Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Marie A. King Marie A. King's Edward Jones Experience April 2004 - March 2006
Job Business Anaylst/Project Mgr/Scheduler/Trainer
Industry Hospital & Health Care
Experience
HEM Engineering LLC October 2012 - May 2014
Gethsemane House of Prayer December 2009 - March 2012
Searching Together Missionary Baptist Church August 2009 - February 2010
CSA, Ltd. September 2008 - March 2009
Maritz, Inc March 2006 - September 2008
Edward Jones April 2004 - March 2006
University of Phoenix October 2003 - April 2004
We Energies June 2001 - July 2003
Skills
SharePoint, Software Documentation, Process Improvement, Access, Change Management, Leadership, Training, Data Analysis, Cross-functional Team..., Quality Assurance, Six Sigma, Team Building, Strategic Planning, Analysis, Technical Writing, Databases, IT Management, Management, Microsoft Excel
Education
University of Phoenix 2003 — 2006
Masters, Organizational Management
University of Wisconsin-Whitewater 1995 — 2001
Bachelors, Management Computer Systems
HEM Engineering LLC October 2012 - May 2014
Gethsemane House of Prayer December 2009 - March 2012
Searching Together Missionary Baptist Church August 2009 - February 2010
CSA, Ltd. September 2008 - March 2009
Maritz, Inc March 2006 - September 2008
Edward Jones April 2004 - March 2006
University of Phoenix October 2003 - April 2004
We Energies June 2001 - July 2003
Skills
SharePoint, Software Documentation, Process Improvement, Access, Change Management, Leadership, Training, Data Analysis, Cross-functional Team..., Quality Assurance, Six Sigma, Team Building, Strategic Planning, Analysis, Technical Writing, Databases, IT Management, Management, Microsoft Excel
Education
University of Phoenix 2003 — 2006
Masters, Organizational Management
University of Wisconsin-Whitewater 1995 — 2001
Bachelors, Management Computer Systems
Edwin Kern Edwin Kern's Edward Jones Experience November 2013 - February 2014
Job Credit Officer at Evergreen Business Capital
Industry Banking
Experience
Evergreen Business Capital March 2014 - Present
Edward Jones November 2013 - February 2014
Bank of the Northwest / AmericanWest Bank January 2010 - January 2012
Frontier Bank January 2000 - January 2009
US Bank 1982 - 1992
Skills
Commercial Lending, commercial real estate..., Loans, Commercial Banking, Credit Analysis, Banking, Finance, Credit, Commercial Mortgages, Portfolio Management, Real Estate, Small Business Lending, Loan Origination, Financial Risk, Lines Of Credit, Underwriting
Education
Pacific Coast Banking School 2001 — 2003
University of Puget Sound 1975 — 1979
BA, Economics and Finance
American Institute of Banking
Applied Commercial Lending
Northwest Intermediate Commercial Lending School
Pacific Coast Banking School – University of Washington
University of Puget Sound
B.A, Economics and Finance
Evergreen Business Capital March 2014 - Present
Edward Jones November 2013 - February 2014
Bank of the Northwest / AmericanWest Bank January 2010 - January 2012
Frontier Bank January 2000 - January 2009
US Bank 1982 - 1992
Skills
Commercial Lending, commercial real estate..., Loans, Commercial Banking, Credit Analysis, Banking, Finance, Credit, Commercial Mortgages, Portfolio Management, Real Estate, Small Business Lending, Loan Origination, Financial Risk, Lines Of Credit, Underwriting
Education
Pacific Coast Banking School 2001 — 2003
University of Puget Sound 1975 — 1979
BA, Economics and Finance
American Institute of Banking
Applied Commercial Lending
Northwest Intermediate Commercial Lending School
Pacific Coast Banking School – University of Washington
University of Puget Sound
B.A, Economics and Finance
Eric Cappello Eric Cappello's Edward Jones Experience January 2008 - January 2009
Job Portfolio Associate at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting June 2014 - Present
Wells Fargo November 2011 - May 2014
Wells Fargo January 2009 - November 2011
Edward Jones January 2008 - January 2009
Chelo's Restaurant August 2006 - May 2008
Cape May County Special Services June 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Access, Internet, CACI, AnnuityNet, Beta, Annuity Sales, Indexed Annuities, Fixed Annuities, Variable Annuities, Annuity Linking, Annuity Services, Project Management, Project Planning, InfoMaxx, SVT, SVP, Customer Service, Finance, Client Liason, Public Speaking, Management
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
Canterbury Consulting June 2014 - Present
Wells Fargo November 2011 - May 2014
Wells Fargo January 2009 - November 2011
Edward Jones January 2008 - January 2009
Chelo's Restaurant August 2006 - May 2008
Cape May County Special Services June 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Access, Internet, CACI, AnnuityNet, Beta, Annuity Sales, Indexed Annuities, Fixed Annuities, Variable Annuities, Annuity Linking, Annuity Services, Project Management, Project Planning, InfoMaxx, SVT, SVP, Customer Service, Finance, Client Liason, Public Speaking, Management
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
James Pinnick James Pinnick's Edward Jones Experience October 2011 - Present
Job Training Specialist at Edward Jones
Industry Financial Services
Experience
James Pinnick Publishing April 2014 - Present
Edward Jones October 2011 - Present
Jen's Thank You Alliance July 2008 - Present
Skills
Leadership, Process Improvement, Non-profits, Sales, Coaching, Public Speaking, Banking, Budgets, Microsoft Office, Management, Customer Service, Performance Management, Fundraising, Nonprofits, Team Leadership, Event Management, Marketing, Call Centers, Team Building, Leadership Development, Strategy, Start-ups, Training, Entrepreneurship, Program Management, Strategic Planning, Organizational..., Recruiting, Social Networking, Community Outreach, Personal Development, Motivational Speaking, Volunteer Management
Education
University of Phoenix
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science (BS), Business Management
Glendale Community College
Associate of Arts (AA), Business
James Pinnick Publishing April 2014 - Present
Edward Jones October 2011 - Present
Jen's Thank You Alliance July 2008 - Present
Skills
Leadership, Process Improvement, Non-profits, Sales, Coaching, Public Speaking, Banking, Budgets, Microsoft Office, Management, Customer Service, Performance Management, Fundraising, Nonprofits, Team Leadership, Event Management, Marketing, Call Centers, Team Building, Leadership Development, Strategy, Start-ups, Training, Entrepreneurship, Program Management, Strategic Planning, Organizational..., Recruiting, Social Networking, Community Outreach, Personal Development, Motivational Speaking, Volunteer Management
Education
University of Phoenix
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science (BS), Business Management
Glendale Community College
Associate of Arts (AA), Business
David Supenski's Edward Jones Experience September 2006 - June 2010
Job Storage Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Edward Jones September 2006 - June 2010
Edward Jones August 2002 - September 2006
Charles Schwab June 2000 - July 2002
Inacom June 1997 - June 2000
Iowa Western Community College 1998 - 1999
Skills
Wintel, Disaster Recovery, Data Center, Solaris, ITIL, Unix, Servers, Red Hat Linux, Windows Server, System Administration, Active Directory, DNS, Security, NetApp, Isilon, Incident Management, Operating Systems, Storage Area Networks, Storage, SAN
Education
University of Phoenix 2003 — 2007
BSM, Management
Charles Schwab April 2011 - Present
Edward Jones September 2006 - June 2010
Edward Jones August 2002 - September 2006
Charles Schwab June 2000 - July 2002
Inacom June 1997 - June 2000
Iowa Western Community College 1998 - 1999
Skills
Wintel, Disaster Recovery, Data Center, Solaris, ITIL, Unix, Servers, Red Hat Linux, Windows Server, System Administration, Active Directory, DNS, Security, NetApp, Isilon, Incident Management, Operating Systems, Storage Area Networks, Storage, SAN
Education
University of Phoenix 2003 — 2007
BSM, Management
Rich Crockett Rich Crockett's Edward Jones Experience July 2003 - September 2010
Job Assistant Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2013 - Present
Bank of America July 2013 - October 2013
Bank of America November 2012 - June 2013
Town of Pinetop-Lakeside June 2011 - June 2013
Salt Restuarant & Wine Bar May 2012 - May 2013
Rich Crockett Investment Services October 2010 - May 2012
Edward Jones July 2003 - September 2010
Bank of America 1996 - 2001
Skills
Banking, Budgets, Consumer Lending, Credit, Finance, Loans, Management, Marketing
Education
University of Phoenix-Utah Campus
Bachelor of Science (BS), Business Administration and Management, General
U.S. Bank October 2013 - Present
Bank of America July 2013 - October 2013
Bank of America November 2012 - June 2013
Town of Pinetop-Lakeside June 2011 - June 2013
Salt Restuarant & Wine Bar May 2012 - May 2013
Rich Crockett Investment Services October 2010 - May 2012
Edward Jones July 2003 - September 2010
Bank of America 1996 - 2001
Skills
Banking, Budgets, Consumer Lending, Credit, Finance, Loans, Management, Marketing
Education
University of Phoenix-Utah Campus
Bachelor of Science (BS), Business Administration and Management, General
Roger Remling Roger Remling's Edward Jones Experience May 2000 - February 2002
Job Investment Adviser 401k Coach
Industry Financial Services
Experience
Kenai Investments Inc. February 2003 - Present
Raymond James & Associates, Inc March 2002 - January 2003
Edward Jones May 2000 - February 2002
Skills
Investments, Financial Planning, Finance, Wealth Management, Retirement Planning, Strategic Planning, Small Business, Investment Advisory, Team Building, Series 7, Insurance
Education
University of Phoenix 2004 — 2006
BS Bus Finance, Finance
Kenai Investments Inc. February 2003 - Present
Raymond James & Associates, Inc March 2002 - January 2003
Edward Jones May 2000 - February 2002
Skills
Investments, Financial Planning, Finance, Wealth Management, Retirement Planning, Strategic Planning, Small Business, Investment Advisory, Team Building, Series 7, Insurance
Education
University of Phoenix 2004 — 2006
BS Bus Finance, Finance
Robyn Medley-Hampton Robyn Medley-Hampton's Edward Jones Experience October 2006 - April 2009
Job
Industry Telecommunications
Experience
Edward Jones October 2006 - April 2009
Systems & Electronics / DRS Systems & Electronics Inc April 2002 - May 2006
SSM Corporate Health August 2001 - February 2002
Advanced Communications 1984 - 1993
Skills
Telecommunications, WAN, Vendor Management, VoIP, Cisco Technologies, Technical Documentation, Technical Audits, IT Audit, Cost-savings, Budget Forecasts, Strategic Negotiations, RFP experience, Service Level Agreements, Service Level Management, International Team..., Service Deployment, Circuit Testing, Software Procurement, Software Licensing..., Facility Assessment, Functional..., Functional Requirements, Functional Testing, Hardware Deployments, Software Deployment, Hardware Diagnostics, Hardware Configuration, Router Configuration, Network Administration, Computer Repair, Tier 2, Inventory Management, Remote Administration, Remote User Testing, Client Server..., Security Patch..., Technical Program &..., Unified Communications, Technical Support
Education
TechSkills 2006 — 2007
Networking Certification Studies, A+, Network+, CCNA
University of Phoenix 2004 — 2006
BS IT, Information Technology Networking and Telecommunications
Edward Jones October 2006 - April 2009
Systems & Electronics / DRS Systems & Electronics Inc April 2002 - May 2006
SSM Corporate Health August 2001 - February 2002
Advanced Communications 1984 - 1993
Skills
Telecommunications, WAN, Vendor Management, VoIP, Cisco Technologies, Technical Documentation, Technical Audits, IT Audit, Cost-savings, Budget Forecasts, Strategic Negotiations, RFP experience, Service Level Agreements, Service Level Management, International Team..., Service Deployment, Circuit Testing, Software Procurement, Software Licensing..., Facility Assessment, Functional..., Functional Requirements, Functional Testing, Hardware Deployments, Software Deployment, Hardware Diagnostics, Hardware Configuration, Router Configuration, Network Administration, Computer Repair, Tier 2, Inventory Management, Remote Administration, Remote User Testing, Client Server..., Security Patch..., Technical Program &..., Unified Communications, Technical Support
Education
TechSkills 2006 — 2007
Networking Certification Studies, A+, Network+, CCNA
University of Phoenix 2004 — 2006
BS IT, Information Technology Networking and Telecommunications
Jake Parks Jake Parks's Edward Jones Experience January 2009 - January 2010
Job Product Marketing Manager Football at adidas
Industry Sporting Goods
Experience
adidas January 2013 - Present
adidas June 2012 - December 2012
adidas June 2011 - May 2012
adidas July 2010 - May 2011
adidas January 2010 - June 2010
Edward Jones January 2009 - January 2010
CTC Consulting August 2008 - January 2009
Sommers Financial Management June 2008 - August 2008
Skills
Sports Marketing, Sales, Sports, Training, Product Development, Retail, Football, Sales Management, Merchandising, Marketing, Product Marketing, Visual Merchandising, Apparel, Sponsorship, Direct Sales, Brand Management, Brand Development, Marketing Strategy, Footwear, Social Media Marketing
Education
University of Puget Sound 2004 — 2008
Finance, American History
adidas January 2013 - Present
adidas June 2012 - December 2012
adidas June 2011 - May 2012
adidas July 2010 - May 2011
adidas January 2010 - June 2010
Edward Jones January 2009 - January 2010
CTC Consulting August 2008 - January 2009
Sommers Financial Management June 2008 - August 2008
Skills
Sports Marketing, Sales, Sports, Training, Product Development, Retail, Football, Sales Management, Merchandising, Marketing, Product Marketing, Visual Merchandising, Apparel, Sponsorship, Direct Sales, Brand Management, Brand Development, Marketing Strategy, Footwear, Social Media Marketing
Education
University of Puget Sound 2004 — 2008
Finance, American History
Samantha Gaston Samantha Gaston's Edward Jones Experience April 2002 - August 2006
Job Biotest Pharmaceutical Plasma Operations
Industry Pharmaceuticals
Experience
Mapei August 2006 - October 2013
Edward Jones April 2002 - August 2006
Sky Media Latin America - 20th Century Fox May 1998 - December 2001
Future Tech International June 1996 - March 1998
Top Associates October 1994 - May 1996
EF Hutton-Smith Barney Shearson aka Citigroup September 1987 - July 1994
Skills
Human Resources, Microsoft Word, Contract Negotiation, Employee Relations, Positive Team Player, Leadership, Process Improvement, ADP Payroll, Operations Management, Supply Chain Management, Manufacturing, System Administration, Product Development, Management, Time Management, Business Strategy, Performance Management, Pricing, Project Planning, Procurement, Materials, Training, Sourcing, Contract Management, Sales Operations, Accounting, Business Planning, Change Management, Business Development, Analysis, Team Leadership, SAP, Logistics
Education
University of Phoenix 2009 — 2013
Bachelor of Science in Business, A
Mapei August 2006 - October 2013
Edward Jones April 2002 - August 2006
Sky Media Latin America - 20th Century Fox May 1998 - December 2001
Future Tech International June 1996 - March 1998
Top Associates October 1994 - May 1996
EF Hutton-Smith Barney Shearson aka Citigroup September 1987 - July 1994
Skills
Human Resources, Microsoft Word, Contract Negotiation, Employee Relations, Positive Team Player, Leadership, Process Improvement, ADP Payroll, Operations Management, Supply Chain Management, Manufacturing, System Administration, Product Development, Management, Time Management, Business Strategy, Performance Management, Pricing, Project Planning, Procurement, Materials, Training, Sourcing, Contract Management, Sales Operations, Accounting, Business Planning, Change Management, Business Development, Analysis, Team Leadership, SAP, Logistics
Education
University of Phoenix 2009 — 2013
Bachelor of Science in Business, A
Shawn George Shawn George's Edward Jones Experience February 2014 - October 2014
Job Safety Manager at St. John Medical Center
Industry Hospital & Health Care
Experience
PeaceHealth July 2015 - Present
PeaceHealth January 2015 - Present
Edward Jones February 2014 - October 2014
Kaiser Hospital April 2013 - February 2014
Kaiser Permanente October 2000 - April 2013
Kaiser Permanente May 1994 - September 2000
Skills
Public Speaking, Inpatient, Customer Service, Nonprofits, Program Development, Leadership, Process Improvement, Community Outreach, Hospitals, Microsoft Excel, Clinical Research, Policy, Healthcare, Team Building, Strategic Planning, Fundraising, Training, Epic Systems, Program Management
Education
University of Phoenix 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
PeaceHealth July 2015 - Present
PeaceHealth January 2015 - Present
Edward Jones February 2014 - October 2014
Kaiser Hospital April 2013 - February 2014
Kaiser Permanente October 2000 - April 2013
Kaiser Permanente May 1994 - September 2000
Skills
Public Speaking, Inpatient, Customer Service, Nonprofits, Program Development, Leadership, Process Improvement, Community Outreach, Hospitals, Microsoft Excel, Clinical Research, Policy, Healthcare, Team Building, Strategic Planning, Fundraising, Training, Epic Systems, Program Management
Education
University of Phoenix 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jonathan Turski, MBA Jonathan Turski, MBA's Edward Jones Experience April 2009 - September 2009
Job Senior Finance Advisor at University of Phoenix
Industry Financial Services
Experience
University of Phoenix July 2010 - Present
Pinnacle High School October 2009 - May 2010
Edward Jones April 2009 - September 2009
Enterprise Rent-A-Car June 2008 - January 2009
Skills
Coaching, Budgets, Adult Education, Strategic Financial..., Financial Reporting, Teamwork, Auditing, Finance, Leadership, Time Management, Customer Service, Strategic Planning, Microsoft Office, Public Speaking, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master's degree, Business Administration
McKendree University 2004 — 2008
Bachelor's degree, Finance and Economics
University of Phoenix July 2010 - Present
Pinnacle High School October 2009 - May 2010
Edward Jones April 2009 - September 2009
Enterprise Rent-A-Car June 2008 - January 2009
Skills
Coaching, Budgets, Adult Education, Strategic Financial..., Financial Reporting, Teamwork, Auditing, Finance, Leadership, Time Management, Customer Service, Strategic Planning, Microsoft Office, Public Speaking, Financial Analysis
Education
University of Phoenix 2010 — 2012
Master's degree, Business Administration
McKendree University 2004 — 2008
Bachelor's degree, Finance and Economics
Michael G. Scott's Edward Jones Experience February 2015 - Present
Job Financial Adviser in Menifee, California
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Army National Guard January 2015 - Present
Army National Guard January 2013 - December 2014
Abbott Vascular November 2012 - August 2014
Army National Guard January 2012 - September 2012
Army National Guard July 2010 - January 2012
Abbott Vascular February 2011 - August 2011
Abbott Vascular March 2007 - February 2011
Army National Guard July 2009 - July 2010
Quest Diagnostics May 2001 - March 2007
Skills
Supply Chain..., Logistics, Operations Management, Program Management, Supply Chain Management, Management, Military, Leadership, Long Range Planning, Operational Planning, Security Clearance, Training, Cross-functional Team..., Continuous Improvement, Army, Root Cause Analysis, Lean Manufacturing, Software Documentation, CAPA, Testing, Validation, Process Improvement, Microsoft Excel, Quality Control, Quality System, Quality Assurance, Procurement, Troubleshooting, Product Development, Manufacturing, Process Engineering
Education
University of Phoenix 2008 — 2010
BSM, Management
Edward Jones February 2015 - Present
Army National Guard January 2015 - Present
Army National Guard January 2013 - December 2014
Abbott Vascular November 2012 - August 2014
Army National Guard January 2012 - September 2012
Army National Guard July 2010 - January 2012
Abbott Vascular February 2011 - August 2011
Abbott Vascular March 2007 - February 2011
Army National Guard July 2009 - July 2010
Quest Diagnostics May 2001 - March 2007
Skills
Supply Chain..., Logistics, Operations Management, Program Management, Supply Chain Management, Management, Military, Leadership, Long Range Planning, Operational Planning, Security Clearance, Training, Cross-functional Team..., Continuous Improvement, Army, Root Cause Analysis, Lean Manufacturing, Software Documentation, CAPA, Testing, Validation, Process Improvement, Microsoft Excel, Quality Control, Quality System, Quality Assurance, Procurement, Troubleshooting, Product Development, Manufacturing, Process Engineering
Education
University of Phoenix 2008 — 2010
BSM, Management
Wayman Lockhart Wayman Lockhart's Edward Jones Experience October 1998 - October 2003
Job Finance Manager at University of Phoenix
Industry Higher Education
Experience
University of Phoenix August 2006 - January 2013
University of Phoenix November 2003 - August 2006
Edward Jones October 1998 - October 2003
Skills
Hiring Employees, Higher Education, Employee Training, Oracle, PeopleSoft, Student Financial Aid
Education
University of Phoenix 2006 — 2011
BSB/M
University of Phoenix August 2006 - January 2013
University of Phoenix November 2003 - August 2006
Edward Jones October 1998 - October 2003
Skills
Hiring Employees, Higher Education, Employee Training, Oracle, PeopleSoft, Student Financial Aid
Education
University of Phoenix 2006 — 2011
BSB/M
Twana Woods's Edward Jones Experience December 1996 - 2013
Job Experienced Administrative Professional Seeking New Opportunity
Industry Financial Services
Experience
B. Loehr Staffing March 2014 - March 2014
Edward Jones December 1996 - 2013
Skills
Administrative..., Outlook, Microsoft Excel, Customer Service, Office Administration, Spreadsheets, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Internet Research, Event Management, Travel Planning, Records Management, Notary Public, Invoice Processing, Expense Reports, Email, Social Media, Administrative..., Teamwork, Communication, Administration, Calendars
Education
University of Phoenix 2009 — 2011
Associate's degree, Business Administration and Management, General, 3.3 GPA
B. Loehr Staffing March 2014 - March 2014
Edward Jones December 1996 - 2013
Skills
Administrative..., Outlook, Microsoft Excel, Customer Service, Office Administration, Spreadsheets, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Internet Research, Event Management, Travel Planning, Records Management, Notary Public, Invoice Processing, Expense Reports, Email, Social Media, Administrative..., Teamwork, Communication, Administration, Calendars
Education
University of Phoenix 2009 — 2011
Associate's degree, Business Administration and Management, General, 3.3 GPA
Howard Bryant Howard Bryant's Edward Jones Experience November 2008 - January 2010
Job Franchise Owner at Wingstop Restaurants, Inc.
