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
Edward Jones April 2015 - Present
M&T Bank June 2012 - March 2015
AXA Advisors January 2012 - May 2012
Chartis May 2011 - August 2011
Skills
Retail Banking, Business Banking, Investment Banking, Mortgage Banking, Home Equity Lines of..., Life Insurance, Refinance, Reverse Mortgages, Cold Calling, Manage Client..., Commercial Banking
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics and Business
Don Bosco Preparatory High School 2004 — 2008
Edward Jones June 2013 - Present
Mercedes-Benz of San Diego July 2012 - May 2013
University of San Diego August 2010 - May 2012
Brighton Collectibles November 2009 - January 2011
University of San Diego January 2009 - August 2010
University of San Diego May 2007 - January 2009
Skills
Customer Service, Event Planning, Microsoft Office, Business Development, Microsoft Word, Sales, Recruiting
Education
University of San Diego 2009 — 2012
Business Marketing
Edward Jones 2012 - 2014
Skills
Finance, Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Planning, Portfolio Management, Retirement, Series 7, Asset Allocation
Education
University of South Carolina - The Moore School of Business 2008 — 2012
B.S., Finance
University of South Carolina-Columbia 2008 — 2012
BS , Finance, General
Edward Jones September 2010 - Present
Edward Jones September 2010 - Present
Edward Jones September 2009 - June 2010
Edward Jones September 2009 - June 2010
Edward Jones October 2008 - August 2009
Nevittgroup LLC June 1998 - October 2008
Nevittgroup LLC June 1998 - October 2008
Skills
Strategic Planning, Real Estate, Negotiation, Management, Sales Management, Customer Service, Training, Investment Advisory, Business Analysis, Team Leadership, Microsoft Office, Event Management, Residential Homes, Sellers, Investment Properties, Public Seminars, Recruiting, Social Media, Project Management, Construction, Team Building, Leadership, Event Planning, Enforcement, Public Speaking, Goal Setting, Public Relations, Budgets, Investments, Marketing, Small Business, Sales, Retirement
Education
University of South Alabama 1993 — 1995
Emergency Medical Technology/Technician (EMT Paramedic), 4.0
Edward Jones June 2012 - July 2014
Russell House University Union August 2009 - July 2012
National Financial Services June 2011 - August 2011
Triad Advisors May 2011 - June 2011
Skills
Microsoft Office, Word, Excel, PowerPoint, Customer Relations, Series 7, Series 66, Microsoft Excel, Analysis, Microsoft Word, Customer Service, Training, Finance
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Finance, Management
Wells Fargo Advisors, LLC October 2011 - Present
Wells Fargo February 2011 - October 2011
Edward Jones July 2009 - February 2011
Education
University of San Francisco
BA, Business Administration
TD Ameritrade August 2014 - Present
University of Richmond January 2011 - Present
Edward Jones December 2012 - July 2014
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Ameriprise Financial Services, Inc. February 2012 - Present
Edward Jones June 2003 - February 2012
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.)
NFP Advisor Services, LLC June 2015 - Present
Washington Wealth Management August 2014 - Present
NFP Advisor Services, LLC. June 2010 - June 2015
Raymond James Financial Services October 2007 - June 2010
Raymond James Financial Services, Inc May 2005 - October 2007
Edward Jones 2004 - 2005
Capital One 1999 - 2005
Skills
Compliance, Securities, Risk, Risk Management, Asset Managment, Investments, Financial Risk, Asset Management, FINRA, Financial Services, Investment Advisory, Leadership, Mutual Funds, Portfolio Management, Series 7, Wealth Management, Retirement, Financial Advisory, 401k, Series 65, Broker-Dealer, Series 24
Education
University of South Florida 1992 — 1997
BA, Economics
Edward Jones May 2015 - Present
Daltile Corporation May 2011 - May 2015
Daltile Corporation May 2011 - January 2012
Omaha Steaks April 2010 - April 2011
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science, Finance, Management, and Marketing
South Mecklenburg High School 2008 — 2010
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley September 2012 - Present
Edward Jones March 2008 - September 2012
CAJE Holdings, Inc March 2007 - December 2008
Jensen & crain Entertainment, Inc April 2001 - February 2007
Liquid Designs 2004 - 2006
Alltel 2003 - 2004
Tampa Electric 2001 - 2003
Raytheon 1999 - 2001
Tampa Electric 1996 - 1999
Skills
Strategic Financial..., Cost Accounting, Staff Management, Press Releases, Accounting System, Community Development, Strategic Planning, Project Management, Sales Management, Budgets, Team Building, New Business Development, Leadership, Start-ups, Business Development, Sales, Training, Time Management, Finance, Marketing, Customer Service, Investments, Management, Vendor Management
Education
University of South Florida 1995 — 1999
BSEE, Electrical Engineering
State Farm June 2015 - Present
Fidelity Investments April 2011 - October 2014
