Edward Jones

Industry: Investment company

Description

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

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

Edward Jones Employees

Employee
Years
Job
Industry
Tyler Berger Tyler Berger Greater Denver Area Details
Tyler Berger's Edward Jones Experience 2006 - 2012
Job Leveraging technology infrastructures to enhance profitability and operational efficiencies
Industry Marketing and Advertising
Experience
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

CherRon Summers CherRon Summers Gilbert, Arizona Details
CherRon Summers's Edward Jones Experience January 2009 - February 2010
Job Connector, Strength Maximizer, Team Builder
Industry Higher Education
Experience
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

Stephen Beech, MBA, CMA Stephen Beech, MBA, CMA Toronto, Canada Area Details
Stephen Beech, MBA, CMA's Edward Jones Experience September 2015 - Present
Job Financial Advisor at Edward Jones
Industry Accounting
Experience
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

Megan Krannig Megan Krannig Plano, Texas Details
Megan Krannig's Edward Jones Experience June 2013 - February 2014
Job Registered Client Associate at Merrill Lynch / Meteorologist
Industry Financial Services
Experience
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

Francesca Loux Francesca Loux Portland, Oregon Details
Francesca Loux's Edward Jones Experience January 2011 - January 2012
Job Sourcing Recruiter at Holiday Retirement
Industry Human Resources
Experience
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

Lynne Wallis Lynne Wallis Muskogee, Oklahoma Details
Lynne Wallis's Edward Jones Experience August 2013 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
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

Grant Schroeder Grant Schroeder Dallas/Fort Worth Area Details
Grant Schroeder's Edward Jones Experience May 2013 - August 2013
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
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

Brad Crnich Brad Crnich Portland, Oregon Area Details
Brad Crnich's Edward Jones Experience September 2009 - January 2011
Job Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
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

Kyle Whalley Kyle Whalley Kansas City, Missouri Area Details
Kyle Whalley's Edward Jones Experience October 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Heather Kreeger Heather Kreeger Oklahoma City, Oklahoma Area Details
Heather Kreeger's Edward Jones Experience July 2008 - December 2008
Job Instructor at Seminole State College
Industry Higher Education
Experience
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

Steve Shirley Steve Shirley Dallas/Fort Worth Area Details
Steve Shirley's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
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

Fred Jackson, CFP, AAMS Fred Jackson, CFP, AAMS Sacramento, California Area Details
Fred Jackson, CFP, AAMS's Edward Jones Experience May 1986 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Ted Karren Ted Karren Greater Salt Lake City Area Details
Ted Karren's Edward Jones Experience June 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Katy Solsma Katy Solsma Cedar Falls, Iowa Details
Katy Solsma's Edward Jones Experience January 2010 - Present
Job Attended University of Northern Iowa
Industry Financial Services
Experience
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

Stephen B. Wiley Stephen B. Wiley Raleigh, North Carolina Details
Stephen B. Wiley's Edward Jones Experience July 2014 - Present
Job Specialist at Apple
Industry Consumer Electronics
Experience
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

Andrea L. Bowles Andrea L. Bowles Greater Memphis Area Details
Andrea L. Bowles's Edward Jones Experience October 1994 - January 1996
Job Independent Associate at LegalShield/IDShield
Industry Consumer Services
Experience
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

Jeff Waller Jeff Waller Dallas/Fort Worth Area Details
Jeff Waller's Edward Jones Experience April 2015 - Present
Job FA
Industry Financial Services
Experience
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.