Industry Hospitality
Experience
Bryant Enterprises Inc March 2014 - Present
Wingstop Restaurants, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2014
Wells Fargo January 2010 - January 2011
Edward Jones November 2008 - January 2010
US Army July 1993 - September 2006
Skills
Restaurant Management, Hospitality Management, Food Safety, Food & Beverage, Customer Satisfaction, Sponsorship Relations, Fundraising, People Management, Catering Sales, Quick Service, marketing, Series 7, Series 63, Sales, Customer Service, Leadership Development, Financial Advisory, Customer Retention, Communication, Series 66, Life Insurance, Separately Managed..., Mutual Funds, Stocks, Bonds, UIT
Education
University of Phoenix 2006 — 2008
Associate of Arts (AA), Business
Fairfield High School 1989 — 1993
High School
Bryant Enterprises Inc March 2014 - Present
Wingstop Restaurants, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - March 2014
Wells Fargo January 2010 - January 2011
Edward Jones November 2008 - January 2010
US Army July 1993 - September 2006
Skills
Restaurant Management, Hospitality Management, Food Safety, Food & Beverage, Customer Satisfaction, Sponsorship Relations, Fundraising, People Management, Catering Sales, Quick Service, marketing, Series 7, Series 63, Sales, Customer Service, Leadership Development, Financial Advisory, Customer Retention, Communication, Series 66, Life Insurance, Separately Managed..., Mutual Funds, Stocks, Bonds, UIT
Education
University of Phoenix 2006 — 2008
Associate of Arts (AA), Business
Fairfield High School 1989 — 1993
High School
Patti Likwarz Patti Likwarz's Edward Jones Experience October 2008 - Present
Job Sr. Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Edward Jones October 2008 - Present
Skills
Marketing Strategy, Social Media Marketing, Target Marketing, Segmentation, Customer Service, Manage Client..., Marketing Communications, Business Strategy, Business Planning, Public Relations, Strategic Planning, Research, Photoshop, Public Speaking, Budgets, Outlook, PowerPoint, Finance, English, Teaching, Microsoft Office, Windows, Microsoft Excel, Microsoft Word
Education
University of Phoenix
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, Graduated with honors
Edward Jones October 2008 - Present
Edward Jones October 2008 - Present
Skills
Marketing Strategy, Social Media Marketing, Target Marketing, Segmentation, Customer Service, Manage Client..., Marketing Communications, Business Strategy, Business Planning, Public Relations, Strategic Planning, Research, Photoshop, Public Speaking, Budgets, Outlook, PowerPoint, Finance, English, Teaching, Microsoft Office, Windows, Microsoft Excel, Microsoft Word
Education
University of Phoenix
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, Graduated with honors
Stephanie Beckham Stephanie Beckham's Edward Jones Experience January 2013 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
DHS November 2007 - January 2013
Columbia 911 Communications District December 2008 - July 2009
Saint Helens School District September 2006 - November 2006
Drop In and Play June 2005 - March 2006
Michaels Arts and Crafts July 2005 - November 2005
National MS Society July 1994 - July 2004
Horizon Credit Union January 2003 - April 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Access, Microsoft Word, PowerPoint, Nonprofits, Data Analysis, Budgets, Event Planning, Public Speaking, Strategic Planning, Analysis, Government, Data Entry, Policy, Advertising, Homeland Security, Policy Analysis
Education
University of Phoenix 2013 — 2015
Business
Lewis and Clark High School 1991 — 1994
High School Diploma, General
Edward Jones January 2013 - Present
DHS November 2007 - January 2013
Columbia 911 Communications District December 2008 - July 2009
Saint Helens School District September 2006 - November 2006
Drop In and Play June 2005 - March 2006
Michaels Arts and Crafts July 2005 - November 2005
National MS Society July 1994 - July 2004
Horizon Credit Union January 2003 - April 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Access, Microsoft Word, PowerPoint, Nonprofits, Data Analysis, Budgets, Event Planning, Public Speaking, Strategic Planning, Analysis, Government, Data Entry, Policy, Advertising, Homeland Security, Policy Analysis
Education
University of Phoenix 2013 — 2015
Business
Lewis and Clark High School 1991 — 1994
High School Diploma, General
Maria Bray's Edward Jones Experience December 2007 - Present
Job Professional Organizer at Wellspring Organizing Solutions, LLC
Industry Financial Services
Experience
Literacy Volunteers of Upshur County September 2015 - Present
Wellspring Organizing Solutions, LLC 2014 - Present
Edward Jones December 2007 - Present
Demand Media 2009 - 2012
Kelley Tierney State Farm Insurance October 2003 - December 2007
Skills
Insurance, Office Administration, Office Management, Microsoft Office, Microsoft Word, Public Relations, Public Speaking, Marketing, Retail, Medical Terminology, Professional Organizing, Customer Service, Event Planning, Data Entry, Outlook, Time Management, Social Media, Editing, Proofreading, Creative Writing
Education
University of Phoenix 2007 — 2009
Associate of Arts (AA), Business
Fordham University Lincoln Center 1980 — 1981
Mathematics
QC Design School
Advanced International Organizing Professional™
Literacy Volunteers of Upshur County September 2015 - Present
Wellspring Organizing Solutions, LLC 2014 - Present
Edward Jones December 2007 - Present
Demand Media 2009 - 2012
Kelley Tierney State Farm Insurance October 2003 - December 2007
Skills
Insurance, Office Administration, Office Management, Microsoft Office, Microsoft Word, Public Relations, Public Speaking, Marketing, Retail, Medical Terminology, Professional Organizing, Customer Service, Event Planning, Data Entry, Outlook, Time Management, Social Media, Editing, Proofreading, Creative Writing
Education
University of Phoenix 2007 — 2009
Associate of Arts (AA), Business
Fordham University Lincoln Center 1980 — 1981
Mathematics
QC Design School
Advanced International Organizing Professional™
Stephanie Schloesser Stephanie Schloesser's Edward Jones Experience January 2003 - December 2004
Job Executive Assistant at Oregon Army National Guard
Industry Government Administration
Experience
Oregon Army National Guard January 2013 - Present
Home Equity Representative January 2010 - September 2012
Edward Jones January 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Phoenix 2008 — 2011
Bachelor's degree, Science in business
University of Phoenix 2008 — 2011
Associates Degree, Health/Health Care Administration/Management
Oregon Army National Guard January 2013 - Present
Home Equity Representative January 2010 - September 2012
Edward Jones January 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Phoenix 2008 — 2011
Bachelor's degree, Science in business
University of Phoenix 2008 — 2011
Associates Degree, Health/Health Care Administration/Management
Greg Bierling Greg Bierling's Edward Jones Experience June 2007 - February 2008
Job Regional Sales Manager
Industry Construction
Experience
FACO, LLC September 2014 - Present
Kuhlmann Supply Company July 2012 - August 2014
University of Missouri - St. Louis August 2010 - August 2012
Hilton Hotel April 2010 - July 2012
University of Phoenix March 2008 - February 2010
Edward Jones June 2007 - February 2008
The Sharper July 2004 - April 2007
The Sharper Image October 2001 - April 2007
The Sharper Image October 2001 - July 2004
Skills
Inventory Management, Customer Service, Outlook, Payroll, Budgets, Human Resources, Sales, Finance, Coaching, Microsoft Excel, Database Administration, POS
Education
University of Phoenix 2008 — 2009
Masters, Business Administration
University of Missouri-St. Louis 2000 — 2004
Bachelor of Science, Business Administration
FACO, LLC September 2014 - Present
Kuhlmann Supply Company July 2012 - August 2014
University of Missouri - St. Louis August 2010 - August 2012
Hilton Hotel April 2010 - July 2012
University of Phoenix March 2008 - February 2010
Edward Jones June 2007 - February 2008
The Sharper July 2004 - April 2007
The Sharper Image October 2001 - April 2007
The Sharper Image October 2001 - July 2004
Skills
Inventory Management, Customer Service, Outlook, Payroll, Budgets, Human Resources, Sales, Finance, Coaching, Microsoft Excel, Database Administration, POS
Education
University of Phoenix 2008 — 2009
Masters, Business Administration
University of Missouri-St. Louis 2000 — 2004
Bachelor of Science, Business Administration
Priya Iyer, MS Supply Chain Priya Iyer, MS Supply Chain's Edward Jones Experience October 2013 - December 2013
Job IT Supply Chain Analyst, Oracle EBS, ITIL v3 certified IT Service Management Professional, Electronics Engineer
Industry Logistics and Supply Chain
Experience
World Wide Technology May 2014 - Present
Edward Jones October 2013 - December 2013
Huawei June 2011 - May 2012
TATA Communications Ltd. (fka VSNL) April 2010 - June 2011
Reliance Communications Ltd. June 2007 - April 2010
XL Dynamics July 2006 - May 2007
Skills
SQL, Oracle E-Business Suite, Business Intelligence, Rules Engines, ITIL, Project Management, IT Service Management, Tableau, Business Process, Quality Management, Service Delivery, Telecommunications, Change Management, Process Improvement, Management, Managed Services, CRM, Software Development, Data Center, Vendor Management, Integration, Leadership, Business Analysis
Education
Washington University in St. Louis - Olin Business School 2013 — 2014
Master of Science (MS), Supply Chain Management, 3.85 / 4.00
University of Pune 2002 — 2006
Bachelor of Engineering, Electronics
Bhavans 1994 — 2000
World Wide Technology May 2014 - Present
Edward Jones October 2013 - December 2013
Huawei June 2011 - May 2012
TATA Communications Ltd. (fka VSNL) April 2010 - June 2011
Reliance Communications Ltd. June 2007 - April 2010
XL Dynamics July 2006 - May 2007
Skills
SQL, Oracle E-Business Suite, Business Intelligence, Rules Engines, ITIL, Project Management, IT Service Management, Tableau, Business Process, Quality Management, Service Delivery, Telecommunications, Change Management, Process Improvement, Management, Managed Services, CRM, Software Development, Data Center, Vendor Management, Integration, Leadership, Business Analysis
Education
Washington University in St. Louis - Olin Business School 2013 — 2014
Master of Science (MS), Supply Chain Management, 3.85 / 4.00
University of Pune 2002 — 2006
Bachelor of Engineering, Electronics
Bhavans 1994 — 2000
Ruth Barrios's Edward Jones Experience August 2008 - May 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Edward Jones August 2008 - May 2012
Progress Energy April 2001 - 2008
Education
University of Phoenix 2001 — 2006
Computer and Information Sciences and Support Services
Wells Fargo Advisors February 2013 - Present
Edward Jones August 2008 - May 2012
Progress Energy April 2001 - 2008
Education
University of Phoenix 2001 — 2006
Computer and Information Sciences and Support Services
Jan Hilfer, MBA Jan Hilfer, MBA's Edward Jones Experience December 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Arthrex December 2012 - December 2013
Stryker March 2012 - December 2012
Victory Pharma February 2011 - August 2011
South County Hospital September 2010 - December 2010
Skills
IRAs, 401k Rollovers, Roth IRA, 401k, Mutual Funds, Equities, Bonds, Unit Investment Trusts, ETFs, 529 Plans, SEP IRA, Fixed Annuities, Variable Annuities, Life Insurance, Series 7, Series 66, Sales, Public Speaking
Education
University of Rhode Island 2009 — 2011
M.B.A., Management
University of Rhode Island 2006 — 2009
B.S., Pre-Med
Edward Jones December 2013 - Present
Arthrex December 2012 - December 2013
Stryker March 2012 - December 2012
Victory Pharma February 2011 - August 2011
South County Hospital September 2010 - December 2010
Skills
IRAs, 401k Rollovers, Roth IRA, 401k, Mutual Funds, Equities, Bonds, Unit Investment Trusts, ETFs, 529 Plans, SEP IRA, Fixed Annuities, Variable Annuities, Life Insurance, Series 7, Series 66, Sales, Public Speaking
Education
University of Rhode Island 2009 — 2011
M.B.A., Management
University of Rhode Island 2006 — 2009
B.S., Pre-Med
David Delk David Delk's Edward Jones Experience May 2009 - February 2010
Job Production Manager at Grenier Engineering
Industry Design
Experience
Grenier Engineering, Inc. December 2013 - Present
Arizona Restaurant Supply November 2012 - December 2013
Self-Employed March 2009 - December 2013
Edward Jones May 2009 - February 2010
Grenier Engineering, Inc. January 1999 - May 2009
Skills
Team Building, Budgets, Quality Control, Process Scheduler, AutoCAD, Microsoft Excel, Savings, Strategic Financial..., Asset Allocation, Series 7, Revit, Testing, Construction Drawings, Construction Management, Inspection, Structural Engineering, Steel Structures, BIM, Project Management, Microsoft Office, PowerPoint, Microsoft Word, Management, Submittals, Software Documentation, Construction, Renovation, Marketing, Contractors, Procurement, Photoshop, Graphic Design, Employee Training, Training, Customer Service, Structural Analysis
Education
University of Phoenix 2001 — 2004
BS, Business Management
ITT Technical Institute 1993 — 1995
AAS, Computer Aided Drafting Design
Grenier Engineering, Inc. December 2013 - Present
Arizona Restaurant Supply November 2012 - December 2013
Self-Employed March 2009 - December 2013
Edward Jones May 2009 - February 2010
Grenier Engineering, Inc. January 1999 - May 2009
Skills
Team Building, Budgets, Quality Control, Process Scheduler, AutoCAD, Microsoft Excel, Savings, Strategic Financial..., Asset Allocation, Series 7, Revit, Testing, Construction Drawings, Construction Management, Inspection, Structural Engineering, Steel Structures, BIM, Project Management, Microsoft Office, PowerPoint, Microsoft Word, Management, Submittals, Software Documentation, Construction, Renovation, Marketing, Contractors, Procurement, Photoshop, Graphic Design, Employee Training, Training, Customer Service, Structural Analysis
Education
University of Phoenix 2001 — 2004
BS, Business Management
ITT Technical Institute 1993 — 1995
AAS, Computer Aided Drafting Design
Rodger Besley Rodger Besley's Edward Jones Experience January 2007 - July 2008
Job Application Engineer at Orion Health
Industry Information Technology and Services
Experience
Orion Health July 2015 - Present
PSCU May 2013 - July 2015
Scottrade July 2009 - May 2013
CGI July 2008 - June 2009
Edward Jones January 2007 - July 2008
IBM 2002 - 2006
Skills
Solaris, AIX, Servers, Operating Systems, Unix, Linux, Hardware, VMware, Red Hat Linux, VMware ESX, Data Center, Troubleshooting, Disaster Recovery, TCP/IP, Software Documentation, High Availability, Databases, Active Directory, DNS, Technical Support, Cluster, SDLC, Infrastructure
Education
University of Phoenix 2003 — 2005
B.S.I.T., Information Technology
Orion Health July 2015 - Present
PSCU May 2013 - July 2015
Scottrade July 2009 - May 2013
CGI July 2008 - June 2009
Edward Jones January 2007 - July 2008
IBM 2002 - 2006
Skills
Solaris, AIX, Servers, Operating Systems, Unix, Linux, Hardware, VMware, Red Hat Linux, VMware ESX, Data Center, Troubleshooting, Disaster Recovery, TCP/IP, Software Documentation, High Availability, Databases, Active Directory, DNS, Technical Support, Cluster, SDLC, Infrastructure
Education
University of Phoenix 2003 — 2005
B.S.I.T., Information Technology
Trish (Franz) Dalton Trish (Franz) Dalton's Edward Jones Experience June 1994 - March 2003
Job Business Analyst II (RX) at Schnuck Markets, Inc.
