life & Health Insurance..., Real Estate Sales..., Sales, Management, Mortgage Servicing, Loan Closings, Residential Mortgages, Real Estate Transactions, Portfolio Management, Real Estate, Retirement Planning, Uniform Combined State..., Strategic Financial..., Investments, Loans, Refinance
Education
University of North Carolina at Wilmington 1993 — 1997
BA, Psychology
Edward Jones November 2010 - November 2011
Edward Jones Investments June 2008 June 2008 - November 2010
Skills
Financial Planning, Financial Analysis, Equity Securities, Bonds, Mutual Funds, Life Insurance, Health Insurance, Annuities, Long Term Care, Options, 401k, IRA's, Margin Accounts, Investment Banking, College Savings Plans, Government Securities, SIMPLEs, SEPs, Microsoft Office, Series 7, Series 66, Fixed Annuities, Finance, Uniform Combined State...
Education
University of Northern Colorado 2014 — 2015
Bachelor's Degree, Nursing Science
Southwestern Oklahoma State University Aug 2006 2006 — 2010
Bachelor of Business Administration, Finance
CAPTRUST Financial Advisors November 2008 - Present
Edward Jones August 2006 - November 2008
Skills
401k, Pensions, Finance, Retirement Planning, Asset Allocation, Retirement, Retirement Plan..., Qualified Retirement..., Non-Qualified Deferred..., Investments, Personal Financial..., Independent Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Marketing and Finance
Edward Jones June 2014 - Present
Higher Learning Child Care Academy, Inc. May 2013 - June 2014
Jackson Sumner & Associates 2011 - 2012
Higher Learning Child Care Academy, Inc. 2008 - 2011
Bravo Battery 3/6 US Army June 2007 - July 2008
Skills
Event Planning, Sales, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Fundraising, Event Management, Microsoft Word, Social Networking, Marketing, Training, Account Management, Email Marketing, Time Management, Leadership, Community Outreach, Insurance, Data Analysis
Education
Appalachian State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), MKT, MGT (ENT), RMI
University of North Carolina at Charlotte 2006 — 2007
Cambridge Associates July 2015 - Present
Edward Jones July 2012 - June 2015
Alliance for Catholic Education August 2010 - July 2012
Alliance for Catholic Education June 2009 - May 2010
Season of Service May 2005 - August 2007
Skills
Public Speaking, Research, Teaching, PowerPoint, Economics, Government, Nonprofits, Financial Analysis, Writing, Budgets, Analysis, Teamwork, Data Analysis, Finance, Leadership, Customer Service, Strategic Planning, Microsoft Office, Social Media, Reliability, Economic Research
Education
University of Notre Dame 2010 — 2012
Masters of Education, University of Notre Dame
University of Notre Dame 2006 — 2010
B.A., Economics, Political Science
Saint Xavier High School 2002 — 2006
Edward Jones April 2007 - Present
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Financial Analysis, Long Term Care Insurance, Investments, Financial Planning, Series 7, Series 66
Education
College of Financial Planning 2008 — 2009
AAMS®, Accredited Asset Management Specialist
University of North Texas 1995 — 1997
Bachelor's of Business Administration, Real Estate
LPL Financial August 2004 - Present
Edward Jones May 1998 - August 2004
Heartland Wireless July 1994 - May 1998
Skills
Strategic Planning, New Business Development, Customer Service, Marketing Strategy, Public Speaking, Team Building, Sales Management, Negotiation, Marketing, Budgets, Public Relations, Coaching, Sales, Account Management, Analysis, Business Development, Business Planning, CRM, Banking, Change Management, Contract Negotiation, Employee Relations, Customer Satisfaction, Finance, Financial Advisory, Financial Services, Financial Analysis, Investments, Insurance, Leadership, Management, Leadership Development, Operations Management, Organizational..., Process Improvement, Program Management, Project Management, Project Planning, Risk Management, Recruiting, Small Business, Start-ups, Strategy, Strategic Financial..., Time Management, Wealth Management, Training