Amy Dyess Amy Dyess Colorado Springs, Colorado Area Details
Amy Dyess's Edward Jones Experience January 2015 - Present
Job Edward Jones
Industry Investment Management
Experience
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

Denise Emmons Denise Emmons Salem, Oregon Details
Denise Emmons's Edward Jones Experience June 2007 - September 2008
Job Consumer Lending Business Development Officer at Northwest Community Credit Union
Industry Banking
Experience
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

Matt Hubbell Matt Hubbell Burleson, Texas Details
Matt Hubbell's Edward Jones Experience May 2009 - September 2012
Job Wealth Management Practice
Industry Financial Services
Experience
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

Mac Denham Mac Denham Portland, Oregon Details
Mac Denham's Edward Jones Experience March 2014 - February 2015
Job Account Executive Worldwide Express
Industry Financial Services
Experience
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

Liz Fernandez Liz Fernandez Greater St. Louis Area Details
Liz Fernandez's Edward Jones Experience June 2013 - August 2013
Job Business Development Executive at Infosys
Industry Banking
Experience
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

Vicki Waters Vicki Waters United States Details
Vicki Waters's Edward Jones Experience January 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   January 2009 - Present

Education
University of Oklahoma
Bachelor's degree, Journalism

Mark Fortier, CFP Mark Fortier, CFP Raleigh-Durham, North Carolina Area Details
Mark Fortier, CFP's Edward Jones Experience January 1994 - Present
Job General Partner, Financial Planner
Industry Financial Services
Experience
Edward Jones   January 1994 - Present

Skills
Certified Financial...

Education
University of North Carolina at Wilmington

Amy Million Amy Million Norman, Oklahoma Details
Amy Million's Edward Jones Experience February 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Lori Stephenson Lori Stephenson Greater Denver Area Details
Lori Stephenson's Edward Jones Experience October 2009 - August 2011
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
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

Bob Alger, CFP Bob Alger, CFP Raleigh, North Carolina Details
Bob Alger, CFP's Edward Jones Experience January 2000 - October 2012
Job Financial Advisor, CFP, President of Alger Financial, an independent firm
Industry Financial Services
Experience
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

Shane Yeargan Shane Yeargan New York, New York Details
Shane Yeargan's Edward Jones Experience September 2012 - November 2012
Job Associate at Sullivan & Cromwell LLP
Industry Law Practice
Experience
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

Reed A. Haimson Reed A. Haimson Greater Denver Area Details
Reed A. Haimson's Edward Jones Experience 2008 - 2010
Job Owner/Managing Principal at FatStack LLC
Industry Financial Services
Experience
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

Jeremy Herren Jeremy Herren Savannah, Georgia Details
Jeremy Herren's Edward Jones Experience March 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

David J. Kimura David J. Kimura Honolulu, Hawaii Details
David J. Kimura's Edward Jones Experience July 2012 - December 2012
Job Investment Program Manager, CUSO Financial Services L.P. at Hawaii State Federal Credit Union
Industry Financial Services
Experience
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

Jeff Emmeluth Jeff Emmeluth Stuart, Florida Details
Jeff Emmeluth's Edward Jones Experience October 2007 - October 2014
Job Managing Partner and Financial Advisor at Craig Jeffries Wealth Management
Industry Financial Services
Experience
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

Beth Shook Beth Shook Charlotte, North Carolina Area Details
Beth Shook's Edward Jones Experience March 2012 - Present
Job Financial Advisor Talent Acquisition at Edward Jones
Industry Financial Services
Experience
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

Amanda McDowell Amanda McDowell Carrollton, Texas Details
Amanda McDowell's Edward Jones Experience 1998 - 2001
Job Left and right brain thinker and problem solver
Industry Marketing and Advertising
Experience
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

Stevens Dick Stevens Dick Dallas/Fort Worth Area Details
Stevens Dick's Edward Jones Experience March 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Tim Brinling Tim Brinling Lakeland, Florida Area Details
Tim Brinling's Edward Jones Experience July 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Jack Rothamel Jack Rothamel Urbandale, Iowa Details
Jack Rothamel's Edward Jones Experience April 2000 - November 2004
Job Financial Advisor at Successful Resource Management
Industry Financial Services
Experience
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

Chip Messenger Chip Messenger San Diego, California Details
Chip Messenger's Edward Jones Experience November 1998 - October 2008
Job Financial Advisor with LPL Financial
Industry Financial Services
Experience
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