Industry Information Services
Experience
Schnuck Markets, Inc. June 2014 - Present
Corizon Health July 2013 - June 2014
The United Methodist Church at Wentzville June 2006 - July 2013
Four D Stables, Inc. October 2002 - August 2010
Edward Jones June 1994 - March 2003
AT&T October 1986 - May 1994
Skills
MS Office Suite, COBOL, SQL Server, JCL, SDLC, PowerPoint, Quickbooks, CICS, DB2, Relational Databases, mckesson pharmacy..., HIPAA, Visio, MS Project, SharePoint, Leadership, Software Documentation, Project Management, Analysis, Mainframe, Management, Microsoft SQL Server, Microsoft Office
Education
William Woods University 1983 — 1986
Bachelor of Arts (B.A.), Computer Information Systems/Business Administration
University of Phoenix 2011 — 2013
Master's Degree, Healthcare Administration/Informatics, GPA 3.98
Schnuck Markets, Inc. June 2014 - Present
Corizon Health July 2013 - June 2014
The United Methodist Church at Wentzville June 2006 - July 2013
Four D Stables, Inc. October 2002 - August 2010
Edward Jones June 1994 - March 2003
AT&T October 1986 - May 1994
Skills
MS Office Suite, COBOL, SQL Server, JCL, SDLC, PowerPoint, Quickbooks, CICS, DB2, Relational Databases, mckesson pharmacy..., HIPAA, Visio, MS Project, SharePoint, Leadership, Software Documentation, Project Management, Analysis, Mainframe, Management, Microsoft SQL Server, Microsoft Office
Education
William Woods University 1983 — 1986
Bachelor of Arts (B.A.), Computer Information Systems/Business Administration
University of Phoenix 2011 — 2013
Master's Degree, Healthcare Administration/Informatics, GPA 3.98
Rebecca Ferguson, MBA's Edward Jones Experience July 2002 - December 2004
Job Manager,Talent AcquisitionTriZetto Corporation
Industry Human Resources
Experience
TriZetto, A Cognizant Company April 2015 - Present
TriZetto, A Cognizant Company December 2014 - March 2015
American Railcar Industries, Inc. October 2014 - November 2014
Beacon Hill Financial February 2014 - October 2014
Robert Half International December 2010 - January 2014
Bowie Knife Security, LLC January 2009 - December 2010
American Water Company February 2006 - August 2008
Technisource May 2005 - January 2006
Edward Jones July 2002 - December 2004
Ingersoll-Rand February 2002 - July 2002
Skills
Employee Relations, Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, College Recruiting, Technical Recruiting, Talent Management, HRIS, Sourcing, Employee Benefits, Temporary Staffing, Succession Planning, Temporary Placement, Background Checks, Interviews, Training, Deferred Compensation, New Hire Orientations, Staffing Services, Benefits Negotiation, Leadership, Hiring, Organizational..., Coaching, Policy, Management, Permanent Placement, Executive Search
Education
University of Phoenix 2003 — 2008
MBA, Business
University of Phoenix May 2005University of Phoenix 2003 — 2008
BS Degree, Business Management
TriZetto, A Cognizant Company April 2015 - Present
TriZetto, A Cognizant Company December 2014 - March 2015
American Railcar Industries, Inc. October 2014 - November 2014
Beacon Hill Financial February 2014 - October 2014
Robert Half International December 2010 - January 2014
Bowie Knife Security, LLC January 2009 - December 2010
American Water Company February 2006 - August 2008
Technisource May 2005 - January 2006
Edward Jones July 2002 - December 2004
Ingersoll-Rand February 2002 - July 2002
Skills
Employee Relations, Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, College Recruiting, Technical Recruiting, Talent Management, HRIS, Sourcing, Employee Benefits, Temporary Staffing, Succession Planning, Temporary Placement, Background Checks, Interviews, Training, Deferred Compensation, New Hire Orientations, Staffing Services, Benefits Negotiation, Leadership, Hiring, Organizational..., Coaching, Policy, Management, Permanent Placement, Executive Search
Education
University of Phoenix 2003 — 2008
MBA, Business
University of Phoenix May 2005University of Phoenix 2003 — 2008
BS Degree, Business Management
Patrick Cosgrove Patrick Cosgrove's Edward Jones Experience 2003 - 2006
Job Detention Deputy at Anoka County Sheriff's Office
Industry Law Enforcement
Experience
Anoka County Sheriff's Office September 2011 - Present
Army National Guard August 2010 - Present
Army National Guard August 2009 - August 2010
Army National Guard February 2008 - August 2009
Wells Fargo 2006 - 2007
Army National Guard November 2004 - January 2006
Edward Jones 2003 - 2006
MN Department of Corrections 1994 - 2003
Skills
Mentoring, Military Operations, Administration, Government Liaison, Corrections, Intelligence Analysis, Biometrics, Military Leadership, Retail Banking, Intelligence, Military, Military Experience, Command, Security Clearance, Army, System Administration
Education
University of Phoenix 2006 — 2008
BS, Business Management
Anoka County Sheriff's Office September 2011 - Present
Army National Guard August 2010 - Present
Army National Guard August 2009 - August 2010
Army National Guard February 2008 - August 2009
Wells Fargo 2006 - 2007
Army National Guard November 2004 - January 2006
Edward Jones 2003 - 2006
MN Department of Corrections 1994 - 2003
Skills
Mentoring, Military Operations, Administration, Government Liaison, Corrections, Intelligence Analysis, Biometrics, Military Leadership, Retail Banking, Intelligence, Military, Military Experience, Command, Security Clearance, Army, System Administration
Education
University of Phoenix 2006 — 2008
BS, Business Management
Julie Cutler Julie Cutler's Edward Jones Experience December 2005 - April 2010
Job Domestic Diva/Goddess
Industry Philanthropy
Experience
Cutler Residence March 2014 - Present
Bank of America August 2011 - March 2014
Edward Jones December 2005 - April 2010
JPMorgan Chase March 1997 - April 2005
JPMorgan Chase March 1993 - March 1997
Skills
Management, Training, Credit, Finance, Customer Service, Microsoft Excel, Leadership, Sales, Banking, Budgets
Education
University of Phoenix 1996 — 1998
Bachelor of Science, Administration / Management
Cutler Residence March 2014 - Present
Bank of America August 2011 - March 2014
Edward Jones December 2005 - April 2010
JPMorgan Chase March 1997 - April 2005
JPMorgan Chase March 1993 - March 1997
Skills
Management, Training, Credit, Finance, Customer Service, Microsoft Excel, Leadership, Sales, Banking, Budgets
Education
University of Phoenix 1996 — 1998
Bachelor of Science, Administration / Management
Peter Skoretz Peter Skoretz's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Edward Jones September 2003 - September 2008
Edward Jones November 1998 - August 2003
Skills
Financial Planning, Investment Selection, Investments, Portfolio Management, Mutual Funds, Annuities, Critical Illness, Bonds, Insurance, Wealth Management, Asset Management, Retirement, Retirement Planning, Securities, Compliance, Asset Allocation, Wealth, ETFs, Asset Managment, Financial Advisory, Fixed Annuities, Strategic Financial..., Training, Life Insurance, Income Protection, Investment Advisory, Investment Strategies, Estate Planning, Finance, Long-term Care, Financial Services, Leadership, Financial Planners, Pensions, Term Life Insurance, Small Business, Residential Mortgages, Disability Insurance, Stocks, Segregated Funds, Risk Management, Equities, IRAs, Wealth Management..., Relationship Management, High Net Worth..., Variable Annuities, Retirement Savings, Credit, Strategic Planning
Education
University of Waterloo 1988 — 1991
M.A., Regional Planning and Resource Development
University of Regina 1983 — 1988
B. A. Honours, Geography
Edward Jones October 2008 - Present
Edward Jones September 2003 - September 2008
Edward Jones November 1998 - August 2003
Skills
Financial Planning, Investment Selection, Investments, Portfolio Management, Mutual Funds, Annuities, Critical Illness, Bonds, Insurance, Wealth Management, Asset Management, Retirement, Retirement Planning, Securities, Compliance, Asset Allocation, Wealth, ETFs, Asset Managment, Financial Advisory, Fixed Annuities, Strategic Financial..., Training, Life Insurance, Income Protection, Investment Advisory, Investment Strategies, Estate Planning, Finance, Long-term Care, Financial Services, Leadership, Financial Planners, Pensions, Term Life Insurance, Small Business, Residential Mortgages, Disability Insurance, Stocks, Segregated Funds, Risk Management, Equities, IRAs, Wealth Management..., Relationship Management, High Net Worth..., Variable Annuities, Retirement Savings, Credit, Strategic Planning
Education
University of Waterloo 1988 — 1991
M.A., Regional Planning and Resource Development
University of Regina 1983 — 1988
B. A. Honours, Geography
Dennis Randolph Dennis Randolph's Edward Jones Experience March 2004 - January 2007
Job President Randolph Financial
Industry Financial Services
Experience
Randolph Financial January 2007 - Present
Edward Jones March 2004 - January 2007
Champion Laboratories December 2002 - March 2004
Champion Laboratories 2002 - 2004
Education
University of Phoenix 2000 — 2004
BS, Marketing
Randolph Financial January 2007 - Present
Edward Jones March 2004 - January 2007
Champion Laboratories December 2002 - March 2004
Champion Laboratories 2002 - 2004
Education
University of Phoenix 2000 — 2004
BS, Marketing
John Wellington John Wellington's Edward Jones Experience February 2008 - December 2008
Job Security and Business Professional
Industry Security and Investigations
Experience
The Venetian August 2009 - July 2011
Wellington Ventures November 2008 - August 2009
MAYFAM productions December 2008 - July 2009
Hollywoodfunds.com December 2008 - July 2009
Edward Jones February 2008 - December 2008
The Learning Center of Las Vegas July 2007 - January 2008
RH Donnelley October 2006 - July 2007
US Army September 1997 - November 2004
Skills
Team Building, Public Speaking, Commodity, Entrepreneurship, Physical Security, Networking, Leadership, Business Planning, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Strategy, Sales, Direct Sales, Customer Service, Marketing, CRM, Entertainment, Security, Training, Management, Cross-functional Team..., Budgets, New Business Development, Finance, Change Management, Time Management, Project Planning, Investments, Business Development
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, 3.8
Lone Star Community College 2004 — 2006
Business Management
The Venetian August 2009 - July 2011
Wellington Ventures November 2008 - August 2009
MAYFAM productions December 2008 - July 2009
Hollywoodfunds.com December 2008 - July 2009
Edward Jones February 2008 - December 2008
The Learning Center of Las Vegas July 2007 - January 2008
RH Donnelley October 2006 - July 2007
US Army September 1997 - November 2004
Skills
Team Building, Public Speaking, Commodity, Entrepreneurship, Physical Security, Networking, Leadership, Business Planning, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Strategy, Sales, Direct Sales, Customer Service, Marketing, CRM, Entertainment, Security, Training, Management, Cross-functional Team..., Budgets, New Business Development, Finance, Change Management, Time Management, Project Planning, Investments, Business Development
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, 3.8
Lone Star Community College 2004 — 2006
Business Management
Curtis Ingalls Curtis Ingalls's Edward Jones Experience 2001 - 2002
Job Currently seeking new opportunities
Industry Telecommunications
Experience
CenturyLink Cloud June 2014 - September 2015
CenturyLink January 2013 - June 2014
CenturyLink October 2011 - January 2013
Avaya December 2009 - May 2011
Nortel September 2009 - December 2009
Nortel November 2006 - September 2009
AT&T August 2003 - November 2006
MCI 1993 - 2003
Edward Jones 2001 - 2002
Duckwall - Alco 1992 - 1993
Skills
Channel, Channel Management, Telecommunications, Consultative Selling, Solution Selling, Unified Communications, Avaya, Managed Services, Professional Services, Vendor Management, Contract Negotiations, Cloud Computing, Strategic Partnerships, VoIP, CPE, Channel Partners, Channel Partner..., MPLS, Selling, Contract Negotiation, Sales, Co-location, Telephony, WAN, SIP, Hosted Services, IP, CRM, Networking, Enterprise Software, Integration, Sales Operations, Business Alliances, Security, Wireless, Data Center, Sales Process, Partner Management, SaaS, Go-to-market Strategy, Ethernet, Management, Program Management, Direct Sales, PRI, Cisco Technologies, Sales Engineering, Video Conferencing, T1, TDM
Education
University of Phoenix 2003 — 2006
Master of Business Administration (MBA), Technology Management, 3.35 GPA
DeVry University 1988 — 1991
Bachelor of Science (BS), Telecommunications Management, 3.5 GPA
CenturyLink Cloud June 2014 - September 2015
CenturyLink January 2013 - June 2014
CenturyLink October 2011 - January 2013
Avaya December 2009 - May 2011
Nortel September 2009 - December 2009
Nortel November 2006 - September 2009
AT&T August 2003 - November 2006
MCI 1993 - 2003
Edward Jones 2001 - 2002
Duckwall - Alco 1992 - 1993
Skills
Channel, Channel Management, Telecommunications, Consultative Selling, Solution Selling, Unified Communications, Avaya, Managed Services, Professional Services, Vendor Management, Contract Negotiations, Cloud Computing, Strategic Partnerships, VoIP, CPE, Channel Partners, Channel Partner..., MPLS, Selling, Contract Negotiation, Sales, Co-location, Telephony, WAN, SIP, Hosted Services, IP, CRM, Networking, Enterprise Software, Integration, Sales Operations, Business Alliances, Security, Wireless, Data Center, Sales Process, Partner Management, SaaS, Go-to-market Strategy, Ethernet, Management, Program Management, Direct Sales, PRI, Cisco Technologies, Sales Engineering, Video Conferencing, T1, TDM
Education
University of Phoenix 2003 — 2006
Master of Business Administration (MBA), Technology Management, 3.35 GPA
DeVry University 1988 — 1991
Bachelor of Science (BS), Telecommunications Management, 3.5 GPA
Denise Camp Denise Camp's Edward Jones Experience June 1984 - November 2005
Job Owner at Red Velvet Inn
Industry Real Estate
Experience
Texas Sled Dog Rescue August 2012 - Present
Red Velvet Inn December 2011 - Present
Texas Husky Rescue, Inc. September 2011 - Present
The Princess Project of Bryan/College Station December 2009 - Present
CDJ Dolphin Flippers, LLC January 2004 - Present
DNC Photography January 2001 - Present
Edward Jones June 1984 - November 2005
Skills
Office Management, Event Planning, Sales, Advertising, Public Speaking, Customer Service, Fundraising, Marketing, Leadership, Small Business
Education
University of Phoenix
Texas Sled Dog Rescue August 2012 - Present
Red Velvet Inn December 2011 - Present
Texas Husky Rescue, Inc. September 2011 - Present
The Princess Project of Bryan/College Station December 2009 - Present
CDJ Dolphin Flippers, LLC January 2004 - Present
DNC Photography January 2001 - Present
Edward Jones June 1984 - November 2005
Skills
Office Management, Event Planning, Sales, Advertising, Public Speaking, Customer Service, Fundraising, Marketing, Leadership, Small Business
Education
University of Phoenix
Todd B. McCartney Todd B. McCartney's Edward Jones Experience 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
William Blair & Company 2010 - 2012
Goldman Sachs 2000 - 2010
Lord, Abbett & Co. LLC 1994 - 2000
Skills
Financial Accounting
Education
University of Pennsylvania
Wharton School of Business, Certified Investment Management Analyst (CIMA)
Valparaiso University School of Law
Juris Doctor
Wheaton College
Bachelor of Arts (B.A.)
Glenbard West High School
Edward Jones 2013 - Present
William Blair & Company 2010 - 2012
Goldman Sachs 2000 - 2010
Lord, Abbett & Co. LLC 1994 - 2000
Skills
Financial Accounting
Education
University of Pennsylvania
Wharton School of Business, Certified Investment Management Analyst (CIMA)
Valparaiso University School of Law
Juris Doctor
Wheaton College
Bachelor of Arts (B.A.)
Glenbard West High School
Anthony Lizzi, CFP® Anthony Lizzi, CFP®'s Edward Jones Experience January 2006 - Present
Job Financial Advisor and Limited Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2006 - Present
Progressive Insurance August 2004 - December 2005
Skills
Wealth Management, Financial Strategies, Portfolio Review, Wealth Preservation..., Estate and Legacy...
Education
University of Rhode Island - College of Business Administration 1999 — 2004
Business
University of Rhode Island - College of Business Administration
Edward Jones January 2006 - Present
Progressive Insurance August 2004 - December 2005
Skills
Wealth Management, Financial Strategies, Portfolio Review, Wealth Preservation..., Estate and Legacy...
Education
University of Rhode Island - College of Business Administration 1999 — 2004
Business
University of Rhode Island - College of Business Administration
Becky Rabin Becky Rabin's Edward Jones Experience March 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Accounting
Experience
Edward Jones March 2013 - Present
Edward Jones February 2010 - March 2013
Marti A Napier CPA PC January 2010 - March 2013
Skills
Management, Outlook, Budgets, Bookkeeping, Administrative...
Education
University of Phoenix 2010 — 2012
AA, Business
Edward Jones March 2013 - Present
Edward Jones February 2010 - March 2013
Marti A Napier CPA PC January 2010 - March 2013
Skills
Management, Outlook, Budgets, Bookkeeping, Administrative...