Education
University of North Texas 1991 — 1995
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Denison High
Edward Jones September 1982 - Present
Skills
Retirement, Financial Advisory, Investment Advisory, Asset Management, Securities
Education
University of Notre Dame 1978 — 1982
Finance, General
Wabash High School 1975 — 1978
Cornerstone Wealth Management, LLC August 2012 - Present
Edward Jones July 2007 - August 2012
Ameriprise Financial Services, Inc. 2005 - 2007
NBA Seattle Supersonics & WNBA Storm 2002 - 2005
Seattle Sonics & Storm 2002 - 2005
Skills
Series 63, Ticket Operations, Investment Strategies, Sales, Asset Management, Strategic Financial..., Series 7, Mutual Funds, Investment Management, Risk Management, Financial Analysis, Retirement Planning, Series 6, Retirement, Strategic Planning, Customer Service, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management
Edward Jones January 2003 - Present
Skills
Investments, Retirement Planning, Finance, Financial Services, Estate Planning, Strategy, Portfolio Management, High Net Worth..., Personal Finance, Asset Management, 401k, Retirement, Insurance, Small Business, Wealth
Education
University of North Texas 1997 — 2001
BBA
MHS
Coe College May 2006 - Present
University of Iowa March 2004 - May 2006
Kirkwood Community College April 2003 - March 2005
Edward Jones May 2000 - May 2003
Skills
Teaching, Fundraising, Event Planning, Public Speaking, Coaching, Money Management, Volleyball, Staff Development, Student Affairs, Higher Education, Customer Service, Sports Management, Community Outreach, Sports, Program Development, Student Development, Athletics
Education
University of Northern Iowa 1997 — 2000
Bachelor of Science (B.S.), Finance, General
Edward Jones March 2013 - Present
Brandes Investment Partners June 2007 - March 2013
Acoustics Incorporated January 2002 - July 2005
KPMG August 1999 - January 2002
Skills
Fixed Income Trading, Financial Analysis, Industry Analysis, Financial Modeling, Valuation, Budgeting, Cash Flow, Portfolio Management, Credit Analysis, DCF, Fundamental Research, Bloomberg, Investments, Security Analysis, High Yield, Asset Management, Bonds, Fixed Income, Trading, Equity Research, Mutual Funds
Education
University of Wisconsin-Madison - School of Business 2005 — 2007
MBA, Hawk Center for Applied Security Analysis
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
Bachelors of Science, Accounting
Fayetteville Christian School 1988 — 1994
Diploma, College Prep
LPL Financial December 2014 - Present
Edward Jones August 2005 - December 2014
Skills
Investment Management, Retirement Planning, Social Security, Customer Satisfaction, Retirement Income..., Medicare, Tax Planning, Intergenerational...
Education
University of Northern Iowa 1990 — 1992
Master's Degree, Educational Administration and Supervision
University of Pittsburgh 1984 — 1988
Bachelor's Degree, Education
Edward Jones 2002 - Present
CSC 1997 - 2002
Education
Washington University in St. Louis - Olin Business School 1992 — 1994
MBA
UNC Chapel Hill 1986 — 1990
BSBA, 1990
Edward Jones July 2005 - Present
Education
Cooper
University of Oklahoma
Edward Jones financial advisoredward jones2000 - 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
United States Agency for International Development (USAID) 2013 - Present
SAIC 2010 - 2013
SAIC 2009 - 2010
Edward Jones 2008 - 2009
US Army 2004 - 2008
Skills
Intelligence, Military, Counterterrorism, Defense, Military Operations, Command, Special Operations, Government, Air Force, Afghanistan, Counterinsurgency, Security, Leadership, Reconnaissance, Surveillance, Analysis, Management, Team Building, Explosives, Readiness
Education
University of Oklahoma 2010 — 2013
Master of Arts (MA), International Relations and Affairs
Missouri University of Science and Technology 1996 — 2003
Bachelor of Science (BS), Economics