Adam Dupuis Adam Dupuis Greensboro/Winston-Salem, North Carolina Area Details
Adam Dupuis's Edward Jones Experience March 2012 - December 2012
Job Private Banker at Wells Fargo
Industry Banking
Experience
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

Jory Taylor Jory Taylor Myrtle Beach, South Carolina Area Details
Jory Taylor's Edward Jones Experience March 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Beth DuToit, CRPS, AIF Beth DuToit, CRPS, AIF Norman, Oklahoma Details
Beth DuToit, CRPS, AIF's Edward Jones Experience October 2011 - April 2015
Job
Industry Financial Services
Experience
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

Kala Payne Kala Payne Washington D.C. Metro Area Details
Kala Payne's Edward Jones Experience June 1996 - September 2003
Job Supervisor, Training & Development at Edelman Financial Services
Industry Financial Services
Experience
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

Jonathan Stoner Jonathan Stoner Fayetteville, Arkansas Area Details
Jonathan Stoner's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Brett Sanner Brett Sanner Greater Los Angeles Area Details
Brett Sanner's Edward Jones Experience January 1994 - January 2001
Job Sanner Financial Services, Owner. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
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

Katie Michaelis Katie Michaelis Dallas/Fort Worth Area Details
Katie Michaelis's Edward Jones Experience November 2008 - Present
Job Financial Advisor
Industry Hospital & Health Care
Experience
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

Larry Ellis Larry Ellis Oklahoma City, Oklahoma Details
Larry Ellis's Edward Jones Experience September 2012 - May 2014
Job Financial Advisor at Bank of the West
Industry Financial Services
Experience
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

Mike Linthicum Mike Linthicum Greensboro/Winston-Salem, North Carolina Area Details
Mike Linthicum's Edward Jones Experience August 1996 - August 2006
Job ICC Special Inspections
Industry Civil Engineering
Experience
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

Daniel Barnes Daniel Barnes Raleigh-Durham, North Carolina Area Details
Daniel Barnes's Edward Jones Experience May 2004 - January 2008
Job Insurance Advisor at State Farm Insurance
Industry Capital Markets
Experience
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

Anna Humphrey Anna Humphrey Dallas/Fort Worth Area Details
Anna Humphrey's Edward Jones Experience February 2005 - May 2010
Job Staff Environmental Engineer at Terracon
Industry Environmental Services
Experience
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

Greg Gianfortone Greg Gianfortone Portland, Oregon Area Details
Greg Gianfortone's Edward Jones Experience June 2009 - November 2011
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
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

Luke Gooch Luke Gooch Greater New York City Area Details
Luke Gooch's Edward Jones Experience 2010 - 2011
Job Analyst/Account Manager at World Buisness Lenders
Industry Venture Capital & Private Equity
Experience
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

Heather Seeger Heather Seeger Greater St. Louis Area Details
Heather Seeger's Edward Jones Experience February 2013 - Present
Job at
Industry Financial Services
Experience
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

Drew Welp Drew Welp Columbia, South Carolina Area Details
Drew Welp's Edward Jones Experience May 2008 - January 2009
Job Investment Advisory Representative/Accountant
Industry Accounting
Experience
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

Shawn McElmoyl Shawn McElmoyl Sacramento, California Area Details
Shawn McElmoyl's Edward Jones Experience 1995 - 1998
Job Regional Managing Director at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Paul Swan Paul Swan Toronto, Canada Area Details
Paul Swan's Edward Jones Experience August 2011 - April 2013
Job Store Manager Lowe's Canada
Industry Retail
Experience
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

Emilie Adams Emilie Adams Charlotte, North Carolina Details
Emilie Adams's Edward Jones Experience June 2011 - April 2013
Job Student at University of North Carolina at Charlotte
Industry Financial Services
Experience
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

Michael Oxsheer Michael Oxsheer Longview, Texas Details
Michael Oxsheer's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Michael Rainbolt Michael Rainbolt Oklahoma City, Oklahoma Area Details
Michael Rainbolt's Edward Jones Experience June 2006 - Present
Job
Industry Financial Services
Experience
Edward Jones   June 2006 - Present

