Edward Jones

Industry: Investment company

Description

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

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Edward Jones Employees

Employee
Years
Job
Industry
Braezen Subick Braezen Subick Greater New York City Area Details
Braezen Subick's Edward Jones Experience April 2015 - Present
Job FACD Candidate
Industry Financial Services
Experience
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

Melissa Lupinacci Melissa Lupinacci Greater San Diego Area Details
Melissa Lupinacci's Edward Jones Experience June 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
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

Brian Zarnick Brian Zarnick Lexington, South Carolina Details
Brian Zarnick's Edward Jones Experience 2012 - 2014
Job Investment Sales Associate
Industry Financial Services
Experience
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

Mary Nevitt Mary Nevitt Mobile, Alabama Details
Mary Nevitt's Edward Jones Experience September 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Eric Lindsey Eric Lindsey Mount Pleasant, South Carolina Details
Eric Lindsey's Edward Jones Experience June 2012 - July 2014
Job Branch Banker at BB&T
Industry Financial Services
Experience
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

Brendan Dempsey Brendan Dempsey San Rafael, California Details
Brendan Dempsey's Edward Jones Experience July 2009 - February 2011
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Darius McMillan Darius McMillan Richmond, Virginia Area Details
Darius McMillan's Edward Jones Experience December 2012 - July 2014
Job TD Ameritrade
Industry Financial Services
Experience
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.)

Linda Rabon, CFP®, AAMS®, CRPC® Linda Rabon, CFP®, AAMS®, CRPC® Myrtle Beach, South Carolina Area Details
Linda Rabon, CFP®, AAMS®, CRPC®'s Edward Jones Experience June 2003 - February 2012
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Edward Jones   June 2003 - February 2012

Education
University of South Carolina-Columbia
Bachelor of Science (B.S.)

Mike Pedlow Mike Pedlow Austin, Texas Area Details
Mike Pedlow's Edward Jones Experience 2004 - 2005
Job SVP, Chief Compliance Officer at NFP Advisor Services, LLC
Industry Financial Services
Experience
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

Michael Watnee Michael Watnee Smyrna, Georgia Details
Michael Watnee's Edward Jones Experience May 2015 - Present
Job Financial Advisor (FACD Program) at Edward Jones
Industry Financial Services
Experience
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

Clyde Jensen Clyde Jensen Tampa/St. Petersburg, Florida Area Details
Clyde Jensen's Edward Jones Experience March 2008 - September 2012
Job Financial Services at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Ian Markowitz Ian Markowitz Deltona, Florida Details
Ian Markowitz's Edward Jones Experience March 2008 - April 2011
Job State Farm
Industry Financial Services
Experience
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

Jason Crane Jason Crane Aiken, South Carolina Details
Jason Crane's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

David Lien David Lien Orange County, California Area Details
David Lien's Edward Jones Experience January 2014 - December 2014
Job Financial Advisor
Industry Financial Services
Experience
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

Walt Hiel Walt Hiel Tampa/St. Petersburg, Florida Area Details
Walt Hiel's Edward Jones Experience November 2001 - April 2009
Job Wealth Manager at Hiel Financial
Industry Financial Services
Experience
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

Sam Roller Sam Roller Washington D.C. Metro Area Details
Sam Roller's Edward Jones Experience May 2013 - August 2013
Job Sales Representative at Vulcan Materials
Industry Mining & Metals
Experience
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

Joelisa Sherman, CLF Joelisa Sherman, CLF Tampa/St. Petersburg, Florida Area Details
Joelisa Sherman, CLF's Edward Jones Experience May 2001 - November 2003
Job Regional Marketing Consultant at Principal Financial Group
Industry Financial Services
Experience
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

Derrick Alderman, CFP® Derrick Alderman, CFP® Orlando, Florida Area Details
Derrick Alderman, CFP®'s Edward Jones Experience July 2008 - June 2010
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
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

Sasha Magee Sasha Magee Greater St. Louis Area Details
Sasha Magee's Edward Jones Experience June 2011 - August 2011
Job Sourcing Agent at Ascension Health
Industry Hospital & Health Care
Experience
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

David Bartholomew David Bartholomew Greater St. Louis Area Details
David Bartholomew's Edward Jones Experience 2012 - Present
Job Principal and Senior Associate General Counsel at Edward Jones
Industry Financial Services
Experience
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

Dee (Deirdre) Foster Dee (Deirdre) Foster Tampa/St. Petersburg, Florida Area Details
Dee (Deirdre) Foster's Edward Jones Experience October 1999 - February 2001
Job Senior Financial & Contract Analyst at HQ United States Special Operations Command USSOCOM
Industry Defense & Space
Experience
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