American Senior Benefits August 2015 - Present
American Senior Benefits August 2015 - Present
J & S Transportation October 2013 - June 2015
Saint Alphonsus Regional Medical Center December 2011 - July 2013
Edward Jones July 2010 - December 2011
Sutter Coast Hospital July 2004 - June 2010
Riverton Memorial Hospital July 1998 - July 2004
AT&T Universal Card Services 1994 - 1998
AT&T Universal Card 1994 - 1998
Skills
Public Relations, Media Relations, Event Planning, Non-profits, Public Speaking, Social Media, Strategic Communications, Community Outreach, Crisis Communications, Fundraising, Editing, Press Releases, Internal Communications, Corporate Communications, Research, Event Management, Strategic Planning, Marketing Communications, Grant Writing, Healthcare
Education
University of Oregon 1990 — 1993
Master of Science (M.S.), Political Science and Government
University of Wyoming 1986 — 1989
BA, International Studies
Edward Jones July 2007 - Present
Foster & Adoptive Care Coalition August 2006 - Present
Edward Jones June 2001 - Present
The Junior League of St. Louis 2003 - 2009
Edward Jones Investments 2004 - 2007
Skills
Public Speaking
Education
University of Notre Dame 1991 — 1995
mercy high school
Foster & Adoptive Care Coalition January 2015 - Present
Edward Jones September 2014 - Present
Edward Jones November 2013 - September 2014
Edward Jones Investments 1999 - November 2013
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Portfolio Management, Financial Services
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Edward Jones January 2013 - Present
Edward Jones June 2008 - Present
Safeco 1996 - 2008
Skills
Process Improvement, Sourcing, Team Building, Vendor Management, Program Management, Leadership
Education
University of Northern Iowa 2001 — 2005
Tektronix Communications, an operating company of Danaher Corporation December 2012 - Present
Tektronix Communications August 2009 - December 2012
Texas Instruments 2007 - 2009
Texas Instruments 2004 - 2007
Texas Instruments 2000 - 2004
Texas Instruments 1998 - 2000
Michelin 1997 - 1998
Edward Jones 1994 - 1995
US Navy 1990 - 1994
Skills
Telecommunications, Wireless, Cross-functional Team..., Process Improvement, Product Management, Forecasting, Program Management, Mobile Devices, Financial Analysis, Revenue Recognition, Business Process..., Financial Reporting, Vendor Management, VoIP, Project Management, Management, Product Marketing, Strategy, Change Management, Competitive Analysis, Intangible Assets, Analysis, Leadership, Budgets, Finance, Strategic Planning, Financial Planning, Manufacturing, Team Building, Accounting, Mergers & Acquisitions
Education
University of Notre Dame
Bachelor of Arts (B.A.)
University of South Carolina-Columbia
Master of Business Administration (MBA), Concentration in Finance/Operations and French.
McGowan Golf Management March 2013 - Present
Remarkable Entertainment Group January 2010 - Present
Self Employed February 1988 - Present
Diamond Woods Golf Course March 2015 - Present
Riverridge Golf Course April 2006 - December 2013
Edward Jones December 2008 - May 2010
Action Rental February 2006 - November 2008
E-Z-GO Golf Cars March 1999 - July 2005
Pumpkin Ridge Golf Club January 1998 - December 1998
Skills
Financial Advisory, Golf Instruction, Insurance, Investments, Entertainment, Golf Course Management, Entertainment Consultant, Booking Agent, Talent Agent
Education
University of Oregon 1985 — 1989
B.A., TeleCommunications & film
MetLife August 2013 - Present
MetLife Financial Services March 2010 - August 2013
Edward Jones July 2009 - March 2011
ESIS July 2008 - November 2009
Ace Group July 2008 - July 2009
Peregrine Financial Group February 2007 - April 2008
Education
University of Northern Iowa 2004 — 2008
Bachelors, Finance
University of Northern Iowa
Bachelor of Arts, Finance; Financial Management
Edward Jones June 2009 - Present
Skills