Skills
Training, Leadership, Sales, Management, Financial Analysis, Portfolio Management, Strategic Planning

Education
University of Oklahoma   1996 — 2001

Sophia (Chopelas) Varnam Sophia (Chopelas) Varnam Wilmington, North Carolina Area Details
Sophia (Chopelas) Varnam's Edward Jones Experience November 2010 - April 2011
Job
Industry Internet
Experience
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

Brittany Terrazas Brittany Terrazas Dallas/Fort Worth Area Details
Brittany Terrazas's Edward Jones Experience November 2012 - April 2013
Job Commercial Lender at Point Bank
Industry Banking
Experience
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

Laura Gentry Laura Gentry Denton, Texas Details
Laura Gentry's Edward Jones Experience August 1997 - June 2005
Job Avisco Financial/LPL Registered Principal
Industry Investment Management
Experience
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

Jennifer Quan Jennifer Quan Norman, Oklahoma Details
Jennifer Quan's Edward Jones Experience March 2008 - 2009
Job Co founder & Property Manager at Jenscott & Co. LLC
Industry Higher Education
Experience
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

David Patterson David Patterson Austin, Texas Area Details
David Patterson's Edward Jones Experience April 2009 - March 2010
Job Enterprise Solutions Specialist
Industry Information Technology and Services
Experience
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

Franklin Parker Franklin Parker Dallas/Fort Worth Area Details
Franklin Parker's Edward Jones Experience June 2007 - June 2011
Job Chief Investment Officer at Bright Wealth Management
Industry Financial Services
Experience
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

Maria Stampfli Maria Stampfli San Francisco Bay Area Details
Maria Stampfli's Edward Jones Experience June 2014 - March 2015
Job Intern at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
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

Morgan Gardner Morgan Gardner United States Details
Morgan Gardner's Edward Jones Experience June 2014 - August 2014
Job Sales Manager at Surgilūm LLC
Industry
Experience
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

Jasmine Parker Jasmine Parker Washington D.C. Metro Area Details
Jasmine Parker's Edward Jones Experience July 2008 - April 2009
Job MBA, Management and Strategy
Industry Financial Services
Experience
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

Mitch Malaby Jr Mitch Malaby Jr Dallas/Fort Worth Area Details
Mitch Malaby Jr's Edward Jones Experience 2012 - 2013
Job Fidelity Investments
Industry Financial Services
Experience
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

Bryan DeBoes Bryan DeBoes Greater Nashville Area Details
Bryan DeBoes's Edward Jones Experience June 2010 - March 2012
Job Sr. Sales Professional
Industry Hospital & Health Care
Experience
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

Debra Schumacher Debra Schumacher Oklahoma City, Oklahoma Area Details
Debra Schumacher's Edward Jones Experience March 2007 - Present
Job
Industry Financial Services
Experience
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

Michael Burdell Michael Burdell Raleigh, North Carolina Details
Michael Burdell's Edward Jones Experience June 2010 - September 2011
Job EDI Sales Executive at UnitedHealth Group OptumInsights
Industry Hospital & Health Care
Experience
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

Christine McCoy Christine McCoy Greater Minneapolis-St. Paul Area Details
Christine McCoy's Edward Jones Experience 2015 - Present
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
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

William Bowles William Bowles Denton, Texas Details
William Bowles's Edward Jones Experience July 2014 - Present
Job BOA On Call at Edward Jones
Industry Financial Services
Experience
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

Matthew Parrish, CFP® Matthew Parrish, CFP® Vashon, Washington Details
Matthew Parrish, CFP®'s Edward Jones Experience March 1994 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

John J. Unsworth John J. Unsworth Fort Worth, Texas Details
John J. Unsworth's Edward Jones Experience 2007 - 2010
Job LPL Financial / 360 Wealth Management, LLC.
Industry Financial Services
Experience
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

Christopher Santini Christopher Santini Jacksonville, Florida Area Details
Christopher Santini's Edward Jones Experience September 2011 - June 2012
Job Experienced sales/consulting professional with 10 years of experience in telecommunications.
Industry Financial Services
Experience
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