Edward Jones March 2008 - April 2011
Skills
Financial Services, Residential Mortgages, Mutual Funds, Property & Casualty..., Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Banking, Umbrella Insurance, Financial Planning, Personal Lines Auto, Commercial Insurance, Insurance
Education
University of South Florida 2000 — 2004
Bachelor's Degree, Accounting
Edward Jones May 2012 - Present
Crane Enterprises, LLC June 2009 - May 2012
Creative Energy, via Savannah River Nuclear Solutions October 2009 - November 2009
Employer Support of the Guard & Reserve (ESGR) January 2009 - May 2009
Mississippi College School of Law August 2006 - May 2009
University of South Carolina Aiken April 2005 - May 2006
Skills
Customer Service, Finance, Legal Writing, Project Planning, Accounting, Courts, Teamwork, Interviews, Resume Writing, Databases, Estate Planning, Public Speaking, Retirement Planning, Microsoft Office, Financial Analysis, Leadership, Strategic Planning, Fundraising, Microsoft Excel, Marketing
Education
Mississippi College School of Law 2006 — 2009
Doctor of Law (J.D.), Law
University of South Carolina-Aiken 2002 — 2006
Bachelor of Arts (B.A.), Political Science
South Aiken High School 1998 — 2002
High School
Edward Jones January 2014 - December 2014
OneWest Bank 2012 - 2014
Manufacturers Bank 2010 - 2012
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Finance, Commercial Banking, Relationship Management, Sales, Treasury Management, Business Development, Commercial Real Estate, Commercial Mortgages, Loans, Cash Management, Real Estate, Credit, Lines Of Credit, Small Business Lending, Investing, Financial Planning, Investments
Education
University of Southern California
B.A., Communications
Hiel Financial May 2009 - Present
Hiel Financial April 2009 - Present
Edward Jones November 2001 - April 2009
UPS 1980 - 2001
Skills
Retirement Planning, Wealth Management, Wealth, Retirement, FINRA, Series 7, Securities, Strategic Financial..., Mutual Funds, Finance, Asset Management, Investments
Education
University of South Florida 1980 — 1985
BACHELOR, FINANCE
Seminole High School 1976 — 1979
Vulcan Materials Company February 2014 - Present
Edward Jones May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Word
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond
Principal Financial Group February 2008 - Present
Vela 2007 - 2008
FL Department of Health & Brunet Garcia Advertising 2004 - 2008
AT&T Global Services 2000 - 2004
Edward Jones May 2001 - November 2003
Skills
Marketing, Insurance, Marketing Strategy, Strategic Planning, Account Management, New Business Development, Sales, Customer Service, Email Marketing, Marketing Communications, Team Management, Social Media Marketing, Market Research, Lead Generation, Social Media, Direct Marketing, Marketing Management, Event Planning, Online Marketing, Retirement, Small Business
Education
University of South Florida - College of Business Administration 1997 — 2002
Bachelor of Science (B.S.), Marketing
Wells Fargo Advisors, LLC July 2010 - Present
Edward Jones July 2008 - June 2010
Wells Fargo Financial June 2007 - May 2008
Education
University of Saint Francis 2003 — 2007
Bachelor's of Science, Accounting
Ascension Health January 2014 - Present
Ascension Health October 2012 - Present
Edward Jones June 2011 - August 2011
Emerson May 2010 - August 2010
Oklahoma Indian Legal Services May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Legal Writing, Data Analysis, Microsoft Word, Corporate Finance, Legal Research, PowerPoint, Finance, Nonprofits, Tax
Education
Washington University in St. Louis - Olin Business School 2009 — 2012
JD/MBA
Washington University in St. Louis School of Law 2008 — 2012
JD/MBA
University of South Carolina - Darla Moore School of Business 2004 — 2008
B.S.B.A., Finance / International Business
Edward Jones 2012 - Present
Bank of the West/BNP Paribas 2009 - 2012
Palmer, Lombardi & Donohue LLP 2008 - 2009
UBS 2002 - 2008
Keesal, Young & Logan 1986 - 2002
Skills
Corporate Law, Litigation, SEC, Financial Risk, Insurance, Governance, Internal Investigations, Securities, Securities Regulation, FINRA, Corporate Governance
Education
University of Southern California 1983 — 1986
JD
Wesleyan University 1977 — 1981
BA
St Charles HS 1973 — 1977
HQ USSOCOM July 2007 - Present
L-3 Communications July 2007 - September 2008
SPAWAR October 2004 - July 2007
Gemini Industries Inc. supporting HQ Special Operations Command (USSOCOM) July 2002 - October 2004
GATX February 2001 - April 2002
US Army October 1999 - April 2002
Edward Jones October 1999 - February 2001
Skills
Program Management, Defense Acquisition, Resource Management, Financial Management, Strategic Financial..., Defense Contracting, Government Contracting, Contract Management, Proposal Writing, Contract Negotiation, Government Contracts, Acquisition Negotiations, Government Liaisons, Project Closeout, Lessons Learned, DoD, Training Plans, Government, Military, Budgeting, Accounting, Analysis, Security Clearance, Six Sigma, Procurement, Microsoft Office, Reconciling, Defense, Army, Operations Management, Organizational..., Logistics, Command, Budgets, Operational Planning, Managerial Finance, Counterterrorism, Intelligence, Government Procurement, Military Operations, National Security, Project Planning, Intelligence Analysis, Information Assurance, Team Leadership, Management, Federal Government, Training, Military Experience, Navy