401k Rollovers, Asset Allocation, Weath Management, Cash Management, Customer Service, Public Speaking, Finance, Leadership, Event Planning, Social Media, Strategic Planning, Insurance, Team Building, Investments
Education
University of Northern Iowa 1978 — 1982
Bachelor's degree, Marketing
University of Northern Iowa
Edward Jones February 2013 - Present
Prudential Financial January 2013 - February 2013
Hartford Life June 2005 - January 2013
Merrill Lynch July 2000 - May 2005
Education
University of North Texas 1993 — 2000
Bachelors, History
Woodrow Wilson High School 1989 — 1993
Edward Jones November 1996 - Present
Education
University of Oklahoma 1969 — 1973
BS, Mathematics
TIAA-CREF October 2013 - Present
Capital Group December 2009 - October 2013
LPL Financial May 2008 - December 2009
Smith Barney May 2007 - May 2008
Edward Jones April 2003 - May 2007
Education
University of North Texas 1986 — 1991
BA
Waco High School
Eaton October 2014 - Present
Spireon, Inc. April 2014 - September 2014
Coats January 2013 - April 2014
Coats February 2010 - December 2012
Coats December 2009 - February 2010
Edward Jones December 2005 - December 2009
Skills
Accounting, Financial Reporting, Forecasting, Financial Analysis, Account Reconciliation, Microsoft Office, Strategic Financial..., Budgets, Accounts Payable, Cost Accounting, Financial Accounting, Accounts Receivable, Cash Management, General Ledger, Analysis, Finance, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2009
BSBA, Finance
SCI Consulting Group January 2010 - Present
Edward Jones 2009 - 2009
Kraft Food Ingredients 1996 - 2008
Skills
Strategic & Tactical..., Business Development &..., Cross-functional Team..., Public Speaking, Negotiation, P&L management &..., Event Planning, Seminars, Public Opinion Research, Feasibility Studies, Management Consulting, Strategy, Microsoft Excel, Microsoft Office, Team Leadership, Organizational..., Project Planning, Community Outreach, Political Campaigns, Research, Strategic Planning, Budgets, Management, Customer Service, Product Development, Leadership, Consulting, Marketing Strategy, New Business Development, Business Development, Finance, Project Management, Team Building, Forecasting, Business Strategy, Event Management
Education
University of Notre Dame
Bachelor of Arts (B.A.), Modern & Classical Languages
Jones-Warner Consultants, Inc. August 2012 - Present
Sanctuary House 2011 - 2013
Edward Jones July 2010 - July 2011
National City Mortgage September 2002 - December 2009
QuadraMed 2001 - 2001
Organic 2000 - 2001
IdeaScope Associates 1998 - 1999
Skills
Financial Analysis, Mortgage Lending, Banking, Investments, Strategic Planning, Credit, Sales, Relationship Management, Finance, Marketing Strategy, Marketing, Loans, Portfolio Management
Education
University of Pennsylvania 1996 — 2000
BSEcon, Management and Marketing
University of Pennsylvania - The Wharton School 1996 — 2000
BSEcon, Management and Marketing
University of Notre Dame
Tenet Healthcare November 2014 - Present
Tenet Healthcare April 2014 - November 2014
Ansira February 2010 - April 2014
Edward Jones February 2009 - September 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Accounting, Leadership
Education
University of North Texas 2003 — 2008
Bachelor of Science (BS), Economics
First American Title Insurance Co May 2006 - Present
Wachovia Securities September 2005 - April 2006
Vystar Financial Group July 2004 - September 2005
Edward Jones August 2002 - July 2004
First Financial Resources January 2002 - June 2002
First Union Securities January 1997 - January 2002
First Union Securities January 1996 - January 1997
Education
University of North Florida
BBA, Finance
Edward Jones March 2009 - Present
Banc of America Securities April 2004 - February 2009
Citigroup Global Markets July 2001 - March 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance
Charles Schwab November 2014 - Present
Charles Schwab June 2011 - November 2014
Charles Schwab August 2009 - June 2011
Edward Jones July 2008 - March 2009