Education
University of Phoenix 2010 — 2012
AA, Business
Deborah Hutchens-Lehmenkuler Deborah Hutchens-Lehmenkuler's Edward Jones Experience October 2009 - March 2013
Job CVS Caremark Finance
Industry Hospital & Health Care
Experience
CVS Caremark Corporation March 2013 - Present
Edward Jones October 2009 - March 2013
DMB Associates February 2004 - September 2008
Haven Design LLC, Fifth Avenue Shores LLC 2001 - 2004
Skills
Financial Analysis, Budgets, Finance, Financial Reporting, Forecasting, Process Improvement, Team Building, Strategic Planning, Microsoft Excel, Marketing, Contract Negotiation
Education
University of Phoenix
BSB, Finance, Management
CVS Caremark Corporation March 2013 - Present
Edward Jones October 2009 - March 2013
DMB Associates February 2004 - September 2008
Haven Design LLC, Fifth Avenue Shores LLC 2001 - 2004
Skills
Financial Analysis, Budgets, Finance, Financial Reporting, Forecasting, Process Improvement, Team Building, Strategic Planning, Microsoft Excel, Marketing, Contract Negotiation
Education
University of Phoenix
BSB, Finance, Management
Brian Levinson Brian Levinson's Edward Jones Experience March 2008 - December 2008
Job WFA Supervision Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC April 2012 - April 2014
Wells Fargo Advisors, LLC May 2010 - April 2012
Edward Jones March 2008 - December 2008
deVan Sealants, Inc. November 2005 - March 2008
Futon Expres' September 1996 - April 2004
Skills
Wealth Management, Finance, Mutual Funds, Sales, Microsoft Excel, Series 63, Customer Service, Leadership, Series 7, Process Improvement
Education
University of Phoenix 2006 — 2010
B.S., Business Administration
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC April 2012 - April 2014
Wells Fargo Advisors, LLC May 2010 - April 2012
Edward Jones March 2008 - December 2008
deVan Sealants, Inc. November 2005 - March 2008
Futon Expres' September 1996 - April 2004
Skills
Wealth Management, Finance, Mutual Funds, Sales, Microsoft Excel, Series 63, Customer Service, Leadership, Series 7, Process Improvement
Education
University of Phoenix 2006 — 2010
B.S., Business Administration
Racquel Smith Racquel Smith's Edward Jones Experience September 2008 - March 2009
Job Next step: Licensed CPA
Industry Accounting
Experience
Manheim Auctions July 2012 - Present
Trilogy Financial Services April 2009 - July 2009
Edward Jones September 2008 - March 2009
Countrywide Home Loans July 2007 - July 2008
University of Southern California September 2003 - May 2007
Skills
Accounting, Loans, Retirement Planning, Mutual Funds, Financial Planning, Bonds, Financial Services, Investments, Cash Management
Education
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration, Real Estate Finance
University of Phoenix
Master of Science in Accountancy, Accounting
Manheim Auctions July 2012 - Present
Trilogy Financial Services April 2009 - July 2009
Edward Jones September 2008 - March 2009
Countrywide Home Loans July 2007 - July 2008
University of Southern California September 2003 - May 2007
Skills
Accounting, Loans, Retirement Planning, Mutual Funds, Financial Planning, Bonds, Financial Services, Investments, Cash Management
Education
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration, Real Estate Finance
University of Phoenix
Master of Science in Accountancy, Accounting
Jim Schmid Jim Schmid's Edward Jones Experience November 1996 - March 2003
Job Management
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
UBS May 2011 - November 2014
Platinum Wealth Management, a general agency of MassMutual Financial Group June 2010 - May 2011
UBS January 2007 - June 2010
UBS August 2006 - January 2007
UBS June 2004 - August 2006
Humana, Inc August 2003 - June 2004
Western Wisconsin Technical College January 1999 - March 2003
Edward Jones November 1996 - March 2003
Edward Jones September 1995 - November 1996
Education
University of Phoenix 2009 — 2011
Bachelor, IT - Multimedia & Visual Communications
Madison Area Technical College 1995 — 1997
Associates, Finance
University of Wisconsin-Stout 1987 — 1991
Bachelor of Science, Hotel & Restaurant Management
J.P. Morgan November 2014 - Present
UBS May 2011 - November 2014
Platinum Wealth Management, a general agency of MassMutual Financial Group June 2010 - May 2011
UBS January 2007 - June 2010
UBS August 2006 - January 2007
UBS June 2004 - August 2006
Humana, Inc August 2003 - June 2004
Western Wisconsin Technical College January 1999 - March 2003
Edward Jones November 1996 - March 2003
Edward Jones September 1995 - November 1996
Education
University of Phoenix 2009 — 2011
Bachelor, IT - Multimedia & Visual Communications
Madison Area Technical College 1995 — 1997
Associates, Finance
University of Wisconsin-Stout 1987 — 1991
Bachelor of Science, Hotel & Restaurant Management
Spencer Daines, MBA's Edward Jones Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2014 - Present
University of Utah Hospitals and Clinics March 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Visio, Epic Systems, Dentrix, Budgets, Data Analysis, Databases, Healthcare, Hospitals, Leadership, Lean Manufacturing, Outlook, Process Improvement, Project Planning, Quality Assurance, Project Management, Customer Service, Public Speaking, Team Building
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 2003 — 2007
Bachelor of Science, Atmospheric Sciences and Meteorology
Edward Jones August 2014 - Present
University of Utah Hospitals and Clinics March 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Visio, Epic Systems, Dentrix, Budgets, Data Analysis, Databases, Healthcare, Hospitals, Leadership, Lean Manufacturing, Outlook, Process Improvement, Project Planning, Quality Assurance, Project Management, Customer Service, Public Speaking, Team Building
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 2003 — 2007
Bachelor of Science, Atmospheric Sciences and Meteorology
Jeff Asay Jeff Asay's Edward Jones Experience April 2009 - March 2012
Job
Industry Information Technology and Services
Experience
TitleTec, Inc. September 2015 - Present
HandStand January 2013 - Present
Asset-Map, LLC. January 2014 - September 2015
Ameriprise Financial Services, Inc. March 2012 - February 2013
Edward Jones April 2009 - March 2012
Ci&T January 2009 - January 2009
TruePosition April 2005 - November 2008
Bridgestone/Firestone Off Road Tire Company March 2004 - April 2005
Bridgestone/Firestone 1996 - 2005
MBA Enterprise Corps (now Citizens Democracy Corps) Vilnius, Lithuania 1995 - 1996
Skills
Competitive Analysis, P&L Management, Cross-functional Team..., Strategic Planning, Product Management, Retirement Planning, Tax Strategies, Wealth Management, Marketing Strategy, Business Development, Business Planning, Business Strategy, Management, Product Marketing, Leadership, Marketing Management, Strategy, Marketing
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1995
MBA, General Management
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Marketing
TitleTec, Inc. September 2015 - Present
HandStand January 2013 - Present
Asset-Map, LLC. January 2014 - September 2015
Ameriprise Financial Services, Inc. March 2012 - February 2013
Edward Jones April 2009 - March 2012
Ci&T January 2009 - January 2009
TruePosition April 2005 - November 2008
Bridgestone/Firestone Off Road Tire Company March 2004 - April 2005
Bridgestone/Firestone 1996 - 2005
MBA Enterprise Corps (now Citizens Democracy Corps) Vilnius, Lithuania 1995 - 1996
Skills
Competitive Analysis, P&L Management, Cross-functional Team..., Strategic Planning, Product Management, Retirement Planning, Tax Strategies, Wealth Management, Marketing Strategy, Business Development, Business Planning, Business Strategy, Management, Product Marketing, Leadership, Marketing Management, Strategy, Marketing
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1995
MBA, General Management
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Marketing
Dave Fabbro Dave Fabbro's Edward Jones Experience 2001 - 2003
Job Account Executive at Yelp
Industry Financial Services
Experience
Yelp August 2015 - Present
PayPal July 2013 - April 2015
Apollo Group February 2009 - July 2013
Retail Automotive Industry 2003 - 2009
Edward Jones 2001 - 2003
Curtis Lumber, Inc. June 1982 - September 2001
Skills
Strategic Planning, Business Strategy, Start-ups, Business Development, New Business Development, Project Management, Cloud Computing, Entrepreneurship, Change Management, Management Consulting, Team Building, Software Development, Program Management, Marketing Strategy, Business Analysis, Training, Customer Service, Leadership, Management, Marketing, Analysis, Sales, Team Leadership, CRM, Coaching, Leadership Development, Recruiting, Strategy, Process Improvement, Consulting, Salesforce.com, Operations Management, Budgets, Sales Management, Employee Training, Time Management, System Administration
Education
University of Phoenix 2013 — 2015
Masters of Information Systems, Information Technology
University of Phoenix 2009 — 2012
Bachelors of Science, Information Technology
Yelp August 2015 - Present
PayPal July 2013 - April 2015
Apollo Group February 2009 - July 2013
Retail Automotive Industry 2003 - 2009
Edward Jones 2001 - 2003
Curtis Lumber, Inc. June 1982 - September 2001
Skills
Strategic Planning, Business Strategy, Start-ups, Business Development, New Business Development, Project Management, Cloud Computing, Entrepreneurship, Change Management, Management Consulting, Team Building, Software Development, Program Management, Marketing Strategy, Business Analysis, Training, Customer Service, Leadership, Management, Marketing, Analysis, Sales, Team Leadership, CRM, Coaching, Leadership Development, Recruiting, Strategy, Process Improvement, Consulting, Salesforce.com, Operations Management, Budgets, Sales Management, Employee Training, Time Management, System Administration
Education
University of Phoenix 2013 — 2015
Masters of Information Systems, Information Technology
University of Phoenix 2009 — 2012
Bachelors of Science, Information Technology
Kevin Scott, CIMA®, CFP® Kevin Scott, CIMA®, CFP®'s Edward Jones Experience September 2009 - April 2011
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors April 2015 - Present
USAA February 2014 - April 2015
BlackRock April 2011 - January 2014
Edward Jones September 2009 - April 2011
Education
Wake Forest University 2005 — 2009
BS, Calloway School of Business
Wake Forest University 2012 — 2013
Financial Planning Program
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA®, Certified Investment Management Analyst®
State Street Global Advisors April 2015 - Present
USAA February 2014 - April 2015
BlackRock April 2011 - January 2014
Edward Jones September 2009 - April 2011
Education
Wake Forest University 2005 — 2009
BS, Calloway School of Business
Wake Forest University 2012 — 2013
Financial Planning Program
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA®, Certified Investment Management Analyst®
Ian Flood Ian Flood's Edward Jones Experience February 2010 - September 2010
Job Associate at BNP Paribas
Industry Banking
Experience
BNP Paribas March 2015 - Present
BNP Paribas January 2014 - February 2015
BNP Paribas - First Hawaiian Bank August 2012 - December 2013
Wonderland English Academy December 2010 - August 2012
Edward Jones February 2010 - September 2010
University of Puget Sound August 2009 - May 2010
Independent August 2008 - July 2009
University of Puget Sound April 2008 - September 2008
Skills
Economics, Statistics, Research, Econometrics, Quantitative Analytics, Portfolio Management, Teaching, Policy, Data Analysis, Investments, Valuation, Eviews, Qualitative Research, Policy Analysis, Leadership, Analysis, Macroeconomics, SPSS, Financial Modeling, Microsoft Excel, Asset Allocation
Education
University of Puget Sound 2006 — 2010
Bachelor of Arts, Economics
Waseda University 2008 — 2009
Certificate, Investments
BNP Paribas March 2015 - Present
BNP Paribas January 2014 - February 2015
BNP Paribas - First Hawaiian Bank August 2012 - December 2013
Wonderland English Academy December 2010 - August 2012
Edward Jones February 2010 - September 2010
University of Puget Sound August 2009 - May 2010
Independent August 2008 - July 2009
University of Puget Sound April 2008 - September 2008
Skills
Economics, Statistics, Research, Econometrics, Quantitative Analytics, Portfolio Management, Teaching, Policy, Data Analysis, Investments, Valuation, Eviews, Qualitative Research, Policy Analysis, Leadership, Analysis, Macroeconomics, SPSS, Financial Modeling, Microsoft Excel, Asset Allocation
Education
University of Puget Sound 2006 — 2010
Bachelor of Arts, Economics
Waseda University 2008 — 2009
Certificate, Investments
Julia Holmberg Duhaime Julia Holmberg Duhaime's Edward Jones Experience November 2009 - Present
Job Branch Office Administrator at Edward Jones
Industry Banking
Experience
Edward Jones November 2009 - Present
Brookwood Capital February 2006 - November 2009
Jay Packaging September 1991 - September 1993
College of William and Mary September 1988 - September 1989
Skills
Customer Service, Outlook, Word
Education
University of Rhode Island 1986 — 1988
Education, English, German
Stone School of Business 1983 — 1984
Executive Secretary
Edward Jones November 2009 - Present
Brookwood Capital February 2006 - November 2009
Jay Packaging September 1991 - September 1993
College of William and Mary September 1988 - September 1989
Skills
Customer Service, Outlook, Word
Education
University of Rhode Island 1986 — 1988
Education, English, German
Stone School of Business 1983 — 1984
Executive Secretary
Amy Colllins Amy Colllins's Edward Jones Experience January 2014 - July 2015
Job
Industry Financial Services
Experience
Vermont Gas Systems, Inc. July 2015 - Present
Edward Jones January 2014 - July 2015
People's United Bank 2006 - 2013
Education
University of Rhode Island
Vermont Gas Systems, Inc. July 2015 - Present
Edward Jones January 2014 - July 2015
People's United Bank 2006 - 2013
Education
University of Rhode Island
Deven Johnson's Edward Jones Experience Brand PartnerNerium InternationalApril 2015 - Present
Job 7
Industry Financial Services
Experience
Edward Jones Brand PartnerNerium InternationalApril 2015 - Present
Notary July 2014 - Present
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Skills
Account Management, Office Administration, Customer Service, Data Entry, Tax Preparation
Education
University of Phoenix
Accounting
Edward Jones Brand PartnerNerium InternationalApril 2015 - Present
Notary July 2014 - Present
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Skills
Account Management, Office Administration, Customer Service, Data Entry, Tax Preparation
Education
University of Phoenix
Accounting
Crystal Lindsey's Edward Jones Experience March 2013 - April 2014
Job Freelance Photographer, Graphic Designer & Social Media Manager
Industry Financial Services
Experience
Knollwood Lane April 2014 - Present
Crystal Lindsey Photography April 2007 - Present
Edward Jones March 2013 - April 2014
Edward Jones October 2012 - March 2013
Knollwood Lane September 2012 - December 2012
Edward Jones October 2011 - October 2012
Edward Jones January 2010 - October 2011
Edward Jones February 2008 - January 2010
Edward Jones December 2006 - February 2008
Skills
Graphic Design, Photography, Photoshop, Social Media Marketing, Microsoft Office, Illustrator, Blogging, Social Media, Image Editing, Adobe Creative Suite, Event Photography, Online Marketing, Dreamweaver, Web Authoring, Creative Services, Digital Photography, Social Networking, Digital Design, Digital Media, Graphic Arts, HTML, Adobe Acrobat, Portrait Photography, Client Service, Scheduling, Photo Editing, Lightroom, Logo Design, Commercial Product..., Web Design
Education
University of Phoenix 2009 — 2011
BSIT, Multimedia and Visual Communication, 3.4
St. Charles Community College 2002 — 2005
AA, Graphic Design
Knollwood Lane April 2014 - Present
Crystal Lindsey Photography April 2007 - Present
Edward Jones March 2013 - April 2014
Edward Jones October 2012 - March 2013
Knollwood Lane September 2012 - December 2012
Edward Jones October 2011 - October 2012
Edward Jones January 2010 - October 2011
Edward Jones February 2008 - January 2010
Edward Jones December 2006 - February 2008
Skills
Graphic Design, Photography, Photoshop, Social Media Marketing, Microsoft Office, Illustrator, Blogging, Social Media, Image Editing, Adobe Creative Suite, Event Photography, Online Marketing, Dreamweaver, Web Authoring, Creative Services, Digital Photography, Social Networking, Digital Design, Digital Media, Graphic Arts, HTML, Adobe Acrobat, Portrait Photography, Client Service, Scheduling, Photo Editing, Lightroom, Logo Design, Commercial Product..., Web Design
Education
University of Phoenix 2009 — 2011
BSIT, Multimedia and Visual Communication, 3.4
St. Charles Community College 2002 — 2005
AA, Graphic Design
Jonathan E Mitchell Jonathan E Mitchell's Edward Jones Experience 2003 - 2005
Job Financial Professional in Financial Analysis, Quality Control and Commercial/Residential Lending
Industry Banking
Experience
Embrace Home Loans May 2006 - Present
Town of Foster, RI July 2005 - February 2006
Edward Jones 2003 - 2005
Bank Rhode Island 2001 - 2003
UBS Paine Webber 1999 - 2001
First International Bank 1998 - 1999
Fleet Bank 1993 - 1998
Skills
Financial Analysis, Mortgage Lending, Direct Sales, Loans, Investments, Strategic Financial..., Managerial Finance, Credit, Portfolio Management, FHA, Finance, Mortgage Banking, Banking, Loan Origination, Insurance, Underwriting, Management, Team Building, Refinance, Budgets, Customer Service, USDA, Leadership, Real Estate, Commercial Lending, Credit Analysis, Residential Mortgages, FHA financing, Investment Properties, Credit Risk, Government Loans, VA loans, Mortgage Underwriting, Analysis, Commercial Mortgages, Construction Loans, FHA Financing, VA Loans, Financial Planning
Education
University of Rhode Island - College of Business Administration 1983 — 1987
B.S. Business Administration, Major: Finance, Minor: Economics
Mount St. Charles Academy 1977 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Embrace Home Loans May 2006 - Present
Town of Foster, RI July 2005 - February 2006
Edward Jones 2003 - 2005
Bank Rhode Island 2001 - 2003
UBS Paine Webber 1999 - 2001
First International Bank 1998 - 1999
Fleet Bank 1993 - 1998
Skills
Financial Analysis, Mortgage Lending, Direct Sales, Loans, Investments, Strategic Financial..., Managerial Finance, Credit, Portfolio Management, FHA, Finance, Mortgage Banking, Banking, Loan Origination, Insurance, Underwriting, Management, Team Building, Refinance, Budgets, Customer Service, USDA, Leadership, Real Estate, Commercial Lending, Credit Analysis, Residential Mortgages, FHA financing, Investment Properties, Credit Risk, Government Loans, VA loans, Mortgage Underwriting, Analysis, Commercial Mortgages, Construction Loans, FHA Financing, VA Loans, Financial Planning
Education
University of Rhode Island - College of Business Administration 1983 — 1987
B.S. Business Administration, Major: Finance, Minor: Economics
Mount St. Charles Academy 1977 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Samantha Cwalina's Edward Jones Experience April 2011 - August 2012
Job Research Assistant at Smoking Behavior Clinical Lab, University of Pittsburgh
Industry Research
Experience
Smoking Behavior Clinical Lab, CENIC, Dr. Eric Donny May 2014 - Present
Nicotine Self-Administration Lab, Dr. Alan Sved and Dr. Eric Donny January 2013 - December 2014
Inpatient Smoking Behavior Lab June 2014 - September 2014
Edward Jones April 2011 - August 2012
Skills
Data Entry, Office Administration, Administrative..., Time Management, Customer Service, Office Management, PowerPoint, Event Planning, Spreadsheets, Telephone Skills, Microsoft Excel, Microsoft Word, Data Analysis, Presentation Skills, Clinical Research, Public Speaking, Research
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Psychology
Smoking Behavior Clinical Lab, CENIC, Dr. Eric Donny May 2014 - Present
Nicotine Self-Administration Lab, Dr. Alan Sved and Dr. Eric Donny January 2013 - December 2014
Inpatient Smoking Behavior Lab June 2014 - September 2014
Edward Jones April 2011 - August 2012
Skills
Data Entry, Office Administration, Administrative..., Time Management, Customer Service, Office Management, PowerPoint, Event Planning, Spreadsheets, Telephone Skills, Microsoft Excel, Microsoft Word, Data Analysis, Presentation Skills, Clinical Research, Public Speaking, Research
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Psychology
Deb Robyck Deb Robyck's Edward Jones Experience July 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Young Living Essential Oils December 2013 - Present
Edward Jones Investments July 2010 - March 2014
Aerotek November 2009 - June 2010
Prestige Alarm Systems August 2008 - January 2009
Mesa Public Schools August 2006 - December 2007
Lennox International/Armstrong Air Conditioning, Inc February 1989 - August 2004
Skills
Customer Satisfaction, Customer Service, Office Administration, Organization, Local Marketing, Financial Services
Education
University of Phoenix 2009 — 2011
associates, Healthcare administration
Edward Jones July 2014 - Present
Young Living Essential Oils December 2013 - Present
Edward Jones Investments July 2010 - March 2014
Aerotek November 2009 - June 2010
Prestige Alarm Systems August 2008 - January 2009
Mesa Public Schools August 2006 - December 2007
Lennox International/Armstrong Air Conditioning, Inc February 1989 - August 2004
Skills
Customer Satisfaction, Customer Service, Office Administration, Organization, Local Marketing, Financial Services
Education
University of Phoenix 2009 — 2011
associates, Healthcare administration
Theron Hammer's Edward Jones Experience November 2014 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Abbott Vascular January 1999 - October 2013
Washington Regional Medical Center May 1990 - January 1999
Skills
Interventional..., Interventional Radiology, Radiology, Healthcare, Sales Operations, Medical Devices, Cath Lab, Vascular, Operating Room, Surgeons, Product Launch, Management, Catheters, Stents, Medical Imaging, Capital Equipment, Cardiology, Minimally Invasive..., Surgery, Medical Equipment, Vascular Surgery, Disposables, Surgical Instruments, Medical Sales, Capital Equipment Sales, Operating Room Sales, Cardiac Surgery, Pacemakers, X-ray, Electrophysiology, Healthcare Industry, Physicians, Peripheral Vascular, Endovascular, Cardiovascular Disease, Cardiac Cath, Hospitals, Healthcare Management, Patient Safety, Sales, Customer Service
Education
United States Air Force Community College 1976 — 1980
ARRT (R), Radiologic Technology/Science - Radiographer
University of Phoenix
Edward Jones November 2014 - Present
Abbott Vascular January 1999 - October 2013
Washington Regional Medical Center May 1990 - January 1999
Skills
Interventional..., Interventional Radiology, Radiology, Healthcare, Sales Operations, Medical Devices, Cath Lab, Vascular, Operating Room, Surgeons, Product Launch, Management, Catheters, Stents, Medical Imaging, Capital Equipment, Cardiology, Minimally Invasive..., Surgery, Medical Equipment, Vascular Surgery, Disposables, Surgical Instruments, Medical Sales, Capital Equipment Sales, Operating Room Sales, Cardiac Surgery, Pacemakers, X-ray, Electrophysiology, Healthcare Industry, Physicians, Peripheral Vascular, Endovascular, Cardiovascular Disease, Cardiac Cath, Hospitals, Healthcare Management, Patient Safety, Sales, Customer Service