Education
Webster University, MBA 2006 — 2008
MBA
Defense Acquistion University 2006 — 2007
Level I Certified, DAWIA Certified Level I in Business, Cost Estimating, Financial Management (BCEFM)
University of South Florida 1999 — 2002
BS, Accounting
Marion Military Institute 1997 — 1999
AA, Commission in US Army
Continental August 2014 - Present
Jamrok Enterprises LLC August 2011 - Present
Sonoco May 2013 - August 2014
Continental January 2014 - May 2014
Edward Jones June 2010 - August 2013
Sonoco 2013 - 2013
Skills
Graphic Design, Supply Chain, Supply Chain Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Team Building, Change Management, Social Media, Production Planning, Lean Manufacturing, Continuous Improvement, Management
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Supply Chain Management
University of South Carolina-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
University of South Carolina-Columbia 2010 — 2014
Direct Study, Information Technology
Dixon Hughes Goodman Wealth Advisors April 2011 - Present
Dixon Hughes Wealth Advisors May 2008 - April 2011
Edward Jones May 1999 - May 2008
Education
University of South Carolina - The Moore School of Business 1978 — 1982
BS, Finance
Hitchcock Rosenfield Investment Group of Wells Fargo Advisors May 2015 - Present
JP Morgan Chase Bank, N.A April 2014 - April 2015
Edward Jones November 2013 - February 2014
Education
University of San Francisco 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. April 2010 - Present
Edward Jones June 2001 - April 2010
Superba, Inc. January 1986 - February 2001
Education
University of Scranton 1968 — 1972
Bachelor of Science, History, Secondary education
Regis High School 1964 — 1968
Customers Bank 2015 - Present
Atlantic Stewardship Bank 2012 - 2015
Provident Bank New York 2004 - 2012
Edward Jones 2002 - 2004
Self Employed 1998 - 2002
Bank of Tokyo-Mitsubishi UFJ 1994 - 1997
Gulf International Bank 1991 - 1994
Education
University of Rochester
BA, Economics and Political Science
Weatherhead School of Management at Case Western Reserve University
MBA, Finance and Marketing
Enterprise Rent-A-Car April 2011 - Present
SunTrust Bank December 2009 - December 2010
Allstate Financial Services April 2009 - December 2009
Edward Jones January 2008 - April 2009
Edward Jones (St. Louis) January 2007 - January 2008
Ad-Image March 2005 - January 2007
Skills
Uniform Combined State..., Series 7, Health Insurance, Accident, Asset, Customer Service, Sales, Fixed Annuities, Retirement Planning, Retirement
Education
University of South Carolina Upstate 2000 — 2004
Bachelor of Science degree, Business Administration; Marketing
Edward Jones December 2010 - Present
Security Federal Bank May 2009 - December 2010
Education
University of South Carolina-Aiken 2007 — 2010
Bachelor's degree in Business Administration, Management
Edward Jones May 2015 - Present
Chiodo Designs September 2011 - Present
Edward Jones June 2014 - August 2014
Mount Pleasant Area Technical Center September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Java, HTML, Windows, Event Planning, Time Management, Social Networking, Marketing
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (BBA), Marketing/Management, Senior
Vanguard 2015 - Present
Vanguard August 2013 - Present
Wells Fargo Advisors February 2013 - August 2013
Edward Jones June 2011 - November 2012
Edward Jones June 2011 - March 2012
Wells Fargo July 2010 - July 2011
Converse June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Project Management, Project Planning, MS Project, MS Excel Pivot Tables, MS programs, Multi Tasking, Team Leadership, Organizational..., Relationship Management, Building Relationships, Banking Relationships, Human Relationship, Benefits Administration, Sales, Marketing, Strategic Planning, Marketing Strategy, Access
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Phoenix Landscape Management August 2015 - Present
Regions Bank March 2012 - July 2015
Springleaf Financial Services March 2011 - March 2012
Edward Jones November 2009 - December 2010
Skills
Insurance, Series 7, Retirement Planning, Annuities, Financial Analysis, Mutual Funds, Investment Advisory, Banking, Relationship Management, Investments, Strategic Financial..., Sales, Retail Banking, Retirement, Portfolio Management, Financial Services, Loans, Securities, Credit, Wealth Management, Finance, Bloomberg, Financial Modeling, Bonds, Asset Management, Valuation, Fixed Annuities, Financial Planning
Education
University of South Carolina-Columbia 2004 — 2009
Bachelor of Science, Finance
Edward Jones August 2010 - January 2011