Guaranty Bank October 2005 - July 2008
Skills
Trading, Banking, Investments, Portfolio Management, Mutual Funds, Options, Bonds, Credit, Sales, Sales Management, Retail Banking, Analysis, Finance, Series 7, Wealth Management, Consumer Lending, Series 63
Education
University of North Texas 2001 — 2005
BBA, Finance
Ameriprise Financial Services, Inc. December 2014 - Present
Edward Jones July 2002 - September 2014
Education
University of North Carolina at Greensboro 1993 — 1998
Bachelor of Science (B.S.), Finance and marketing
Discovery Place, Inc. February 2011 - Present
Edward Jones May 2007 - January 2011
St Thomas Aquinas church October 2007 - May 2010
Skills
Educational Leadership, Educational Technology, Tutoring, Teacher Training, Literacy, Teaching, Lesson Planning, Curriculum Development, Student Development, Qualified Teacher, Teacher Evaluation
Education
UNC Charlotte 2010 — 2012
Graduate, Elementary Education and Teaching, 3.7
UNC Charlotte 2001 — 2006
Bachelor's degree, English
Edward Jones May 2012 - Present
HoneyBaked Ham June 2004 - February 2012
Skills
Life Insurance, Retirement Planning, Personal Finance, Investments, Retirement Benefits, 401k Rollovers, Investment Strategies
Education
UNC Charlotte 2000 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Corrections
UNC Charlotte 2000 — 2004
Bachelor of Arts (B.A.), History
Edward Jones November 2009 - Present
21st Century Insurance 2008 - 2009
State Farm Insurance Companies July 1986 - January 2008
Education
University of Notre Dame - Mendoza College of Business 1982 — 1986
Finance, Finance, Insurance
The Lodge of Four Seasons April 2011 - Present
Alicia's School of Performing Arts July 2007 - April 2011
Edward Jones August 2010 - November 2010
American Dance Projekt October 2009 - May 2010
South East Dance Academy August 2007 - December 2009
Skills
Microsoft Office..., types 83 wpm, detail-oriented, goal-oriented, Self-driven, team player, Time Management, strong work ethic
Education
University of North Carolina at Wilmington 2006 — 2009
B.S in Business Administration, Management and Leadership
Salesforce Zones Inc May 2015 - Present
Zones, Inc. August 2014 - Present
Goodman Financial Services December 2013 - July 2014
Edward Jones February 2011 - December 2013
University of Oregon January 2009 - October 2010
Goodman's Chicago Dogs April 2007 - June 2009
Kezar Hearing Center February 2007 - April 2007
Skills
Business Planning, Customer Service, Social Networking, Public Speaking, Small Business, Social Media, Entrepreneurship, Research, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Financial...
Education
University of Oregon 2006 — 2010
Bachelor of Science, Major: Economics, Minor: Business
University of Oregon 2006 — 2010
Bachelor of Science (BS), Economics
Scotiabank Financial AdvisorScotiabankJanuary 2005 - Present
Edward Jones 2000 - 2003
Education
University of Ottawa 1976 — 1979
B Soc Sc, Sociology, Psychology
Tenkey Edu. Group October 2012 - Present
Davis LLP November 2008 - May 2010
Edward Jones January 2008 - May 2008
Skills
Microsoft Office, Event Planning, Litigation, PowerPoint, Customer Service, Event Management, Research, Project Management, Microsoft Word, Microsoft Excel, Public Speaking, Software Documentation, Marketing Communications, Corporate Communications, Team Leadership
Education
Oxford University 2013 — 2015
MSc in Law and Finance, Law and Finance
University of Toronto 2010 — 2012
Bachelor's degree, Humanity, ethics, and law
University of Toronto 2006 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance
Edward Jones January 2011 - Present
Prince Sports, Inc. 2008 - 2010
Education
University of Northern Iowa 2003 — 2008
MIS and Accounting, Business
Edward Jones 2012 - Present
Education
University of North Texas 1993 — 1997
BS, Human Resources
Aegis Therapies May 2012 - Present
Mercy Medical Center Des Moines November 1988 - November 2012
Edward Jones March 1985 - December 1988