Christopher Bergman Christopher Bergman Winston Salem, North Carolina Details
Christopher Bergman's Edward Jones Experience June 2009 - January 2010
Job Technician at Wake Forest Baptist Health WFIRM
Industry Hospital & Health Care
Experience
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

Jill Montgomery Anderson Jill Montgomery Anderson Chapel Hill, North Carolina Details
Jill Montgomery Anderson's Edward Jones Experience August 2010 - November 2011
Job Real Estate Professional, Harrell Properties
Industry Real Estate
Experience
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

Benjamin Claussen Benjamin Claussen Greeley, Colorado Details
Benjamin Claussen's Edward Jones Experience November 2010 - November 2011
Job University of Northern Colorado (BSN) Nursing Program
Industry Hospital & Health Care
Experience
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

Shaun Eskamani Shaun Eskamani Raleigh, North Carolina Details
Shaun Eskamani's Edward Jones Experience August 2006 - November 2008
Job Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Deja Borders Deja Borders Boone, North Carolina Details
Deja Borders's Edward Jones Experience June 2014 - Present
Job Training with Edward Jones
Industry Investment Management
Experience
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

Jonathan Koop Jonathan Koop Cincinnati Area Details
Jonathan Koop's Edward Jones Experience July 2012 - June 2015
Job Investment Associate at Cambridge Associates
Industry Higher Education
Experience
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

Stephen Blackard, AAMS® Stephen Blackard, AAMS® Corsicana, Texas Details
Stephen Blackard, AAMS®'s Edward Jones Experience April 2007 - Present
Job Financial Advisor & Limited Partner at Edward Jones
Industry Financial Services
Experience
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

Lance C Lindsay Lance C Lindsay Mckinney, Texas Details
Lance C Lindsay's Edward Jones Experience May 1998 - August 2004
Job Financial Advisor, LPL
Industry Investment Management
Experience
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

Joseph Barrows Joseph Barrows Lancaster, Ohio Details
Joseph Barrows's Edward Jones Experience September 1982 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Derrick Casey Derrick Casey Greater Seattle Area Details
Derrick Casey's Edward Jones Experience July 2007 - August 2012
Job Financial Advisor with Cornerstone Wealth Management
Industry Financial Services
Experience
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

Jesse Abercrombie Jesse Abercrombie Dallas/Fort Worth Area Details
Jesse Abercrombie's Edward Jones Experience January 2003 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

DeAnn Woodin DeAnn Woodin Cedar Rapids, Iowa Area Details
DeAnn Woodin's Edward Jones Experience May 2000 - May 2003
Job Head Volleyball Coach/PE Instructor at Coe College
Industry Higher Education
Experience
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

James Jas Ritzema, CFA James Jas Ritzema, CFA Greater St. Louis Area Details
James Jas Ritzema, CFA's Edward Jones Experience March 2013 - Present
Job Analyst Mutual Fund Research at Edward Jones
Industry Investment Management
Experience
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

Leann Burkholder Leann Burkholder Naples, Florida Area Details
Leann Burkholder's Edward Jones Experience August 2005 - December 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
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

Matt Mikula Matt Mikula Greater St. Louis Area Details
Matt Mikula's Edward Jones Experience 2002 - Present
Job Principal and Director IS FA and Branch Services Edward Jones
Industry Financial Services
Experience
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

Johanna Weltzin Johanna Weltzin Del Mar, California Details
Johanna Weltzin's Edward Jones Experience July 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   July 2005 - Present

Education
Cooper

University of Oklahoma

Ashley Gardner Ashley Gardner Hickory/Lenoir, North Carolina Area Details
Ashley Gardner's Edward Jones Experience financial advisoredward jones2000 - 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   financial advisoredward jones2000 - 2008

Education
University of North Carolina at Charlotte - Belk College of Business   2002 — 2006