Columbia River Economic Development Council April 2006 - February 2010
Southwest WA Workforce Development Council September 2003 - February 2010
Drake Beam Morin August 2001 - April 2003
Hewlett-Packard 1989 - 1997
FedEx Express 1987 - 1989
Skills
Business Planning, Strategy Development, Business Analysis, Change Management, Entrepreneurship, Human Resources, Leadership, Leadership Development, Management, Management Consulting, Organizational..., Program Development, Program Management, Project Management, Project Planning, Strategic Planning, Strategy, Business Development, Business Process, CRM, Coaching, Customer Service, Fundraising, Marketing, Marketing Strategy, New Business Development, Nonprofits, Talent Management, Team Building, Team Leadership, Training, Business Strategy, Workshop Facilitation, Small Business, Executive Coaching, Operations Management, Process Improvement, Performance Management, Executive Management, Finance, Business Process..., Succession Planning, Market Research, Employee Relations, Consulting, PMP, Economic Development, Six Sigma, Public Speaking, Start-ups
Education
Washington State University - College of Business and Economics 1997 — 1999
MBA, BUSINESS
University of San Francisco 1977 — 1982
BA, BUSINESS - ORGANIZATIONAL BEHAVIOR
Barnhorn Financial March 2011 - Present
City of Seminole March 2006 - Present
LEITR 2009 - 2012
Edward Jones July 2006 - February 2011
A.G. Edwards November 2004 - June 2006
Capital One March 1998 - November 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Mutual Funds, Life Insurance, Portfolio Management, Analysis, Wealth Management, Series 7, Estate Planning, Retirement, Small Business, Securities, Financial Planners, Bonds, Finance, Financial Advisory, IRAs, 401k, FINRA
Education
University of South Florida - College of Business Administration 1998 — 2004
Bachelor of Science, Finance
University of South Florida - College of Business Administration 1998 — 2004
Bachelor of Science, Information Systems Management
Carolina Alliance Bank January 2007 - Present
Dixon Hughes PLLC June 2006 - December 2006
C. Waters & Company, Inc. April 2004 - June 2006
First National Bank (n/k/a Capital Bank) November 2002 - January 2004
Bank of America 1994 - November 2002
Bank of America 1991 - 1994
Edward Jones 1988 - 1991
St. Paul the Apostle Catholic School 1987 - 1988
DR Hill Middle School 1983 - 1987
Skills
Non-profits, Investments, Accounting, Budgets, Strategic Planning, Nonprofits, Banking, Real Estate, Team Building, Credit, Strategic Financial..., Finance, Financial Analysis, Management, Business Development, Risk Management, Financial Reporting
Education
University of South Carolina Upstate 1980 — 1983
BA, Education
Garrison Wealth Management July 2009 - Present
LPL Financial July 2009 - Present
East Lake County Chamber of Commerce 2009 - 2010
Edward Jones September 2005 - July 2009
Skills
Investments, IRAs, Series 6, Fixed Annuities, Retirement Planning, Investment Strategies, 401k Rollovers, Retirement, Estate Planning, 401k, Uniform Combined State..., Series 7, Roth IRA, Strategic Financial..., Financial Advisory, Wealth Management, Securities, Asset Allocation, FINRA, Investment Advisory, Series 63, Variable Annuities, Series 65
Education
University of South Florida 1982 — 1986
Edward Jones February 2014 - Present
EarthLink Business December 2011 - January 2014
RVX Corporation December 2008 - December 2011
One Communications November 2003 - January 2009
Frontier Communications / Global Crossing April 1999 - November 2003
Crosman Corp. August 1992 - April 1999
Skills
Product Management, New Business Development, Business Development, CRM, Telecommunications, Strategic Planning, Product Development, Leadership, P&L Management, Sales, Program Management, Managed Services, Account Management, Advertising, Public Relations
Education
University of Rochester - Simon Business School 1998 — 1999
Masters, Business
Bloomfield Cental School, Bloomfield NY
Lake Avenue Financial June 2014 - Present
Euro Pacific Capital September 2008 - May 2014
Edward Jones January 2008 - December 2008
Skills
Retirement Planning, Investments, Financial Planning, Wealth Management, Financial Advisory, Securities, Estate Planning, Portfolio Management, Investment Strategies, Finance, Protection Planning, Tax Planning, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, 401k, Fixed Annuities, Risk Management
Education
University of Southern California 2003 — 2007
Bachelor's Degree, International Relations Global Business
La Canada High School 1999 — 2003
High School
Edward Jones September 2014 - Present
US Army September 2013 - Present
US Army September 2012 - September 2013
US Army September 2010 - September 2012
Skills
Adaptable to Changes, Situational Awareness, Mentoring, Coaching, Organizational..., Coordination, Cross-cultural Teams, Delegate Management, Always Punctual, Systems Improvement, Keen Listener, Peer Mediation, Motivation, Supervisory Skills
Education