Lakeland Area Education Agency 3 June 1975 - June 1985
Skills
Articulation, Speech Therapy, Language Disorders, Apraxia, Dysphagia, Voice, Breathing, Aphasia, dysarthria, VitalStim, Craniosacral Therapy, 'Accent reduction, Augmentative..., Dysarthria, Voice Therapy, Speech, Voice Disorders, Oral Motor, Stroke Rehabilitation, Healthcare Management, Hospitals, Traumatic Brain Injury, Healthcare, Rehabilitation
Education
University of Northern Iowa 1967 — 1973
MA, Speech Pathology
Edward Jones Library DirectorCity of Palestine, TX2001 - 2004
Dallas Public Library 1999 - 2001
Education
University of North Texas 1987 — 1990
M.S., Library Science
First American Title June 2008 - Present
First American Title May 2006 - June 2008
Wachovia Securities Financial Network September 2005 - April 2006
Vystar Financial Group July 2004 - September 2005
Edward Jones August 2002 - July 2004
First Financial Resources January 2002 - June 2002
First Union Securities January 1997 - January 2002
First Union Securities January 1996 - January 1997
Skills
Sarbanes-Oxley Act, Financial Analysis, Hyperion Enterprise, Auditing, Accounting, Real Estate, Financial Services, Investments, Real Estate Transactions, Analysis, Title Insurance, Banking, Forecasting, Management, Credit, Finance, Accounts Receivable, Business Strategy, Due Diligence, Tax, Closings, Escrow, Payroll, Mergers & Acquisitions, Executive Management, Loans, Mortgage Lending, General Ledger, Refinance, Strategy
Education
University of North Florida 1986 — 1988
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Ameriprise Financial Services, Inc. August 2008 - Present
Edward Jones July 2006 - July 2008
Skills
Finance, Mutual Funds, Financial Advisory, Investment Advisory, Series 7
Education
University of Northern Iowa 1990 — 1992
BA, General Studies
Edward Jones September 2012 - Present
University of North Texas April 2010 - September 2012
Vilbig & Associates, Inc. November 2004 - April 2010
Skills
Customer Service, Payroll, Administrative..., Office Management
Education
University of North Texas
BBA, Entrepreneurship & Strategic Management
HLP Solutions September 2013 - December 2013
Prime Mortgage Lending, Inc. July 2013 - August 2013
Bank of America June 2012 - June 2013
Remix Staffing/Franklin American Mortgage June 2010 - May 2012
Aerotek Professional Services/American Home Mortgage Servicing Inc May 2010 - June 2010
Select Staffing Employment Agency/ MGC Mortgage, Inc February 2010 - April 2010
Edward Jones June 2009 - October 2009
Skills
Finance, Management, Mortgage Lending, Loans, Accounting, Banking, Analysis, Software Documentation, Data Entry, Financial Services, Auditing, Insurance, Loss Mitigation, Investments, Research, Loan Servicing, Applicant Tracking..., Marketing Strategy, Recruiting, Human Resources, Internet Recruiting
Education
University of Oklahoma 2006 — 2009
Bachelor's, Journalism/Mass Communication
University of Oklahoma 2006 — 2009
Bachelor, Journalism/ Mass Communications
Edward Jones 2000 - Present
Westminster College (Fulton, MO) 2012 - 2014
National Trust for Historic Preservation 1998 - 2004
Stifel Nicolaus 1987 - 2000
Cordell National Bank 1983 - 1986
First National Bank &Tr OKC May 1976 - May 1982
Skills
Investments, Finance, Banking, Insurance, Estate Planning, Retirement, Financial Analysis, Fixed Annuities, Financial Advisory, Public Speaking, Fixed income, Portfolio Management, Fixed Income
Education
Leadership Oklahoma Class V 1990 — 1991
Organizational Leadership
University of Oklahoma 1974 — 1976
Masters of Business Adm, Finance, General, B
Westminster College (MO) 1970 — 1974
BA, Econ&Business Adm, Magna Cum Laude, A
Okoboji Realty March 2013 - Present
Bank Midwest August 2003 - February 2013
Avera McKennan Hospital & University Health Center 2000 - 2003
Edward Jones 1999 - 2000
Skills
Mortgage Lending, Train Employees, Public Relations, Organization, Consumer Lending, Customer Service, Strongly self-motivated, Strong oral and...