Cameron Jamrok Cameron Jamrok Charlotte, North Carolina Area Details
Cameron Jamrok's Edward Jones Experience June 2010 - August 2013
Job APO Key User/Business Analyst at Continental
Industry Automotive
Experience
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

Clayton L. Thornton, AAMS, AIF Clayton L. Thornton, AAMS, AIF Summerville, South Carolina Details
Clayton L. Thornton, AAMS, AIF's Edward Jones Experience May 1999 - May 2008
Job Financial Advisor at Dixon Hughes Goodman Wealth Advisors
Industry Investment Management
Experience
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

Neczar Sarouli Neczar Sarouli San Francisco Bay Area Details
Neczar Sarouli's Edward Jones Experience November 2013 - February 2014
Job Client Associate
Industry Financial Services
Experience
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

Joseph Sciacca, CFP®, AAMS® Joseph Sciacca, CFP®, AAMS® Greater Boston Area Details
Joseph Sciacca, CFP®, AAMS®'s Edward Jones Experience June 2001 - April 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Barbara Bergman Barbara Bergman Greater New York City Area Details
Barbara Bergman's Edward Jones Experience 2002 - 2004
Job Credit Officer at Customers Bank
Industry Banking
Experience
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

Robert Carman Robert Carman Greenville, South Carolina Area Details
Robert Carman's Edward Jones Experience January 2008 - April 2009
Job Branch Manager at Enterprise RentACar
Industry Marketing and Advertising
Experience
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

Kelby Heydt Kelby Heydt Augusta, Georgia Area Details
Kelby Heydt's Edward Jones Experience December 2010 - Present
Job Edward Jones Financial Advisor Apprentice
Industry Financial Services
Experience
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

Samantha Chiodo Samantha Chiodo Columbia, South Carolina Details
Samantha Chiodo's Edward Jones Experience May 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Marcus Miller Marcus Miller Charlotte, North Carolina Details
Marcus Miller's Edward Jones Experience June 2011 - November 2012
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
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

Joshua Pack Joshua Pack Columbia, South Carolina Area Details
Joshua Pack's Edward Jones Experience November 2009 - December 2010
Job Area Manager at Phoenix Landscape Management
Industry Design
Experience
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

Jerry Petrick, MBA, CGBP, SPHR, PMP Jerry Petrick, MBA, CGBP, SPHR, PMP Portland, Oregon Area Details
Jerry Petrick, MBA, CGBP, SPHR, PMP's Edward Jones Experience August 2010 - January 2011
Job Certified Business Advisor SBDC
Industry Higher Education
Experience
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

Thomas Barnhorn AAMS Thomas Barnhorn AAMS Tampa/St. Petersburg, Florida Area Details
Thomas Barnhorn AAMS's Edward Jones Experience July 2006 - February 2011
Job Founder and Managing Member of Barnhorn Financial
Industry Financial Services
Experience
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

Cyndi Dickens Waters Cyndi Dickens Waters Spartanburg, South Carolina Details
Cyndi Dickens Waters's Edward Jones Experience 1988 - 1991
Job Senior Vice President/Private Banking Officer at Carolina Alliance Bank
Industry Banking
Experience
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

Bob Garrison Bob Garrison Orlando, Florida Area Details
Bob Garrison's Edward Jones Experience September 2005 - July 2009
Job LPL Financial Advisor at Garrison Wealth Management
Industry Financial Services
Experience
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

Don Rayburn Don Rayburn Canandaigua, New York Details
Don Rayburn's Edward Jones Experience February 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Andy Chon Andy Chon Los Angeles, California Details
Andy Chon's Edward Jones Experience January 2008 - December 2008
Job Wealth Advisor at Lake Avenue Financial
Industry Financial Services
Experience
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

Will Sibley Will Sibley Mobile, Alabama Details
Will Sibley's Edward Jones Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Robby Porter Robby Porter Myrtle Beach, South Carolina Details
Robby Porter's Edward Jones Experience March 2011 - March 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Emmanuel Onyeani Emmanuel Onyeani Greater Atlanta Area Details
Emmanuel Onyeani's Edward Jones Experience August 2013 - October 2013
Job Edward Jones Investments
Industry Investment Management
Experience
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

David Walinder David Walinder Odessa/Midland, Texas Area Details
David Walinder's Edward Jones Experience August 1993 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

D Matthew Peacock AAMS D Matthew Peacock AAMS Pensacola, Florida Details
D Matthew Peacock AAMS's Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Chris Burnette Chris Burnette Columbia, South Carolina Details
Chris Burnette's Edward Jones Experience 2002 - 2005
Job Assistant Vice President of Resource Development at United Way of the Midlands
Industry Nonprofit Organization Management
Experience
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

Dalton Wilson Dalton Wilson Indianapolis, Indiana Details
Dalton Wilson's Edward Jones Experience May 2012 - March 2014
Job Human Resources Representative at PepsiCo
Industry Human Resources
Experience
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