University of South Alabama 2005 — 2009
Bachelor of Science (BS), Organizational Communication
McGill-Toolen Catholic High School 2000 — 2004
Wells Fargo Advisors, LLC March 2014 - Present
Edward Jones March 2011 - March 2014
Skills
401k Rollovers, Retirement Planning, Investments, IRAs, Life Insurance, Fixed Annuities, Variable Annuities, Simple IRA, Roth IRA, Traditional IRA
Education
University of South Carolina-Aiken 1993 — 1997
Business Management, Finance
Edward Jones August 2013 - October 2013
Mega Projects August 2005 - December 2009
HSBC March 2005 - June 2007
Platinum Bank (Bank phb) May 2001 - June 2003
Diamond Bank Plc 1996 - 2001
Skills
Strategic Planning, Marketing Strategy, Budgeting, Business Strategy, Business Planning, Credit, Sales Management, New Business Development, Sales, Team Building, Financial Analysis, Management, Budgets, Banking, Selling, Investments, Recruiting, Social Networking, Risk Management, Investment Advisory, Financial Services, Insurance, Strategy, Portfolio Management, Analysis, Relationship Management
Education
University of Southampton 2005 — 2007
Mental and Social Health Services and Allied Professions
southampton solent University,United Kingdom 2003 — 2006
MBA, Business Administration
Edward Jones August 1993 - Present
United States Air Force November 1984 - November 1992
Killeen ISD August 1982 - November 1984
Skills
Investments, Asset Managment, Estate Planning, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, 401k Rollovers, IRAs, Investment Advisory, Bonds, Securities, Portfolio Management, Investment Management, Financial Advisory, Long-term Care, Life Insurance, Mortgage Lending, Equities, Disability Insurance, Financial Planners, Series 7, Certified Financial..., Alternative Investments, Asset Allocation, Asset Management, Series 65, Financial Planning
Education
University of Southern California 1985 — 1987
MS, Systems Management
University Mary Hardin-Baylor 1980 — 1982
BS, Applied Mathematics
Edward Jones August 2010 - Present
Skills
Fixed Annuities, Variable Annuities, 401k, Simple IRA, 529 Plans, Roth IRA, 401k Rollovers, 403 b, 457 Plans, Defined Benefit, Profit Sharing, SEP IRA, Stocks, Unit Investment Trusts, Estate Planning, Trust Services, ETFs, Bonds, CDS, Traditional IRA, Long Term Care Insurance, Disability Insurance, Life Insurance, Investment Banking, Unified Managed Accounts, Portfolio Management, Trust Management, Cost Basis, Debt Management
Education
University of South Alabama 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Pensacola High School
Pensacola High School
United Way of the Midlands September 2014 - Present
Creative Financial Strategies 2009 - September 2014
Morgan Stanley 2005 - 2009
Edward Jones 2002 - 2005
Brainworks Software 2001 - 2002
Service Merchandise March 1995 - January 2001
Service Merchandise May 1991 - March 1995
Circuit City June 1989 - May 1991
Skills
Leadership, Account Management, Fundraising Campaign..., Public Speaking, Philanthropy, Volunteer Management, Volunteer Recruiting, Training & Development, Training Delivery, Sales Management, Management, Fundraising, Non-profit Leadership, Event Planning, Financial Analysis, Volunteer Training, Strategic Planning, Sales, Training, Customer Service, Team Building, Marketing, Sales Operations, Nonprofits, Community Outreach, Wealth Management, Financial Services, Estate Planning, Investments, Retirement Planning, Securities, Strategic Financial..., Insurance, Finance, Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Portfolio Management, Mutual Funds, Life Insurance, Asset Protection, Risk Management, Employee Benefits, Series 7, Series 63, Asset Management, Financial Planning
Education
University of South Carolina-Columbia
BS, Retail Management
PepsiCo January 2015 - Present
PepsiCo May 2014 - August 2014
Edward Jones May 2012 - March 2014
Skills
401k, Financial Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Finance, PeopleSoft
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master's Degree, MHR, Human Resources
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (BS), Finance & Economics
Edward Jones May 2013 - Present
Integrity Solution Services (Formerly NARS) March 2012 - March 2013
Novus International June 2008 - February 2012
Skills
Workflow Analysis, Mentoring and Training, Performance appraisal..., Training, Process Improvement, Mentoring, Software Documentation, Performance Appraisal, Recruiting, Interviews, Marketing Communications, Onboarding, Human Resources, Leadership, Management, Marketing, New Business Development, Negotiation, Marketing Strategy, Performance Management, Outlook, Team Building, Microsoft Excel, SAP, Business Strategy, Event Planning, HRIS, Employee Relations, Budgets, Customer Service, Strategic Planning, Analysis, Team Management, Time Management, Microsoft Office, Sales, Hiring, Advertising, Teamwork, Organizational..., Talent Acquisition, Temporary Placement, Product Management, Talent Management, New Hire Orientations, Applicant Tracking...