Education
United States Air Force Community College 1976 — 1980
ARRT (R), Radiologic Technology/Science - Radiographer
University of Phoenix
Melissa Blaszczyk Melissa Blaszczyk's Edward Jones Experience October 2009 - 2011
Job Senior Wealth Advisor Quest Financial Services (NPC)
Industry Financial Services
Experience
Quest Financial Services (NPC) 2014 - Present
Prudential Financial April 2012 - March 2014
Edward Jones October 2009 - 2011
Edward Jones November 2007 - October 2009
ERA Meloi Realty June 2004 - February 2007
Skills
Portfolio Management, Investment Strategies, Stocks, Bonds, Mutual Funds, Life Insurance, Morningstar, Microsoft Word, Microsoft Excel, Risk Assessment, Client Relations Skills, Project Management, Team Problem Solving, Front Office, Marketing, Sales, Sales Presentations, Bookkeeping, Retirement Planning, Series 7, Insurance, Customer Service, Finance, Banking, Small Business, Leadership, Team Building, Investments, Strategic Planning
Education
University of Phoenix 2008 — 2014
Business/Finance
Quest Financial Services (NPC) 2014 - Present
Prudential Financial April 2012 - March 2014
Edward Jones October 2009 - 2011
Edward Jones November 2007 - October 2009
ERA Meloi Realty June 2004 - February 2007
Skills
Portfolio Management, Investment Strategies, Stocks, Bonds, Mutual Funds, Life Insurance, Morningstar, Microsoft Word, Microsoft Excel, Risk Assessment, Client Relations Skills, Project Management, Team Problem Solving, Front Office, Marketing, Sales, Sales Presentations, Bookkeeping, Retirement Planning, Series 7, Insurance, Customer Service, Finance, Banking, Small Business, Leadership, Team Building, Investments, Strategic Planning
Education
University of Phoenix 2008 — 2014
Business/Finance
Adam Yekin Adam Yekin's Edward Jones Experience June 2013 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
International Cruise and Excursions March 2010 - May 2013
Titan Alarm Inc. February 2008 - March 2010
Education
University of Phoenix 2011 — 2013
Bachelors of Business
Edward Jones June 2013 - Present
International Cruise and Excursions March 2010 - May 2013
Titan Alarm Inc. February 2008 - March 2010
Education
University of Phoenix 2011 — 2013
Bachelors of Business
Jessica Bloom's Edward Jones Experience October 2006 - December 2009
Job Accounting Manager, Trinity Risk LLC
Industry Accounting
Experience
Trinity Risk, LLC September 2011 - Present
RBS Citizens 2010 - September 2011
Northwestern Mutual Financial 2010 - 2010
Arthur Lathrop, CPA 2010 - 2010
Edward Jones October 2006 - December 2009
Exeter Job Corps March 2009 - November 2009
FM Global, Corporate Headquarters January 2004 - December 2004
Skills
Accounting, Accounts Payable, Internal Audit, Account Reconciliation, Financial Reporting, Strategic Financial..., Finance, Payroll, Insurance, Due Diligence, Training, Cash Management, Management, Auditing, Financial Services, Financial Statements, US GAAP, Internal Controls, Financial Analysis, General Ledger, Accounts Receivable, Cash Flow, Invoicing, QuickBooks, Financial Accounting, Financial Planning
Education
University of Rhode Island 2010 — 2010
Master of Science, Accounting
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
The Prout School 1997 — 2001
High School Diploma
Trinity Risk, LLC September 2011 - Present
RBS Citizens 2010 - September 2011
Northwestern Mutual Financial 2010 - 2010
Arthur Lathrop, CPA 2010 - 2010
Edward Jones October 2006 - December 2009
Exeter Job Corps March 2009 - November 2009
FM Global, Corporate Headquarters January 2004 - December 2004
Skills
Accounting, Accounts Payable, Internal Audit, Account Reconciliation, Financial Reporting, Strategic Financial..., Finance, Payroll, Insurance, Due Diligence, Training, Cash Management, Management, Auditing, Financial Services, Financial Statements, US GAAP, Internal Controls, Financial Analysis, General Ledger, Accounts Receivable, Cash Flow, Invoicing, QuickBooks, Financial Accounting, Financial Planning
Education
University of Rhode Island 2010 — 2010
Master of Science, Accounting
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
The Prout School 1997 — 2001
High School Diploma
David MacIver's Edward Jones Experience April 2015 - Present
Job Business Process Improvement Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones November 2012 - April 2015
Edward Jones January 2010 - November 2012
Edward Jones February 2007 - January 2010
Education
University of Phoenix
Business, Management, Marketing, and Related Support Services
Edward Jones April 2015 - Present
Edward Jones November 2012 - April 2015
Edward Jones January 2010 - November 2012
Edward Jones February 2007 - January 2010
Education
University of Phoenix
Business, Management, Marketing, and Related Support Services
Stephanie Becmer Stephanie Becmer's Edward Jones Experience May 2015 - Present
Job at
Industry Banking
Experience
Edward Jones May 2015 - Present
PNC August 2014 - Present
Huntington National Bank December 1999 - July 2014
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Finance, Credit Risk, Deposits, Financial Risk
Education
Arthur Hill High School
University of Phoenix
Bachelor's degree, Accounting
Edward Jones May 2015 - Present
PNC August 2014 - Present
Huntington National Bank December 1999 - July 2014
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Finance, Credit Risk, Deposits, Financial Risk
Education
Arthur Hill High School
University of Phoenix
Bachelor's degree, Accounting
John Laub John Laub's Edward Jones Experience April 2012 - December 2012
Job Business Analyst at K2M
Industry Medical Devices
Experience
K2M November 2013 - Present
ProStar Sports Agency April 2013 - November 2013
Edward Jones April 2012 - December 2012
University of Richmond August 2008 - December 2012
University of Richmond January 2011 - August 2011
Skills
Finance, Financial Analysis, Financial Services, Communication Skills, Leadership, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Technologies, Team Management, Data Analysis, Analysis, Access
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master of Business Administration (MBA)
University of Richmond 2008 — 2012
Bachelor of Science in Business Administration, Finance, General
Parkland High School
Parkland High School
K2M November 2013 - Present
ProStar Sports Agency April 2013 - November 2013
Edward Jones April 2012 - December 2012
University of Richmond August 2008 - December 2012
University of Richmond January 2011 - August 2011
Skills
Finance, Financial Analysis, Financial Services, Communication Skills, Leadership, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Technologies, Team Management, Data Analysis, Analysis, Access
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master of Business Administration (MBA)
University of Richmond 2008 — 2012
Bachelor of Science in Business Administration, Finance, General
Parkland High School
Parkland High School
Temujin (Chaz) Ellis Temujin (Chaz) Ellis's Edward Jones Experience July 2009 - May 2011
Job Lam Research account manager
Industry Semiconductors
Experience
Lam Research April 2015 - Present
SAFC June 2014 - April 2015
ATMI May 2011 - June 2014
Edward Jones July 2009 - May 2011
Novellus Systems February 2001 - July 2009
United States Navy March 1995 - February 2001
Skills
Semiconductors, Cross-functional Team..., Product Marketing, Cost Reduction, Manufacturing, Electronics, Product Management, Product Development, Process Engineering, SPC, Management, Semiconductor Industry, Lean Manufacturing, Continuous Improvement, R&D, Design of Experiments, Program Management
Education
University of Phoenix
MBA, Technology Management
Lam Research April 2015 - Present
SAFC June 2014 - April 2015
ATMI May 2011 - June 2014
Edward Jones July 2009 - May 2011
Novellus Systems February 2001 - July 2009
United States Navy March 1995 - February 2001
Skills
Semiconductors, Cross-functional Team..., Product Marketing, Cost Reduction, Manufacturing, Electronics, Product Management, Product Development, Process Engineering, SPC, Management, Semiconductor Industry, Lean Manufacturing, Continuous Improvement, R&D, Design of Experiments, Program Management
Education
University of Phoenix
MBA, Technology Management
Victor Bell Victor Bell's Edward Jones Experience September 2012 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones September 2012 - Present
Farmers Insurance February 2004 - October 2012
Skills
*Insurance Solutions*..., Investments, Asset Management, Mortgage Lending, Strategic Financial..., Financial Analysis, Portfolio Management, Loans, Retirement Planning, Financial Modeling, Real Estate, Wealth Management, Valuation, Insurance, Series 7, Credit, Finance, Investment Advisory, Banking, Mutual Funds, Investment Properties, Asset Managment
Education
University of Phoenix 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, GPA: 3.82
United States Navy
Electrical and Electronics Engineering
Edward Jones September 2012 - Present
Farmers Insurance February 2004 - October 2012
Skills
*Insurance Solutions*..., Investments, Asset Management, Mortgage Lending, Strategic Financial..., Financial Analysis, Portfolio Management, Loans, Retirement Planning, Financial Modeling, Real Estate, Wealth Management, Valuation, Insurance, Series 7, Credit, Finance, Investment Advisory, Banking, Mutual Funds, Investment Properties, Asset Managment
Education
University of Phoenix 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, GPA: 3.82
United States Navy
Electrical and Electronics Engineering
Donnie Ashford Donnie Ashford's Edward Jones Experience October 1998 - June 2013
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones October 1998 - June 2013
Edward Jones 1998 - 2013
Skills
Microsoft Word, Excel,..., Management, Event Management, Communication Skills
Education
University of Phoenix 2002 — 2004
Business Administration and Management, General
University of Phoenix 2002 — 2004
Business Administration and Management, General
Edward Jones October 1998 - June 2013
Edward Jones 1998 - 2013
Skills
Microsoft Word, Excel,..., Management, Event Management, Communication Skills
Education
University of Phoenix 2002 — 2004
Business Administration and Management, General
University of Phoenix 2002 — 2004
Business Administration and Management, General
Debbie Starling Debbie Starling's Edward Jones Experience May 2014 - Present
Job Sales Associate at Suncoast Carpet, Tile &Wood
Industry Design
Experience
Suncoast Carpet, Tile &Wood September 2014 - Present
Edward Jones May 2014 - Present
Comfort Keepers January 2013 - Present
Wilkins Solutions Enterprises June 2010 - February 2013
Self Employed January 1991 - August 2000
Skills
Customer Service, Strategic Planning, Sales Presentations, Public Relations, Event Planning, Coaching, Public Speaking, Team Building, Microsoft Office, Training, Leadership, Account Management, Sales Management, Marketing, Budgets
Education
University of Phoenix 2009 — 2012
Masters Degree, Business Administration and Management, General, 3.5
Suncoast Carpet, Tile &Wood September 2014 - Present
Edward Jones May 2014 - Present
Comfort Keepers January 2013 - Present
Wilkins Solutions Enterprises June 2010 - February 2013
Self Employed January 1991 - August 2000
Skills
Customer Service, Strategic Planning, Sales Presentations, Public Relations, Event Planning, Coaching, Public Speaking, Team Building, Microsoft Office, Training, Leadership, Account Management, Sales Management, Marketing, Budgets
Education
University of Phoenix 2009 — 2012
Masters Degree, Business Administration and Management, General, 3.5
Michelle Litton, MBA Michelle Litton, MBA's Edward Jones Experience October 2009 - May 2010
Job Executive Search Consultant
Industry Staffing and Recruiting
Experience
Furst Group November 2010 - Present
Edward Jones October 2009 - May 2010
KV Pharmaceutical February 2007 - February 2009
Cejka Search December 1990 - February 2007
Skills
Talent Acquisition, Applicant Tracking..., Executive Search, Recruiting, Sourcing, Technical Recruiting, Human Resources, Employee Relations, Healthcare, Internet Recruiting, Managed Care, Process Improvement, Organizational..., Leadership, Employee Benefits, Interviews, Strategy, Temporary Placement, Team Building, Training, Business Process..., Change Management, Management, Personnel Management
Education
University of Phoenix
BSBM, Management
University of Phoenix
MBA, Business Administration and Management, General
Furst Group November 2010 - Present
Edward Jones October 2009 - May 2010
KV Pharmaceutical February 2007 - February 2009
Cejka Search December 1990 - February 2007
Skills
Talent Acquisition, Applicant Tracking..., Executive Search, Recruiting, Sourcing, Technical Recruiting, Human Resources, Employee Relations, Healthcare, Internet Recruiting, Managed Care, Process Improvement, Organizational..., Leadership, Employee Benefits, Interviews, Strategy, Temporary Placement, Team Building, Training, Business Process..., Change Management, Management, Personnel Management
Education
University of Phoenix
BSBM, Management
University of Phoenix
MBA, Business Administration and Management, General
Daniel Faries's Edward Jones Experience September 2002 - March 2008
Job Manager, Supply & Distribution Petroleum at Southern States Cooperative
Industry Oil & Energy
Experience
Southern States Cooperative April 2013 - Present
Southern States Cooperative August 2010 - April 2013
Merrill Lynch Global Wealth Management March 2008 - September 2010
Edward Jones September 2002 - March 2008
Doane Pet Care October 1997 - April 2000
Blue Seal Feeds 1990 - 1997
United States Marine Corps 1985 - 1989
Skills
Process Improvement, Strategic Planning, Budgets, Team Building, Management, Project Management, Six Sigma Yellow Belt, Customer Service, Marketing Strategy, Financial Analysis, Team Leadership, Manufacturing, Operations Management, Inventory Management, Forecasting, Supply Chain Management
Education
University of Richmond 2014 — 2016
Bachelor’s Degree
Southern States Cooperative April 2013 - Present
Southern States Cooperative August 2010 - April 2013
Merrill Lynch Global Wealth Management March 2008 - September 2010
Edward Jones September 2002 - March 2008
Doane Pet Care October 1997 - April 2000
Blue Seal Feeds 1990 - 1997
United States Marine Corps 1985 - 1989
Skills
Process Improvement, Strategic Planning, Budgets, Team Building, Management, Project Management, Six Sigma Yellow Belt, Customer Service, Marketing Strategy, Financial Analysis, Team Leadership, Manufacturing, Operations Management, Inventory Management, Forecasting, Supply Chain Management
Education
University of Richmond 2014 — 2016
Bachelor’s Degree
Erin Holley Erin Holley's Edward Jones Experience August 2013 - August 2014
Job Benefits Specialist at J. Smith Lanier & Co.
Industry Insurance
Experience
J. Smith Lanier & Co. August 2014 - Present
Edward Jones August 2013 - August 2014
Advocare April 2013 - December 2013
BB&T November 2007 - April 2013
Skills
Leadership, Small Business, Loans, Coaching, Small Business Lending, Fitness, Banking, Sales, Management, Finance, Branch Banking, Consumer Lending, Wellness, Nutrition, Health, Customer Retention, Networking, Employee Benefits, Benefits Administration, Benefits Design, Customer Service, Microsoft Office, Training, Insurance, Microsoft Excel, Credit, Financial Analysis, Team Building, Life Insurance, Credit Analysis, Disability Insurance
Education
University of Phoenix 2012 — 2015
Accounting, Accounting
Pivot point international academy 2005 — 2006
Trade, Cosmetology
Benton Consolidated High School 1999 — 2003
High School Degree, General Studies
J. Smith Lanier & Co. August 2014 - Present
Edward Jones August 2013 - August 2014
Advocare April 2013 - December 2013
BB&T November 2007 - April 2013
Skills
Leadership, Small Business, Loans, Coaching, Small Business Lending, Fitness, Banking, Sales, Management, Finance, Branch Banking, Consumer Lending, Wellness, Nutrition, Health, Customer Retention, Networking, Employee Benefits, Benefits Administration, Benefits Design, Customer Service, Microsoft Office, Training, Insurance, Microsoft Excel, Credit, Financial Analysis, Team Building, Life Insurance, Credit Analysis, Disability Insurance
Education
University of Phoenix 2012 — 2015
Accounting, Accounting
Pivot point international academy 2005 — 2006
Trade, Cosmetology
Benton Consolidated High School 1999 — 2003
High School Degree, General Studies
Stacie Salerno's Edward Jones Experience July 2006 - October 2009
Job Administrative Ass'tTRiO Student Support Services
Industry Higher Education
Experience
University of Pittsburgh April 2010 - Present
Edward Jones July 2006 - October 2009
WR Case and Sons Cutlery Co. June 2001 - October 2005
Northwest Savings Bank July 1987 - October 2001
Skills
Outlook, Event Planning, Fundraising, Customer Service, Microsoft Excel, Microsoft Word, Department Budgeting, Budget Reconciliation, Budget Monitoring, Microsoft Office, PowerPoint, Office Adminstration, Accounting, Project Planning, Office Management, Budgets, Office Administration, Data Entry, Administrative...
Education
American Banking Institute 1997 — 1999
Certificates in, Individual Retirement Accounts, Mortgage and Consumer Lending
University of Pittsburgh 1979 — 1983
Associates, Computer Science
University of Pittsburgh April 2010 - Present
Edward Jones July 2006 - October 2009
WR Case and Sons Cutlery Co. June 2001 - October 2005
Northwest Savings Bank July 1987 - October 2001
Skills
Outlook, Event Planning, Fundraising, Customer Service, Microsoft Excel, Microsoft Word, Department Budgeting, Budget Reconciliation, Budget Monitoring, Microsoft Office, PowerPoint, Office Adminstration, Accounting, Project Planning, Office Management, Budgets, Office Administration, Data Entry, Administrative...
Education
American Banking Institute 1997 — 1999
Certificates in, Individual Retirement Accounts, Mortgage and Consumer Lending
University of Pittsburgh 1979 — 1983
Associates, Computer Science
Alexander Kerlick's Edward Jones Experience May 2007 - August 2007
Job Senior Strategic Planner at Rodgers Townsend
Industry Marketing and Advertising
Experience
Rodgers Townsend May 2014 - Present
Rodgers Townsend September 2008 - May 2014
Edward Jones May 2007 - August 2007
Skills
Social Media, B2B, Business Strategy, Digital Marketing, Integrated Marketing, Creative Strategy, Strategy
Education
University of Richmond 2004 — 2008
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Marketing, Finance
Rodgers Townsend May 2014 - Present
Rodgers Townsend September 2008 - May 2014
Edward Jones May 2007 - August 2007
Skills
Social Media, B2B, Business Strategy, Digital Marketing, Integrated Marketing, Creative Strategy, Strategy
Education
University of Richmond 2004 — 2008
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Marketing, Finance
Liz Fahy Scott's Edward Jones Experience July 1999 - April 2000
Job
Industry Law Enforcement
Experience
City of Santa Barbara February 2007 - Present
US Naval Logistics Forces Korea, US Naval Forces Korea October 2004 - July 2009
City of Santa Barbara April 2006 - February 2007
City of Santa Barbara September 2004 - March 2006
Pacific Capital Bancorp November 2002 - September 2004
Construction Battalion Center Augment March 1999 - September 2004
Combat Logistics Squadron TWO November 2001 - October 2002
Pacific Capital Bancorp April 2000 - October 2001
Edward Jones July 1999 - April 2000
USS Carl Vinson (CVN 70) January 1998 - March 1999
Skills
Government, Strategic Planning, Leadership, Training, Microsoft Office, Public Speaking, Analysis, Team Building, Team Leadership, Project Management, Research, Project Planning, Budgets, Operations Management, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Java, HTML, Android Development, Linux, Security Clearance, Management, Military, Security, Counterterrorism, Leadership Development, Navy, Process Improvement, Force Protection, DoD, Enforcement, Program Management, Human Resources, Top Secret, Physical Security, Command, Time Management, Community Outreach, Police, Nonprofits, Public Safety, Access, Policy Analysis, Quality Assurance, Proposal Writing, Public Policy, Data Analysis
Education
University of Pennsylvania 1984 — 1988
BA
Bishop Garcia Diego High School 1980 — 1984
City of Santa Barbara February 2007 - Present
US Naval Logistics Forces Korea, US Naval Forces Korea October 2004 - July 2009
City of Santa Barbara April 2006 - February 2007
City of Santa Barbara September 2004 - March 2006
Pacific Capital Bancorp November 2002 - September 2004
Construction Battalion Center Augment March 1999 - September 2004
Combat Logistics Squadron TWO November 2001 - October 2002
Pacific Capital Bancorp April 2000 - October 2001
Edward Jones July 1999 - April 2000
USS Carl Vinson (CVN 70) January 1998 - March 1999
Skills
Government, Strategic Planning, Leadership, Training, Microsoft Office, Public Speaking, Analysis, Team Building, Team Leadership, Project Management, Research, Project Planning, Budgets, Operations Management, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Java, HTML, Android Development, Linux, Security Clearance, Management, Military, Security, Counterterrorism, Leadership Development, Navy, Process Improvement, Force Protection, DoD, Enforcement, Program Management, Human Resources, Top Secret, Physical Security, Command, Time Management, Community Outreach, Police, Nonprofits, Public Safety, Access, Policy Analysis, Quality Assurance, Proposal Writing, Public Policy, Data Analysis
Education
University of Pennsylvania 1984 — 1988
BA
Bishop Garcia Diego High School 1980 — 1984
Everett Johnson's Edward Jones Experience April 2007 - Present
Job Principal at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones April 2007 - Present
Citigroup, Inc. June 1997 - April 2007
Bankers Trust June 1996 - June 1997
Moody's Investors Service December 1992 - June 1996
Skills
Financial Services, Portfolio Management, Vendor Management, SDLC, Risk Management, Analysis, Leadership, Series 7, Project Management, Software Development, Banking, Strategy, Business Analysis, Program Management, Business Process..., Process Improvement, Project Portfolio..., PMO, Management Consulting, CRM, Outsourcing, IT Strategy, Enterprise Architecture, Cross-functional Team..., Business Process, Business Intelligence, Inspiring People
Education
University of Pennsylvania - The Wharton School 2006 — 2010
University of Pennsylvania 2006 — 2009
MS, Masters in Technology Management
Wagner College 1983 — 1988
BS, Computer Science & Business Administration
Edward Jones April 2007 - Present
Citigroup, Inc. June 1997 - April 2007
Bankers Trust June 1996 - June 1997
Moody's Investors Service December 1992 - June 1996
Skills
Financial Services, Portfolio Management, Vendor Management, SDLC, Risk Management, Analysis, Leadership, Series 7, Project Management, Software Development, Banking, Strategy, Business Analysis, Program Management, Business Process..., Process Improvement, Project Portfolio..., PMO, Management Consulting, CRM, Outsourcing, IT Strategy, Enterprise Architecture, Cross-functional Team..., Business Process, Business Intelligence, Inspiring People
Education
University of Pennsylvania - The Wharton School 2006 — 2010
University of Pennsylvania 2006 — 2009
MS, Masters in Technology Management
Wagner College 1983 — 1988
BS, Computer Science & Business Administration
Barbara Range's Edward Jones Experience June 2006 - August 2007
Job High school Mathematics Teacher, Hazelwood East HS.