Nicole Scheetner Nicole Scheetner Maryland Heights, Missouri Details
Nicole Scheetner's Edward Jones Experience May 2013 - Present
Job Financial Advisor Talent Aquisition Recruiter Nebraska, S. Dakota, Wyoming and Iowa
Industry Financial Services
Experience
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

Josh Goslinga Josh Goslinga Sioux Falls, South Dakota Area Details
Josh Goslinga's Edward Jones Experience May 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Joshua Storey Joshua Storey Sarasota, Florida Details
Joshua Storey's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Diana Limberis Diana Limberis Dover, Delaware Area Details
Diana Limberis's Edward Jones Experience April 2009 - August 2009
Job Owner at D'Artemis Services, LLC
Industry Information Technology and Services
Experience
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

Sabrina Nichols Sabrina Nichols Cave Creek, Arizona Details
Sabrina Nichols's Edward Jones Experience February 2008 - November 2011
Job AtHome Parent at Nichols Family
Industry Financial Services
Experience
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

Heath Ramsbey Heath Ramsbey Greenville, South Carolina Area Details
Heath Ramsbey's Edward Jones Experience March 2009 - February 2010
Job Regional Representative III at James Hardie Building Products
Industry Building Materials
Experience
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

Irina Andreasen Irina Andreasen Greater Boston Area Details
Irina Andreasen's Edward Jones Experience December 2013 - June 2015
Job Private Wealth Manager
Industry Financial Services
Experience
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

Jeremy Toole Jeremy Toole Charleston, South Carolina Area Details
Jeremy Toole's Edward Jones Experience April 2012 - Present
Job Financial Advisor at Edward Jones
Industry Banking
Experience
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

Dan Schutts Dan Schutts West Columbia, South Carolina Details
Dan Schutts's Edward Jones Experience December 2007 - April 2008
Job Manager at BWT (Barron Wholesale Tire)
Industry Wholesale
Experience
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

Andrea Faizi Andrea Faizi San Francisco Bay Area Details
Andrea Faizi's Edward Jones Experience January 2000 - September 2001
Job Audit Administration at Lawrence Berkeley National Laboratory
Industry Executive Office
Experience
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

Scott A. Miller, AAMS® Scott A. Miller, AAMS® Hattiesburg, Mississippi Area Details
Scott A. Miller, AAMS®'s Edward Jones Experience January 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Cole McGlothlin Cole McGlothlin Raleigh-Durham, North Carolina Area Details
Cole McGlothlin's Edward Jones Experience April 2015 - Present
Job Edward Jones Financial
Industry Marketing and Advertising
Experience
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

Anne Marie Finn Anne Marie Finn Greater San Diego Area Details
Anne Marie Finn's Edward Jones Experience April 2011 - Present
Job Edward Jones
Industry Financial Services
Experience
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

Carolina O'Hara Carolina O'Hara Tampa/St. Petersburg, Florida Area Details
Carolina O'Hara's Edward Jones Experience December 2008 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Marcus Barnette Marcus Barnette Bakersfield, California Details
Marcus Barnette's Edward Jones Experience January 2007 - February 2009
Job ENCOURAGER | MOTIVATOR | TRANSCENDER
Industry Higher Education
Experience
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

Denise Abbamonte-Larsen Denise Abbamonte-Larsen Sacramento, California Area Details
Denise Abbamonte-Larsen's Edward Jones Experience October 2004 - November 2009
Job Financal Advisor at LPL Financial
Industry Financial Services
Experience
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

Ian Markowitz Ian Markowitz Tampa/St. Petersburg, Florida Area Details
Ian Markowitz's Edward Jones Experience AccountantAidman, Piser & Company2005 - 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   AccountantAidman, Piser & Company2005 - 2007

Education
University of South Florida   2000 — 2004
B.S Business, Accounting

Brett Kondrick Brett Kondrick Campbell, California Details
Brett Kondrick's Edward Jones Experience June 2005 - June 2007
Job Chief Financial Officer at South Bay Development
Industry Commercial Real Estate
Experience
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

Joshua Horn Joshua Horn Raleigh-Durham, North Carolina Area Details
Joshua Horn's Edward Jones Experience July 2012 - February 2014
Job VP, Operational Risk Management at BB&T
Industry Financial Services
Experience
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

Elliott Marks Elliott Marks Greater St. Louis Area Details
Elliott Marks's Edward Jones Experience November 2008 - Present
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
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

PAUL BIEDLINGMAIER JR PAUL BIEDLINGMAIER JR Greater Philadelphia Area Details
PAUL BIEDLINGMAIER JR's Edward Jones Experience 1995 - Present
Job FINANCIAL ADVISOREDWARD JONES
Industry Financial Services
Experience
EDWARD JONES   1995 - Present
Department of Veterans Affairs  1976 - 1995