Education
University of South Florida
BA, Mass Communications, Broadcast Journalism
Edward Jones May 2012 - Present
JKG Farms, Inc January 2012 - Present
Principal Financial Group October 2007 - May 2012
Wells Fargo Financial Bank May 2006 - September 2007
Education
University of Sioux Falls 2003 — 2007
BA, Business Administration
Edward Jones September 2014 - Present
MoneyShow Network April 2012 - October 2014
Skills
Investments, Bonds, Equities, Finance, Equity Trading, Strategic Planning, Portfolio Management, Asset Management, Financial Analysis, Fixed Income, Asset Allocation, Asset Allocation..., Asset Protection..., Asset Strategies, Estate Considerations, Estate and Legacy..., Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Management, Wealth Preservation..., Wealth Protection..., Wealth Transfer
Education
University of South Florida 2010 — 2012
Bachelor of Arts (B.A.), Finance and Financial Management Services
McConnell Agronomics, Inc. November 2013 - Present
D'Artemis Services, LLC September 2010 - Present
Seascape Village Homeowners Association July 2006 - February 2010
PMI Wine Country Chapter July 2008 - December 2009
Edward Jones April 2009 - August 2009
Fair Isaac October 1997 - April 2008
Pacific Exchange February 1996 - September 1997
Provident Investment Counsel 1994 - 1995
Onsite Systems August 1991 - December 1993
Siebel Capital Management, Inc. January 1983 - July 1991
Skills
PMP, Project Portfolio..., Program Management, Vendor Management, SDLC, Reflexology, Reiki, Aromatherapy, Aqua Chi, Foot Ionization Spa, Salesforce.com, Microsoft Office 2007, Visio, MS Project, Adobe Acrobat, PowerPoint, Project Management, Business Analysis, Communication, Training, PMO, Team Building, Process Improvement, Project Planning, CRM, Software Development
Education
The Baltimore School of Reflexology 2012 — 2013
Certificate, Basic Reflexology
American College of Healthcare Sciences 2011 — 2012
Aromatherapy
University of San Francisco 1988 — 1990
Bachelor of Science (BS), Management Information Systems, General
Nichols Family November 2011 - Present
Edward Jones February 2008 - November 2011
Greenpoint Mortgage March 2007 - November 2007
Greenpoint Mortgage June 2004 - March 2007
Greenpoint Mortgage March 2004 - June 2004
Skills
Loans, Mortgage Lending, Finance, Training, Human Resources, Employee Benefits, Funding, Operations Management, Loan Servicing, Customer Service, Retirement Planning, Series 7, Mutual Funds, Investments, Mortgage Banking
Education
University of San Diego 1999 — 2001
Bachelor of Science, Business Administration
University of San Diego 1997 — 2001
Bachelor's, Business Administration
James Hardie Building Products February 2012 - Present
Great West Retirement Services February 2010 - February 2012
Edward Jones March 2009 - February 2010
Healthways September 2004 - May 2008
Johnson & Johnson January 2003 - September 2004
Johnson & Johnson December 1999 - December 2002
Skills
Account Management, Management, Customer Service, Sales, Strategic Planning, Business Development, Training, CRM, Team Building, Marketing, Financial Analysis, Leadership, Budgets, Coaching, Process Improvement, Salesforce.com, New Business Development, Microsoft Excel, Strategy, Business Analysis, Negotiation, Contract Negotiation
Education
University of South Carolina Upstate 1994 — 1999
Edward Jones December 2013 - June 2015
Prudential Financial February 2011 - December 2013
The Hartford February 2011 - December 2013
Genworth Financial November 2006 - January 2011
CitiStreet September 2004 - November 2006
Strategic Financial Partners October 2000 - September 2004
Ladex Company, Inc May 1991 - October 2000
Skills
Insurance, College Planning, Retirement Planning, Stocks, Bonds, Mutual..., Series 6, 7, 63, 66, Annuities, Long Term Care, Divorce Planning
Education
Nazareth College of Rochester
BS, Business
University of Rochester
University of Rochester
Edward Jones April 2012 - Present
BB&T January 2006 - April 2012
Carolina Fresh Farms January 2004 - November 2005
Skills
Financial Services, Retirement Planning, Investments, Wealth Management, Insurance, Series 7
Education
University of South Carolina-Aiken 2001 — 2005
BS, Business Administration
University of South Carolina
B.S, Business Administration
Orangeburg Preparatory School 1995 — 2001
Barron's Wholesale Tire May 2008 - Present
Edward Jones December 2007 - April 2008
CVS Pharmacy October 1991 - October 2007
Education
University of South Carolina-Aiken 1986 — 1990
BS, Management/Marketing
Lawrence Berkeley National Laboratory November 2006 - Present
Alameda Power & Telecom September 2001 - October 2006
Edward Jones January 2000 - September 2001
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Microsoft Word, Budgets, Strategic Planning, Analysis, Project Management, Marketing, Market Research, Event Planning, Process Improvement, Management
Education
University of Southern California 2013 — 2015
Master of Public Administration (MPA)
Politecnico Grancolombiano 1993 — 1996
B.A., Marketing & Advertising
Edward Jones January 2012 - Present
Catalytic Investments LLC August 2011 - December 2014
American Chemical Society January 2010 - January 2012