Courtney Buck Courtney Buck Washington D.C. Metro Area Details
Courtney Buck's Edward Jones Experience 2008 - 2009
Job Presidential Management Fellow (PMF) at United States Agency for International Development (USAID)
Industry Government Administration
Experience
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

Grant Scholes Grant Scholes Boise, Idaho Details
Grant Scholes's Edward Jones Experience July 2010 - December 2011
Job American Senior Benefits
Industry Insurance
Experience
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

Aimee Bergan Aimee Bergan Greater St. Louis Area Details
Aimee Bergan's Edward Jones Experience July 2007 - Present
Job Edward Jones
Industry Financial Services
Experience
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

Joe Bergan, CFP Joe Bergan, CFP Greater St. Louis Area Details
Joe Bergan, CFP's Edward Jones Experience September 2014 - Present
Job PrincipalClient Consultation Group at Edward Jones
Industry Financial Services
Experience
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

Dana Cooley Dana Cooley Greater St. Louis Area Details
Dana Cooley's Edward Jones Experience January 2013 - Present
Job Director of Sourcing at Edward Jones
Industry Financial Services
Experience
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

Colin Lindahl Colin Lindahl Dallas/Fort Worth Area Details
Colin Lindahl's Edward Jones Experience 1994 - 1995
Job Senior Finance Director at Tektronix Communications
Industry Telecommunications
Experience
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.

Sean E. McGowan Sean E. McGowan Eugene, Oregon Area Details
Sean E. McGowan's Edward Jones Experience December 2008 - May 2010
Job Director of Golf Operations at Diamond Woods Golf Course
Industry Entertainment
Experience
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

Jeremy Sherwood Jeremy Sherwood Charlotte, North Carolina Area Details
Jeremy Sherwood's Edward Jones Experience July 2009 - March 2011
Job Broker Dealer Supervisor at MetLife
Industry Financial Services
Experience
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

Gregg Piehl Gregg Piehl Waverly, Iowa Details
Gregg Piehl's Edward Jones Experience June 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Greg Hinckley, CLU Greg Hinckley, CLU Dallas/Fort Worth Area Details
Greg Hinckley, CLU's Edward Jones Experience February 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Curtis Gimlin Curtis Gimlin Tulsa, Oklahoma Area Details
Curtis Gimlin's Edward Jones Experience November 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   November 1996 - Present

Education
University of Oklahoma   1969 — 1973
BS, Mathematics

Craig M. Palu, CFP® Craig M. Palu, CFP® San Antonio, Texas Details
Craig M. Palu, CFP®'s Edward Jones Experience April 2003 - May 2007
Job Wealth Management Advisor
Industry Financial Services
Experience
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

Ebtisam (Sam) Miller Ebtisam (Sam) Miller Orange County, California Area Details
Ebtisam (Sam) Miller's Edward Jones Experience December 2005 - December 2009
Job Senior Financial Planning Analyst at Eaton
Industry Aviation & Aerospace
Experience
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

Mary Shilts Taylor Mary Shilts Taylor San Francisco Bay Area Details
Mary Shilts Taylor's Edward Jones Experience 2009 - 2009
Job Public Agency Funding Consultant
Industry Civil Engineering
Experience
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

Tina Camillus DeVaney Tina Camillus DeVaney Dayton, Ohio Area Details
Tina Camillus DeVaney's Edward Jones Experience July 2010 - July 2011
Job Marketing Director at JonesWarner Consultants, Inc.
Industry Marketing and Advertising
Experience
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

Thomas Kirwan Thomas Kirwan Dallas/Fort Worth Area Details
Thomas Kirwan's Edward Jones Experience February 2009 - September 2009
Job Senior Accountant at Tenet Healthcare
Industry Financial Services
Experience
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

Combs Charles Combs Charles Tallahassee, Florida Area Details
Combs Charles's Edward Jones Experience August 2002 - July 2004
Job Experienced at recognizing opportunities for improvment and implementing processes to gain advantage
Industry Insurance
Experience
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