Industry Education Management
Experience
ATT May 2011 - September 2012
Professional Employment Group October 2009 - May 2010
Kelly Mitchell Group, Inc. June 2006 - March 2009
Edward Jones June 2006 - August 2007
Today's Staffing June 2003 - November 2005
MPower Communications May 2002 - January 2003
McLeod USA February 1999 - May 2002
Skills
VoIP, Telecommunications, Troubleshooting, Routers, Integration, Software Documentation, Switches, Networking, Technical Support, Management, Network Engineering, Frame Relay, Data Center, Software Installation, Quality Assurance, System Deployment
Education
University of Phoenix 2007 — 2012
Master of Education (M.Ed.), Mathematics
University of Phoenix 2005 — 2007
BS, Information Technology
ATT May 2011 - September 2012
Professional Employment Group October 2009 - May 2010
Kelly Mitchell Group, Inc. June 2006 - March 2009
Edward Jones June 2006 - August 2007
Today's Staffing June 2003 - November 2005
MPower Communications May 2002 - January 2003
McLeod USA February 1999 - May 2002
Skills
VoIP, Telecommunications, Troubleshooting, Routers, Integration, Software Documentation, Switches, Networking, Technical Support, Management, Network Engineering, Frame Relay, Data Center, Software Installation, Quality Assurance, System Deployment
Education
University of Phoenix 2007 — 2012
Master of Education (M.Ed.), Mathematics
University of Phoenix 2005 — 2007
BS, Information Technology
Kristen Carreira's Edward Jones Experience January 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
DAIS 2012 - Present
Edward Jones January 2008 - Present
University of Pittsburgh June 2006 - June 2007
Skills
Public Speaking, Customer Service, Event Planning, Small Business, Social Media, Sales, Marketing, Team Building
Education
University of Pittsburgh 2004 — 2007
Punahou 1996 — 1999
DAIS 2012 - Present
Edward Jones January 2008 - Present
University of Pittsburgh June 2006 - June 2007
Skills
Public Speaking, Customer Service, Event Planning, Small Business, Social Media, Sales, Marketing, Team Building
Education
University of Pittsburgh 2004 — 2007
Punahou 1996 — 1999
D'Angelo Cassandra's Edward Jones Experience Administrative AssistantAG Edwards2004 - 2006
Job Administrative Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones Administrative AssistantAG Edwards2004 - 2006
Education
University of Phoenix 2001 — 2005
Edward Jones Administrative AssistantAG Edwards2004 - 2006
Education
University of Phoenix 2001 — 2005
Kurt Armbruster's Edward Jones Experience October 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2004 - Present
USAF May 1999 - October 2004
Education
University of Phoenix 2000 — 2003
Edward Jones October 2004 - Present
USAF May 1999 - October 2004
Education
University of Phoenix 2000 — 2003
Steve Pitts's Edward Jones Experience June 2001 - February 2013
Job IT Professional
Industry Military
Experience
Pitts Skydiving Services February 2013 - Present
Edward Jones June 2001 - February 2013
US Army June 1977 - March 1999
Skills
Team Leadership, Cross-functional Team..., Process Improvement, Risk Management, Disaster Recovery, System Administration, SDLC, Business Analysis, Project Management
Education
University of Phoenix 2003 — 2006
BS, Business Management
Pitts Skydiving Services February 2013 - Present
Edward Jones June 2001 - February 2013
US Army June 1977 - March 1999
Skills
Team Leadership, Cross-functional Team..., Process Improvement, Risk Management, Disaster Recovery, System Administration, SDLC, Business Analysis, Project Management
Education
University of Phoenix 2003 — 2006
BS, Business Management
Joshua Vore's Edward Jones Experience October 2010 - October 2011
Job Independent Trader
Industry Financial Services
Experience
Great Point Capital LLC April 2012 - December 2013
Charles Schwab October 2011 - March 2012
Edward Jones October 2010 - October 2011
Great Point Capital LLC(Assent LLC) July 2010 - October 2010
Assent LLC July 2007 - July 2010
Kershner Trading Group October 2003 - June 2007
Wells Fargo Securities(Black&Co.) June 2001 - November 2002
Black & Co. May 1999 - May 2001
Skills
Trading, Securities, Options, Team Leadership, Equities, Financial Markets, Financial Services, ETFs, Bonds, Finance, Traders, Trading Strategies, Equity Trading, Proprietary Trading, Series 7
Education
University of Portland 1994 — 1998
Bachelors, Finance
Great Point Capital LLC April 2012 - December 2013
Charles Schwab October 2011 - March 2012
Edward Jones October 2010 - October 2011
Great Point Capital LLC(Assent LLC) July 2010 - October 2010
Assent LLC July 2007 - July 2010
Kershner Trading Group October 2003 - June 2007
Wells Fargo Securities(Black&Co.) June 2001 - November 2002
Black & Co. May 1999 - May 2001
Skills
Trading, Securities, Options, Team Leadership, Equities, Financial Markets, Financial Services, ETFs, Bonds, Finance, Traders, Trading Strategies, Equity Trading, Proprietary Trading, Series 7
Education
University of Portland 1994 — 1998
Bachelors, Finance
Christina Rask's Edward Jones Experience April 2007 - Present
Job Senior BOA at Edward Jones
Industry Investment Banking
Experience
Edward Jones April 2007 - Present
Andrews Federal Credit Union 1998 - 2005
Skills
Customer Service, Operations Management, Process Improvement, Microsoft Office
Education
University of Phoenix 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Edward Jones April 2007 - Present
Andrews Federal Credit Union 1998 - 2005
Skills
Customer Service, Operations Management, Process Improvement, Microsoft Office
Education
University of Phoenix 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Mathew Ryssman's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Computer Software
Experience
Edward Jones February 2014 - Present
Silver Legacy Resort Casino August 2004 - Present
Edward Jones January 2013 - February 2014
Intuit September 2001 - March 2012
Circus Circus May 1995 - September 2000
Wells Fargo Armored/ATM April 1990 - March 1995
Nevada Air National Guard 1987 - 1993
Russ Jones & Associates August 1988 - September 1990
Skills
Payroll, Team Building, Training, Leadership, Security, Time Management, Employee Training, Management, Account Management, QuickBooks, Customer Service, Microsoft Excel, Salesforce.com, Private Investigations, Employee Relations, Budgets, Human Resources, Sales Management, Building Relationships, Sales, CRM, Recruiting, Event Management, Analysis, Event Planning, Team Leadership, Direct Sales, Forecasting, Teamwork, Outlook, Strategic Planning, Social Networking, Marketing, Project Planning, Leadership Development, Retail, Microsoft Office, Microsoft Word, Call Centers, PowerPoint
Education
University of Phoenix 2003 — 2005
Masters, Organizational Management
University of Phoenix 1998 — 2004
Master's degree, Organizational Management
McQueen High School 1982 — 1985
Edward Jones February 2014 - Present
Silver Legacy Resort Casino August 2004 - Present
Edward Jones January 2013 - February 2014
Intuit September 2001 - March 2012
Circus Circus May 1995 - September 2000
Wells Fargo Armored/ATM April 1990 - March 1995
Nevada Air National Guard 1987 - 1993
Russ Jones & Associates August 1988 - September 1990
Skills
Payroll, Team Building, Training, Leadership, Security, Time Management, Employee Training, Management, Account Management, QuickBooks, Customer Service, Microsoft Excel, Salesforce.com, Private Investigations, Employee Relations, Budgets, Human Resources, Sales Management, Building Relationships, Sales, CRM, Recruiting, Event Management, Analysis, Event Planning, Team Leadership, Direct Sales, Forecasting, Teamwork, Outlook, Strategic Planning, Social Networking, Marketing, Project Planning, Leadership Development, Retail, Microsoft Office, Microsoft Word, Call Centers, PowerPoint
Education
University of Phoenix 2003 — 2005
Masters, Organizational Management
University of Phoenix 1998 — 2004
Master's degree, Organizational Management
McQueen High School 1982 — 1985
Josh Templeman's Edward Jones Experience November 2006 - February 2009
Job Financial Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2009 - Present
Edward Jones November 2006 - February 2009
Thrivent Financial for Lutherans August 2004 - November 2006
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
Wayne State College 1999 — 2003
Bachelor of Science, Business Education
Bank of the West February 2009 - Present
Edward Jones November 2006 - February 2009
Thrivent Financial for Lutherans August 2004 - November 2006
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
Wayne State College 1999 — 2003
Bachelor of Science, Business Education
Eric Wasserman's Edward Jones Experience September 2003 - September 2014
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Edward Jones September 2003 - September 2014
Skills
401k Rollovers, Budgets, Customer Service, Financial Analysis, Financial Modeling, Investments, Leadership, Microsoft Excel, Managerial Finance, Portfolio Management, Microsoft Office, Process Improvement, Public Speaking, Retirement Planning, Risk Management, Saving for Education, Series 7, Strategic Planning, Valuation, Financial Planning, Wealth Management, Finance, Mutual Funds, Event Management, Asset Management, Insurance, Retirement, Life Insurance, Equities, Financial Services
Education
University of Pittsburgh 1989 — 1994
Bachelor of Arts (B.A.), Business/Behavioral Neuroscience/Healthcare
Wells Fargo Advisors September 2014 - Present
Edward Jones September 2003 - September 2014
Skills
401k Rollovers, Budgets, Customer Service, Financial Analysis, Financial Modeling, Investments, Leadership, Microsoft Excel, Managerial Finance, Portfolio Management, Microsoft Office, Process Improvement, Public Speaking, Retirement Planning, Risk Management, Saving for Education, Series 7, Strategic Planning, Valuation, Financial Planning, Wealth Management, Finance, Mutual Funds, Event Management, Asset Management, Insurance, Retirement, Life Insurance, Equities, Financial Services
Education
University of Pittsburgh 1989 — 1994
Bachelor of Arts (B.A.), Business/Behavioral Neuroscience/Healthcare
Jake Hill's Edward Jones Experience March 2013 - November 2014
Job Financial Advisor
Industry Financial Services
Experience
AIG November 2014 - Present
Edward Jones March 2013 - November 2014
Starbucks August 2004 - March 2013
Skills
Customer Service, Team Building, Management, Leadership, Sales, Microsoft Office, Strategic Planning, Marketing, Budgets, Time Management, Public Speaking, Microsoft Excel, Social Media
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Management/Finance
Mississippi State University 1997 — 2002
(B.S.), Education
AIG November 2014 - Present
Edward Jones March 2013 - November 2014
Starbucks August 2004 - March 2013
Skills
Customer Service, Team Building, Management, Leadership, Sales, Microsoft Office, Strategic Planning, Marketing, Budgets, Time Management, Public Speaking, Microsoft Excel, Social Media
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Management/Finance
Mississippi State University 1997 — 2002
(B.S.), Education
Laura (Rexwinkel) Hayes's Edward Jones Experience November 2001 - November 2002
Job Finance Manager, Forecasting and Analytics for American Express Global Banking Group
Industry Banking
Experience
American Express August 2014 - Present
American Express June 2009 - August 2014
American Express September 2008 - June 2009
Silver State Bank April 2007 - September 2008
California Bank & Trust September 2006 - April 2007
First Regional Bank February 2006 - September 2006
National Bank of Arizona February 2004 - February 2006
BlueWater Resort & Casino December 2002 - February 2004
Edward Jones November 2001 - November 2002
Skills
Risk Management, Relationship Management, Commercial Real Estate, Credit, Credit Risk, Underwriting, Credit Analysis, Banking, Loans, Financial Analysis, Credit Cards, Commercial Lending, Small Business Lending, Portfolio Management, Finance, Management
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Accounting
Arizona State University 2000 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
American Express August 2014 - Present
American Express June 2009 - August 2014
American Express September 2008 - June 2009
Silver State Bank April 2007 - September 2008
California Bank & Trust September 2006 - April 2007
First Regional Bank February 2006 - September 2006
National Bank of Arizona February 2004 - February 2006
BlueWater Resort & Casino December 2002 - February 2004
Edward Jones November 2001 - November 2002
Skills
Risk Management, Relationship Management, Commercial Real Estate, Credit, Credit Risk, Underwriting, Credit Analysis, Banking, Loans, Financial Analysis, Credit Cards, Commercial Lending, Small Business Lending, Portfolio Management, Finance, Management
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Accounting
Arizona State University 2000 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Penelope Varhola, AU's Edward Jones Experience August 1999 - September 2000
Job Compliance Generalist at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group January 2014 - Present
Erie Insurance Group January 2001 - January 2014
Edward Jones August 1999 - September 2000
QuadraMed July 1998 - July 1999
Skills
Umbrella, Property & Casualty..., General Insurance, Workers Compensation, Insurance, Commercial Insurance, Commercial Lines, General Liability, Casualty, Liability, Underwriting, Inland Marine, Risk Management, Contractors, Small Business, Coverage, Risk, Analysis, Problem Solving, Health Insurance, Brokers, Legal Liability, Umbrella Insurance, Financial Risk, CPCU, Employment Practices..., Licensed Property &..., Renters, Homeowners, Surety Bonds, Liability Analysis, Claims Management, Property Damage, Professional Liability, D&O, Claim
Education
University of Pittsburgh 1993 — 1998
BS, Health Information Management
Villa Maria Academy
Erie Insurance Group January 2014 - Present
Erie Insurance Group January 2001 - January 2014
Edward Jones August 1999 - September 2000
QuadraMed July 1998 - July 1999
Skills
Umbrella, Property & Casualty..., General Insurance, Workers Compensation, Insurance, Commercial Insurance, Commercial Lines, General Liability, Casualty, Liability, Underwriting, Inland Marine, Risk Management, Contractors, Small Business, Coverage, Risk, Analysis, Problem Solving, Health Insurance, Brokers, Legal Liability, Umbrella Insurance, Financial Risk, CPCU, Employment Practices..., Licensed Property &..., Renters, Homeowners, Surety Bonds, Liability Analysis, Claims Management, Property Damage, Professional Liability, D&O, Claim
Education
University of Pittsburgh 1993 — 1998
BS, Health Information Management
Villa Maria Academy
Mike Ellington's Edward Jones Experience 2009 - 2011
Job Sales and Operations Manager at Mobley Concrete Company
Industry Construction
Experience
Mobley Concrete Company 2011 - Present
Edward Jones 2009 - 2011
Lone Star Mustangs 2008 - 2011
U S Concrete March 2008 - December 2008
University of Phoenix May 2006 - March 2008
Lafarge 2007 - 2008
Lafarge 2005 - 2007
Skills
Coaching, Customer Service, Leadership, Management, Training, Sales, Quality Assurance, Human Resources, Operations Management, Strategic Planning, Team Building, Budgets, Process Improvement
Education
University of Phoenix 2004 — 2009
EdD, Educational Leadership
University of Phoenix 2002 — 2004
MBA, Business Administration/e-Commerce
University of Phoenix 1999 — 2002
BSIS, Management/Information Systems
Culver 1989 — 1993
Mobley Concrete Company 2011 - Present
Edward Jones 2009 - 2011
Lone Star Mustangs 2008 - 2011
U S Concrete March 2008 - December 2008
University of Phoenix May 2006 - March 2008
Lafarge 2007 - 2008
Lafarge 2005 - 2007
Skills
Coaching, Customer Service, Leadership, Management, Training, Sales, Quality Assurance, Human Resources, Operations Management, Strategic Planning, Team Building, Budgets, Process Improvement
Education
University of Phoenix 2004 — 2009
EdD, Educational Leadership
University of Phoenix 2002 — 2004
MBA, Business Administration/e-Commerce
University of Phoenix 1999 — 2002
BSIS, Management/Information Systems
Culver 1989 — 1993
Andrew Dugandzic's Edward Jones Experience November 2007 - February 2009
Job Vice President, Default Oversight Management at Bank of America
Industry Capital Markets
Experience
Bank of America August 2015 - Present
Bank of America March 2013 - July 2015
Bank of America September 2011 - February 2013
Bank of America June 2009 - September 2011
Loaves and Fishes March 2009 - June 2009
Edward Jones November 2007 - February 2009
DirectoryM May 2006 - August 2006
Snap9 May 2006 - August 2006
The Walt Disney Company January 2006 - May 2006
Wachovia Securities, LLC May 2005 - August 2005
Skills
Finance, Financial Modeling, Financial Analysis, Risk Management, Asset Management, Wealth Management, Fixed Income, Account Reconciliation, Project Management, Microsoft Excel, Investor Reporting, Project Portfolio..., Real Estate, Negotiation, Business Relationship..., Operations Management, Investor Relations, Mortgage Servicing, Excel, Escalations Management, Escalation Resolution, Business Development, Team Leadership, Credibility, Consistency, Compassion, Management, Customer Service
Education
University of Richmond 2003 — 2007
B.S.B.A., Finance
University of Richmond - Robins School of Business 2003 — 2007
B.S.B.A., Finance
Paul VI High School 1999 — 2003
Diploma, General and Advanced
Bank of America August 2015 - Present
Bank of America March 2013 - July 2015
Bank of America September 2011 - February 2013
Bank of America June 2009 - September 2011
Loaves and Fishes March 2009 - June 2009
Edward Jones November 2007 - February 2009
DirectoryM May 2006 - August 2006
Snap9 May 2006 - August 2006
The Walt Disney Company January 2006 - May 2006
Wachovia Securities, LLC May 2005 - August 2005
Skills
Finance, Financial Modeling, Financial Analysis, Risk Management, Asset Management, Wealth Management, Fixed Income, Account Reconciliation, Project Management, Microsoft Excel, Investor Reporting, Project Portfolio..., Real Estate, Negotiation, Business Relationship..., Operations Management, Investor Relations, Mortgage Servicing, Excel, Escalations Management, Escalation Resolution, Business Development, Team Leadership, Credibility, Consistency, Compassion, Management, Customer Service
Education
University of Richmond 2003 — 2007
B.S.B.A., Finance
University of Richmond - Robins School of Business 2003 — 2007
B.S.B.A., Finance
Paul VI High School 1999 — 2003
Diploma, General and Advanced
Wanda Creason, SPHR's Edward Jones Experience June 2015 - September 2015
Job Human Resources Manager at Rothman Furniture & Mattress
Industry Human Resources
Experience
Rothman Furniture & Mattress September 2015 - Present
Edward Jones June 2015 - September 2015
Edward Jones March 2014 - November 2014
LMI Aerospace June 2008 - August 2013
The Home Depot December 2007 - May 2008
IKON Office Solutions August 2000 - December 2007
Pace Industries, Inc. 1997 - March 2000
Skills
Human Resources, Employee Relations, Onboarding, Succession Planning, Leadership, HR Policies, Strategic Planning, Talent Acquisition, Organizational..., Employee Benefits, New Hire Orientations, HRIS, FMLA, Management, Benefits Administration, Training, Talent Management, Payroll, Personnel Management, Workers Compensation, Lean Manfacturing, Compensation & Benefit, HR Business Partner, Microsoft Office, Management Training..., Interview Skills..., Project Management, Oracle HR, Negotiation, HR Perspective, Recruiting
Education
University of Phoenix 1991 — 2002
BSBA, Business Administration, 3.6 GPA
Mt St Helens High School 1971 — 1975
HS Diploma, General
Winlock High School 1971 — 1975
HS Diploma, General
Rothman Furniture & Mattress September 2015 - Present
Edward Jones June 2015 - September 2015
Edward Jones March 2014 - November 2014
LMI Aerospace June 2008 - August 2013
The Home Depot December 2007 - May 2008
IKON Office Solutions August 2000 - December 2007
Pace Industries, Inc. 1997 - March 2000
Skills
Human Resources, Employee Relations, Onboarding, Succession Planning, Leadership, HR Policies, Strategic Planning, Talent Acquisition, Organizational..., Employee Benefits, New Hire Orientations, HRIS, FMLA, Management, Benefits Administration, Training, Talent Management, Payroll, Personnel Management, Workers Compensation, Lean Manfacturing, Compensation & Benefit, HR Business Partner, Microsoft Office, Management Training..., Interview Skills..., Project Management, Oracle HR, Negotiation, HR Perspective, Recruiting
Education
University of Phoenix 1991 — 2002
BSBA, Business Administration, 3.6 GPA
Mt St Helens High School 1971 — 1975
HS Diploma, General
Winlock High School 1971 — 1975
HS Diploma, General
Bill Timm, MBA, AAMS's Edward Jones Experience September 1999 - March 2008
Job Financial Advisor,OSJ Branch Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2008 - Present
Edward Jones September 1999 - March 2008
Skills
Retirement Planning, Insurance, Financial Planning, Wealth Management, Investment Management, Asset Allocation, Investments, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1993
Master of Business Administration (MBA)
University of Pittsburgh 1985 — 1989
Bachelor's degree, Physical Therapy/Therapist
LPL Financial March 2008 - Present
Edward Jones September 1999 - March 2008
Skills
Retirement Planning, Insurance, Financial Planning, Wealth Management, Investment Management, Asset Allocation, Investments, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1993
Master of Business Administration (MBA)
University of Pittsburgh 1985 — 1989
Bachelor's degree, Physical Therapy/Therapist
Aaron Wassenaar's Edward Jones Experience March 2006 - September 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Edward Jones March 2006 - September 2009
Adams Remco 2003 - 2006
Education
University of Phoenix 2000 — 2004
B.S., Business Management
Merrill Lynch October 2009 - Present
Edward Jones March 2006 - September 2009
Adams Remco 2003 - 2006
Education
University of Phoenix 2000 — 2004
B.S., Business Management
Stephenie Kuntz's Edward Jones Experience April 2011 - July 2012
Job Account Manager, Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown July 2012 - Present
Edward Jones April 2011 - July 2012
Russell Investments September 1998 - April 2011
Education
University of Puget Sound 1992 — 1996
BA, Economics
Brown & Brown July 2012 - Present
Edward Jones April 2011 - July 2012
Russell Investments September 1998 - April 2011
Education
University of Puget Sound 1992 — 1996
BA, Economics
Matthew Steinhour's Edward Jones Experience September 2012 - November 2014
Job Business Continuity Consultant at Citi (RMS)
Industry Financial Services
Experience
Citi (RMS) November 2014 - Present
Edward Jones September 2012 - November 2014
Fidelity Investments February 2012 - September 2012
Fidelity National Financial March 2008 - February 2012
Ginn Financial Services August 2005 - February 2008
Skills
Process Improvement, Contract Negotiation, Customer Service, Management, Financial Analysis, Microsoft Excel, Public Speaking, Project Management, Team Building, Budgets, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Negotiation, Sales Management, Budget, Change Management, Research
Education
University of Phoenix 2000 — 2003
Bachelors, Business Management
Citi (RMS) November 2014 - Present
Edward Jones September 2012 - November 2014
Fidelity Investments February 2012 - September 2012
Fidelity National Financial March 2008 - February 2012
Ginn Financial Services August 2005 - February 2008
Skills
Process Improvement, Contract Negotiation, Customer Service, Management, Financial Analysis, Microsoft Excel, Public Speaking, Project Management, Team Building, Budgets, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Negotiation, Sales Management, Budget, Change Management, Research
Education
University of Phoenix 2000 — 2003
Bachelors, Business Management
Francis Del Pinto's Edward Jones Experience May 2004 - February 2008
Job Director of Contracting at Humana
Industry Hospital & Health Care
Experience
Humana November 2014 - Present
AvMed Health Plans December 2013 - November 2014
Value Options August 2012 - December 2013
CIGNA Healthcare March 2008 - September 2012
Edward Jones May 2004 - February 2008
Humana March 2003 - May 2004
Humana October 2000 - March 2003
HIP 1998 - 1999
HIP 1998 - 1999
HIP 1998 - 1999
Skills
Managed Care, Healthcare, Financial Analysis, Provider Relations, Contract Negotiation, Strategic Planning, Negotiation, Contract Negotiations, Medicare, HMO, Analysis, Network Development, Provider Contracting, Budgeting, Team Building, Health Insurance, PPO, Hospitals, Healthcare Industry, Physicians, Medicaid
Education
University of Pittsburgh 1992 — 1993
MBA, Finance
Waynesburg University 1981 — 1985
BS, Accounting
Humana November 2014 - Present
AvMed Health Plans December 2013 - November 2014
Value Options August 2012 - December 2013
CIGNA Healthcare March 2008 - September 2012
Edward Jones May 2004 - February 2008
Humana March 2003 - May 2004
Humana October 2000 - March 2003
HIP 1998 - 1999
HIP 1998 - 1999
HIP 1998 - 1999
Skills
Managed Care, Healthcare, Financial Analysis, Provider Relations, Contract Negotiation, Strategic Planning, Negotiation, Contract Negotiations, Medicare, HMO, Analysis, Network Development, Provider Contracting, Budgeting, Team Building, Health Insurance, PPO, Hospitals, Healthcare Industry, Physicians, Medicaid
Education
University of Pittsburgh 1992 — 1993
MBA, Finance
Waynesburg University 1981 — 1985
BS, Accounting
Dennis Blain, MBA, MHRM's Edward Jones Experience 2007 - 2008
Job Sr. Benefits Advisor
Industry Human Resources
Experience
Extend Health July 2013 - Present
People Helping People April 2012 - Present
Self employed September 2008 - 2012
Extend Health August 2011 - December 2011
eHealthInsurance August 2010 - March 2011
US Census Bureau - Convergys April 2010 - August 2010
Extend Health August 2009 - December 2009
Extend Health September 2008 - February 2009
MetLife Financial Services, Mountain West Agency April 2008 - August 2008
Edward Jones 2007 - 2008
Skills
Medicare, Insurance, Recruiting, 401k, Human Resources, Life Insurance, Health Insurance, Employee Relations, Workers Compensation, Customer Service, Onboarding, Workforce Planning, Team Building, Benefits Administration, Resume Writing, Finance, Customer Retention, PeopleSoft, Applicant Tracking..., Sales, Performance Management, Conflict Resolution, Process Improvement, Talent Acquisition, Employee Engagement, Payroll, Temporary Placement, Employee Benefits, Deferred Compensation, HRIS, Training, New Hire Orientations, Investments, Leadership, Internet Recruiting, Nonprofits, Cold Calling, Call Centers, FMLA, Strategic Planning, College Recruiting, Succession Planning, Talent Management, Policy, Technical Recruiting, Benefits Negotiation, Account Management, Disability Insurance, Coaching, Hiring
Education
DeVry University
Masters, Human Resource Management
University of Phoenix
Master, Business Administration
University of Phoenix
Bachelor, Science Business Management
University of Phoenix
Master of Business Administration (M.B.A.)