University of South Alabama August 2008 - January 2012
American Chemical Society 2008 - 2009
CreoSalus, Inc. September 2007 - May 2008
CreoSalus, Inc. October 2006 - September 2007
Vanderbilt University April 2006 - October 2006
Skills
Chemistry
Education
Vanderbilt University 2001 — 2006
Ph.D., Chemistry
University of South Alabama
B.S., Biochemistry
Edward Jones April 2015 - Present
Leith Porsche October 2014 - February 2015
Hillbank Motorsports & Superformance July 2011 - October 2014
Evergreen Realty & Associates, Orange County, CA July 2010 - August 2013
First Team Real Estate January 2008 - July 2010
Pendragon-Bauer Jaguar June 2007 - October 2007
Land Rover Newport Beach March 2005 - June 2007
Land Rover Mission Viejo February 2002 - March 2005
Land Rover Mission Viejo 2002 - 2003
Land Rover Anaheim Hills 2000 - 2002
Skills
Automotive Sales..., Real Estate Sales..., Factory Distribution..., Real Estate Sales, Residential Real Estate, Automotive Sales, Accounts Payable, Accounts Receivable, Real Estate, Automotive, Residential Homes, Sellers, Sales, Dealers, Sales Management, Finance, Management, Customer Service, Selling, Customer Satisfaction, Negotiation, New Business Development, Real Estate Transactions
Education
University of Southern California 1989 — 1994
Theatre, Aerospace Engineering
Edward Jones April 2011 - Present
Finn Water Conditioning December 2007 - July 2011
Culligan Water Conditioning of North County July 1991 - December 2007
Education
University of San Diego 1984 — 1987
Edward Jones December 2008 - Present
St. Petersburg Times February 2006 - March 2008
Skills
Event Planning, Advertising, Account Management, Sales, New Business Development, Editing, Copywriting, Finance, Mutual Funds, Stocks, Life Insurance, Long Term Care Insurance, Financial Planning, Financial Services, Marketing
Education
University of South Florida 2004 — 2008
Bachelors, English Technical/Professional Writing
San Joaquin Valley College June 2012 - Present
SBBCollege March 2010 - April 2012
Kaplan College May 2009 - March 2010
Edward Jones January 2007 - February 2009
Automobile Club of Southern California December 2000 - May 2006
Skills
Career Counseling, Program Development, Job Search Strategies, Training, Resume Writing, Coaching, Staff Development, Public Speaking, Higher Education, Interviews, Team Building, Recruiting
Education
USC
B.S. in Business Administration, Dual Emphasis: Marketing and Finance
LPL Financial December 2009 - Present
Edward Jones October 2004 - November 2009
Intel October 1986 - July 1997
Intel Corporation 1986 - 1997
Education
University of South Florida 1977 — 1980
Accounting, Accounting and Economics
Hudson Senior High 1975 — 1977
Edward Jones AccountantAidman, Piser & Company2005 - 2007
Education
University of South Florida 2000 — 2004
B.S Business, Accounting
South Bay Development June 2015 - Present
Wells Fargo August 2012 - April 2015
Wells Fargo February 2012 - July 2012
Wells Fargo July 2009 - February 2012
Altegris Investments June 2007 - November 2008
Edward Jones June 2005 - June 2007
United States Marine Corps June 2003 - June 2005
Skills
Dispositions, Refinance, Portfolio Management, Real Estate Investment, Loans, Credit Analysis, Investments, Real Estate Economics, Financial Modeling, Investment Properties, Disposition, Finance, Credit, Financial Analysis
Education
University of San Diego
BBA
BB&T February 2014 - Present
Edward Jones July 2012 - February 2014
BB&T Financial, FSB January 2009 - July 2012
BB&T October 2007 - January 2009
BB&T December 2005 - October 2007
BB&T June 2005 - December 2005
Skills
Banking, Operational Risk..., CCAR, Regulatory Reporting, Credit Risk, Risk Management, Underwriting, Credit Cards, Merchant Acquiring, Consumer Lending, Commercial Lending, Credit Analysis, Financial Analysis, Credit, Loans, Merchant Services, Portfolio Management, Financial Risk, Personal Financial..., Retirement Planning, College Education..., Leadership, Finance, Management, Financial Services
Education
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance & Marketing
Edward Jones November 2008 - Present
Wachovia Securities 2005 - 2007
Wachovia, A Wells Fargo Company September 2002 - March 2005
Education
University of South Carolina-Columbia 1991 — 1995
International Studies
EDWARD JONES 1995 - Present
Department of Veterans Affairs 1976 - 1995
Education
University of Scranton 1972 — 1976
BS, Management/Finance
Wildes Financial Strategies November 2012 - Present
Edward Jones 1999 - November 2012
Wildes Furniture Company 1988 - 1999
Skills
Strategic Financial..., Retirement Planning, Series 7, Series 66, Series 10, Certified Financial..., Independent Financial..., Retirement Savings, Retirement Plan..., Qualified Retirement..., College Savings Plans, 529 Plans, Long Term Care Insurance, Life Insurance, Securities, Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Advisory
Education
University of South Carolina - Darla Moore School of Business 1979 — 1982
Bachelor of Science, Finance
Wells Fargo Advisors September 2013 - Present
Edward Jones February 2009 - September 2013
Skills