Kate DeProsperis Kate DeProsperis Greater Chicago Area Details
Kate DeProsperis's Edward Jones Experience March 2009 - Present
Job at Edward Jones
Industry Financial Services
Experience
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

Klint McCoy Klint McCoy Austin, Texas Area Details
Klint McCoy's Edward Jones Experience July 2008 - March 2009
Job Team manager at Charles Schwab
Industry Investment Management
Experience
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

Chad Barber AAMS Chad Barber AAMS Greensboro/Winston-Salem, North Carolina Area Details
Chad Barber AAMS's Edward Jones Experience July 2002 - September 2014
Job Financial Advisor @ Ameriprise Financial
Industry Financial Services
Experience
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

Melinda Shey Eiland Melinda Shey Eiland Charlotte, North Carolina Area Details
Melinda Shey Eiland's Edward Jones Experience May 2007 - January 2011
Job Party Presenter and Camp Teacher at Discovery Place, Inc.
Industry Education Management
Experience
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

Clint Yarbrough Clint Yarbrough Greensboro/Winston-Salem, North Carolina Area Details
Clint Yarbrough's Edward Jones Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Lawrence Erickson Lawrence Erickson Greater Atlanta Area Details
Lawrence Erickson's Edward Jones Experience November 2009 - Present
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
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

Lauren Turbeville Lauren Turbeville Lake Ozark, Missouri Details
Lauren Turbeville's Edward Jones Experience August 2010 - November 2010
Job Activities Director
Industry Hospitality
Experience
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

Aaron Goodman Aaron Goodman Portland, Oregon Details
Aaron Goodman's Edward Jones Experience February 2011 - December 2013
Job Salesforce IT Asset Management Analyst at Zones, Inc. at Salesforce | Zones Inc
Industry Computer Software
Experience
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

Colleen Hambleton Colleen Hambleton Ottawa, Canada Area Details
Colleen Hambleton's Edward Jones Experience 2000 - 2003
Job Financial Advisor at Scotiabank
Industry Investment Management
Experience
Scotiabank  Financial AdvisorScotiabankJanuary 2005 - Present
Edward Jones   2000 - 2003

Education
University of Ottawa   1976 — 1979
B Soc Sc, Sociology, Psychology

Abbigayle Wang Abbigayle Wang Toronto, Canada Area Details
Abbigayle Wang's Edward Jones Experience January 2008 - May 2008
Job Operational Manager
Industry Legal Services
Experience
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

Bryan Crosser Bryan Crosser Des Moines, Iowa Area Details
Bryan Crosser's Edward Jones Experience January 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   January 2011 - Present
Prince Sports, Inc.   2008 - 2010

Education
University of Northern Iowa   2003 — 2008
MIS and Accounting, Business

Deborah Fadler Deborah Fadler Cedar Park, Texas Details
Deborah Fadler's Edward Jones Experience 2012 - Present
Job Adam Gafken's office
Industry Financial Services
Experience
Edward Jones   2012 - Present

Education
University of North Texas   1993 — 1997
BS, Human Resources

Bruce Ritchie Bruce Ritchie Branson, Missouri Details
Bruce Ritchie's Edward Jones Experience March 1985 - December 1988
Job Speech Pathologist at Aegis Therapies
Industry Hospital & Health Care
Experience
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

Beth Lytner Beth Lytner Dallas/Fort Worth Area Details
Beth Lytner's Edward Jones Experience Library DirectorCity of Palestine, TX2001 - 2004
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   Library DirectorCity of Palestine, TX2001 - 2004
Dallas Public Library  1999 - 2001

Education
University of North Texas   1987 — 1990
M.S., Library Science

Charles Combs Charles Combs Tallahassee, Florida Area Details
Charles Combs's Edward Jones Experience August 2002 - July 2004
Job Director of Finance at First American Title
Industry Information Services
Experience
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

Douglas Marine Douglas Marine Des Moines, Iowa Area Details
Douglas Marine's Edward Jones Experience July 2006 - July 2008
Job at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Michelle Stepka Michelle Stepka Frisco, Texas Details
Michelle Stepka's Edward Jones Experience September 2012 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Higher Education
Experience
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