Extend Health July 2013 - Present
People Helping People April 2012 - Present
Self employed September 2008 - 2012
Extend Health August 2011 - December 2011
eHealthInsurance August 2010 - March 2011
US Census Bureau - Convergys April 2010 - August 2010
Extend Health August 2009 - December 2009
Extend Health September 2008 - February 2009
MetLife Financial Services, Mountain West Agency April 2008 - August 2008
Edward Jones 2007 - 2008
Skills
Medicare, Insurance, Recruiting, 401k, Human Resources, Life Insurance, Health Insurance, Employee Relations, Workers Compensation, Customer Service, Onboarding, Workforce Planning, Team Building, Benefits Administration, Resume Writing, Finance, Customer Retention, PeopleSoft, Applicant Tracking..., Sales, Performance Management, Conflict Resolution, Process Improvement, Talent Acquisition, Employee Engagement, Payroll, Temporary Placement, Employee Benefits, Deferred Compensation, HRIS, Training, New Hire Orientations, Investments, Leadership, Internet Recruiting, Nonprofits, Cold Calling, Call Centers, FMLA, Strategic Planning, College Recruiting, Succession Planning, Talent Management, Policy, Technical Recruiting, Benefits Negotiation, Account Management, Disability Insurance, Coaching, Hiring
Education
DeVry University
Masters, Human Resource Management
University of Phoenix
Master, Business Administration
University of Phoenix
Bachelor, Science Business Management
University of Phoenix
Master of Business Administration (M.B.A.)
Joseph G. Rost's Edward Jones Experience March 2010 - October 2012
Job Sales and Marketing
Industry Marketing and Advertising
Experience
entrepeneur June 2015 - Present
Blue Star Jets 2013 - 2015
Edward Jones March 2010 - October 2012
Norcal Group Inc June 2009 - March 2010
Skills
Strong interpersonal..., Skilled multi-tasker, Prospecting and cold..., Exceptional customer..., Strong communicator, Team building expertise, Account Management, Finance, Customer Service, Strategic Planning, Investments
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor, Marketing
entrepeneur June 2015 - Present
Blue Star Jets 2013 - 2015
Edward Jones March 2010 - October 2012
Norcal Group Inc June 2009 - March 2010
Skills
Strong interpersonal..., Skilled multi-tasker, Prospecting and cold..., Exceptional customer..., Strong communicator, Team building expertise, Account Management, Finance, Customer Service, Strategic Planning, Investments
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor, Marketing
Kyle Zepp's Edward Jones Experience June 2009 - August 2009
Job Territory Manager at Philips
Industry Consumer Goods
Experience
Philips August 2013 - Present
Fairfield County Bank March 2012 - August 2013
Wells Fargo August 2010 - March 2012
Wells Fargo March 2010 - August 2010
Edward Jones June 2009 - August 2009
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Accounting, Financial Services, Banking, Sales, Relationship Management, Commercial Lending, Cash Management, Lines Of Credit, Analysis, Underwriting
Education
University of Rhode Island - College of Business Administration
Bachelor of Science (B.S.), Business Administration; Finance
Bishop Hendricken High School 2000 — 2004
Philips August 2013 - Present
Fairfield County Bank March 2012 - August 2013
Wells Fargo August 2010 - March 2012
Wells Fargo March 2010 - August 2010
Edward Jones June 2009 - August 2009
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Accounting, Financial Services, Banking, Sales, Relationship Management, Commercial Lending, Cash Management, Lines Of Credit, Analysis, Underwriting
Education
University of Rhode Island - College of Business Administration
Bachelor of Science (B.S.), Business Administration; Finance
Bishop Hendricken High School 2000 — 2004
Bryan Reilly's Edward Jones Experience May 2009 - July 2010
Job Chief Financial Officer at Pond Lehocky Stern Giordano
Industry Financial Services
Experience
Pond Lehocky Stern Giordano July 2010 - Present
Edward Jones May 2009 - July 2010
Merrill Lynch May 2008 - August 2008
Northwestern Mutual October 2007 - January 2008
Skills
Wealth Management, Corporate Finance, Portfolio Management, Accounting, Financial Analysis, Data Analysis, Variance Analysis, Cash Flow, Finance, Strategic Planning
Education
University of Pittsburgh 2005 — 2009
BS, Finance, Economics
Pond Lehocky Stern Giordano July 2010 - Present
Edward Jones May 2009 - July 2010
Merrill Lynch May 2008 - August 2008
Northwestern Mutual October 2007 - January 2008
Skills
Wealth Management, Corporate Finance, Portfolio Management, Accounting, Financial Analysis, Data Analysis, Variance Analysis, Cash Flow, Finance, Strategic Planning
Education
University of Pittsburgh 2005 — 2009
BS, Finance, Economics
Emlen Miles-Mattingly's Edward Jones Experience July 2012 - December 2012
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Edward Jones July 2012 - December 2012
Citibank, N.A. October 2007 - November 2012
Citibank, N.A. August 2005 - September 2007
Bank of America October 2001 - June 2005
Skills
401 (k), 403 (b), SEP & Simple IRAs, Disability Income..., Salary Continuation, Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Split Dollar Plans, Series 6,7,26,63,66..., Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Leadership, Financial Services, Investments, Management, Public Speaking, Retirement, Securities, Financial Advisory, Team Building, Finance
Education
University of Phoenix 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Principal Financial Group January 2013 - Present
Edward Jones July 2012 - December 2012
Citibank, N.A. October 2007 - November 2012
Citibank, N.A. August 2005 - September 2007
Bank of America October 2001 - June 2005
Skills
401 (k), 403 (b), SEP & Simple IRAs, Disability Income..., Salary Continuation, Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Split Dollar Plans, Series 6,7,26,63,66..., Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Leadership, Financial Services, Investments, Management, Public Speaking, Retirement, Securities, Financial Advisory, Team Building, Finance
Education
University of Phoenix 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Carolyn Berenger's Edward Jones Experience Training Specialist IITeleTechMarch 2012 - May 2014
Job Edward Jones
Industry Professional Training & Coaching
Experience
Edward Jones Training Specialist IITeleTechMarch 2012 - May 2014
inVentiv Health 2011 - 2012
Yoh Services LLC 2010 - 2011
Boehringer Ingelheim June 1992 - March 2010
Boehringer Ingelheim January 1999 - January 2000
Boehringer Ingelheim June 1992 - January 1999
Skills
Performance Management, Coaching, Employee Relations, Employee Engagement, Process Improvement, Large Group Facilitation, Sales Management, Direct Sales, Sales, Pharmaceutical Sales, Sales Operations, Leadership, Marketing Strategy, Workshop Facilitation, Time Management, Employee Training, Training, Talent Acquisition, Team Building, Leadership Development, Recruiting
Education
University of Phoenix
Bachelor of Arts (BA), Business Management
Edward Jones Training Specialist IITeleTechMarch 2012 - May 2014
inVentiv Health 2011 - 2012
Yoh Services LLC 2010 - 2011
Boehringer Ingelheim June 1992 - March 2010
Boehringer Ingelheim January 1999 - January 2000
Boehringer Ingelheim June 1992 - January 1999
Skills
Performance Management, Coaching, Employee Relations, Employee Engagement, Process Improvement, Large Group Facilitation, Sales Management, Direct Sales, Sales, Pharmaceutical Sales, Sales Operations, Leadership, Marketing Strategy, Workshop Facilitation, Time Management, Employee Training, Training, Talent Acquisition, Team Building, Leadership Development, Recruiting
Education
University of Phoenix
Bachelor of Arts (BA), Business Management
Brian Meythaler, CFP®, ChFC®'s Edward Jones Experience January 2009 - August 2010
Job Manager at USAA
Industry Financial Services
Experience
USAA May 2014 - Present
USAA 2010 - May 2014
Edward Jones January 2009 - August 2010
AT&T Global Services June 2000 - December 2005
Skills
Financial Services, General Securities..., Certified Financial..., Series 24, Series 7, Series 66, Life & Health Insurance..., Annuity Sales, Financial Planners
Education
University of Phoenix
Bachelor of Science (BS), Information Technology
USAA May 2014 - Present
USAA 2010 - May 2014
Edward Jones January 2009 - August 2010
AT&T Global Services June 2000 - December 2005
Skills
Financial Services, General Securities..., Certified Financial..., Series 24, Series 7, Series 66, Life & Health Insurance..., Annuity Sales, Financial Planners
Education
University of Phoenix
Bachelor of Science (BS), Information Technology
Sima A Alefi, AAMS's Edward Jones Experience January 2002 - April 2014
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. April 2014 - Present
Edward Jones January 2002 - April 2014
Skills
Estate Planning, Life Insurance, Investments, Insurance, Long-term Care, Financial Planners, Disability Insurance, Small Business, Health Insurance, Finance, Credit, Employee Benefits, Investment Strategies, Securities, Banking
Education
University of Phoenix
Bachelors degree, Business Administration and Management, General
Wells Fargo Advisors, LLC. April 2014 - Present
Edward Jones January 2002 - April 2014
Skills
Estate Planning, Life Insurance, Investments, Insurance, Long-term Care, Financial Planners, Disability Insurance, Small Business, Health Insurance, Finance, Credit, Employee Benefits, Investment Strategies, Securities, Banking
Education
University of Phoenix
Bachelors degree, Business Administration and Management, General
Clifford Harmon, FACHE's Edward Jones Experience January 2003 - May 2003
Job Chief Executive Officer at Harrison Community Hospital
Industry Hospital & Health Care
Experience
Harrison Community Hospital January 2013 - Present
Independent August 2010 - Present
H.B. Magruder Hospital May 2007 - June 2010
Hocking Valley Community Hospital June 2003 - May 2007
Edward Jones January 2003 - May 2003
Blanchard Valley Health System June 1995 - April 2001
Bluffton Community Hospital June 1985 - June 1995
Geauga Hospital July 1982 - May 1985
Skills
Hospital Operations, Management, Managed Care, Nursing, Hospitals, Clinical Research, Leadership, Healthcare, Healthcare Consulting, Leadership Development, Orthopedic, Nonprofits, Physicians, Inpatient, Healthcare Management
Education
University of Pittsburgh 1979 — 1981
M.P.H., Hospital Administration
Harrison Community Hospital January 2013 - Present
Independent August 2010 - Present
H.B. Magruder Hospital May 2007 - June 2010
Hocking Valley Community Hospital June 2003 - May 2007
Edward Jones January 2003 - May 2003
Blanchard Valley Health System June 1995 - April 2001
Bluffton Community Hospital June 1985 - June 1995
Geauga Hospital July 1982 - May 1985
Skills
Hospital Operations, Management, Managed Care, Nursing, Hospitals, Clinical Research, Leadership, Healthcare, Healthcare Consulting, Leadership Development, Orthopedic, Nonprofits, Physicians, Inpatient, Healthcare Management
Education
University of Pittsburgh 1979 — 1981
M.P.H., Hospital Administration
Duane Miller's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones June 2014 - Present
New Holland Recreation Center December 2010 - October 2013
Xristos Construction December 2009 - December 2011
High Construction February 2003 - July 2009
L.F. Driscoll Company June 1995 - February 2003
Skills
Customer Service, Sales, Microsoft Office, Strategic Planning, Public Speaking, Marketing, Nonprofits, Marketing Strategy, Proposal Writing, Event Planning, Team Building, New Business Development, Business Development, Public Relations, Contract Negotiation, Marketing Communications, Volunteer Management, Budgets, Strategic Partnerships, Event Management, Blogging, Fundraising, Social Media, Community Outreach, Copywriting, Non-profits, Leadership, Project Planning, Project Management
Education
University of Pennsylvania 1981 — 1986
BA, Design of Environment
Coatesviller Area Senior High School
Edward Jones June 2014 - Present
New Holland Recreation Center December 2010 - October 2013
Xristos Construction December 2009 - December 2011
High Construction February 2003 - July 2009
L.F. Driscoll Company June 1995 - February 2003
Skills
Customer Service, Sales, Microsoft Office, Strategic Planning, Public Speaking, Marketing, Nonprofits, Marketing Strategy, Proposal Writing, Event Planning, Team Building, New Business Development, Business Development, Public Relations, Contract Negotiation, Marketing Communications, Volunteer Management, Budgets, Strategic Partnerships, Event Management, Blogging, Fundraising, Social Media, Community Outreach, Copywriting, Non-profits, Leadership, Project Planning, Project Management
Education
University of Pennsylvania 1981 — 1986
BA, Design of Environment
Coatesviller Area Senior High School
Wendy Haley's Edward Jones Experience February 2011 - January 2012
Job Service Coordinator Marvin/Integrity at Building Material Distributors, Inc. (BMD, Inc.)