Investments, Finance, Retirement Planning, Retirement, Financial Services, Financial Analysis, IRAs, Microsoft Excel, Process Improvement, Mutual Funds, Portfolio Management, Series 7, Wealth Management
Education
University of San Diego 1997 — 2001
Business Marketing
Edward Jones July 2012 - Present
Education
University of South Carolina-Columbia
M&M Consulting July 2011 - Present
VALIC May 2009 - July 2011
Edward Jones 2008 - 2009
Education
Gaffney High School
University of South Carolina-Columbia
Wells Fargo Advisors July 2013 - Present
Edward Jones Investments May 2000 - July 2013
Edward Jones March 2000 - March 2001
Raymond James Financial, Inc. February 1999 - March 2000
First Affirmative Financial Network September 1996 - March 2000
Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation
Education
University of San Francisco 2006 — 2008
Bachelor’s Degree, Applied Economics
Edward Jones March 2007 - Present
ELH COMMUNICATIONS, INC January 2001 - January 2007
Fox News Channel January 1999 - January 2001
KGO-TV January 1997 - January 1999
WTVT-TV January 1993 - January 1997
WTVT-TV January 1992 - January 1993
Skills
Avid Editor, Photoshop, After Effects, Avid, Video Production, Video
Education
University of South Florida 1989 — 1993
Bachelor of Arts, Mass Communications
Wells Fargo Advisors, LLC April 2013 - Present
Merrill Lynch September 2008 - April 2013
Edward Jones December 2002 - September 2008
Skills
Finance, Investments, Insurance, Asset Allocation, Long-term Care, Mutual Funds, Retirement Planning
Education
University of South Carolina-Columbia 1994 — 1996
Master of Education (M.Ed.), Early Childhood Education and Teaching
Wofford College 1987 — 1991
Bachelor of Science (BS), Physics
UBS Financial Services Inc. April 2012 - Present
Edward Jones November 2008 - April 2012
Education
University of Southern California
Bachelor of Arts (BA), Economics
Edward Jones March 2012 - Present
AVP1 - UCPB September 1985 - May 2005
Skills
Financial Services, Series 7, Banking, Asset Management, Trading, Investment Management, Treasury Management, Management, Funding, Series 63, Financial Analysis, Investments, Treasury
Education
University of Santo Tomas 1981 — 1985
Bachelor of Science in Commerce, Economics
Edward Jones September 1992 - Present
Skills
Retirement Planning, Retirement, Investment Advisory, Mutual Funds, IRAs, Life Insurance, 401k Rollovers, Long-term Care, Long Term Care Insurance, CFP®
Education
University of San Francisco 1987 — 1990
Bachelor of Arts (BA), Communication and Media Studies
Edward Jones October 2008 - Present
Skills
Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds
Education
University of Saskatchewan 2004 — 2008
Commerce, Finance
Spooner Financial Group September 2012 - Present
Edward Jones August 2005 - July 2012
Skills
Long Term Care Insurance, Portfolio Management, Long-term Customer..., Fixed Annuities, Variable Annuities, Series 7, Series 66
Education
University of South Florida 2001 — 2003
BSW, Social Work
Edward Jones September 2011 - Present
Education
Kiski School 1995 — 1998
University of South Carolina-Aiken
Edward Jones June 2006 - Present
US Air Force Reserve April 1988 - Present
Skills
Military Experience
Education
University of South Florida 1984 — 1988
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ipsen, Inc. March 2008 - Present
Edward Jones November 2007 - February 2008
Stewart & Associates February 2004 - November 2007
Education
University of South Florida 2001 — 2003
BA, Communications
Highland Community College 1999 — 2001
AA, General Studies
Edward Jones October 2001 - January 2011
Edward Jones October 2001 - June 2009
Skills
Training, Nonprofits, Wealth Management, Grant Writing, Customer Service, Public Speaking, Retirement, Strategic Planning, Series 7, 401k Rollovers, Retirement Planning, Teaching
Education
University of Sioux Falls 1993 — 1995
BA, Management and Organizational Behavior
Adventurtainment LLC May 2011 - Present
Edward Jones February 2013 - October 2014
US Navy April 2005 - July 2011
Skills
DoD, Military, Security Clearance, Sailing, Leadership, Investments, Stocks, Bonds, Mutual Funds, Retirement Planning, Saving for Education
Education
University of San Diego 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Indianapolis 2001 — 2003
BS, Marketing
Rose-Hulman Institute of Technology 1999 — 2001
Mechanical Enginering
Guardian Building Products 2013 - Present
Edward Jones 2012 - 2013
BI-LO, LLC 2008 - 2012
BI-LO, LLC 2007 - 2007
BI-LO, LLC 2005 - 2007
Skills
Employment Law, Human Resources, Purchasing, Grocery, Employee Benefits, Contract Negotiation, Management, Employee Relations, Supply Chain, Leadership, Mergers, Supermarkets, Team Building, Operations Management, Corporate Law, Risk Management, Strategy, Mergers & Acquisitions, Budgets, Sales, Process Improvement, Income Statement, Pricing, Intellectual Property, Finance, Negotiation, Business Planning, P&L
Education
The University of South Carolina School of Law
Doctor of Law (J.D.)
University of South Carolina - The Moore School of Business
Master of Business Administration (M.B.A.)
University of South Carolina - The Moore School of Business
Bachelor of Science (B.S.), Finance