Education
University of Scranton   1972 — 1976
BS, Management/Finance

Jeff Wildes Jeff Wildes Georgetown, South Carolina Details
Jeff Wildes's Edward Jones Experience 1999 - November 2012
Job Certified Financial Planner at Wildes Financial Strategies
Industry Financial Services
Experience
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

Matthew Martinelli, AAMS® Matthew Martinelli, AAMS® Greater Seattle Area Details
Matthew Martinelli, AAMS®'s Edward Jones Experience February 2009 - September 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Gabe Gregory Gabe Gregory Charlotte, North Carolina Area Details
Gabe Gregory's Edward Jones Experience July 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   July 2012 - Present

Education
University of South Carolina-Columbia

Reshema Mountain Reshema Mountain Greater Atlanta Area Details
Reshema Mountain's Edward Jones Experience 2008 - 2009
Job Financial Educator at M&M Consulting
Industry Financial Services
Experience
M&M Consulting  July 2011 - Present
VALIC  May 2009 - July 2011
Edward Jones   2008 - 2009

Education
Gaffney High School

University of South Carolina-Columbia

Pamela Jacobs, CFP® Pamela Jacobs, CFP® Walnut Creek, California Details
Pamela Jacobs, CFP®'s Edward Jones Experience March 2000 - March 2001
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Elisabeth Harleman Elisabeth Harleman Saint Louis, Missouri Details
Elisabeth Harleman's Edward Jones Experience March 2007 - Present
Job Senior Producer at Edward Jones
Industry Financial Services
Experience
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

Allen Morris AAMS, CRPC Allen Morris AAMS, CRPC Spartanburg, South Carolina Details
Allen Morris AAMS, CRPC's Edward Jones Experience December 2002 - September 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Dwight Gimenez Dwight Gimenez Greater Los Angeles Area Details
Dwight Gimenez's Edward Jones Experience November 2008 - April 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  April 2012 - Present
Edward Jones   November 2008 - April 2012

Education
University of Southern California
Bachelor of Arts (BA), Economics

Daniel Gopp Daniel Gopp Columbia, South Carolina Details
Daniel Gopp's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones   August 2012 - Present
Riso, Inc  August 2010 - August 2012
LabCorp  January 1999 - June 2003

Education
University of South Carolina-Columbia   1995 — 2000
Business, Marketing and Management, 3.48

ELVA A. MENDOZA ELVA A. MENDOZA Tempe, Arizona Details
ELVA A. MENDOZA's Edward Jones Experience March 2012 - Present
Job Financial Services Professional With Series 7, Series 63, Series 101, Life & Health , Certified Treasury Professional
Industry Financial Services
Experience
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

Jim Wandzilak Jim Wandzilak San Francisco Bay Area Details
Jim Wandzilak's Edward Jones Experience September 1992 - Present
Job Financial Advisor, CFP® at Edward Jones
Industry Financial Services
Experience
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

Chelsia Chu Chelsia Chu Calgary, Canada Area Details
Chelsia Chu's Edward Jones Experience October 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   October 2008 - Present

Skills
Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds

Education
University of Saskatchewan   2004 — 2008
Commerce, Finance

Dana Cloyd Dana Cloyd Brandon, Florida Details
Dana Cloyd's Edward Jones Experience August 2005 - July 2012
Job Financial Advisor
Industry Financial Services
Experience
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

Adam Powell, AAMS®, Adam Powell, AAMS®, Southport, North Carolina Details
Adam Powell, AAMS®,'s Edward Jones Experience September 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones   September 2011 - Present

Education
Kiski School   1995 — 1998

University of South Carolina-Aiken

Michael Lader Michael Lader West Palm Beach, Florida Area Details
Michael Lader's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Kacie Wilson Kacie Wilson Rockford, Illinois Area Details
Kacie Wilson's Edward Jones Experience November 2007 - February 2008
Job HR Assistant/Payroll Administrator at Ipsen, Inc.
Industry Machinery
Experience
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

Larry Drury Larry Drury Greater St. Louis Area Details
Larry Drury's Edward Jones Experience October 2001 - January 2011
Job Edward Jones Account Access HBA
Industry Consumer Services
Experience
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

Evan Mock Evan Mock San Diego, California Details
Evan Mock's Edward Jones Experience February 2013 - October 2014
Job Founder of Adventurtainment, LLC
Industry Internet
Experience
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

Dwane H. Bryant Dwane H. Bryant Greer, South Carolina Details
Dwane H. Bryant's Edward Jones Experience 2012 - 2013
Job General Counsel at Guardian Building Products
Industry Building Materials
Experience
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

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