Barry McCain Barry McCain Dallas/Fort Worth Area Details
Barry McCain's Edward Jones Experience June 2009 - October 2009
Job Experience Mortgage/Quality Control/Analytical Professional
Industry Banking
Experience
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

Phil Kliewer Phil Kliewer Cordell, Oklahoma Details
Phil Kliewer's Edward Jones Experience 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Mickey Harrington Mickey Harrington Spirit Lake, Iowa Details
Mickey Harrington's Edward Jones Experience 1999 - 2000
Job Okoboji Realty
Industry Real Estate
Experience
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

Clyde Cody Clyde Cody Jasper, Georgia Details
Clyde Cody's Edward Jones Experience September 2012 - Present
Job FINANCIAL ADVISOR at Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2012 - Present

Education
General Motors Institute

North Georgia College and State University   1983 — 1984

Eric Moye Eric Moye Greensboro/Winston-Salem, North Carolina Area Details
Eric Moye's Edward Jones Experience September 2007 - March 2012
Job Financial Services Representative, Investment Advisor Representative at MetLife
Industry Financial Services
Experience
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

Allen Prather Allen Prather Hattiesburg, Mississippi Area Details
Allen Prather's Edward Jones Experience December 2007 - Present
Job Branch Auditor at Edward Jones
Industry Financial Services
Experience
Edward Jones   December 2007 - Present

Education
University of North Texas   1992 — 1994
BA, History

Morgan Gaffney Morgan Gaffney Waterloo, Iowa Details
Morgan Gaffney's Edward Jones Experience May 2011 - 2013
Job Quality Assurance at Powers Manufacturing Inc
Industry Apparel & Fashion
Experience
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

Brooke Bradley Brooke Bradley Dallas/Fort Worth Area Details
Brooke Bradley's Edward Jones Experience February 2011 - Present
Job at Edward Jones Investments
Industry Marketing and Advertising
Experience
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

Laura Laberee Laura Laberee San Francisco, California Details
Laura Laberee's Edward Jones Experience June 2012 - October 2013
Job Wealth Advisor Trust Specialist at Comerica Bank
Industry Banking
Experience
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

Larry Armstrong Larry Armstrong Greater Atlanta Area Details
Larry Armstrong's Edward Jones Experience March 1998 - Present
Job financial advisor at Edward Jones
Industry Financial Services
Experience
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

Matt Smothers Matt Smothers Lewisville, Texas Details
Matt Smothers's Edward Jones Experience November 2014 - Present
Job Account Manager at Logix Communications
Industry Telecommunications
Experience
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

Joseph Barrows Joseph Barrows Lancaster, Ohio Details
Joseph Barrows's Edward Jones Experience June 1982 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   June 1982 - Present

Education
University of Notre Dame   1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General

Phyllis Hyatt Phyllis Hyatt Waxahachie, Texas Details
Phyllis Hyatt's Edward Jones Experience January 1998 - Present
Job Senior office administrator at Edward Jones
Industry Financial Services
Experience
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

Bo Broemmel Bo Broemmel Marion, Illinois Details
Bo Broemmel's Edward Jones Experience May 2010 - Present
Job retired at edward jones
Industry Financial Services
Experience
edward jones   May 2010 - Present

Education
University of Notre Dame - Mendoza College of Business   1955 — 1959
Business Administration and Management, General

julie stockenberg julie stockenberg Grapevine, Texas Details
julie stockenberg's Edward Jones Experience November 2004 - December 2012
Job Branch Office Admin at Edward Jones
Industry Financial Services
Experience
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

Janet Adamson Janet Adamson Panora, Iowa Details
Janet Adamson's Edward Jones Experience June 2006 - Present
Job OnCall BOA at Edward Jones
Industry Financial Services
Experience
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

Cliff Joyner Cliff Joyner Nashville, North Carolina Details
Cliff Joyner's Edward Jones Experience 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   2007 - Present

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1974 — 1978
Batchelor of Science, Business Administration

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