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
Edward Jones September 2012 - Present
Education
General Motors Institute
North Georgia College and State University 1983 — 1984
MetLife April 2012 - July 2013
Edward Jones September 2007 - March 2012
Bank of America March 1997 - September 2007
Skills
Investments, Financial Services, Customer Service, Management, Securities, Asset Allocation, Team Building, Finance, Microsoft Office
Education
University of North Carolina at Greensboro
Economics
University of North Carolina at Greensboro
Edward Jones December 2007 - Present
Education
University of North Texas 1992 — 1994
BA, History
Powers Manufacturing Inc March 2015 - Present
Lands' End September 2013 - March 2015
Cabela's May 2013 - July 2013
University of Northern Iowa Spring Fashion Show December 2012 - May 2013
The Bride's Corner April 2012 - May 2013
Edward Jones May 2011 - 2013
Skills
Illustrator, Marketing, InDesign, Photoshop, Apparel, Sewing, Budgets, Textiles, Project Planning, Event Planning, Microsoft Office, Social Media, Management, Social Media Marketing, Time Management, Public Relations
Education
University of Northern Iowa 2012 — 2013
Bachelor of Arts, Communication Studies
University of Northern Iowa 2012 — 2013
Bachelor of Arts, Textiles and Apparel
University of Northern Iowa 2007 — 2011
BA, Communication
Edward Jones February 2011 - Present
The Littleton Group Insurance Services September 1995 - August 2004
Estes and Associates, Inc June 1994 - July 1995
Skills
Sales, Marketing, Marketing Research, Cold Calling, Research, Insurance, Sales Presentations, Networking, Customer Service, Finance, Office Management, Team Building, CRM, Public Speaking, Leadership, Strategic Planning
Education
University of North Texas 1994 — 1995
MBA, Marketing
University of North Texas 1990 — 1994
BBA, Marketing Management
Comerica Bank October 2013 - Present
Edward Jones June 2012 - October 2013
Northern Trust September 2010 - September 2011
Wells Fargo Private Bank 2004 - 2010
Skills
Asset Allocation, Asset Managment, High Net Worth..., Wealth Management, Portfolio Management, Alternative Investments, Wealth Management..., Trust Services, Wealth, Series 7, Investment Management, Asset Management, Finance, Investment Strategies, Investment Advisory, Banking
Education
Abraham Lincoln University 2004 — 2006
Law School
University of North Texas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Edward Jones March 1998 - Present
Skills
Strategic Planning, Business Development, Portfolio Management, Insurance, Asset Management, Leadership, Risk Management, Retirement Planning, Sales, Account Management, Process Improvement, Investments, Team Building, Finance, New Business Development, Public Speaking, Asset Managment, Strategy, Financial Analysis, Retirement, Valuation
Education
University of North Carolina at Chapel Hill 1966 — 1970
AB, Journalism
Edward Jones November 2014 - Present
Wells Fargo June 2011 - November 2014
Logix Communications June 2011 - June 2012
Verizon Wireless January 2008 - July 2011
Education
University of North Texas 2003 — 2007
Business Management
Edward Jones June 1982 - Present
Education
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones January 1998 - Present
Law firms February 1994 - August 1997
Education
University of North Texas 2008 — 2010
Bachelor of arts and applied science, Liberal Arts and Sciences/Liberal Studies
edward jones May 2010 - Present
Education
University of Notre Dame - Mendoza College of Business 1955 — 1959
Business Administration and Management, General
Edward Jones November 2004 - December 2012
Edward Jones January 2004 - January 2012
Education
University of North Texas 1987 — 1991
BBA, Human Resources
University of North Texas
Bachelors of Business Administration, Personnel and Industrial Relations
Edward Jones June 2006 - Present
Jefferson Scranton CSD 1972 - 2006
Skills
Retirement Planning, Small Business, Coaching, Retirement, Strategic Planning, Mutual Funds
Education
University of Northern Iowa
Bachelor's Degree, Family and Consumer Sciences/Human Sciences
Edward Jones 2007 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1978
Batchelor of Science, Business Administration