Industry Insurance
Experience
Building Material Distributors, Inc. (BMD, Inc.) May 2014 - Present
Hull and Company 2013 - Present
Farmers Insurance February 2013 - February 2013
AppleOne October 2005 - February 2013
Edward Jones February 2011 - January 2012
CUNA Mutual Group January 2006 - February 2008
Edward Jones September 2004 - October 2005
CUNA Mutual Group September 2001 - September 2002
E*TRADE Group November 1999 - August 2001
Wells Fargo Securities June 1997 - November 1999
Skills
Training, Leadership, Management, Sales, Financial Services, Sales Operations, Banking, Marketing, Customer Service, Call Centers, Time Management, Payroll, Event Planning, Office Management, Outlook, Recruiting, Administrative..., Data Entry, Human Resources, Applicant Tracking..., Customer Satisfaction, Finance
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2005
Business Management/Marketing
Building Material Distributors, Inc. (BMD, Inc.) May 2014 - Present
Hull and Company 2013 - Present
Farmers Insurance February 2013 - February 2013
AppleOne October 2005 - February 2013
Edward Jones February 2011 - January 2012
CUNA Mutual Group January 2006 - February 2008
Edward Jones September 2004 - October 2005
CUNA Mutual Group September 2001 - September 2002
E*TRADE Group November 1999 - August 2001
Wells Fargo Securities June 1997 - November 1999
Skills
Training, Leadership, Management, Sales, Financial Services, Sales Operations, Banking, Marketing, Customer Service, Call Centers, Time Management, Payroll, Event Planning, Office Management, Outlook, Recruiting, Administrative..., Data Entry, Human Resources, Applicant Tracking..., Customer Satisfaction, Finance
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2005
Business Management/Marketing
Gene Kress's Edward Jones Experience April 2011 - Present
Job Business Office Administration (OnCall) at Edward Jones
Industry Consumer Services
Experience
Edward Jones April 2011 - Present
Self Employed July 2010 - July 2013
The Home Depot March 2007 - June 2010
General Dynamics C4 Systems January 1987 - July 2006
Skills
Excellent Written and..., Business Knowledge, Knowledge Management, Program Management
Education
University of Phoenix 1990 — 1992
Bachelor of Arts in Business Management, Business Administration, 4.0 grade point
Weber State University 1967 — 1970
Bachelor of Arts, Business Administration
Edward Jones April 2011 - Present
Self Employed July 2010 - July 2013
The Home Depot March 2007 - June 2010
General Dynamics C4 Systems January 1987 - July 2006
Skills
Excellent Written and..., Business Knowledge, Knowledge Management, Program Management
Education
University of Phoenix 1990 — 1992
Bachelor of Arts in Business Management, Business Administration, 4.0 grade point
Weber State University 1967 — 1970
Bachelor of Arts, Business Administration
Kyra Odat's Edward Jones Experience March 2015 - Present
Job BOA
Industry Financial Services
Experience
Edward Jones March 2015 - Present
PharmaStrategies,LLC March 2009 - November 2011
Anderson, Crenshaw & Associates August 2008 - March 2009
TPC Craig Ranch March 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Pharmaceutical Industry, Software Documentation, Quality Assurance, Project Management, Healthcare, Account Management, Data Entry, SAP, Customer Satisfaction, Team Building, Teamwork, Call Centers, Management, Time Management, Training, Leadership, Spreadsheets
Education
University of Phoenix 2009 — 2014
Bachelor of Science (B.S.), Psychology
Champions School of Real Estate 2011 — 2011
Edward Jones March 2015 - Present
PharmaStrategies,LLC March 2009 - November 2011
Anderson, Crenshaw & Associates August 2008 - March 2009
TPC Craig Ranch March 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Pharmaceutical Industry, Software Documentation, Quality Assurance, Project Management, Healthcare, Account Management, Data Entry, SAP, Customer Satisfaction, Team Building, Teamwork, Call Centers, Management, Time Management, Training, Leadership, Spreadsheets
Education
University of Phoenix 2009 — 2014
Bachelor of Science (B.S.), Psychology
Champions School of Real Estate 2011 — 2011
Pam Clabaugh's Edward Jones Experience
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Investments, Credit, Portfolio Management, Banking, Life Insurance
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Journalism
University of Pennsylvania
Associate of Arts (A.A.), Retail Merchandising and Marketing
Edward Jones
Skills
Investments, Credit, Portfolio Management, Banking, Life Insurance
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Journalism
University of Pennsylvania
Associate of Arts (A.A.), Retail Merchandising and Marketing
Jeremiah Boyer's Edward Jones Experience October 2010 - February 2013
Job Leadership Development Associate at Edward Jones
Industry Financial Services
Experience
Lea February 2013 - Present
Edward Jones October 2010 - February 2013
Edward Jones September 2006 - September 2010
Edward Jones December 2003 - September 2006
Edward Jones April 2002 - December 2003
Edward Jones January 2000 - April 2002
Safeco Insurance October 1998 - January 2000
Education
University of Phoenix 2006 — 2008
Masters of Business Administration, 4.0
University of Phoenix 2002 — 2004
Bachelor of Science, Information Systems Technology, 3.8
Meramec St. Louis Community College
Lea February 2013 - Present
Edward Jones October 2010 - February 2013
Edward Jones September 2006 - September 2010
Edward Jones December 2003 - September 2006
Edward Jones April 2002 - December 2003
Edward Jones January 2000 - April 2002
Safeco Insurance October 1998 - January 2000
Education
University of Phoenix 2006 — 2008
Masters of Business Administration, 4.0
University of Phoenix 2002 — 2004
Bachelor of Science, Information Systems Technology, 3.8
Meramec St. Louis Community College
Billy Pitmon's Edward Jones Experience April 2015 - Present
Job Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
United States Air Force July 2012 - Present
My Team Insurance February 2008 - July 2012
Coca-Cola Bottling Co. Consolidated June 2001 - July 2006
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Management, Marketing, Customer Service, Budgets
Education
University of Phoenix-Nashville Campus 2005 — 2007
Bachelor's degree, Business Administration, Management and Operations
Edward Jones April 2015 - Present
United States Air Force July 2012 - Present
My Team Insurance February 2008 - July 2012
Coca-Cola Bottling Co. Consolidated June 2001 - July 2006
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Management, Marketing, Customer Service, Budgets
Education
University of Phoenix-Nashville Campus 2005 — 2007
Bachelor's degree, Business Administration, Management and Operations
Trina Lakin's Edward Jones Experience May 2011 - September 2012
Job Business Management
Industry Financial Services
Experience
Edward Jones May 2011 - September 2012
Merrill Lynch January 2008 - April 2009
Merrill Lynch October 2006 - January 2008
Skills
Banking, Financial Services, Marketing, Accounts Payable, Process Scheduler, Client Liaison, Market Research, Initiator, Appointment Scheduling, Continuing Education, Maintaining..., New Relationships, Accounts Receivable, Cost Basis Reporting, Transaction Processing, Customer Service, Customer Relations, Customer Retention, Data Analysis, Microsoft Excel, 10 Key, Microsoft Word, Outlook, Teamwork, Time Management, Troubleshooting, Writing, Fitness
Education
University of Phoenix 2009 — 2011
Bachelor of Science Business Management, Global Business Management
University of Phoenix 2008 — 2011
Bachelor of Science, Global Business Management
Edward Jones May 2011 - September 2012
Merrill Lynch January 2008 - April 2009
Merrill Lynch October 2006 - January 2008
Skills
Banking, Financial Services, Marketing, Accounts Payable, Process Scheduler, Client Liaison, Market Research, Initiator, Appointment Scheduling, Continuing Education, Maintaining..., New Relationships, Accounts Receivable, Cost Basis Reporting, Transaction Processing, Customer Service, Customer Relations, Customer Retention, Data Analysis, Microsoft Excel, 10 Key, Microsoft Word, Outlook, Teamwork, Time Management, Troubleshooting, Writing, Fitness
Education
University of Phoenix 2009 — 2011
Bachelor of Science Business Management, Global Business Management
University of Phoenix 2008 — 2011
Bachelor of Science, Global Business Management
Celia Simpson-Bragg's Edward Jones Experience April 2007 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
San Angelo Community Hospial January 2000 - May 2004
FoxMeyer Corporation October 1990 - October 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Phoenix 2010 — 2011
Bachelor of Science, Business Management
West Texas A&M University 1977 — 1979
Edward Jones April 2007 - Present
San Angelo Community Hospial January 2000 - May 2004
FoxMeyer Corporation October 1990 - October 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Phoenix 2010 — 2011
Bachelor of Science, Business Management
West Texas A&M University 1977 — 1979
Tricia Orenstein's Edward Jones Experience
Job Branch office administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Customer Service, Strategic Financial..., Finance, Financial Analysis, Strategic Planning, Leadership, Marketing, Microsoft Office
Education
University of Phoenix 2008 — 2010
Associates, Business Administration and Management, General, 3.85 GPA
Edward Jones
Skills
Customer Service, Strategic Financial..., Finance, Financial Analysis, Strategic Planning, Leadership, Marketing, Microsoft Office
Education
University of Phoenix 2008 — 2010
Associates, Business Administration and Management, General, 3.85 GPA
Hal Harper's Edward Jones Experience February 2013 - August 2013
Job Financial Advice and Planning
Industry Financial Services
Experience
USAA September 2013 - August 2015
Edward Jones February 2013 - August 2013
Apollo Group August 2007 - February 2013
Skills
Web Design & Development, Cpr Certified, Java, Firearms, Microsoft Office, Critical Thinking, PowerPoint, Military, Public Speaking, Leadership, Military Experience, Security Clearance, Higher Education, Leadership Development, Microsoft Excel, Microsoft Word, Program Management, Sales, Training, Analysis, Team Building, Team Leadership, Supervisory Skills, Access, Government, Risk Management
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2007 — 2011
BSIT/WD, Information Technology
Western Wyoming 2004 — 2006
Criminal Science
USAA September 2013 - August 2015
Edward Jones February 2013 - August 2013
Apollo Group August 2007 - February 2013
Skills
Web Design & Development, Cpr Certified, Java, Firearms, Microsoft Office, Critical Thinking, PowerPoint, Military, Public Speaking, Leadership, Military Experience, Security Clearance, Higher Education, Leadership Development, Microsoft Excel, Microsoft Word, Program Management, Sales, Training, Analysis, Team Building, Team Leadership, Supervisory Skills, Access, Government, Risk Management
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2007 — 2011
BSIT/WD, Information Technology
Western Wyoming 2004 — 2006
Criminal Science
Larry A. Wright's Edward Jones Experience August 2008 - July 2009
Job Income Tax & Financial Consultant at National Securities Corporation
Industry Financial Services
Experience
Gilman & Ciocia March 2014 - Present
Levin Financial Group a General Agency of Massachusetts Mutual Life Insurance Co May 2011 - February 2014
Bankers Life and Casualty August 2009 - May 2011
Edward Jones August 2008 - July 2009
New Jersey Schools Development Authority October 2001 - December 2007
Education
University of Pennsylvania - The Wharton School 1985 — 1992
BBA, Accounting, Management
Gilman & Ciocia March 2014 - Present
Levin Financial Group a General Agency of Massachusetts Mutual Life Insurance Co May 2011 - February 2014
Bankers Life and Casualty August 2009 - May 2011
Edward Jones August 2008 - July 2009
New Jersey Schools Development Authority October 2001 - December 2007
Education
University of Pennsylvania - The Wharton School 1985 — 1992
BBA, Accounting, Management
Carlos M. Coleman's Edward Jones Experience August 2006 - May 2007
Job Independent Human Resources Professional
Industry Human Resources
Experience
National Carriers, Inc. August 2012 - Present
SJN Global June 2009 - August 2012
LEVY SECURITY July 2007 - June 2009
Edward Jones August 2006 - May 2007
ITT Educational Services March 2003 - June 2005
US Navy May 1993 - May 2002
Skills
Conflict Management, Internal Investigations, Employment Law, Personnel Supervision, Market Analysis, Human Resources, Interviews
Education
University of Phoenix
Business Administration, Management and Operations
National Carriers, Inc. August 2012 - Present
SJN Global June 2009 - August 2012
LEVY SECURITY July 2007 - June 2009
Edward Jones August 2006 - May 2007
ITT Educational Services March 2003 - June 2005
US Navy May 1993 - May 2002
Skills
Conflict Management, Internal Investigations, Employment Law, Personnel Supervision, Market Analysis, Human Resources, Interviews
Education
University of Phoenix
Business Administration, Management and Operations
Reed Hadley's Edward Jones Experience August 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1993 - Present
Education
University of Puget Sound
JD
WSU
BA
Edward Jones August 1993 - Present
Education
University of Puget Sound
JD
WSU
BA
Barbara Robertson's Edward Jones Experience July 2003 - January 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors January 2008 - January 2012
Edward Jones July 2003 - January 2008
Skills
CA Ins Lic. # 0C51964
Education
University of Phoenix 1992 — 1994
Bachelor of Science (BS), Business Administration
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors January 2008 - January 2012
Edward Jones July 2003 - January 2008
Skills
CA Ins Lic. # 0C51964
Education
University of Phoenix 1992 — 1994
Bachelor of Science (BS), Business Administration
Trudy Willis's Edward Jones Experience September 2012 - December 2013
Job Branch Office Administrator OnCall at Edward Jones
Industry Banking
Experience
Edward Jones September 2012 - December 2013
Drexel Media Group January 2010 - January 2011
Federal Reserve Bank of Atlanta January 2006 - January 2010
Federal Reserve Bank of Atlanta New Orleans Branch January 1998 - January 2006
Federal Reserve Bank of Atlanta New Orleans Branch January 1995 - January 1998
Skills
Business Analysis, Financial Analysis, Customer Service, Leadership, Analysis, Management, Risk Management, Vendor Management, Human Resources, Budgets, Software Documentation, Public Speaking, Training, Finance, Banking, Team Building, Accounts Payable, Project Management, Teamwork, Credit, Data Entry, Microsoft Excel, Strategic Planning, Financial Services, PeopleSoft, Leadership Development, PowerPoint, Microsoft Office, Business Process
Education
University of Phoenix 2001 — 2005
Bachelor of Science (B.S.), Business Management Adminstration and Supervision
Edward Jones September 2012 - December 2013
Drexel Media Group January 2010 - January 2011
Federal Reserve Bank of Atlanta January 2006 - January 2010
Federal Reserve Bank of Atlanta New Orleans Branch January 1998 - January 2006
Federal Reserve Bank of Atlanta New Orleans Branch January 1995 - January 1998
Skills
Business Analysis, Financial Analysis, Customer Service, Leadership, Analysis, Management, Risk Management, Vendor Management, Human Resources, Budgets, Software Documentation, Public Speaking, Training, Finance, Banking, Team Building, Accounts Payable, Project Management, Teamwork, Credit, Data Entry, Microsoft Excel, Strategic Planning, Financial Services, PeopleSoft, Leadership Development, PowerPoint, Microsoft Office, Business Process
Education
University of Phoenix 2001 — 2005
Bachelor of Science (B.S.), Business Management Adminstration and Supervision
Carol Krueger's Edward Jones Experience
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Training, Outlook, Spreadsheets, Marketing Strategy, Office Management, Team Building, Business Planning
Education
University of Phoenix 2010 — 2012
Master of Education (MEd), Educational/Instructional Technology
Edward Jones
Skills
Training, Outlook, Spreadsheets, Marketing Strategy, Office Management, Team Building, Business Planning
Education
University of Phoenix 2010 — 2012
Master of Education (MEd), Educational/Instructional Technology
Tisa Benson's Edward Jones Experience June 2010 - February 2012
Job Administration Assistant
Industry Executive Office
Experience
Edward Jones June 2010 - February 2012
United States Attorney's Office February 1997 - March 2001
Skills
Typing, Community Organizing, Organization, Microsoft Word, Microsoft Excel, Microsoft Publisher, Small Business, Non-profit Board...
Education
University of Phoenix 2012 — 2013
Bachelor's in Business, Business Administration
University of Phoenix 2010 — 2012
Associate's degree, Business Administration and Management, General
Brandon Senior High School 1989 — 1992
Edward Jones June 2010 - February 2012
United States Attorney's Office February 1997 - March 2001
Skills
Typing, Community Organizing, Organization, Microsoft Word, Microsoft Excel, Microsoft Publisher, Small Business, Non-profit Board...
Education
University of Phoenix 2012 — 2013
Bachelor's in Business, Business Administration
University of Phoenix 2010 — 2012
Associate's degree, Business Administration and Management, General
Brandon Senior High School 1989 — 1992
Annette Silveria's Edward Jones Experience August 2001 - January 2011
Job Staff Accountant at SingletonAuman, PC
Industry Accounting
Experience
SingletonAuman, PC February 2014 - Present
Pezzullo & Gussett, CPAs 2011 - 2012
Edward Jones August 2001 - January 2011
Independent Contractor 1998 - 2002
Skills
Corporate Finance, Executive Assistance, Event Planning, Wealth Management, Compliance, Office Management, Financial Analysis, Risk Management, Research, Analyzing, Problem Solving, Relationship Building, Market Trends Analysis, Presentations, Project Management, Schedule Management, Illustrations Software, Account Penetration and..., Strategic Business..., Contact Management, Communication, Client Services, Activity Prioritization, Team Collaborations, Leadership, Budget Management, Negotiations, Bookkeeping, Program Development, Customer Service, Budgets, Microsoft Excel, Negotiation, Strategic Planning, Financial Services, Retirement, Microsoft Office, Team Management, Accounting, Outlook, Time Management, Marketing Strategy, Administration
Education
New England College 2014 — 2016
Master of Accounting, Forensic Accounting
University of Phoenix 2004 — 2008
Bachelor of Science, Business Finance
SingletonAuman, PC February 2014 - Present
Pezzullo & Gussett, CPAs 2011 - 2012
Edward Jones August 2001 - January 2011
Independent Contractor 1998 - 2002
Skills
Corporate Finance, Executive Assistance, Event Planning, Wealth Management, Compliance, Office Management, Financial Analysis, Risk Management, Research, Analyzing, Problem Solving, Relationship Building, Market Trends Analysis, Presentations, Project Management, Schedule Management, Illustrations Software, Account Penetration and..., Strategic Business..., Contact Management, Communication, Client Services, Activity Prioritization, Team Collaborations, Leadership, Budget Management, Negotiations, Bookkeeping, Program Development, Customer Service, Budgets, Microsoft Excel, Negotiation, Strategic Planning, Financial Services, Retirement, Microsoft Office, Team Management, Accounting, Outlook, Time Management, Marketing Strategy, Administration
Education
New England College 2014 — 2016
Master of Accounting, Forensic Accounting
University of Phoenix 2004 — 2008
Bachelor of Science, Business Finance
David Jonagan Home's Edward Jones Experience March 2009 - February 2010
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
Peoria Unified School District May 2015 - Present
JPMorgan Chase February 2010 - Present
Edward Jones March 2009 - February 2010
Bank of America January 2003 - February 2009
Alameda Aerospace February 2001 - January 2003
Honeywell Aerospace August 1988 - January 2001
Skills
Financial Services, Wealth Management, Mutual Funds, Series 7, Investments, New Business Development, Strategic Financial..., Retirement Planning, Banking, Consumer Lending, Financial Analysis, Retirement, 401k, Credit, Relationship Management, Small Business Lending, Mortgage Lending, Loans, Cross Selling, Series 63, Retail Banking, Business Development, Credit Risk, Cash Management, Sales, Financial Advisory
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA)
Peoria Unified School District May 2015 - Present
JPMorgan Chase February 2010 - Present
Edward Jones March 2009 - February 2010
Bank of America January 2003 - February 2009
Alameda Aerospace February 2001 - January 2003
Honeywell Aerospace August 1988 - January 2001
Skills
Financial Services, Wealth Management, Mutual Funds, Series 7, Investments, New Business Development, Strategic Financial..., Retirement Planning, Banking, Consumer Lending, Financial Analysis, Retirement, 401k, Credit, Relationship Management, Small Business Lending, Mortgage Lending, Loans, Cross Selling, Series 63, Retail Banking, Business Development, Credit Risk, Cash Management, Sales, Financial Advisory
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA)
Reed Hadley's Edward Jones Experience August 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1993 - Present
Education
University of Puget Sound
Doctor of Law (J.D.), Law
Washington State University
Edward Jones August 1993 - Present
Education
University of Puget Sound
Doctor of Law (J.D.), Law
Washington State University
Harry Yates's Edward Jones Experience February 1991 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1991 - Present
Education
University of Pennsylvania 1956 — 1960
Bachelor of Science (BS), Corporate Finance
Edward Jones February 1991 - Present
Education
University of Pennsylvania 1956 — 1960
Bachelor of Science (BS), Corporate Finance
Angela Lindorff's Edward Jones Experience November 2010 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Skills
Client Service Oriented, Organization, Productivity, Data Analysis
Education
University of Phoenix 2013 — 2015
Associate of Arts (AA), Finance, General
Edward Jones November 2010 - Present
Skills
Client Service Oriented, Organization, Productivity, Data Analysis
Education
University of Phoenix 2013 — 2015
Associate of Arts (AA), Finance, General
Sandy Roderick's Edward Jones Experience
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Retirement, Fixed Annuities, Mutual Funds, Retirement Planning
Education
University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration, Management and Operations
Edward Jones
Skills
Retirement, Fixed Annuities, Mutual Funds, Retirement Planning
Education
University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration, Management and Operations
Don Rowan's Edward Jones Experience April 2007 - December 2012
Job Agent at Craven Insurance, Inc.
Industry Insurance
Experience
Craven Insurance, Inc. April 2013 - Present
Edward Jones April 2007 - December 2012
Morgan Stanley November 2004 - February 2007
Skills
Underwriting, Health Insurance
Education
University of Portland 1982 — 1984
MBA
University of Rhode Island 1974 — 1977
Bachelor of Science (BS), Physis
Craven Insurance, Inc. April 2013 - Present
Edward Jones April 2007 - December 2012
Morgan Stanley November 2004 - February 2007
Skills
Underwriting, Health Insurance
Education
University of Portland 1982 — 1984
MBA
University of Rhode Island 1974 — 1977
Bachelor of Science (BS), Physis
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation