Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
Employee
Years
Job
Industry
Renan Bautista Renan Bautista's Edward Jones Experience January 1995 - July 1996
Job Credit Officer at Infusit
Industry Insurance
Experience
Infusit September 2014 - January 2015
The Hartford November 2007 - August 2014
Chase February 2007 - August 2007
HSBC August 1997 - March 2006
TD Ameritrade July 1996 - November 1998
Edward Jones January 1995 - July 1996
State Farm October 1992 - December 1994
Skills
Finance, Underwriting, Insurance, Investments, Management, Sales
Education
Bradley University 1988 — 1990
Bachelor's degree
Northern Illinois University 1984 — 1986
Infusit September 2014 - January 2015
The Hartford November 2007 - August 2014
Chase February 2007 - August 2007
HSBC August 1997 - March 2006
TD Ameritrade July 1996 - November 1998
Edward Jones January 1995 - July 1996
State Farm October 1992 - December 1994
Skills
Finance, Underwriting, Insurance, Investments, Management, Sales
Education
Bradley University 1988 — 1990
Bachelor's degree
Northern Illinois University 1984 — 1986
Blaire Walker Blaire Walker's Edward Jones Experience October 2014 - February 2015
Job
Industry Financial Services
Experience
Edward Jones October 2014 - February 2015
Transamerica July 2014 - October 2014
CalHFA April 2011 - December 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, SQL, Recruiting, Java, C++, C, Accounting, Financial Modeling, Finance, Risk Management, Financial Analysis, Insurance, Investments
Education
Sierra College 2008 — 2014
Associate's degree, Accounting
Brigham Young University - Idaho 2013 — 2013
Edward Jones October 2014 - February 2015
Transamerica July 2014 - October 2014
CalHFA April 2011 - December 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, SQL, Recruiting, Java, C++, C, Accounting, Financial Modeling, Finance, Risk Management, Financial Analysis, Insurance, Investments
Education
Sierra College 2008 — 2014
Associate's degree, Accounting
Brigham Young University - Idaho 2013 — 2013
Trevor Rice Trevor Rice's Edward Jones Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones June 2014 - April 2015
BYU-Idaho Investment Society January 2013 - April 2015
East Idaho Investment Services August 2013 - November 2013
Stryke Alarm March 2012 - September 2012
Skills
Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, PowerPoint, English, Public Speaking, Negotiation, Teaching, Social Media Marketing, Customer Service, Process Improvement, Finance, Investments, Time Management
Education
BYU-Idaho 2011 — 2015
Bachelor of Science (BS), Finance
Edward Jones April 2015 - Present
Edward Jones June 2014 - April 2015
BYU-Idaho Investment Society January 2013 - April 2015
East Idaho Investment Services August 2013 - November 2013
Stryke Alarm March 2012 - September 2012
Skills
Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, PowerPoint, English, Public Speaking, Negotiation, Teaching, Social Media Marketing, Customer Service, Process Improvement, Finance, Investments, Time Management
Education
BYU-Idaho 2011 — 2015
Bachelor of Science (BS), Finance
Kent Anderson Kent Anderson's Edward Jones Experience November 2003 - November 2008
Job Senior Software Engineer
Industry Computer Software
Experience
Performance Software July 2010 - Present
Kent Anderson Software November 2008 - Present
O'Reilly Auto January 2009 - July 2010
Edward Jones November 2003 - November 2008
AG Communication Systems, Inc. (Lucent) July 1997 - November 2003
Whitewater Pools March 2003 - June 2003
Hypercom May 2000 - November 2000
Brigham Young University May 1994 - July 1997
Brigham Young University August 1992 - May 1994
Brigham Young University 1991 - 1992
Skills
Software Development, Java, Linux, C++, Python, Technical Project..., JIRA, Confluence, Sales, Object Oriented Design, C#, C/C++, Windows, Git, iOS, Cocos2d, MySQL, JavaScript, Web Services, OS X, XML, Software Engineering, Objective C, Drools, C#/.NET, HTML/Javascript/CSS, Spring Framework, Public Speaking /..., Excel VBA, Unix/Linux, MacOS X, DO-178B, Box2D/Chipmunk Physics, Objective-C, Unix
Education
Brigham Young University 1987 — 1994
Bachelor of Science, Computer Science
Performance Software July 2010 - Present
Kent Anderson Software November 2008 - Present
O'Reilly Auto January 2009 - July 2010
Edward Jones November 2003 - November 2008
AG Communication Systems, Inc. (Lucent) July 1997 - November 2003
Whitewater Pools March 2003 - June 2003
Hypercom May 2000 - November 2000
Brigham Young University May 1994 - July 1997
Brigham Young University August 1992 - May 1994
Brigham Young University 1991 - 1992
Skills
Software Development, Java, Linux, C++, Python, Technical Project..., JIRA, Confluence, Sales, Object Oriented Design, C#, C/C++, Windows, Git, iOS, Cocos2d, MySQL, JavaScript, Web Services, OS X, XML, Software Engineering, Objective C, Drools, C#/.NET, HTML/Javascript/CSS, Spring Framework, Public Speaking /..., Excel VBA, Unix/Linux, MacOS X, DO-178B, Box2D/Chipmunk Physics, Objective-C, Unix
Education
Brigham Young University 1987 — 1994
Bachelor of Science, Computer Science
KariElle Thalman's Edward Jones Experience May 2014 - Present
Job Branch Assistant with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Missionary Training Center May 2013 - Present
The Church of Jesus Christ of Latter-day Saints - Human Resources October 2011 - March 2013
Skills
Spanish-speaking, Long-term Customer..., Long Range Planning, Customer Service, Music, Patience, Kindness, Stress Management, Timely Decision Making, Social Media, Public Speaking, Managerial Finance, Client Focus, Long Term Business..., Volunteer Training, Religious Studies, Spanish, Microsoft Excel, PowerPoint, Time Management
Education
Brigham Young University 2009 — 2015
Bachelor's Degree, Spanish and Iberian Studies Major, Senior
Willow Canyon High School 2005 — 2009
High School
Edward Jones May 2014 - Present
Missionary Training Center May 2013 - Present
The Church of Jesus Christ of Latter-day Saints - Human Resources October 2011 - March 2013
Skills
Spanish-speaking, Long-term Customer..., Long Range Planning, Customer Service, Music, Patience, Kindness, Stress Management, Timely Decision Making, Social Media, Public Speaking, Managerial Finance, Client Focus, Long Term Business..., Volunteer Training, Religious Studies, Spanish, Microsoft Excel, PowerPoint, Time Management
Education
Brigham Young University 2009 — 2015
Bachelor's Degree, Spanish and Iberian Studies Major, Senior
Willow Canyon High School 2005 — 2009
High School
Luke Murray, AAMS®'s Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Freeport-McMoRan Copper & Gold Inc. May 2013 - August 2013
OrangeSoda February 2012 - January 2013
WindRiver Trucking July 2012 - August 2012
OrangeSoda February 2012 - August 2012
DC Tuxedos Inc. August 2011 - December 2011
Brigham Young University May 2011 - August 2011
Murray Development LLC March 2010 - August 2010
The Church of Jesus Christ of Latter-day Saints March 2008 - March 2010
Murray Properties April 2006 - June 2008
Skills
Spanish, Inventory Management, PowerPoint, Word, Microsoft Office, Excel, Wordpress, Google Adwords, Microsoft Excel, Microsoft Word, Sales, Social Media, WordPress, Time Management, Data Analysis, Management, Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science, Business Finance
Oklahoma State University 2007 — 2007
Edward Jones July 2014 - Present
Freeport-McMoRan Copper & Gold Inc. May 2013 - August 2013
OrangeSoda February 2012 - January 2013
WindRiver Trucking July 2012 - August 2012
OrangeSoda February 2012 - August 2012
DC Tuxedos Inc. August 2011 - December 2011
Brigham Young University May 2011 - August 2011
Murray Development LLC March 2010 - August 2010
The Church of Jesus Christ of Latter-day Saints March 2008 - March 2010
Murray Properties April 2006 - June 2008
Skills
Spanish, Inventory Management, PowerPoint, Word, Microsoft Office, Excel, Wordpress, Google Adwords, Microsoft Excel, Microsoft Word, Sales, Social Media, WordPress, Time Management, Data Analysis, Management, Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science, Business Finance
Oklahoma State University 2007 — 2007
Jason McCaleb Jason McCaleb's Edward Jones Experience June 2002 - October 2011
Job Financial Advisor at McCaleb Wealth Management Inc.
Industry Financial Services
Experience
LPL Financial July 2013 - Present
McCaleb Wealth Management October 2011 - Present
Waddell & Reed October 2011 - July 2013
Edward Jones June 2002 - October 2011
Morgan Stanley Wealth Management June 2000 - June 2002
Skills
Microsoft Office, Typing, Fly Fishing, Racquetball, Spanish-speaking, Mathematics, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, IRAs, Retirement Planning, Wealth Management, Finance, Investments, Series 7, Leadership
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, Marketing
LPL Financial July 2013 - Present
McCaleb Wealth Management October 2011 - Present
Waddell & Reed October 2011 - July 2013
Edward Jones June 2002 - October 2011
Morgan Stanley Wealth Management June 2000 - June 2002
Skills
Microsoft Office, Typing, Fly Fishing, Racquetball, Spanish-speaking, Mathematics, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, IRAs, Retirement Planning, Wealth Management, Finance, Investments, Series 7, Leadership
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, Marketing
Pam Coburn Pam Coburn's Edward Jones Experience 2006 - March 2014
Job Property Tax Accountant at The Church of Jesus Christ of Latterday Saints
Industry Financial Services
Experience
The Church of Jesus Christ of Latter-day Saints March 2014 - Present
Edward Jones 2006 - March 2014
The Fine Arts Center September 2005 - March 2006
Smith's Food & Drug Centers September 1985 - April 1996
Skills
Microsoft Excel, Public Speaking, Finance, Microsoft Office, Confidentiality, Team-oriented, Banking, Customer Service, Accounts Receivable, Asset Allocation, Mutual Funds
Education
Utah State University - Jon M. Huntsman School of Business 2008 — 2013
Bachelor of Science (BS), Finance
Bridgerland Applied Technology College
Certificate of Completion, Fashion Merchandising
The Church of Jesus Christ of Latter-day Saints March 2014 - Present
Edward Jones 2006 - March 2014
The Fine Arts Center September 2005 - March 2006
Smith's Food & Drug Centers September 1985 - April 1996
Skills
Microsoft Excel, Public Speaking, Finance, Microsoft Office, Confidentiality, Team-oriented, Banking, Customer Service, Accounts Receivable, Asset Allocation, Mutual Funds
Education
Utah State University - Jon M. Huntsman School of Business 2008 — 2013
Bachelor of Science (BS), Finance
Bridgerland Applied Technology College
Certificate of Completion, Fashion Merchandising
Windy Van Dam Windy Van Dam's Edward Jones Experience May 2009 - September 2011
Job Administration at Two B Dairy
Industry Dairy
Experience
Two B Dairy October 2011 - Present
Riverside County Public Services Department November 2013 - January 2014
Edward Jones May 2009 - September 2011
Tehama County Farm Bureau July 2006 - November 2008
Skills
Microsoft Office, Product Development, Food Industry, Strategic Planning, Change Management, Management, Project Management, Business Strategy, Microsoft Excel, Recruiting, Marketing, Time Management, Public Speaking, Agriculture, Public Relations, Budgets, Event Planning, Team Building, Event Management, Marketing Strategy, Finance
Education
Brandman University, Part of the Chapman University System 2012 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.11
Butte College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Two B Dairy October 2011 - Present
Riverside County Public Services Department November 2013 - January 2014
Edward Jones May 2009 - September 2011
Tehama County Farm Bureau July 2006 - November 2008
Skills
Microsoft Office, Product Development, Food Industry, Strategic Planning, Change Management, Management, Project Management, Business Strategy, Microsoft Excel, Recruiting, Marketing, Time Management, Public Speaking, Agriculture, Public Relations, Budgets, Event Planning, Team Building, Event Management, Marketing Strategy, Finance
Education
Brandman University, Part of the Chapman University System 2012 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.11
Butte College 2001 — 2003
Associate of Science (A.S.), Business Administration and Management, General
J.R. Taylor J.R. Taylor's Edward Jones Experience May 2008 - February 2011
Job Internal Wholesaler at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
Edward Jones May 2008 - February 2011
Caterpillar, Inc January 2008 - May 2008
Edward Jones May 2007 - August 2007
Education
Bradley University 2004 — 2008
B.S., Marketing
Invesco Ltd. February 2011 - Present
Edward Jones May 2008 - February 2011
Caterpillar, Inc January 2008 - May 2008
Edward Jones May 2007 - August 2007
Education
Bradley University 2004 — 2008
B.S., Marketing
Julianne Peng Julianne Peng's Edward Jones Experience September 2003 - August 2004
Job Sr. Director of Finance & Corporate Controller at YouEye
Industry Accounting
Experience
YouEye May 2015 - Present
Retail Solutions Inc. April 2006 - May 2015
ServGate Technologies August 2005 - April 2006
Edward Jones September 2003 - August 2004
ServGate Technologies March 2001 - September 2003
The Value Property Group April 2000 - March 2001
Lucent Technologies Shanghai Ltd June 1995 - June 1998
AT&T Shanghai Ltd. June 1992 - June 1995
Skills
Financial Reporting, Financial Analysis, Forecasting, Accounting, Financial Modeling, Accounts Receivable, Analysis, Mergers & Acquisitions, Finance, SaaS, Analytics, Management, Strategy, Auditing, Start-ups, Cross-functional Team..., Professional Services, Revenue Recognition, Cash Flow, Business Intelligence, Team Management, International Finance, Internal Controls, Financial Planning, Account Reconciliation
Education
British Columbia Institute of Technology
Bachelor of Technology in Accounting
British Columbia Institute of Technology
Associate Certificate of Financial Planning
Shanghai Li Xin University of Commence
Accounting and Finance
YouEye May 2015 - Present
Retail Solutions Inc. April 2006 - May 2015
ServGate Technologies August 2005 - April 2006
Edward Jones September 2003 - August 2004
ServGate Technologies March 2001 - September 2003
The Value Property Group April 2000 - March 2001
Lucent Technologies Shanghai Ltd June 1995 - June 1998
AT&T Shanghai Ltd. June 1992 - June 1995
Skills
Financial Reporting, Financial Analysis, Forecasting, Accounting, Financial Modeling, Accounts Receivable, Analysis, Mergers & Acquisitions, Finance, SaaS, Analytics, Management, Strategy, Auditing, Start-ups, Cross-functional Team..., Professional Services, Revenue Recognition, Cash Flow, Business Intelligence, Team Management, International Finance, Internal Controls, Financial Planning, Account Reconciliation
Education
British Columbia Institute of Technology
Bachelor of Technology in Accounting
British Columbia Institute of Technology
Associate Certificate of Financial Planning
Shanghai Li Xin University of Commence
Accounting and Finance
Bret Tillman Bret Tillman's Edward Jones Experience July 2005 - March 2010
Job Portfolio Specialist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Raymond James Financial Services March 2010 - April 2015
Edward Jones July 2005 - March 2010
Education
Brigham Young University 2001 — 2004
Bachelors, Business Management
Fidelity Investments April 2015 - Present
Raymond James Financial Services March 2010 - April 2015
Edward Jones July 2005 - March 2010
Education
Brigham Young University 2001 — 2004
Bachelors, Business Management
Matt Pulsipher Matt Pulsipher's Edward Jones Experience August 2000 - August 2004
Job Senior Vice President at Cascadia Wealth Management Group
Industry Financial Services
Experience
Cascadia Wealth Management April 2008 - Present
Merrill Lynch August 2004 - April 2008
Edward Jones August 2000 - August 2004
Skills
Retirement Planning, Investment Strategies, Alternative Investments, Investments, Strategic Planning, Finance, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Investment Advisory, Asset Management, Leadership, Securities, Wealth Management
Education
BYU 1995 — 2000
Bachelor's of Science, Business Management/Finance
Cascadia Wealth Management April 2008 - Present
Merrill Lynch August 2004 - April 2008
Edward Jones August 2000 - August 2004
Skills
Retirement Planning, Investment Strategies, Alternative Investments, Investments, Strategic Planning, Finance, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Investment Advisory, Asset Management, Leadership, Securities, Wealth Management
Education
BYU 1995 — 2000
Bachelor's of Science, Business Management/Finance
Babyson Mathai Babyson Mathai's Edward Jones Experience July 2013 - October 2013
Job Senior Contribution Strategist at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz October 2013 - Present
Edward Jones July 2013 - October 2013
Enterprise Rent-A-Car 2003 - March 2013
Alamo Rent A Car 1995 - 2002
Skills
Revenue Analysis, Rate Management, Car Rental, Forecasting, Variance Explanations, Unit Costing, Profit, Profit Maximization, Revenue Enhancement, Competitive Analysis, Pricing Analysis, Market Analysis, Team Building, Financial Modeling, Time Management, Training, Management, Pricing Strategy, Analysis, Pricing, Customer Service, Negotiation, Customer Satisfaction, Leadership, Strategic Planning, Process Improvement
Education
BBC Institute of Computer Science, India
Post Graduate Diploma: Computer Science, Computer Programming
University of Kerala, India
Bachelor of Science (BS), Chemistry (Math and Physics minor)
Broward Community College
Business, Economies, Statistics and Humanities.
Hertz October 2013 - Present
Edward Jones July 2013 - October 2013
Enterprise Rent-A-Car 2003 - March 2013
Alamo Rent A Car 1995 - 2002
Skills
Revenue Analysis, Rate Management, Car Rental, Forecasting, Variance Explanations, Unit Costing, Profit, Profit Maximization, Revenue Enhancement, Competitive Analysis, Pricing Analysis, Market Analysis, Team Building, Financial Modeling, Time Management, Training, Management, Pricing Strategy, Analysis, Pricing, Customer Service, Negotiation, Customer Satisfaction, Leadership, Strategic Planning, Process Improvement
Education
BBC Institute of Computer Science, India
Post Graduate Diploma: Computer Science, Computer Programming
University of Kerala, India
Bachelor of Science (BS), Chemistry (Math and Physics minor)
Broward Community College
Business, Economies, Statistics and Humanities.
Doreen Brancato Doreen Brancato's Edward Jones Experience July 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones July 2013 - Present
FedEx Express March 2001 - May 2013
FedEx Express May 1998 - March 2001
FedEx Express January 1998 - May 1998
R&D Computer January 1996 - August 1997
Miltope Corporation December 1985 - December 1989
Spellman High Voltage Electronics April 1981 - January 1985
Skills
Administrative..., Data Entry, Shipping, Customer Service, Logistics, Outlook, Transportation, Microsoft Office, Microsoft Excel, Spreadsheets, Microsoft Word, FedEx, Process Scheduler, PowerPoint, Freight, Research, Transportation..., Management, Human Resources, Training, Recruiting, Sales, Employee Benefits, Budgets, Event Management, Employee Relations, Customer Satisfaction, Leadership, Team Building
Education
Briarcliffe College 2001 — 2003
No degree - attended 2 years, Law
North Babylon Senior High School 1978 — 1981
Edward Jones July 2013 - Present
FedEx Express March 2001 - May 2013
FedEx Express May 1998 - March 2001
FedEx Express January 1998 - May 1998
R&D Computer January 1996 - August 1997
Miltope Corporation December 1985 - December 1989
Spellman High Voltage Electronics April 1981 - January 1985
Skills
Administrative..., Data Entry, Shipping, Customer Service, Logistics, Outlook, Transportation, Microsoft Office, Microsoft Excel, Spreadsheets, Microsoft Word, FedEx, Process Scheduler, PowerPoint, Freight, Research, Transportation..., Management, Human Resources, Training, Recruiting, Sales, Employee Benefits, Budgets, Event Management, Employee Relations, Customer Satisfaction, Leadership, Team Building
Education
Briarcliffe College 2001 — 2003
No degree - attended 2 years, Law
North Babylon Senior High School 1978 — 1981
Chip Hopper's Edward Jones Experience May 1999 - February 2001
Job Global Strategy, Intelligence, Business Development, Product Management, Data Science, Marketing
Industry Computer Software
Experience
Xactware May 2013 - Present
Xactware August 2011 - May 2013
Xactware July 2005 - August 2011
Vision Care Centers August 2003 - February 2005
Walmart October 2002 - August 2003
Draper Area Chamber of Commerce 1999 - 2003
Franklin Covey February 2001 - September 2001
Edward Jones May 1999 - February 2001
Fidelity Investments June 1998 - May 1999
Skills
Product Management, Product Marketing, Marketing, Strategy, Leadership, Marketing Strategy, Management, Analytics, Strategic Planning, CRM, Email Marketing, Business Development, Competitive Analysis, Salesforce.com, Lead Generation, Team Management, Account Management, Training, Online Marketing, Market Research, Marketing Automation, Sales, Business Strategy, SEO, Conceptualizer, Online Advertising, Team Leadership, E-commerce, Web Analytics, Social Media Marketing, Market Analysis, Agile Methodologies, SaaS, Business, Business Analysis, Pricing Strategy, Business Process, Brand Management, Financial Analysis, Requirements Analysis, Property & Casualty..., Software, New Business Development, Global Strategy, supply chain, Programming, Global Business..., Futurology, Futurist, Data Science
Education
University of Utah 2004 — 2006
Masters, Executive MBA
Brigham Young University 1991 — 1998
Bachelors, Design
Xactware May 2013 - Present
Xactware August 2011 - May 2013
Xactware July 2005 - August 2011
Vision Care Centers August 2003 - February 2005
Walmart October 2002 - August 2003
Draper Area Chamber of Commerce 1999 - 2003
Franklin Covey February 2001 - September 2001
Edward Jones May 1999 - February 2001
Fidelity Investments June 1998 - May 1999
Skills
Product Management, Product Marketing, Marketing, Strategy, Leadership, Marketing Strategy, Management, Analytics, Strategic Planning, CRM, Email Marketing, Business Development, Competitive Analysis, Salesforce.com, Lead Generation, Team Management, Account Management, Training, Online Marketing, Market Research, Marketing Automation, Sales, Business Strategy, SEO, Conceptualizer, Online Advertising, Team Leadership, E-commerce, Web Analytics, Social Media Marketing, Market Analysis, Agile Methodologies, SaaS, Business, Business Analysis, Pricing Strategy, Business Process, Brand Management, Financial Analysis, Requirements Analysis, Property & Casualty..., Software, New Business Development, Global Strategy, supply chain, Programming, Global Business..., Futurology, Futurist, Data Science
Education
University of Utah 2004 — 2006
Masters, Executive MBA
Brigham Young University 1991 — 1998
Bachelors, Design
Richard Royce's Edward Jones Experience August 2015 - Present
Job Financial Advisor (in training) at Edward Jones
Industry Consumer Services
Experience
Edward Jones August 2015 - Present
D&D Home Services December 2014 - August 2015
Impact Photographics March 2014 - November 2014
InsideSales.com January 2014 - March 2014
Alterra Pest Control May 2009 - January 2014
Align Group Insurance August 2012 - September 2013
Keystone Media International 2005 - 2009
COUNTRY Financial® 2000 - 2005
American Woodmark Corporation 1997 - 2000
Skills
Sales Management, Sales, Customer Service, Direct Sales, Leadership, Cold Calling, Team Leadership, Negotiation, Team Building, Account Management, Training, Customer Retention, Pricing, Forecasting, Marketing Strategy, Marketing, Management, Inventory Management, Microsoft Excel, Business Strategy, Manage Client..., Complex Sales, Outside Sales, Software Solution Sales, Public Speaking, Manage, Trainer, SaaS, Sales Acceleration, Salesforce.com, Customer Acquisition, Customer Satisfaction, Sales Presentations, Sales Process, Lead Generation, Microsoft Office, Business Development, B2B, Sales Operations, CRM
Education
Brigham Young University 1991 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Edward Jones August 2015 - Present
D&D Home Services December 2014 - August 2015
Impact Photographics March 2014 - November 2014
InsideSales.com January 2014 - March 2014
Alterra Pest Control May 2009 - January 2014
Align Group Insurance August 2012 - September 2013
Keystone Media International 2005 - 2009
COUNTRY Financial® 2000 - 2005
American Woodmark Corporation 1997 - 2000
Skills
Sales Management, Sales, Customer Service, Direct Sales, Leadership, Cold Calling, Team Leadership, Negotiation, Team Building, Account Management, Training, Customer Retention, Pricing, Forecasting, Marketing Strategy, Marketing, Management, Inventory Management, Microsoft Excel, Business Strategy, Manage Client..., Complex Sales, Outside Sales, Software Solution Sales, Public Speaking, Manage, Trainer, SaaS, Sales Acceleration, Salesforce.com, Customer Acquisition, Customer Satisfaction, Sales Presentations, Sales Process, Lead Generation, Microsoft Office, Business Development, B2B, Sales Operations, CRM
Education
Brigham Young University 1991 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Anne Kirkham Anne Kirkham's Edward Jones Experience Business Development CoachEdward Jones2008 - 2011
Job Oncall Branch Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Business Development CoachEdward Jones2008 - 2011
Edward Jones January 2003 - October 2008
Edward Jones March 1999 - December 2002
Skills
Finance, Business Development, Wealth Management, Mutual Funds, Series 7, Investments, Retirement Planning, Financial Advisory, Financial Services, Investment Advisory, Strategic Financial..., Retirement, Securities, Series 63, Uniform Combined State...
Education
American Institute of Banking
General Banking
Brigham Young University
English and French
Edward Jones Business Development CoachEdward Jones2008 - 2011
Edward Jones January 2003 - October 2008
Edward Jones March 1999 - December 2002
Skills
Finance, Business Development, Wealth Management, Mutual Funds, Series 7, Investments, Retirement Planning, Financial Advisory, Financial Services, Investment Advisory, Strategic Financial..., Retirement, Securities, Series 63, Uniform Combined State...
Education
American Institute of Banking
General Banking
Brigham Young University
English and French
Spencer Hargett Spencer Hargett's Edward Jones Experience March 2013 - April 2014
Job Program Improvement Manager at Cowlitz Indian Tribe Health and Human Services
Industry Hospital & Health Care
Experience
Cowlitz Tribe Health & Human Services November 2014 - Present
Bellevue Healthcare April 2014 - December 2014
BYU-Idaho Healthcare Administration Society January 2014 - April 2014
Edward Jones March 2013 - April 2014
The Homestead Assisted Living September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Spanish-speaking, Self-starter, Close Attention to..., Leadership, Team Building, Healthcare Information..., Process Improvement, Healthcare Management, Healthcare
Education
BYU-Idaho 2008 — 2014
Bachelor's Degree, Healthcare Administration, Graduated 4-11-2014
Brigham Young University - Idaho 2008 — 2014
Bachelor's degree, Healthcare Administration
Cowlitz Tribe Health & Human Services November 2014 - Present
Bellevue Healthcare April 2014 - December 2014
BYU-Idaho Healthcare Administration Society January 2014 - April 2014
Edward Jones March 2013 - April 2014
The Homestead Assisted Living September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Spanish-speaking, Self-starter, Close Attention to..., Leadership, Team Building, Healthcare Information..., Process Improvement, Healthcare Management, Healthcare
Education
BYU-Idaho 2008 — 2014
Bachelor's Degree, Healthcare Administration, Graduated 4-11-2014
Brigham Young University - Idaho 2008 — 2014
Bachelor's degree, Healthcare Administration
Melody Esler Melody Esler's Edward Jones Experience June 2010 - November 2010
Job Model/Actress
Industry Entertainment
Experience
Freelance February 2012 - Present
Financial Services Company September 2012 - Present
Large Multinational Bank November 2011 - September 2012
Slimgenics May 2011 - November 2011
Integra Telecom December 2010 - May 2011
Edward Jones June 2010 - November 2010
Sully's Bar and Cafe February 2010 - June 2010
Embassy Suites Hotel and Conference Center December 2007 - February 2010
SOPS on Main December 2006 - December 2007
Skills
Sales, Direct Sales, Account Management, Coaching, Customer Service, Leadership, Marketing, Event Planning, Team Building, Social Media Marketing, Social Media, Advertising
Education
Bradley University 2003 — 2010
BS, Communications
Freelance February 2012 - Present
Financial Services Company September 2012 - Present
Large Multinational Bank November 2011 - September 2012
Slimgenics May 2011 - November 2011
Integra Telecom December 2010 - May 2011
Edward Jones June 2010 - November 2010
Sully's Bar and Cafe February 2010 - June 2010
Embassy Suites Hotel and Conference Center December 2007 - February 2010
SOPS on Main December 2006 - December 2007
Skills
Sales, Direct Sales, Account Management, Coaching, Customer Service, Leadership, Marketing, Event Planning, Team Building, Social Media Marketing, Social Media, Advertising
Education
Bradley University 2003 — 2010
BS, Communications
Dennis Steele's Edward Jones Experience May 2007 - December 2007
Job UBS Wealth Management : Client Resolution Specialist
Industry Financial Services
Experience
UBS Wealth Management January 2011 - Present
H & R Block January 2011 - May 2012
Fifth Third Bank March 2009 - May 2011
Waddell & Reed January 2008 - February 2009
Edward Jones May 2007 - December 2007
Ingrams Water & Air July 2003 - May 2007
Arlex Technologies May 2003 - July 2003
Innovative Technical Solutions, LLC March 2001 - May 2003
USAF May 1988 - August 1995
Skills
Investments, Financial Services, Finance, Series 7, Securities, Fixed Annuities, Health Insurance, Uniform Combined State..., Mutual Funds, Series 66, Term Life Insurance, Sales, Financial Advisory, Portfolio Management, Wealth Management, Annuities, Social Security, Strategic Financial...
Education
Brescia University 1996 — 2000
BS
Owensboro High School 1982 — 1986
UBS Wealth Management January 2011 - Present
H & R Block January 2011 - May 2012
Fifth Third Bank March 2009 - May 2011
Waddell & Reed January 2008 - February 2009
Edward Jones May 2007 - December 2007
Ingrams Water & Air July 2003 - May 2007
Arlex Technologies May 2003 - July 2003
Innovative Technical Solutions, LLC March 2001 - May 2003
USAF May 1988 - August 1995
Skills
Investments, Financial Services, Finance, Series 7, Securities, Fixed Annuities, Health Insurance, Uniform Combined State..., Mutual Funds, Series 66, Term Life Insurance, Sales, Financial Advisory, Portfolio Management, Wealth Management, Annuities, Social Security, Strategic Financial...
Education
Brescia University 1996 — 2000
BS
Owensboro High School 1982 — 1986
Brian Wilson, CFP® Brian Wilson, CFP®'s Edward Jones Experience January 2007 - December 2007
Job Financial Consultant, Certified Financial Planner®
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
TD Ameritrade January 2008 - November 2012
Edward Jones January 2007 - December 2007
BWilson Enterprises 2001 - 2006
Symantec 1993 - 2001
Skills
Investments, Retirement Planning, Certified Financial..., Investment Management, Investment Strategies, Income for Life, Series 7, Series 66, Financial Planning, Stocks, Mutual Funds, Bonds, ETFs, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Charitable Giving, Investment Portfolio
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
The American College
Certified Finanical Planner® Certification Eduction Program
The American College
Retirement Income Certified Professional (TM) Education Program
Fidelity Investments November 2012 - Present
TD Ameritrade January 2008 - November 2012
Edward Jones January 2007 - December 2007
BWilson Enterprises 2001 - 2006
Symantec 1993 - 2001
Skills
Investments, Retirement Planning, Certified Financial..., Investment Management, Investment Strategies, Income for Life, Series 7, Series 66, Financial Planning, Stocks, Mutual Funds, Bonds, ETFs, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Charitable Giving, Investment Portfolio
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
The American College
Certified Finanical Planner® Certification Eduction Program
The American College
Retirement Income Certified Professional (TM) Education Program
Brent Criswell's Edward Jones Experience 2011 - 2012
Job Elementary Teacher in Iowa City Community School District
Industry Primary/Secondary Education
Experience
Iowa City School District August 2012 - Present
Edward Jones 2011 - 2012
Clear Creek Amana School District August 2004 - November 2011
Skills
Team Leadership, Financial Planning, Customer Relations, Organizational..., Teamwork, Public Speaking
Education
University of Iowa 1999 — 2004
Bachelor of Arts (B.A.), Psychology
Buena Vista University 2011 — 2011
School Counseling and Guidance
Iowa City School District August 2012 - Present
Edward Jones 2011 - 2012
Clear Creek Amana School District August 2004 - November 2011
Skills
Team Leadership, Financial Planning, Customer Relations, Organizational..., Teamwork, Public Speaking
Education
University of Iowa 1999 — 2004
Bachelor of Arts (B.A.), Psychology
Buena Vista University 2011 — 2011
School Counseling and Guidance
Logan Hancock Logan Hancock's Edward Jones Experience March 2014 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones March 2014 - Present
Avercast LLC January 2013 - April 2013
5 Buck Pizza August 2010 - January 2013
Detailz April 2012 - July 2012
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Team Leadership, Social Media, Facebook, Leadership, Sales, Teamwork, Social Media Marketing, Market Research, Time Management, Business Planning
Education
BYU-Idaho 2010 — 2014
Business Management, Marketing, and Finance Emphasis
Edward Jones March 2014 - Present
Avercast LLC January 2013 - April 2013
5 Buck Pizza August 2010 - January 2013
Detailz April 2012 - July 2012
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Team Leadership, Social Media, Facebook, Leadership, Sales, Teamwork, Social Media Marketing, Market Research, Time Management, Business Planning
Education
BYU-Idaho 2010 — 2014
Business Management, Marketing, and Finance Emphasis
Edgar McAvoy Edgar McAvoy's Edward Jones Experience January 2011 - May 2013
Job Investments, Estate Planning and Realtor
Industry Financial Services
Experience
LPL Finanical January 2015 - Present
U.S. Bancorp Investments and Insurance June 2013 - December 2014
Edward Jones January 2011 - May 2013
Heritage Consulting Corporation March 2003 - January 2011
U.S. Army June 1973 - November 2007
Skills
Investments, Financial Analysis, Customer Service, Management, Portfolio Management, Risk Management, Financial Planning, Team Building
Education
Brigham Young University 1973 — 1974
Master of Public Administration (MPA), Health Care Studies and Human Resources
University of Washington 1969 — 1973
Bachelor's degree, Mass Communication/Media Studies
LPL Finanical January 2015 - Present
U.S. Bancorp Investments and Insurance June 2013 - December 2014
Edward Jones January 2011 - May 2013
Heritage Consulting Corporation March 2003 - January 2011
U.S. Army June 1973 - November 2007
Skills
Investments, Financial Analysis, Customer Service, Management, Portfolio Management, Risk Management, Financial Planning, Team Building
Education
Brigham Young University 1973 — 1974
Master of Public Administration (MPA), Health Care Studies and Human Resources
University of Washington 1969 — 1973
Bachelor's degree, Mass Communication/Media Studies
BJ Gremillion BJ Gremillion's Edward Jones Experience October 2008 - March 2010
Job Residential property Development at Better Choice Homes
Industry Real Estate
Experience
Better Choice Homes, LLC October 2012 - Present
Better Choice Homes May 2012 - Present
Better Choice Homes Management January 2011 - Present
Realtor at Better Choice Homes, LLC November 2009 - Present
Presidential Realty April 2010 - September 2012
Edward Jones October 2008 - March 2010
Icon Security 2005 - 2008
Skills
Real Estate, Short Sales, REO, Foreclosures, Investment Properties, First Time Home Buyers, Investors, Sellers, FHA, Residential Homes, Referrals, Single Family Homes, Real Estate Transactions, Relocation, Mortgage Lending, Investments, Property Management, Property, Buyers, Rentals, Real Estate Development, Real Estate Economics, Sales, Relocation Buyers, HUD, Marketing, New Home Sales, Listings, Buyer Representation
Education
Brigham Young University - Idaho 2004 — 2007
Bachelors, Psychology
Brigham Young University - Hawaii 2003 — 2004
Associate's degree, General Studies
Better Choice Homes, LLC October 2012 - Present
Better Choice Homes May 2012 - Present
Better Choice Homes Management January 2011 - Present
Realtor at Better Choice Homes, LLC November 2009 - Present
Presidential Realty April 2010 - September 2012
Edward Jones October 2008 - March 2010
Icon Security 2005 - 2008
Skills
Real Estate, Short Sales, REO, Foreclosures, Investment Properties, First Time Home Buyers, Investors, Sellers, FHA, Residential Homes, Referrals, Single Family Homes, Real Estate Transactions, Relocation, Mortgage Lending, Investments, Property Management, Property, Buyers, Rentals, Real Estate Development, Real Estate Economics, Sales, Relocation Buyers, HUD, Marketing, New Home Sales, Listings, Buyer Representation
Education
Brigham Young University - Idaho 2004 — 2007
Bachelors, Psychology
Brigham Young University - Hawaii 2003 — 2004
Associate's degree, General Studies
Jonathan J. D'Oleo Jonathan J. D'Oleo's Edward Jones Experience July 2008 - February 2011
Job Business Development Consultant, Author and Speaker
Industry Management Consulting
Experience
D'Oleo Analytica, Inc. January 2011 - Present
Universidad Iberoamericana School of Business February 2013 - Present
Edward Jones July 2008 - February 2011
John Hancock Financial Services June 2007 - August 2007
American Chamber of Commerce June 2006 - August 2006
Skills
Strategy, Leadership, Public Speaking, Entrepreneurship, Strategic Planning, Marketing Communications, Portfolio Management, Management Consulting, Social Media, Spanish, Analysis, Research, Public Relations, Sales Management, Business Planning, Business Strategy, Sales, Negotiation, Policy, Project Planning, Wealth Management, New Business Development, Start-ups
Education
University College London, U. of London 2011 — 2012
Master of Science, Public Policy
Brandeis University 2004 — 2008
BA, Majors: Economics, Politics Minors: Business, LatAm Studies
D'Oleo Analytica, Inc. January 2011 - Present
Universidad Iberoamericana School of Business February 2013 - Present
Edward Jones July 2008 - February 2011
John Hancock Financial Services June 2007 - August 2007
American Chamber of Commerce June 2006 - August 2006
Skills
Strategy, Leadership, Public Speaking, Entrepreneurship, Strategic Planning, Marketing Communications, Portfolio Management, Management Consulting, Social Media, Spanish, Analysis, Research, Public Relations, Sales Management, Business Planning, Business Strategy, Sales, Negotiation, Policy, Project Planning, Wealth Management, New Business Development, Start-ups
Education
University College London, U. of London 2011 — 2012
Master of Science, Public Policy
Brandeis University 2004 — 2008
BA, Majors: Economics, Politics Minors: Business, LatAm Studies
Anthony Tadros Anthony Tadros's Edward Jones Experience May 2001 - May 2003
Job Investment Advisor, Branch Manager Peak Securities Inc: Focused on the growth and preservation of your wealth
Industry Financial Services
Experience
Peak Securities Inc. October 2013 - Present
Raymond James Ltd. February 2008 - October 2013
Berkshire Securities Inc June 2003 - February 2008
Edward Jones May 2001 - May 2003
Skills
Retirement Planning -..., Investment Planning -..., Insurance Advisor -..., Tax Planning - Planning..., Estate Planning, Strategic Financial..., Segregated Funds, Investment Strategies, Mutual Funds, Wealth Management, Fixed Annuities, Portfolio Management, Securities, Asset Managment, Equities, Business Planning, Investment Advisory, Risk Management, Technical Analysis, Retirement Planning, Investments, Asset Management
Education
City University of Seattle 2004 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
BCIT 1983 — 1985
Diploma of Technology, Biomedical Engineering
Peak Securities Inc. October 2013 - Present
Raymond James Ltd. February 2008 - October 2013
Berkshire Securities Inc June 2003 - February 2008
Edward Jones May 2001 - May 2003
Skills
Retirement Planning -..., Investment Planning -..., Insurance Advisor -..., Tax Planning - Planning..., Estate Planning, Strategic Financial..., Segregated Funds, Investment Strategies, Mutual Funds, Wealth Management, Fixed Annuities, Portfolio Management, Securities, Asset Managment, Equities, Business Planning, Investment Advisory, Risk Management, Technical Analysis, Retirement Planning, Investments, Asset Management
Education
City University of Seattle 2004 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
BCIT 1983 — 1985
Diploma of Technology, Biomedical Engineering
Wanda Jernigan Cooper Wanda Jernigan Cooper's Edward Jones Experience 2001 - 2002
Job Author and Speaker
Industry Health, Wellness and Fitness
Experience
Austin National Financial Services May 2012 - December 2013
Rudd & Wisdom, Inc. Consulting Actuaries October 2010 - March 2012
World Financial Group (WFG) 2002 - 2006
Edward Jones 2001 - 2002
TenFold August 1998 - November 2000
Accenture June 1995 - July 1998
Skills
Series 7, IRAs, Retirement Planning, Wealth Management, Insurance, 401k Rollovers, College Education..., Financial Analysis
Education
BYU 1991 — 1995
Bachelor of Science (BS), Economics
GHS
Austin National Financial Services May 2012 - December 2013
Rudd & Wisdom, Inc. Consulting Actuaries October 2010 - March 2012
World Financial Group (WFG) 2002 - 2006
Edward Jones 2001 - 2002
TenFold August 1998 - November 2000
Accenture June 1995 - July 1998
Skills
Series 7, IRAs, Retirement Planning, Wealth Management, Insurance, 401k Rollovers, College Education..., Financial Analysis
Education
BYU 1991 — 1995
Bachelor of Science (BS), Economics
GHS
Donna Lafreniere Donna Lafreniere's Edward Jones Experience February 2015 - Present
Job Intern
Industry Investment Banking
Experience
Edward Jones February 2015 - Present
Citizens Bank February 2000 - February 2015
Skills
Non-profit..., Non-profit Fund..., Retail Banking, Operational Risk..., Banking, Operational Risk, Financial Risk, Commercial Banking, Loans, AML, Leadership, Risk Management, Financial Services, Program Management, Business Continuity, Customer Experience, Call Centers, Business Analysis, Branch Management, Consumer Lending, Credit Risk, Cash Management, Cross Selling, Mortgage Lending, Finance, ACH, Business Process..., Process Improvement, Change Management, USA PATRIOT Act, Branch Banking, Outsourcing, Anti Money Laundering, Fraud Detection, Deposits, Core Banking, Visio, Relationship Management, KYC, Bank Secrecy Act, OFAC, Payments, Small Business Lending
Education
Johnson and Wales University 2010 — 2014
Bachelor's degree, Business Management
Bryant University 2010 — 2010
Certification, Project Management
Community College of Rhode Island 1991 — 1995
Associate's degree, General Studies
Edward Jones February 2015 - Present
Citizens Bank February 2000 - February 2015
Skills
Non-profit..., Non-profit Fund..., Retail Banking, Operational Risk..., Banking, Operational Risk, Financial Risk, Commercial Banking, Loans, AML, Leadership, Risk Management, Financial Services, Program Management, Business Continuity, Customer Experience, Call Centers, Business Analysis, Branch Management, Consumer Lending, Credit Risk, Cash Management, Cross Selling, Mortgage Lending, Finance, ACH, Business Process..., Process Improvement, Change Management, USA PATRIOT Act, Branch Banking, Outsourcing, Anti Money Laundering, Fraud Detection, Deposits, Core Banking, Visio, Relationship Management, KYC, Bank Secrecy Act, OFAC, Payments, Small Business Lending
Education
Johnson and Wales University 2010 — 2014
Bachelor's degree, Business Management
Bryant University 2010 — 2010
Certification, Project Management
Community College of Rhode Island 1991 — 1995
Associate's degree, General Studies
Brooke Cadiente Brooke Cadiente's Edward Jones Experience March 2008 - May 2012
Job National Recruitment Manager at SAFE Security
Industry Computer Software
Experience
SAFE Security June 2015 - August 2015
Results Positive May 2012 - April 2015
HP 2013 - 2013
ResultsPositive 2012 - 2013
Edward Jones March 2008 - May 2012
Vanguard March 2007 - February 2008
Chicago Title January 2006 - January 2007
Skills
SaaS, Enterprise Software, Cloud Computing, Sales, Management, Business Intelligence
Education
Brigham Young University 1999 — 2003
Bachelor of Arts, Visual Art
SAFE Security June 2015 - August 2015
Results Positive May 2012 - April 2015
HP 2013 - 2013
ResultsPositive 2012 - 2013
Edward Jones March 2008 - May 2012
Vanguard March 2007 - February 2008
Chicago Title January 2006 - January 2007
Skills
SaaS, Enterprise Software, Cloud Computing, Sales, Management, Business Intelligence
Education
Brigham Young University 1999 — 2003
Bachelor of Arts, Visual Art
Craig Fitch's Edward Jones Experience June 2013 - August 2013
Job Legal and Business Practicum at Automated Insights, Inc.
Industry Law Practice
Experience
Automated Insights, Inc. November 2014 - April 2015
Duke University School of Law September 2014 - April 2015
Land of Lincoln Legal Assistance Foundation September 2013 - May 2014
Washington University Jurisprudence Review September 2012 - May 2014
Edward Jones June 2013 - August 2013
Beyond Housing January 2013 - April 2013
California ARMY National Guard JAG June 2012 - August 2012
Brigham Young University August 2009 - April 2011
Point Security 2008 - 2010
Skills
Chinese, Leadership, Interpersonal Skills, Research, Writing, Legal Research and..., Social Skills, Mandarin, Microsoft Office, Public Speaking, Legal Research, PowerPoint, Editing, Spanish, Mediation, Teaching, Arbitration, Legal Writing, Analysis, Entrepreneurship, Management, Microsoft Excel
Education
Duke University School of Law
Master of Laws (LL.M.), Law and Entrepreneurship
Washington University in St. Louis School of Law
Juris Doctor (J.D.)
Brigham Young University
Bachelor of Arts, Chinese
Automated Insights, Inc. November 2014 - April 2015
Duke University School of Law September 2014 - April 2015
Land of Lincoln Legal Assistance Foundation September 2013 - May 2014
Washington University Jurisprudence Review September 2012 - May 2014
Edward Jones June 2013 - August 2013
Beyond Housing January 2013 - April 2013
California ARMY National Guard JAG June 2012 - August 2012
Brigham Young University August 2009 - April 2011
Point Security 2008 - 2010
Skills
Chinese, Leadership, Interpersonal Skills, Research, Writing, Legal Research and..., Social Skills, Mandarin, Microsoft Office, Public Speaking, Legal Research, PowerPoint, Editing, Spanish, Mediation, Teaching, Arbitration, Legal Writing, Analysis, Entrepreneurship, Management, Microsoft Excel
Education
Duke University School of Law
Master of Laws (LL.M.), Law and Entrepreneurship
Washington University in St. Louis School of Law
Juris Doctor (J.D.)
Brigham Young University
Bachelor of Arts, Chinese
Frederick J. Harkins, MSFP, AAMS®, CDFA™,CRPC®'s Edward Jones Experience February 2000 - December 2006
Job Wealth Management Advisor at Harkins Wealth Management, LLC
Industry Financial Services
Experience
Harkins Wealth Management, LLC June 2008 - Present
Merrill Lynch December 2006 - June 2008
Edward Jones February 2000 - December 2006
Citizens Bank/Citizens Financial Services, Inc. November 1998 - February 2000
United States Marine Corps 1986 - 1991
Skills
Retirement Planning, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement, Mutual Funds, Investment Strategies, 401k Rollovers, Series 7, Investment Advisory, Financial Advisory, Uniform Combined State..., Securities, Financial Services, 401k, Investment Management, Wealth, Personal Finance, Saving for Education, FINRA, Alternative Investments, ETFs, Series 65, Series 63, Wealth Accumulation, IRAs, Fixed Annuities
Education
Bentley University - McCallum Graduate School of Business 2011 — 2013
Master of Science in Financial Planning (MSFP), Comprehensive Financial Planning & Wealth Management
Brown University 1994 — 1999
AB, Organizational Behavior & Management/Sociology
Harkins Wealth Management, LLC June 2008 - Present
Merrill Lynch December 2006 - June 2008
Edward Jones February 2000 - December 2006
Citizens Bank/Citizens Financial Services, Inc. November 1998 - February 2000
United States Marine Corps 1986 - 1991
Skills
Retirement Planning, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement, Mutual Funds, Investment Strategies, 401k Rollovers, Series 7, Investment Advisory, Financial Advisory, Uniform Combined State..., Securities, Financial Services, 401k, Investment Management, Wealth, Personal Finance, Saving for Education, FINRA, Alternative Investments, ETFs, Series 65, Series 63, Wealth Accumulation, IRAs, Fixed Annuities
Education
Bentley University - McCallum Graduate School of Business 2011 — 2013
Master of Science in Financial Planning (MSFP), Comprehensive Financial Planning & Wealth Management
Brown University 1994 — 1999
AB, Organizational Behavior & Management/Sociology
Jordan Crump Jordan Crump's Edward Jones Experience December 2011 - Present
Job Service Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2011 - Present
Wells Fargo August 2011 - December 2011
Golfland Entertainment Centers, Inc. June 2007 - February 2009
Skills
Customer Service, Call Center, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Call Centers, Original Thinker, Data Entry, Leadership, Sales, Training, Team Leadership, Teamwork
Education
Mesa Community College
Brigham Young University
Edward Jones December 2011 - Present
Wells Fargo August 2011 - December 2011
Golfland Entertainment Centers, Inc. June 2007 - February 2009
Skills
Customer Service, Call Center, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Call Centers, Original Thinker, Data Entry, Leadership, Sales, Training, Team Leadership, Teamwork
Education
Mesa Community College
Brigham Young University
Harrison Ward Harrison Ward's Edward Jones Experience April 2015 - Present
Job Studying Business Management with Finance Emphasis at Brigham Young University Idaho
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Northwest Auto Spa April 2011 - July 2011
Les Schwab Tire Centers August 2010 - April 2011
Skills
Motorsports, Auto Detailing, Tires, Manual Labor, Teamwork, Microsoft Word, PowerPoint, Automotive Repair, Customer Service, Customer Satisfaction, Microsoft Excel, Customer Retention, Microsoft Office, Time Management
Education
Brigham Young University - Idaho 2010 — 2016
Business Management/Finance Emphasis
Edward Jones April 2015 - Present
Northwest Auto Spa April 2011 - July 2011
Les Schwab Tire Centers August 2010 - April 2011
Skills
Motorsports, Auto Detailing, Tires, Manual Labor, Teamwork, Microsoft Word, PowerPoint, Automotive Repair, Customer Service, Customer Satisfaction, Microsoft Excel, Customer Retention, Microsoft Office, Time Management
Education
Brigham Young University - Idaho 2010 — 2016
Business Management/Finance Emphasis
Kathryn Anderson Kathryn Anderson's Edward Jones Experience July 2004 - January 2008
Job Sales Representative at It Works Global
Industry Public Safety
Experience
Bottorff Law Firm September 2013 - Present
Thirty-One Gifts January 2013 - Present
Home March 2010 - Present
Webster City Police Department December 2011 - 2014
Hamilton Hospital September 2009 - March 2010
Iowa Health System September 2007 - September 2009
Edward Jones July 2004 - January 2008
Education
Buena Vista University 2005 — 2006
Accounting
Iowa State University 1999 — 2001
Management Information Systems, General
DMACC 1998 — 1999
Accounting and Computer Science
Bottorff Law Firm September 2013 - Present
Thirty-One Gifts January 2013 - Present
Home March 2010 - Present
Webster City Police Department December 2011 - 2014
Hamilton Hospital September 2009 - March 2010
Iowa Health System September 2007 - September 2009
Edward Jones July 2004 - January 2008
Education
Buena Vista University 2005 — 2006
Accounting
Iowa State University 1999 — 2001
Management Information Systems, General
DMACC 1998 — 1999
Accounting and Computer Science
Justin Nohrenberg Justin Nohrenberg's Edward Jones Experience April 2011 - September 2011
Job Student at Northwest Renewable Energy Institute
Industry Renewables & Environment
Experience
The Home Depot October 2014 - Present
UPS August 2014 - October 2014
Ameriforce Craft Management Service September 2013 - July 2014
Bank of America August 2012 - April 2013
Metlife November 2011 - April 2012
Edward Jones April 2011 - September 2011
Pierce County Sheriff September 2003 - April 2011
Skills
People-oriented, People Development, Engagement, Solid computer skills, Communication Skills, Personal Finance, Building Relationships, Accountability, Result Oriented, Risk Management, Relationship Management, Insurance, Communication, Training, Finance, Customer Service, Teamwork, Public Speaking, Microsoft Excel, Sales, Contract Negotiation, Leadership, Management, Microsoft Office, Time Management, Microsoft Word, Project Management
Education
Northwest Renewable Energy Institute 2014 — 2015
Wind Turbine Technician, Turbine Technician
Brandman University, Part of the Chapman University System 2008 — 2010
Bachelor of Arts (B.A.), Organizational Leadership, 3.54
Olympic College 2000 — 2008
Associate of Arts and Sciences (A.A.S.), Associates
The Home Depot October 2014 - Present
UPS August 2014 - October 2014
Ameriforce Craft Management Service September 2013 - July 2014
Bank of America August 2012 - April 2013
Metlife November 2011 - April 2012
Edward Jones April 2011 - September 2011
Pierce County Sheriff September 2003 - April 2011
Skills
People-oriented, People Development, Engagement, Solid computer skills, Communication Skills, Personal Finance, Building Relationships, Accountability, Result Oriented, Risk Management, Relationship Management, Insurance, Communication, Training, Finance, Customer Service, Teamwork, Public Speaking, Microsoft Excel, Sales, Contract Negotiation, Leadership, Management, Microsoft Office, Time Management, Microsoft Word, Project Management
Education
Northwest Renewable Energy Institute 2014 — 2015
Wind Turbine Technician, Turbine Technician
Brandman University, Part of the Chapman University System 2008 — 2010
Bachelor of Arts (B.A.), Organizational Leadership, 3.54
Olympic College 2000 — 2008
Associate of Arts and Sciences (A.A.S.), Associates
Gregory Homer's Edward Jones Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry Human Resources
Experience
Edward Jones March 2015 - Present
Colorado Department of Human Services August 2013 - March 2015
Colorado Department of Human Services July 2012 - August 2013
Gallagher & Kavinsky, L.P.A. January 2011 - April 2012
Ohio Association of County Behavioral Health Authorities May 2010 - October 2010
Wasatch Electric August 2003 - August 2009
Brigham Young University August 2008 - June 2009
Brigham Young University July 2007 - April 2009
Representative Lynn Hemingway May 2006 - November 2008
Utah State Senate January 2005 - March 2005
Skills
Legal Research, Employee Relations, Human Resources, Training, Government, Employee Training, Public Speaking, PowerPoint, Microsoft Office, Interviews, HR Policies, SPHR, Management, Nonprofits, Legal Writing, Policy Writing, Recruiting, Fundraising, Training & Development, Public Relations, Policy, Employment Law, Organizational..., Data Analysis, PHR Certified, Personnel Management, Microsoft Excel, Research, Conflict Resolution, Microsoft Word, Editing, Team Leadership
Education
The Ohio State University Moritz College of Law 2009 — 2012
J.D.
Brigham Young University 2007 — 2009
M.P.A., Human Resource Management
University of Utah 2003 — 2005
B.S.; B.S., Psychology and Human Development & Family Studies
Edward Jones March 2015 - Present
Colorado Department of Human Services August 2013 - March 2015
Colorado Department of Human Services July 2012 - August 2013
Gallagher & Kavinsky, L.P.A. January 2011 - April 2012
Ohio Association of County Behavioral Health Authorities May 2010 - October 2010
Wasatch Electric August 2003 - August 2009
Brigham Young University August 2008 - June 2009
Brigham Young University July 2007 - April 2009
Representative Lynn Hemingway May 2006 - November 2008
Utah State Senate January 2005 - March 2005
Skills
Legal Research, Employee Relations, Human Resources, Training, Government, Employee Training, Public Speaking, PowerPoint, Microsoft Office, Interviews, HR Policies, SPHR, Management, Nonprofits, Legal Writing, Policy Writing, Recruiting, Fundraising, Training & Development, Public Relations, Policy, Employment Law, Organizational..., Data Analysis, PHR Certified, Personnel Management, Microsoft Excel, Research, Conflict Resolution, Microsoft Word, Editing, Team Leadership
Education
The Ohio State University Moritz College of Law 2009 — 2012
J.D.
Brigham Young University 2007 — 2009
M.P.A., Human Resource Management
University of Utah 2003 — 2005
B.S.; B.S., Psychology and Human Development & Family Studies
Jeramie Settelen Jeramie Settelen's Edward Jones Experience January 1997 - April 2003
Job Territory Sales Manager at US Floors
Industry Textiles
Experience
US Floors June 2015 - Present
Beaulieu of America December 2002 - Present
Edward Jones January 1997 - April 2003
Skills
Sales, Merchandising, Sales Management, Sales Operations, Retail, Selling, Account Management, Negotiation, B2B, Pricing, Customer Service, Team Building, Trade Shows, Key Account Management, New Business Development, Wholesale
Education
Bucks County Community College 1993 — 1996
US Floors June 2015 - Present
Beaulieu of America December 2002 - Present
Edward Jones January 1997 - April 2003
Skills
Sales, Merchandising, Sales Management, Sales Operations, Retail, Selling, Account Management, Negotiation, B2B, Pricing, Customer Service, Team Building, Trade Shows, Key Account Management, New Business Development, Wholesale
Education
Bucks County Community College 1993 — 1996
Mark Meyerowitz's Edward Jones Experience June 2000 - January 2003
Job Meyerowitz Investment Management, RIA
Industry Financial Services
Experience
Meyerowitz Investment Management January 2003 - Present
Edward Jones June 2000 - January 2003
Simply Delicious Bake Shop May 1999 - May 2000
Smith Barney January 1997 - April 1999
Meyerowitz Furs June 1977 - September 1996
Skills
Fundraising, Social Media, Public Speaking, Public Relations, Strategic Planning, Community Outreach, Strategic Communications, Business Development, Customer Service, Government, Policy Analysis, Social Media Marketing, Politics, Event Management, Management, Public Policy, Nonprofits, Event Planning, Team Building, Marketing Communications, Leadership, Media Relations, Entrepreneurship, Social Networking, Research, International Relations, Policy, Leadership Development, Strategy, Finance, Analysis, Investments, Budgets, Small Business, Financial Services, Retail, Account Management, Training, Marketing, Start-ups, Business Strategy, Marketing Strategy, Business Planning
Education
New York University, School of Continuing and Professional Studies 2013 — 2015
Certificate, Art Appraisal
Brandeis University 1975 — 1977
Political Science and Government
Meyerowitz Investment Management January 2003 - Present
Edward Jones June 2000 - January 2003
Simply Delicious Bake Shop May 1999 - May 2000
Smith Barney January 1997 - April 1999
Meyerowitz Furs June 1977 - September 1996
Skills
Fundraising, Social Media, Public Speaking, Public Relations, Strategic Planning, Community Outreach, Strategic Communications, Business Development, Customer Service, Government, Policy Analysis, Social Media Marketing, Politics, Event Management, Management, Public Policy, Nonprofits, Event Planning, Team Building, Marketing Communications, Leadership, Media Relations, Entrepreneurship, Social Networking, Research, International Relations, Policy, Leadership Development, Strategy, Finance, Analysis, Investments, Budgets, Small Business, Financial Services, Retail, Account Management, Training, Marketing, Start-ups, Business Strategy, Marketing Strategy, Business Planning
Education
New York University, School of Continuing and Professional Studies 2013 — 2015
Certificate, Art Appraisal
Brandeis University 1975 — 1977
Political Science and Government
Jay Plante Jay Plante's Edward Jones Experience March 2008 - Present
Job Sr. HR Analyst Reports and Measures
Industry Financial Services
Experience
Edward Jones March 2008 - Present
Edward Jones March 2008 - July 2010
Citi July 2005 - March 2008
Citigroup 2005 - 2008
CitiMortgage March 2006 - March 2007
Scripps Health August 2002 - July 2005
WFI 2000 - 2002
U.S.Navy September 1990 - July 2000
Skills
Employee Relations, Data Analysis, Affirmative Action, Metrics, Performance Management, Employment Law, Policy, RFP, Proposal Writing, HRIS, Risk, Analysis, HR Policies, Project Planning, EEO, Business Analysis, OFCCP, Legal Compliance, Onboarding, Orientation, EEOC, Benefits, New Hire Orientation, New Hire Orientations, Training, Employee Benefits, Benefits Administration, Human Resources, Leadership, Talent Management
Education
National University 2000 — 2002
MBA, Human Resources
National University 1996 — 2000
BA, Human Resources
Palomar College 1998 — 1999
Certification, Law Enforcement
Brooks Institute of Photography 1987 — 1990
BA, Industrial Scientific Photography
Edward Jones March 2008 - Present
Edward Jones March 2008 - July 2010
Citi July 2005 - March 2008
Citigroup 2005 - 2008
CitiMortgage March 2006 - March 2007
Scripps Health August 2002 - July 2005
WFI 2000 - 2002
U.S.Navy September 1990 - July 2000
Skills
Employee Relations, Data Analysis, Affirmative Action, Metrics, Performance Management, Employment Law, Policy, RFP, Proposal Writing, HRIS, Risk, Analysis, HR Policies, Project Planning, EEO, Business Analysis, OFCCP, Legal Compliance, Onboarding, Orientation, EEOC, Benefits, New Hire Orientation, New Hire Orientations, Training, Employee Benefits, Benefits Administration, Human Resources, Leadership, Talent Management
Education
National University 2000 — 2002
MBA, Human Resources
National University 1996 — 2000
BA, Human Resources
Palomar College 1998 — 1999
Certification, Law Enforcement
Brooks Institute of Photography 1987 — 1990
BA, Industrial Scientific Photography
Vicki Blackwell Vicki Blackwell's Edward Jones Experience November 2008 - March 2009
Job Office Manager at JR Trotter Excavation, LLC.
Industry Construction
Experience
JR Trotter Excavation, LLC. June 2014 - Present
Action Target July 2012 - August 2014
CompHealth September 2011 - April 2012
Franklin County Medical Center August 2009 - September 2011
Edward Jones November 2008 - March 2009
Insuranti, Inc January 2008 - January 2009
United American Insurance Company February 2007 - January 2008
Pavestone Company August 2005 - January 2007
CVS Health April 2005 - August 2005
FedEx Office December 2003 - April 2005
Skills
Customer Service, Microsoft Office, Team Building, Public Speaking, Administrative..., Sales, Office Management, Microsoft Word, Payroll, Data Entry, PowerPoint, Inventory Management, Medical Terminology, Outlook, Accounts Receivable, Invoicing, Accounts Payable, Healthcare Management, Research, QuickBooks, Cold Calling, Insurance, Inventory Control, Employee Relations, Recruiting, Hiring, Forecasting, Office Administration, Telephone Skills, Retail, Spreadsheets, Leadership Development, Emotional Intelligence, Events Coordination, Event Management, Program Evaluation, Employee Training, Business Process..., Training, Process Scheduler, Marketing
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Experience Event Management, 3.06
Fashion Institute of Design & Merchandising 1990 — 1992
Associate's Degree, Marketing: Product Development, 3.13
JR Trotter Excavation, LLC. June 2014 - Present
Action Target July 2012 - August 2014
CompHealth September 2011 - April 2012
Franklin County Medical Center August 2009 - September 2011
Edward Jones November 2008 - March 2009
Insuranti, Inc January 2008 - January 2009
United American Insurance Company February 2007 - January 2008
Pavestone Company August 2005 - January 2007
CVS Health April 2005 - August 2005
FedEx Office December 2003 - April 2005
Skills
Customer Service, Microsoft Office, Team Building, Public Speaking, Administrative..., Sales, Office Management, Microsoft Word, Payroll, Data Entry, PowerPoint, Inventory Management, Medical Terminology, Outlook, Accounts Receivable, Invoicing, Accounts Payable, Healthcare Management, Research, QuickBooks, Cold Calling, Insurance, Inventory Control, Employee Relations, Recruiting, Hiring, Forecasting, Office Administration, Telephone Skills, Retail, Spreadsheets, Leadership Development, Emotional Intelligence, Events Coordination, Event Management, Program Evaluation, Employee Training, Business Process..., Training, Process Scheduler, Marketing
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Experience Event Management, 3.06
Fashion Institute of Design & Merchandising 1990 — 1992
Associate's Degree, Marketing: Product Development, 3.13
Jesse Ward Jesse Ward's Edward Jones Experience March 2009 - March 2015
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Edward Jones March 2009 - March 2015
Skills
Finance, Strategic Planning
Education
Brigham Young University - Idaho
Idaho State University
Wells Fargo Advisors March 2015 - Present
Edward Jones March 2009 - March 2015
Skills
Finance, Strategic Planning
Education
Brigham Young University - Idaho
Idaho State University
Justin Benevides, MBA Justin Benevides, MBA's Edward Jones Experience May 2009 - August 2010
Job Corporate Finance Analyst at TriMark USA
Industry Newspapers
Experience
TriMark USA October 2014 - Present
The Boston Globe October 2013 - October 2014
Fidelity Investments April 2012 - September 2013
Rhode Island State House August 2010 - April 2012
Edward Jones May 2009 - August 2010
UBS Wealth Management August 2007 - May 2009
Skills
Finance, Financial Analysis, Investments, Mutual Funds, Insurance, Financial Modeling, Microsoft Excel, Customer Service, Strategic Financial..., Microsoft Office, Business Analysis, Leadership, PowerPoint, Outlook, Data Analysis, Series 7, Essbase, Microsoft Word, Visio, Capital Budgeting, Budget Process, Windows 7, Performance Management, V Lookups, MS Excel Pivot Tables, Series 63, Tableau, Management, CRM, Budgets
Education
Salve Regina University 2009 — 2010
MBA, Business, 3.69 GPA
Bryant University 2004 — 2007
Finance, Minor in Legal Studies
TriMark USA October 2014 - Present
The Boston Globe October 2013 - October 2014
Fidelity Investments April 2012 - September 2013
Rhode Island State House August 2010 - April 2012
Edward Jones May 2009 - August 2010
UBS Wealth Management August 2007 - May 2009
Skills
Finance, Financial Analysis, Investments, Mutual Funds, Insurance, Financial Modeling, Microsoft Excel, Customer Service, Strategic Financial..., Microsoft Office, Business Analysis, Leadership, PowerPoint, Outlook, Data Analysis, Series 7, Essbase, Microsoft Word, Visio, Capital Budgeting, Budget Process, Windows 7, Performance Management, V Lookups, MS Excel Pivot Tables, Series 63, Tableau, Management, CRM, Budgets
Education
Salve Regina University 2009 — 2010
MBA, Business, 3.69 GPA
Bryant University 2004 — 2007
Finance, Minor in Legal Studies
Joe Dicce Joe Dicce's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Skills
Financial Analysis, Financial Planning, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Bradley University 2002 — 2006
Bachelor of Science (BS), Accounting
Edward Jones June 2006 - Present
Skills
Financial Analysis, Financial Planning, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Bradley University 2002 — 2006
Bachelor of Science (BS), Accounting
Jacqueline Corey Jacqueline Corey's Edward Jones Experience September 2005 - September 2009
Job Retired
Industry
Experience
Edward Jones September 2005 - September 2009
Skills
10 Key, Microsoft Office, Excel, Spreadsheets, Word, Data Entry, Typing, General Office Duties, Office Administration, Invoicing, Bookkeeping, Fax, Administrative..., Human Resources, Microsoft Excel, Microsoft Word, Office Management, Telephone Skills
Education
BYU 1959 — 1962
Edward Jones September 2005 - September 2009
Skills
10 Key, Microsoft Office, Excel, Spreadsheets, Word, Data Entry, Typing, General Office Duties, Office Administration, Invoicing, Bookkeeping, Fax, Administrative..., Human Resources, Microsoft Excel, Microsoft Word, Office Management, Telephone Skills
Education
BYU 1959 — 1962
Annelise Kimball Annelise Kimball's Edward Jones Experience June 2008 - June 2011
Job Patient Care & Marketing Coordinator
Industry Hospital & Health Care
Experience
The Kids Dentist February 2011 - Present
Desert Orthopaedics LLC January 2010 - January 2014
Edward Jones June 2008 - June 2011
MarketStar October 1996 - November 1998
STATE FARM INSURANCE AND FINANCIAL SERVICES June 1994 - June 1998
STATE FARM INSURANCE AND FINANCIAL SERVICES September 1990 - December 1992
Skills
Team Building, Coaching, Marketing, New Business Development, Social Media Marketing, Customer Service, Strategic Planning, Sales, Market Planning, Marketing Strategy, Business Development, Leadership
Education
Brigham Young University 1993 — 1997
B.S., Early Childhood Education
Brigham Young University 1993 — 1997
BS, Early Childhood Education and Teaching
The Kids Dentist February 2011 - Present
Desert Orthopaedics LLC January 2010 - January 2014
Edward Jones June 2008 - June 2011
MarketStar October 1996 - November 1998
STATE FARM INSURANCE AND FINANCIAL SERVICES June 1994 - June 1998
STATE FARM INSURANCE AND FINANCIAL SERVICES September 1990 - December 1992
Skills
Team Building, Coaching, Marketing, New Business Development, Social Media Marketing, Customer Service, Strategic Planning, Sales, Market Planning, Marketing Strategy, Business Development, Leadership
Education
Brigham Young University 1993 — 1997
B.S., Early Childhood Education
Brigham Young University 1993 — 1997
BS, Early Childhood Education and Teaching
Robyne Martin Robyne Martin's Edward Jones Experience 2004 - 2006
Job Owner/President at R. M. Internet Marketing
Industry Marketing and Advertising
Experience
Aflac 2009 - Present
R. M. Internet Marketing 2008 - Present
Martin's Munchies 2007 - Present
FTS Delivery, Inc. February 2008 - November 2008
U. S. Bancorporation 2006 - 2007
Edward Jones 2004 - 2006
Cardinal Brands, Inc 2003 - 2004
Cardinal Brands, Inc. 2000 - 2003
Citicorp Mortgage 1999 - 2000
Gray Moving & Storage, Inc. 1998 - 2000
Skills
Product Development, Marketing Strategy, Management, Negotiation, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, Advertising, Product Marketing, Marketing, Market Research, Marketing Communications, Brand Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MM, Marketing, Finance, Strategic Planning
Brown University 1979 — 1983
BA, History
Aflac 2009 - Present
R. M. Internet Marketing 2008 - Present
Martin's Munchies 2007 - Present
FTS Delivery, Inc. February 2008 - November 2008
U. S. Bancorporation 2006 - 2007
Edward Jones 2004 - 2006
Cardinal Brands, Inc 2003 - 2004
Cardinal Brands, Inc. 2000 - 2003
Citicorp Mortgage 1999 - 2000
Gray Moving & Storage, Inc. 1998 - 2000
Skills
Product Development, Marketing Strategy, Management, Negotiation, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, Advertising, Product Marketing, Marketing, Market Research, Marketing Communications, Brand Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MM, Marketing, Finance, Strategic Planning
Brown University 1979 — 1983
BA, History
Douglas Deru Douglas Deru's Edward Jones Experience December 2009 - July 2010
Job Lease Administrator & Auditor at Cassidy Turley
Industry Accounting
Experience
Cassidy Turley January 2012 - Present
PNC March 2011 - January 2012
Wells Fargo Advisors March 2010 - March 2011
Edward Jones December 2009 - July 2010
Fidelity Investments December 2005 - December 2008
Fidelity Investments April 2001 - December 2005
Fidelity Investments October 1999 - April 2001
Fidelity Investments September 1998 - October 1999
Skills
Mutual Funds, Budgets, Financial Reporting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Sales, Accounting, Fixed Income, Risk Management, Equities
Education
University of Phoenix 2009 — 2010
MSA, Accounting
Brigham Young University 1991 — 1997
BA, Public Relations
Cassidy Turley January 2012 - Present
PNC March 2011 - January 2012
Wells Fargo Advisors March 2010 - March 2011
Edward Jones December 2009 - July 2010
Fidelity Investments December 2005 - December 2008
Fidelity Investments April 2001 - December 2005
Fidelity Investments October 1999 - April 2001
Fidelity Investments September 1998 - October 1999
Skills
Mutual Funds, Budgets, Financial Reporting, Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Sales, Accounting, Fixed Income, Risk Management, Equities
Education
University of Phoenix 2009 — 2010
MSA, Accounting
Brigham Young University 1991 — 1997
BA, Public Relations
James Warner, MBA, CFP James Warner, MBA, CFP's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Capstone Wealth Planning August 2011 - October 2012
Western Financial Planning October 1999 - April 2012
Western Financial Advisors & WFP Securities 1999 - 2011
24 Hour Fitness January 1994 - May 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
MBA, Business
Brigham Young University 1986 — 1992
Bachelors, Exercise Science
Edward Jones October 2012 - Present
Capstone Wealth Planning August 2011 - October 2012
Western Financial Planning October 1999 - April 2012
Western Financial Advisors & WFP Securities 1999 - 2011
24 Hour Fitness January 1994 - May 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
MBA, Business
Brigham Young University 1986 — 1992
Bachelors, Exercise Science
Connor L. Smith's Edward Jones Experience June 2009 - February 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2014 - Present
Fifth Third Securities February 2013 - October 2013
Edward Jones June 2009 - February 2013
Hasbro June 2008 - August 2008
Skills
Portfolio Management, Investments, Sales, Business Development, Investment Advisory, Retirement Planning, Life Insurance, Series 7, Series 66, Trading, Financial Advisory, Financial Services, Retirement
Education
Bryant University 2014 — 2015
CFP® Certification Education Program
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Marketing
East Greenwich High School 2001 — 2005
High School
Scottrade February 2014 - Present
Fifth Third Securities February 2013 - October 2013
Edward Jones June 2009 - February 2013
Hasbro June 2008 - August 2008
Skills
Portfolio Management, Investments, Sales, Business Development, Investment Advisory, Retirement Planning, Life Insurance, Series 7, Series 66, Trading, Financial Advisory, Financial Services, Retirement
Education
Bryant University 2014 — 2015
CFP® Certification Education Program
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Marketing
East Greenwich High School 2001 — 2005
High School
Jason Neil Jason Neil's Edward Jones Experience June 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2013 - Present
Edward Jones December 2012 - June 2013
Utah State University January 2011 - August 2012
Brigham Young University - Idaho February 2008 - August 2010
Skills
Public Speaking, Finance
Education
Brigham Young University - Idaho 2007 — 2010
Bachelors, History
Edward Jones June 2013 - Present
Edward Jones December 2012 - June 2013
Utah State University January 2011 - August 2012
Brigham Young University - Idaho February 2008 - August 2010
Skills
Public Speaking, Finance
Education
Brigham Young University - Idaho 2007 — 2010
Bachelors, History
Curt Davenport Curt Davenport's Edward Jones Experience January 1987 - January 1990
Job Computer Consultant
Industry Information Technology and Services
Experience
Davenport Computers February 1990 - Present
Matheny Sears Linkert & Jaime 1996 - Present
Edward Jones January 1987 - January 1990
Skills
Litigation, Enterprise Software, Project Management, Civil Litigation, Entrepreneurship, Mediation, Sales, Litigation Support
Education
Utah State University 1983 — 1987
Finance, Economics, Accounting
Ricks College 1981 — 1982
Freshman Degree :), Ping pong, basketball and Defender video game
Davenport Computers February 1990 - Present
Matheny Sears Linkert & Jaime 1996 - Present
Edward Jones January 1987 - January 1990
Skills
Litigation, Enterprise Software, Project Management, Civil Litigation, Entrepreneurship, Mediation, Sales, Litigation Support
Education
Utah State University 1983 — 1987
Finance, Economics, Accounting
Ricks College 1981 — 1982
Freshman Degree :), Ping pong, basketball and Defender video game
Debbi Keithley's Edward Jones Experience June 2014 - Present
Job BOA @ Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Bag Solutions Inc January 1996 - January 2014
Sacs, Inc 1987 - November 1995
Skills
Consumer Products, Product Marketing, Inventory Management, Sales Management, Wholesale, Procurement, Private Label, Marketing Strategy, New Business Development, P&L Management, Grocery, Product Development, National Accounts, Direct Marketing, Negotiation, Advertising, Sales Operations, Email Marketing, Customer Service, Marketing, Account Management, Team Building, Retail, Strategic Planning, Training, Leadership
Education
Brookhaven Community College
Business, Marketing
Edward Jones June 2014 - Present
Bag Solutions Inc January 1996 - January 2014
Sacs, Inc 1987 - November 1995
Skills
Consumer Products, Product Marketing, Inventory Management, Sales Management, Wholesale, Procurement, Private Label, Marketing Strategy, New Business Development, P&L Management, Grocery, Product Development, National Accounts, Direct Marketing, Negotiation, Advertising, Sales Operations, Email Marketing, Customer Service, Marketing, Account Management, Team Building, Retail, Strategic Planning, Training, Leadership
Education
Brookhaven Community College
Business, Marketing
Stefanie Cooley Stefanie Cooley's Edward Jones Experience August 2008 - June 2009
Job Financial Risk Analyst
Industry Chemicals
Experience
Eastman Chemical Company February 2014 - Present
Eastman Chemical Company January 2012 - February 2014
Eastman Chemical Company May 2011 - August 2011
The University of Tennessee January 2011 - May 2011
Bank of the West July 2009 - July 2010
Edward Jones August 2008 - June 2009
Bradley University August 2005 - September 2007
LaSalle Bank May 2007 - August 2007
Skills
Expertise: Model..., Financial Analysis, Analysis, Forecasting, Process Improvement, Data Analysis, Leadership, Strategy, Microsoft Office, Strategic Planning, PowerPoint, Cross-functional Team..., Access, Mergers & Acquisitions, SAP, Financial Risk..., Financial Modeling, VBA
Education
University of Tennessee-Knoxville 2010 — 2011
MBA, Finance
Bradley University 2004 — 2008
Bachelor of Science, Finance, Psychology
Eastman Chemical Company February 2014 - Present
Eastman Chemical Company January 2012 - February 2014
Eastman Chemical Company May 2011 - August 2011
The University of Tennessee January 2011 - May 2011
Bank of the West July 2009 - July 2010
Edward Jones August 2008 - June 2009
Bradley University August 2005 - September 2007
LaSalle Bank May 2007 - August 2007
Skills
Expertise: Model..., Financial Analysis, Analysis, Forecasting, Process Improvement, Data Analysis, Leadership, Strategy, Microsoft Office, Strategic Planning, PowerPoint, Cross-functional Team..., Access, Mergers & Acquisitions, SAP, Financial Risk..., Financial Modeling, VBA
Education
University of Tennessee-Knoxville 2010 — 2011
MBA, Finance
Bradley University 2004 — 2008
Bachelor of Science, Finance, Psychology
Gregory Webster's Edward Jones Experience 2001 - 2004
Job Regional Sales DirectorSouth at Arrow Funds
Industry Financial Services
Experience
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Thomas Tree Thomas Tree's Edward Jones Experience January 2015 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Global BANK Academy June 2014 - January 2015
Global BANK Academy September 2011 - June 2014
Varilease Finance, Inc June 2010 - July 2011
TNT Global Holdings, Inc March 2006 - December 2009
Nu Skin Enterprises January 2009 - October 2009
Nouveau Riche February 2003 - January 2009
The Real Market Experts Franchise, Inc December 2003 - March 2006
Primerica, Inc June 1999 - February 2003
Siebel Systems Inc December 2000 - December 2001
Skills
Selling, Investment Properties, Entrepreneurship, Real Estate, Sellers, Sales, Property Management, Investors, Marketing, Lead Generation, Strategy, Training, Public Speaking, Mortgage Lending, Investments, CRM, Leadership
Education
Brigham Young University 1991 — 1999
Bachelor's Degree, Business Management, 3.4 GPA
Edward Jones January 2015 - Present
Global BANK Academy June 2014 - January 2015
Global BANK Academy September 2011 - June 2014
Varilease Finance, Inc June 2010 - July 2011
TNT Global Holdings, Inc March 2006 - December 2009
Nu Skin Enterprises January 2009 - October 2009
Nouveau Riche February 2003 - January 2009
The Real Market Experts Franchise, Inc December 2003 - March 2006
Primerica, Inc June 1999 - February 2003
Siebel Systems Inc December 2000 - December 2001
Skills
Selling, Investment Properties, Entrepreneurship, Real Estate, Sellers, Sales, Property Management, Investors, Marketing, Lead Generation, Strategy, Training, Public Speaking, Mortgage Lending, Investments, CRM, Leadership
Education
Brigham Young University 1991 — 1999
Bachelor's Degree, Business Management, 3.4 GPA
Spencer Barlow Spencer Barlow's Edward Jones Experience June 2014 - Present
Job Senior Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones April 2013 - May 2014
FirstBank May 2005 - February 2013
Wells Fargo Bank October 2003 - April 2005
Skills
Banking, Organizational..., Consumer Lending, Mortgage Lending, Customer Service, Management, Operations, Conflict Management, Human Resources, Operations Management, Organizational..., Motivation, Financial Services, Finance, Portuguese, Spanish, Scheduling, Excel, Word, Clerical, Sports, Tennis, Basketball, Camping, Games, Strategic Planning, Credit Risk, Risk Management, Portfolio Management, Credit, Small Business Lending, Credit Analysis, Loans, Microsoft Excel, Microsoft Word, Underwriting, Leadership
Education
Brigham Young University 1999 — 2005
BS, Business Management and Finance
Graduate School of Banking Colorado 2010 — 2012
Community Banking
Golden High School 1995 — 1999
HS Diploma
Edward Jones June 2014 - Present
Edward Jones April 2013 - May 2014
FirstBank May 2005 - February 2013
Wells Fargo Bank October 2003 - April 2005
Skills
Banking, Organizational..., Consumer Lending, Mortgage Lending, Customer Service, Management, Operations, Conflict Management, Human Resources, Operations Management, Organizational..., Motivation, Financial Services, Finance, Portuguese, Spanish, Scheduling, Excel, Word, Clerical, Sports, Tennis, Basketball, Camping, Games, Strategic Planning, Credit Risk, Risk Management, Portfolio Management, Credit, Small Business Lending, Credit Analysis, Loans, Microsoft Excel, Microsoft Word, Underwriting, Leadership
Education
Brigham Young University 1999 — 2005
BS, Business Management and Finance
Graduate School of Banking Colorado 2010 — 2012
Community Banking
Golden High School 1995 — 1999
HS Diploma
Cyndy Enos Cyndy Enos's Edward Jones Experience April 2011 - Present
Job Branch Office Administrator (BOA) at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Seneca Meadows Inc. April 1999 - December 2006
Education
Bryant & Stratton College 2007 — 2009
Associate, Business Management
Edward Jones April 2011 - Present
Seneca Meadows Inc. April 1999 - December 2006
Education
Bryant & Stratton College 2007 — 2009
Associate, Business Management
Brad Grulke's Edward Jones Experience 2000 - 2001
Job Regional Sales Director for Southeast at WBI Investments
Industry Financial Services
Experience
WBI Investments February 2011 - Present
ING Individual Retirement February 2007 - November 2010
Guardian Life Insurance March 2004 - January 2007
Jackson National Life September 2001 - May 2004
Edward Jones 2000 - 2001
Skills
Series 7, Mutual Funds, Annuities, Investments, Wholesaling, Securities, Financial Advisory, Equities, Fixed Annuities, Retirement Planning, Retirement, Asset Allocation
Education
Brown University 1996 — 2000
BA
WBI Investments February 2011 - Present
ING Individual Retirement February 2007 - November 2010
Guardian Life Insurance March 2004 - January 2007
Jackson National Life September 2001 - May 2004
Edward Jones 2000 - 2001
Skills
Series 7, Mutual Funds, Annuities, Investments, Wholesaling, Securities, Financial Advisory, Equities, Fixed Annuities, Retirement Planning, Retirement, Asset Allocation
Education
Brown University 1996 — 2000
BA
Jonathan D'Oleo's Edward Jones Experience AnalystJohn Hancock Financial ServicesJune 2007 - August 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones AnalystJohn Hancock Financial ServicesJune 2007 - August 2007
Education
Brandeis University 2004 — 2008
BA, Economics & Politics
Edward Jones AnalystJohn Hancock Financial ServicesJune 2007 - August 2007
Education
Brandeis University 2004 — 2008
BA, Economics & Politics
Darrell Rich Darrell Rich's Edward Jones Experience February 2012 - March 2014
Job .
Industry Public Policy
Experience
Phoenix Business and Workforce Development Board February 2009 - Present
National Association of Workforce Boards March 2014 - Present
Edward Jones February 2012 - March 2014
Merrill Lynch November 2010 - February 2012
Dominion Enterprises September 2004 - January 2010
World Savings September 2001 - September 2004
Advantage Wireless September 1999 - May 2001
Skills
Mutual Funds, Data Analysis, Team Building, Leadership, SEO, Strategic Vision, Strategic Planning, New Business Development, Sales Management, Sales, Business Development, Budgets, Marketing, Account Management, Competitive Analysis, P&L Management, Change Management, Cold Calling, Management, Start-ups, Training, Advertising, Employee Training, Finance, Team Leadership, Portfolio Management, Direct Sales, Coaching, Business Process..., Business Strategy, Strategy, Business Planning, Sales Operations, Program Management, Cross-functional Team..., Operations Management, Online Advertising, Recruiting, Project Planning, Enterprise Software, Strategic Partnerships, Public Speaking, Social Media, CRM
Education
Brigham Young University 1988 — 1996
B.A., International Relations
Canyon High School 1984 — 1988
Phoenix Business and Workforce Development Board February 2009 - Present
National Association of Workforce Boards March 2014 - Present
Edward Jones February 2012 - March 2014
Merrill Lynch November 2010 - February 2012
Dominion Enterprises September 2004 - January 2010
World Savings September 2001 - September 2004
Advantage Wireless September 1999 - May 2001
Skills
Mutual Funds, Data Analysis, Team Building, Leadership, SEO, Strategic Vision, Strategic Planning, New Business Development, Sales Management, Sales, Business Development, Budgets, Marketing, Account Management, Competitive Analysis, P&L Management, Change Management, Cold Calling, Management, Start-ups, Training, Advertising, Employee Training, Finance, Team Leadership, Portfolio Management, Direct Sales, Coaching, Business Process..., Business Strategy, Strategy, Business Planning, Sales Operations, Program Management, Cross-functional Team..., Operations Management, Online Advertising, Recruiting, Project Planning, Enterprise Software, Strategic Partnerships, Public Speaking, Social Media, CRM
Education
Brigham Young University 1988 — 1996
B.A., International Relations
Canyon High School 1984 — 1988
Paul Mosley, CFP®, LUTCF Paul Mosley, CFP®, LUTCF's Edward Jones Experience June 2011 - September 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Edward Jones June 2011 - September 2013
The Hartford June 2010 - June 2011
New York Life Insurance Co March 2006 - June 2010
Merrill Lynch & Co December 2004 - April 2005
Handcrafted Cabinet Co. December 2002 - August 2004
The Church of Jesus Christ of Latter-day Saints November 2000 - December 2002
Education
Brigham Young University 2004 — 2006
Bachelor's Degree, Financial Planning and Services
Brigham Young University - Idaho 2000 — 2004
A.A.S, Economics
Ameriprise Financial Services, Inc. October 2013 - Present
Edward Jones June 2011 - September 2013
The Hartford June 2010 - June 2011
New York Life Insurance Co March 2006 - June 2010
Merrill Lynch & Co December 2004 - April 2005
Handcrafted Cabinet Co. December 2002 - August 2004
The Church of Jesus Christ of Latter-day Saints November 2000 - December 2002
Education
Brigham Young University 2004 — 2006
Bachelor's Degree, Financial Planning and Services
Brigham Young University - Idaho 2000 — 2004
A.A.S, Economics
Corey Noyes's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Higher Education
Experience
Edward Jones June 2015 - Present
Edward Jones June 2015 - Present
BYU Daily Universe July 2012 - April 2015
Carriage Cove Apartments January 2012 - April 2015
Sierra West Jewelers February 2013 - August 2014
Skills
Social Media Marketing, Social Media, Facebook, Advertising, Public Speaking
Education
Brigham Young University 2009 — 2015
Finance, Bunsiness
Inglemoor High School
Edward Jones June 2015 - Present
Edward Jones June 2015 - Present
BYU Daily Universe July 2012 - April 2015
Carriage Cove Apartments January 2012 - April 2015
Sierra West Jewelers February 2013 - August 2014
Skills
Social Media Marketing, Social Media, Facebook, Advertising, Public Speaking
Education
Brigham Young University 2009 — 2015
Finance, Bunsiness
Inglemoor High School
Becky Maldonado Becky Maldonado's Edward Jones Experience February 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones February 2015 - Present
InsideSales.com January 2013 - December 2014
Devry University December 2010 - May 2011
Project Engineering Consultants January 2010 - April 2010
Skills
Advertising, Photography, Marketing Support, Operations Coordination, Recruiting, Time Management, Salesforce.com, Public Speaking, Editing, PowerPoint, Microsoft Office, Customer Service, Social Networking, Microsoft Excel, Social Media, Training, Leadership, Microsoft Word, Research, Management, CRM, Team Leadership, Sales, Lead Generation, Customer Satisfaction
Education
Brigham Young University - Idaho 2004 — 2010
Bachelor's degree, Communication, General
Edward Jones February 2015 - Present
InsideSales.com January 2013 - December 2014
Devry University December 2010 - May 2011
Project Engineering Consultants January 2010 - April 2010
Skills
Advertising, Photography, Marketing Support, Operations Coordination, Recruiting, Time Management, Salesforce.com, Public Speaking, Editing, PowerPoint, Microsoft Office, Customer Service, Social Networking, Microsoft Excel, Social Media, Training, Leadership, Microsoft Word, Research, Management, CRM, Team Leadership, Sales, Lead Generation, Customer Satisfaction
Education
Brigham Young University - Idaho 2004 — 2010
Bachelor's degree, Communication, General
Leah Morton's Edward Jones Experience December 2006 - Present
Job SR Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2006 - Present
GoDISH.com October 2003 - March 2006
Chrysler June 2001 - August 2003
Mac Tools June 1998 - May 2001
Brazoria County Sheriff's Department March 1985 - June 1998
Skills
Customer Service, Series 7, Client Services, Series 63, Sales, Office Management, Event Planning, Bookkeeping, Client Relations Skills, Financial Services, Customer Satisfaction, Data Entry, Vendor Managed Inventory, Account Management, Appointment Scheduling, Office Administration, Calender, Business Development, Motivated self-starter, Self-starter, Mentoring, Creative Problem Solving, Contract Management
Education
Kaplin Series 63 2011 — 2011
Series 63
Kaplin Series 7 2007 — 2008
Series 7, Financial Investment
Brazosport College 1987 — 1988
Peace Officer's Liscense, Law Enforcement
Brazosport College 1981 — 1983
Computer Technology
Brazosport Highschool 1978 — 1981
Computer Science
Edward Jones December 2006 - Present
GoDISH.com October 2003 - March 2006
Chrysler June 2001 - August 2003
Mac Tools June 1998 - May 2001
Brazoria County Sheriff's Department March 1985 - June 1998
Skills
Customer Service, Series 7, Client Services, Series 63, Sales, Office Management, Event Planning, Bookkeeping, Client Relations Skills, Financial Services, Customer Satisfaction, Data Entry, Vendor Managed Inventory, Account Management, Appointment Scheduling, Office Administration, Calender, Business Development, Motivated self-starter, Self-starter, Mentoring, Creative Problem Solving, Contract Management
Education
Kaplin Series 63 2011 — 2011
Series 63
Kaplin Series 7 2007 — 2008
Series 7, Financial Investment
Brazosport College 1987 — 1988
Peace Officer's Liscense, Law Enforcement
Brazosport College 1981 — 1983
Computer Technology
Brazosport Highschool 1978 — 1981
Computer Science
Michael Pugh Michael Pugh's Edward Jones Experience June 2013 - November 2013
Job Workforce Management Analyst at University of Utah Hospitals and Clinics
Industry Hospital & Health Care
Experience
University of Utah Hospitals and Clinics January 2014 - Present
Edward Jones June 2013 - November 2013
Vivint January 2013 - May 2013
Brigham Young University August 2009 - December 2012
Edward Jones June 2012 - August 2012
The Concrete Lifters, LLC June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Spanish, Training, Economics, Finance, Management, Investments, VBA, Analysis, Linguistics, Econometrics, Series 7, Forecasting, Call Centers, Workforce Management, CMS, Avaya, Verint, Report Automation, Blue Pumpkin, Reporting, Contact Centers, Telephony
Education
University of Utah 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2012
Bachelor's Degree, Economics, Linguistics minor, 3.80
University of Utah Hospitals and Clinics January 2014 - Present
Edward Jones June 2013 - November 2013
Vivint January 2013 - May 2013
Brigham Young University August 2009 - December 2012
Edward Jones June 2012 - August 2012
The Concrete Lifters, LLC June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Spanish, Training, Economics, Finance, Management, Investments, VBA, Analysis, Linguistics, Econometrics, Series 7, Forecasting, Call Centers, Workforce Management, CMS, Avaya, Verint, Report Automation, Blue Pumpkin, Reporting, Contact Centers, Telephony
Education
University of Utah 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2012
Bachelor's Degree, Economics, Linguistics minor, 3.80
Bridget Cristelli Bridget Cristelli's Edward Jones Experience April 2003 - December 2007
Job Assistant to the Chair, Horticulture Section, Cornell University and a Leader with Weight Watchers
Industry Higher Education
Experience
Cornell University January 2015 - Present
Weight Watchers 2014 - Present
Cornell University February 2013 - February 2015
Cornell University January 2008 - February 2013
Edward Jones April 2003 - December 2007
Skills
Administrative Support, Outlook, Confidentiality, Word, PowerPoint, Excel, Typing, Scheduling, Spreadsheets, Microsoft Office, Calendaring, Customer Service, Event Planning, Expenses, Internet Research, Fax, Meeting Planning, Teamwork, Office Equipment, Supplies, Telephone Skills, Customer Relations, Conferences, Visio, Adobe Acrobat, General Office Duties, Travel Planning, Dictaphone, Expense Management, Problem Solving, Time Management, Office Administration, Data Entry, Administrative..., Office Management, Microsoft Excel, Administrative...
Education
Broome Community College 1989 — 1991
Associate Degree, Business
Union Endicott Hight School 1985 — 1989
High School Diploma, Executive Assistant/Executive Secretary
Cornell University January 2015 - Present
Weight Watchers 2014 - Present
Cornell University February 2013 - February 2015
Cornell University January 2008 - February 2013
Edward Jones April 2003 - December 2007
Skills
Administrative Support, Outlook, Confidentiality, Word, PowerPoint, Excel, Typing, Scheduling, Spreadsheets, Microsoft Office, Calendaring, Customer Service, Event Planning, Expenses, Internet Research, Fax, Meeting Planning, Teamwork, Office Equipment, Supplies, Telephone Skills, Customer Relations, Conferences, Visio, Adobe Acrobat, General Office Duties, Travel Planning, Dictaphone, Expense Management, Problem Solving, Time Management, Office Administration, Data Entry, Administrative..., Office Management, Microsoft Excel, Administrative...
Education
Broome Community College 1989 — 1991
Associate Degree, Business
Union Endicott Hight School 1985 — 1989
High School Diploma, Executive Assistant/Executive Secretary
Justin Warner Justin Warner's Edward Jones Experience May 1999 - July 2005
Job Regional Manager, Business Development at DecisionWise
Industry Human Resources
Experience
DecisionWise September 2014 - Present
Proficio Mortgage Ventures LLC December 2012 - September 2014
First National Bank of Layton May 2009 - May 2012
MarketPartner January 2007 - September 2008
Valley Magazines August 2005 - December 2006
Edward Jones May 1999 - July 2005
Skills
Leadership, Management, Sales, Team Building, Account Management, Finance, Team Management, Marketing, New Business Development, Negotiation, Sales Management, Marketing Strategy, Direct Sales, Product Management, Customer Service, Banking, Customer Satisfaction, Lead Generation, Online Marketing, Contract Negotiation, Budgets, Strategic Planning
Education
Brigham Young University 1997 — 1999
BA, English
Snow College 1996 — 1997
AA
Snow College 1993 — 1994
Associate of Arts (AA), English Language and Literature, General
DecisionWise September 2014 - Present
Proficio Mortgage Ventures LLC December 2012 - September 2014
First National Bank of Layton May 2009 - May 2012
MarketPartner January 2007 - September 2008
Valley Magazines August 2005 - December 2006
Edward Jones May 1999 - July 2005
Skills
Leadership, Management, Sales, Team Building, Account Management, Finance, Team Management, Marketing, New Business Development, Negotiation, Sales Management, Marketing Strategy, Direct Sales, Product Management, Customer Service, Banking, Customer Satisfaction, Lead Generation, Online Marketing, Contract Negotiation, Budgets, Strategic Planning
Education
Brigham Young University 1997 — 1999
BA, English
Snow College 1996 — 1997
AA
Snow College 1993 — 1994
Associate of Arts (AA), English Language and Literature, General
Anne J. Williams, MBA Anne J. Williams, MBA's Edward Jones Experience January 2000 - December 2005
Job Sr. Internal Auditor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Buena Vista University January 2008 - Present
Buena Vista University January 2008 - Present
Principal Financial Group March 2014 - June 2015
On assignment with Robert Half Management Resources September 2013 - March 2014
Grinnell Regional Medical Center November 2009 - September 2013
Grinnell Mutual Reinsurance Co May 2007 - November 2009
Wells Fargo Bank 2005 - 2007
Edward Jones January 2000 - December 2005
Skills
Sales, Business Strategy, Operations Management, Managerial Finance, Auditing, Cash Management, Financial Reporting, Internal Audit, Financial Accounting, Account Reconciliation, Loans, Cost Accounting, Management Consulting, General Ledger, Strategy, Account Management, Social Media, Healthcare, Higher Education, Employee Training, Databases, Invoicing
Education
Bellevue University 2004 — 2006
Master of Business Administration (MBA), emphasis in Finance and Marketing
Buena Vista University
B.A, Finance and Banking; Management
Marshalltown Community College
Associate of Arts, Business Administration
Principal Financial Group June 2015 - Present
Buena Vista University January 2008 - Present
Buena Vista University January 2008 - Present
Principal Financial Group March 2014 - June 2015
On assignment with Robert Half Management Resources September 2013 - March 2014
Grinnell Regional Medical Center November 2009 - September 2013
Grinnell Mutual Reinsurance Co May 2007 - November 2009
Wells Fargo Bank 2005 - 2007
Edward Jones January 2000 - December 2005
Skills
Sales, Business Strategy, Operations Management, Managerial Finance, Auditing, Cash Management, Financial Reporting, Internal Audit, Financial Accounting, Account Reconciliation, Loans, Cost Accounting, Management Consulting, General Ledger, Strategy, Account Management, Social Media, Healthcare, Higher Education, Employee Training, Databases, Invoicing
Education
Bellevue University 2004 — 2006
Master of Business Administration (MBA), emphasis in Finance and Marketing
Buena Vista University
B.A, Finance and Banking; Management
Marshalltown Community College
Associate of Arts, Business Administration
William BUD McKenzie M.A. William BUD McKenzie M.A.'s Edward Jones Experience 2006 - 2007
Job Service Coordinator at Developmental Services
Industry Higher Education
Experience
Developmental Services of Franklin County @ Empac North Sheltered Workshop December 2014 - Present
East Central College July 2013 - Present
Hallam's Lifespan Counseling Center July 2014 - January 2015
St. Louis Counseling & Wellness January 2014 - April 2014
MERSGOODWILL February 2012 - June 2013
Missouri Division of Workforce Development April 2009 - March 2012
OCE Business Solutions April 2009 - April 2009
HARMAN International August 2008 - April 2009
Double T Tire May 2007 - April 2008
Edward Jones 2006 - 2007
Skills
Training, Resume Writing, Teaching Adults, Human Resources, Situational Leadership, Employee Training, Career Counseling, Community Outreach, Complex Problem Solving, Recruiting, Interviews, Workforce Development, Data Entry, Leadership Development, Teaching, Program Management, Office Management, Coaching, Administrative..., Career Development, Public Speaking, Event Planning, Volunteer Management, Resume, Team Building, Organizational..., Management, Microsoft Office, Motivational Speaking, Outlook, Job Search Strategies, Staff Development, Job Search, Customer Service, Microsoft Word, PowerPoint, Nonprofits, Problem Solving, Payroll, Higher Education, Leadership, Psychotherapy, Social Services
Education
Southern New Hampshire University 2015 — 2017
Masters of Science in Industrial and Organizational Psychology, Industrial and Organizational Psychology
Missouri Baptist University 2010 — 2014
M.A.C., Counseling Psychology, 4.0
Lindenwood University 2004 — 2006
Bachelors of Arts, Education, 3.55
American Heart Association
Certification, CPR / First Aid
Brown School at Washington University in St. Louis
Continuing Education, Understanding Post Traumatic Stress Disorder: Fundamentals of Assessment & Treatment
Developmental Services of Franklin County
Certificate, Positive Behavior Support
Developmental Services of Franklin County
Certification, Non-Violent Crisis Intervention
University of Missouri-Columbia
Continuing Education, Autism Spectrum Disorders: Screening and Referrals
University of Missouri-Columbia
Continuing Education, Autism Spectrum Disorders: Evidence Based Practices
Missouri Department of Economic Development
Diversity Training, Workforce Development and Training
Developmental Services of Franklin County @ Empac North Sheltered Workshop December 2014 - Present
East Central College July 2013 - Present
Hallam's Lifespan Counseling Center July 2014 - January 2015
St. Louis Counseling & Wellness January 2014 - April 2014
MERSGOODWILL February 2012 - June 2013
Missouri Division of Workforce Development April 2009 - March 2012
OCE Business Solutions April 2009 - April 2009
HARMAN International August 2008 - April 2009
Double T Tire May 2007 - April 2008
Edward Jones 2006 - 2007
Skills
Training, Resume Writing, Teaching Adults, Human Resources, Situational Leadership, Employee Training, Career Counseling, Community Outreach, Complex Problem Solving, Recruiting, Interviews, Workforce Development, Data Entry, Leadership Development, Teaching, Program Management, Office Management, Coaching, Administrative..., Career Development, Public Speaking, Event Planning, Volunteer Management, Resume, Team Building, Organizational..., Management, Microsoft Office, Motivational Speaking, Outlook, Job Search Strategies, Staff Development, Job Search, Customer Service, Microsoft Word, PowerPoint, Nonprofits, Problem Solving, Payroll, Higher Education, Leadership, Psychotherapy, Social Services
Education
Southern New Hampshire University 2015 — 2017
Masters of Science in Industrial and Organizational Psychology, Industrial and Organizational Psychology
Missouri Baptist University 2010 — 2014
M.A.C., Counseling Psychology, 4.0
Lindenwood University 2004 — 2006
Bachelors of Arts, Education, 3.55
American Heart Association
Certification, CPR / First Aid
Brown School at Washington University in St. Louis
Continuing Education, Understanding Post Traumatic Stress Disorder: Fundamentals of Assessment & Treatment
Developmental Services of Franklin County
Certificate, Positive Behavior Support
Developmental Services of Franklin County
Certification, Non-Violent Crisis Intervention
University of Missouri-Columbia
Continuing Education, Autism Spectrum Disorders: Screening and Referrals
University of Missouri-Columbia
Continuing Education, Autism Spectrum Disorders: Evidence Based Practices
Missouri Department of Economic Development
Diversity Training, Workforce Development and Training
Garrett Barthelmes's Edward Jones Experience 2012 - 2014
Job Registered Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
CenturyLink Business 2014 - 2014
Edward Jones 2012 - 2014
Vista Rehab 2011 - 2011
USAA 2010 - 2010
BYU-Idaho 2007 - 2010
Skills
Leadership, Customer Service, Marketing, Management, Decision Making, Team Building, Banking, Retirement Planning, Business Planning, Investment Strategies, Financial Performance..., Fixed Annuities, Long Term Care Insurance, Series 7, Negotiation, Attrition Reduction, Disability Insurance, Customer Retention, Life & Health Insurance..., Variable Annuities, Performance Auditing, Microsoft Office, Public Speaking, Sales, Microsoft Excel, Finance, Financial Analysis, Investments
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (BS), Health Science
Merrill Lynch 2015 - Present
CenturyLink Business 2014 - 2014
Edward Jones 2012 - 2014
Vista Rehab 2011 - 2011
USAA 2010 - 2010
BYU-Idaho 2007 - 2010
Skills
Leadership, Customer Service, Marketing, Management, Decision Making, Team Building, Banking, Retirement Planning, Business Planning, Investment Strategies, Financial Performance..., Fixed Annuities, Long Term Care Insurance, Series 7, Negotiation, Attrition Reduction, Disability Insurance, Customer Retention, Life & Health Insurance..., Variable Annuities, Performance Auditing, Microsoft Office, Public Speaking, Sales, Microsoft Excel, Finance, Financial Analysis, Investments
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (BS), Health Science
Andrea Tremblay's Edward Jones Experience November 2014 - Present
Job Working for Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
University of Maine Hutchinson Center October 2009 - August 2014
Cornerspring Montessori June 2008 - October 2009
"Time For Belfast" movie April 2008 - November 2008
N/A July 2000 - June 2008
Town of Waldo March 2002 - March 2008
Skills
Research, Student Affairs, Grants, Student Development, Academic Advising, Grant Writing, Nonprofits, Community Outreach, Higher Education, Policy, Student Counseling, Public Relations, Office Administration, Volunteering, Management, Fundraising, Career Counseling, Program Evaluation, Student Engagement, Community Service, Student Leadership, Team Facilitation, Volunteer Management, Strategic Planning, Program Development, Art Direction, Board of Directors, Nutritional Counseling, weaving, Spinning, display designing, Fine Art, Receptions, Project Management, Boy Scouts, Event Planning, Workshop Facilitation, Data Analysis, Critical Thinking, Community Development, Academia, Social Networking, Administration, Curriculum Development, PeopleSoft, Academic Writing, Operating Budgets, Project Coordination, Events Coordination, Conference Organization
Education
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Counselor, Health Coaching
MidCoast Leadership Academy 2011 — 2011
Rhode Island College 1997 — 1999
Master of Social Work (M.S.W.), Clinical/Medical Social Work
Bridgewater State College 1991 — 1993
Bachelor of Science (B.S.), Psychology
Bristol Community College 1986 — 1991
Associate of Arts (A.A.), Business Administration & Psychology
Edward Jones November 2014 - Present
University of Maine Hutchinson Center October 2009 - August 2014
Cornerspring Montessori June 2008 - October 2009
"Time For Belfast" movie April 2008 - November 2008
N/A July 2000 - June 2008
Town of Waldo March 2002 - March 2008
Skills
Research, Student Affairs, Grants, Student Development, Academic Advising, Grant Writing, Nonprofits, Community Outreach, Higher Education, Policy, Student Counseling, Public Relations, Office Administration, Volunteering, Management, Fundraising, Career Counseling, Program Evaluation, Student Engagement, Community Service, Student Leadership, Team Facilitation, Volunteer Management, Strategic Planning, Program Development, Art Direction, Board of Directors, Nutritional Counseling, weaving, Spinning, display designing, Fine Art, Receptions, Project Management, Boy Scouts, Event Planning, Workshop Facilitation, Data Analysis, Critical Thinking, Community Development, Academia, Social Networking, Administration, Curriculum Development, PeopleSoft, Academic Writing, Operating Budgets, Project Coordination, Events Coordination, Conference Organization
Education
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Counselor, Health Coaching
MidCoast Leadership Academy 2011 — 2011
Rhode Island College 1997 — 1999
Master of Social Work (M.S.W.), Clinical/Medical Social Work
Bridgewater State College 1991 — 1993
Bachelor of Science (B.S.), Psychology
Bristol Community College 1986 — 1991
Associate of Arts (A.A.), Business Administration & Psychology
Kirk Niceler Kirk Niceler's Edward Jones Experience September 2013 - March 2015
Job Chief Fiduciary Officer, Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company March 2015 - Present
Edward Jones September 2013 - March 2015
US Trust, Bank of America Private Wealth Management 2007 - September 2013
Bank of America 2004 - 2007
Bank of America 2002 - 2004
Nations Bank 1998 - 2000
Skills
Estate Planning, Wealth Management, Asset Managment, Risk Management, Wealth Management..., Trusts, Fiduciary, Asset Allocation, Investment Management, Investment Advisory, Strategic Financial..., High Net Worth..., Financial Services, Private Banking, Trust Services, Trust Management, Wealth, Asset Management, Retirement Planning
Education
Emory University School of Law 1995 — 1998
J.D.
Brigham Young University 1992 — 1994
B.A, Economics, Minors: Physics, Math
Huntington High School 1984 — 1987
Edward Jones Trust Company March 2015 - Present
Edward Jones September 2013 - March 2015
US Trust, Bank of America Private Wealth Management 2007 - September 2013
Bank of America 2004 - 2007
Bank of America 2002 - 2004
Nations Bank 1998 - 2000
Skills
Estate Planning, Wealth Management, Asset Managment, Risk Management, Wealth Management..., Trusts, Fiduciary, Asset Allocation, Investment Management, Investment Advisory, Strategic Financial..., High Net Worth..., Financial Services, Private Banking, Trust Services, Trust Management, Wealth, Asset Management, Retirement Planning
Education
Emory University School of Law 1995 — 1998
J.D.
Brigham Young University 1992 — 1994
B.A, Economics, Minors: Physics, Math
Huntington High School 1984 — 1987
Tyler Herring Tyler Herring's Edward Jones Experience July 2015 - Present
Job Aspiring Financial Planner | Real Estate Professional | Entrepreneur
Industry Financial Services
Experience
Edward Jones July 2015 - Present
RenewableTech Ventures February 2015 - July 2015
Royal. - Integrated Business Core January 2015 - April 2015
Jensen Jewelers April 2014 - January 2015
BYU-Idaho November 2013 - April 2014
Dish Network April 2013 - April 2014
BYU-Idaho December 2011 - July 2013
Skills
OS X, Self-driven, Self-starter, Door to Door, Direct Sales, Sales Presentations, Sales Management, Financial Analysis, Financial Forecasting, Microsoft Excel, Team Management, Quantitative Research, Internal Data Capture, Budgets, Data Cleaning, Word, Business Simulation, Business Strategy, Marketing Strategy, Team Leadership, Negotiation, Marketing, Sales, Time Management, Management, Entrepreneurship, Customer Service, Market Research, Marketing Research, Competitive Analysis, Microsoft Word
Education
BYU-Idaho 2011 — 2016
B.S. Business Management, Finance and Entrepreneurship
Edward Jones July 2015 - Present
RenewableTech Ventures February 2015 - July 2015
Royal. - Integrated Business Core January 2015 - April 2015
Jensen Jewelers April 2014 - January 2015
BYU-Idaho November 2013 - April 2014
Dish Network April 2013 - April 2014
BYU-Idaho December 2011 - July 2013
Skills
OS X, Self-driven, Self-starter, Door to Door, Direct Sales, Sales Presentations, Sales Management, Financial Analysis, Financial Forecasting, Microsoft Excel, Team Management, Quantitative Research, Internal Data Capture, Budgets, Data Cleaning, Word, Business Simulation, Business Strategy, Marketing Strategy, Team Leadership, Negotiation, Marketing, Sales, Time Management, Management, Entrepreneurship, Customer Service, Market Research, Marketing Research, Competitive Analysis, Microsoft Word
Education
BYU-Idaho 2011 — 2016
B.S. Business Management, Finance and Entrepreneurship
Jeremie S. Clarke, MBA's Edward Jones Experience May 2007 - November 2009
Job Director – Sales Support & Operations \\ Directeur – Support aux ventes & Opérations
Industry Financial Services
Experience
SSQ Groupe financier Financial Group May 2015 - Present
SSQ Groupe financier Financial Group March 2013 - Present
Excel Funds Management Inc. October 2011 - March 2013
Bank of Montreal January 2010 - September 2011
Edward Jones May 2007 - November 2009
Brock MBA Business Consulting May 2006 - June 2007
Results Management 2002 - 2005
Skills
Financial Planning, Portfolio Management, Coaching, Investments, Succession Planning, Strategic Financial..., Retirement Planning, Relationship Management, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Recruiting, Employee Benefits, Training, Management, Leadership, Employee Training, Change Management
Education
CHRP 2013 — 2015
CHRP Candidate, Human Resources Management and Services
Langevin 2011 — 2011
Certificate, Instructional Design
Securities Designations 2007 — 2007
CSC, CPH, LLQP & WME, Financial Markets
Brock University 2005 — 2007
MBA, Finance
Concordia University 2002 — 2005
Bachelors, Political Science, History and International Business
Marianopolis College 2000 — 2002
DEC, Social Sciences
Selwyn House School 1997 — 2000
High School
SSQ Groupe financier Financial Group May 2015 - Present
SSQ Groupe financier Financial Group March 2013 - Present
Excel Funds Management Inc. October 2011 - March 2013
Bank of Montreal January 2010 - September 2011
Edward Jones May 2007 - November 2009
Brock MBA Business Consulting May 2006 - June 2007
Results Management 2002 - 2005
Skills
Financial Planning, Portfolio Management, Coaching, Investments, Succession Planning, Strategic Financial..., Retirement Planning, Relationship Management, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Recruiting, Employee Benefits, Training, Management, Leadership, Employee Training, Change Management
Education
CHRP 2013 — 2015
CHRP Candidate, Human Resources Management and Services
Langevin 2011 — 2011
Certificate, Instructional Design
Securities Designations 2007 — 2007
CSC, CPH, LLQP & WME, Financial Markets
Brock University 2005 — 2007
MBA, Finance
Concordia University 2002 — 2005
Bachelors, Political Science, History and International Business
Marianopolis College 2000 — 2002
DEC, Social Sciences
Selwyn House School 1997 — 2000
High School
Liz Deane's Edward Jones Experience January 2014 - 2015
Job MSW Candidate at Washington University in St. Louis
Industry Individual & Family Services
Experience
Edward Jones January 2014 - 2015
Fybr May 2013 - October 2013
J.A. Glynn & Co October 2012 - April 2013
US Department of Transportation (DOT) May 2011 - August 2011
University of North Carolina at Chapel Hill May 2010 - May 2011
Investcorp May 2010 - July 2010
Crescent CIty Farmers Market May 2008 - July 2008
Skills
Research, Social Media, Microsoft Office, PowerPoint, Data Analysis, Spanish, Microsoft Excel, Editing, Fundraising, Microsoft Word, Event Planning, Zawya, Entrepreneurship, Political Campaigns, Business Planning, Marketing, Economics, Social Media Marketing, Press Releases, Market Research, Social Networking, Leadership, Advertising, Marketing Strategy, Event Management, Strategic Planning, Marketing Communications, Gluten Free, Laughter Yoga, Nordic Walking, Show Jumping, Wisdom Teeth, Public Speaking
Education
Brown School at Washington University in St. Louis 2015 — 2017
Master's degree, Social Work
Duke University 2008 — 2012
Economics
University of North Carolina at Chapel Hill 2008 — 2012
Peace, War, and Defense
Edward Jones January 2014 - 2015
Fybr May 2013 - October 2013
J.A. Glynn & Co October 2012 - April 2013
US Department of Transportation (DOT) May 2011 - August 2011
University of North Carolina at Chapel Hill May 2010 - May 2011
Investcorp May 2010 - July 2010
Crescent CIty Farmers Market May 2008 - July 2008
Skills
Research, Social Media, Microsoft Office, PowerPoint, Data Analysis, Spanish, Microsoft Excel, Editing, Fundraising, Microsoft Word, Event Planning, Zawya, Entrepreneurship, Political Campaigns, Business Planning, Marketing, Economics, Social Media Marketing, Press Releases, Market Research, Social Networking, Leadership, Advertising, Marketing Strategy, Event Management, Strategic Planning, Marketing Communications, Gluten Free, Laughter Yoga, Nordic Walking, Show Jumping, Wisdom Teeth, Public Speaking
Education
Brown School at Washington University in St. Louis 2015 — 2017
Master's degree, Social Work
Duke University 2008 — 2012
Economics
University of North Carolina at Chapel Hill 2008 — 2012
Peace, War, and Defense
Kenneth Weston Kenneth Weston's Edward Jones Experience October 2007 - December 2007
Job Project Controls Lead at ConocoPhillips
Industry Construction
Experience
ConocoPhillips June 2014 - Present
Udelhoven Oil Service Systems(UOSS) November 2012 - June 2014
BP November 2012 - June 2014
URS Corporation January 2009 - November 2012
Merrill Lynch April 2008 - July 2008
Epic Venture Fund December 2007 - May 2008
Edward Jones October 2007 - December 2007
BYU-Idaho June 2005 - September 2007
Air Liquide America July 2007 - August 2007
Fresh Air - Demolition May 2005 - November 2005
Skills
Construction Management, Microsoft Excel, Microsoft Office, Process Scheduler, Project Planning, Process Improvement, Construction, Analysis, Engineering, Project Management, Budgets, Proposal Writing, Project Engineering, Access, Contract Negotiation, Cost Control, CPM Scheduling, Project Estimation, Supervisory Skills, AutoCAD, Cost Engineering, Project Control, Earned Value Management, Primavera P6, Procurement, Contract Management, MS Project, Civil Engineering, Leadership, Cost Management, WBS, Subcontracting, Value Engineering, Change Orders, Microsoft Project, EPC
Education
Brigham Young University - Idaho 2001 — 2008
Bachelors of Science in Business Management with an Emphasis in Finance, Applied Mathematics; Manufacturing Engineering
ConocoPhillips June 2014 - Present
Udelhoven Oil Service Systems(UOSS) November 2012 - June 2014
BP November 2012 - June 2014
URS Corporation January 2009 - November 2012
Merrill Lynch April 2008 - July 2008
Epic Venture Fund December 2007 - May 2008
Edward Jones October 2007 - December 2007
BYU-Idaho June 2005 - September 2007
Air Liquide America July 2007 - August 2007
Fresh Air - Demolition May 2005 - November 2005
Skills
Construction Management, Microsoft Excel, Microsoft Office, Process Scheduler, Project Planning, Process Improvement, Construction, Analysis, Engineering, Project Management, Budgets, Proposal Writing, Project Engineering, Access, Contract Negotiation, Cost Control, CPM Scheduling, Project Estimation, Supervisory Skills, AutoCAD, Cost Engineering, Project Control, Earned Value Management, Primavera P6, Procurement, Contract Management, MS Project, Civil Engineering, Leadership, Cost Management, WBS, Subcontracting, Value Engineering, Change Orders, Microsoft Project, EPC
Education
Brigham Young University - Idaho 2001 — 2008
Bachelors of Science in Business Management with an Emphasis in Finance, Applied Mathematics; Manufacturing Engineering
Rick Excell Rick Excell's Edward Jones Experience October 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2011 - Present
First American Title November 1993 - July 2011
American Land Title Company August 1989 - November 1993
Education
Ricks College
Associate of Science (A.S.), Design and Drafting Engineering Technology
Cokeville High School
Edward Jones October 2011 - Present
First American Title November 1993 - July 2011
American Land Title Company August 1989 - November 1993
Education
Ricks College
Associate of Science (A.S.), Design and Drafting Engineering Technology
Cokeville High School
Aleeka Kay Edwards Aleeka Kay Edwards's Edward Jones Experience March 2015 - Present
Job Financial Advisor for Entertainers and Journalists
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Skills
Investments, Equities, Series 7, Securities
Education
Brown University
Bachelor of Arts (B.A.), Economics
High School
High School
Syracuse University
Master of Science (M.S.), Journalism (emphasis on Television Production)
Edward Jones March 2015 - Present
Skills
Investments, Equities, Series 7, Securities
Education
Brown University
Bachelor of Arts (B.A.), Economics
High School
High School
Syracuse University
Master of Science (M.S.), Journalism (emphasis on Television Production)
Nathan Cox Nathan Cox's Edward Jones Experience November 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2007 - Present
Military Mortgage June 2000 - April 2005
Skills
Business Retirement..., Portfolio and...
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business
University of Utah 1996 — 2000
Bachelor's Degree, Business/Exercise Sport Science
Brigham Young University - Idaho 1992 — 1996
Associate's Degree, Business
Edward Jones November 2007 - Present
Military Mortgage June 2000 - April 2005
Skills
Business Retirement..., Portfolio and...
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business
University of Utah 1996 — 2000
Bachelor's Degree, Business/Exercise Sport Science
Brigham Young University - Idaho 1992 — 1996
Associate's Degree, Business
Alan Hadad, Jr. Alan Hadad, Jr.'s Edward Jones Experience January 2009 - September 2009
Job AVP, Investment Consultant, Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
Bank of America March 2012 - June 2014
Merrill Edge January 2010 - March 2012
Edward Jones January 2009 - September 2009
Hurd Automall August 2008 - November 2008
Sullivan's Automotive Dealerships April 2005 - August 2008
William Raveis Real Estate July 2003 - February 2005
9 West March 2001 - June 2003
ConnectiCare March 2000 - November 2000
USI Consulting Group November 1998 - March 2000
Skills
Investments, Trading, Financial Planning, Series 7, Series 66, Sales, Strategic Financial..., Uniform Combined State..., Retirement Planning, Mutual Funds, Fixed Income, Financial Services, Finance, Equities, Bonds, Banking, Retirement, Insurance
Education
BC High
Bryant University
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (MBA), Finance, General
Merrill Edge July 2014 - Present
Bank of America March 2012 - June 2014
Merrill Edge January 2010 - March 2012
Edward Jones January 2009 - September 2009
Hurd Automall August 2008 - November 2008
Sullivan's Automotive Dealerships April 2005 - August 2008
William Raveis Real Estate July 2003 - February 2005
9 West March 2001 - June 2003
ConnectiCare March 2000 - November 2000
USI Consulting Group November 1998 - March 2000
Skills
Investments, Trading, Financial Planning, Series 7, Series 66, Sales, Strategic Financial..., Uniform Combined State..., Retirement Planning, Mutual Funds, Fixed Income, Financial Services, Finance, Equities, Bonds, Banking, Retirement, Insurance
Education
BC High
Bryant University
Bachelor of Science (B.S.), Finance, General
University of Hartford
Master of Business Administration (MBA), Finance, General
Gerald SCOTT FLAKE Gerald SCOTT FLAKE's Edward Jones Experience November 2005 - December 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Edward Jones November 2005 - December 2011
Payson Regional Economic Development Corporation (NGCEDC) March 2001 - November 2005
Mediacom Communications January 2001 - March 2001
NPG Cable (now Suddenlink Communications) 1995 - 2000
Post-Newsweek Cable (now CableOne) January 1988 - January 1995
Management Services January 1985 - January 1988
The Church of Jesus Christ of Latter-day Saints - Human Resources January 1981 - January 1983
Skills
Investments, Financial Services, Financial Advisory, Estate Investment..., Retirement Planning, Investment Planning, Tax-Efficient Strategies, Wealth-Preservation..., 401(k) Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Securities, Stocks, CDs, ETFs, Retirement, Bonds, Fixed Income, Life Insurance, Licensed Life Insurance..., Long Term Care Insurance, Risk Management, Financial Markets, Planning Consultancy, Advising Clients, Business-Owner Planning, Government, Networking, Entrepreneurship, Inheritance, Community Development, Marketing, Training, Human Resource..., Spanish-speaking, Brand Development, Chambers of Commerce, Tourism, Outdoor Recreation, Civic Engagement, Economic Development, Political Management, Education, Family Services
Education
Brigham Young University 1984 — 1988
BA, Communications, Human Resource Development, Business
Mesa Community College 1983 — 1983
General Studies
Wells Fargo Advisors December 2011 - Present
Edward Jones November 2005 - December 2011
Payson Regional Economic Development Corporation (NGCEDC) March 2001 - November 2005
Mediacom Communications January 2001 - March 2001
NPG Cable (now Suddenlink Communications) 1995 - 2000
Post-Newsweek Cable (now CableOne) January 1988 - January 1995
Management Services January 1985 - January 1988
The Church of Jesus Christ of Latter-day Saints - Human Resources January 1981 - January 1983
Skills
Investments, Financial Services, Financial Advisory, Estate Investment..., Retirement Planning, Investment Planning, Tax-Efficient Strategies, Wealth-Preservation..., 401(k) Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Securities, Stocks, CDs, ETFs, Retirement, Bonds, Fixed Income, Life Insurance, Licensed Life Insurance..., Long Term Care Insurance, Risk Management, Financial Markets, Planning Consultancy, Advising Clients, Business-Owner Planning, Government, Networking, Entrepreneurship, Inheritance, Community Development, Marketing, Training, Human Resource..., Spanish-speaking, Brand Development, Chambers of Commerce, Tourism, Outdoor Recreation, Civic Engagement, Economic Development, Political Management, Education, Family Services
Education
Brigham Young University 1984 — 1988
BA, Communications, Human Resource Development, Business
Mesa Community College 1983 — 1983
General Studies
Jake Klein Jake Klein's Edward Jones Experience October 2005 - September 2008
Job Financial Advisor
Industry Financial Services
Experience
Jake Klein March 2010 - Present
Key Investment Services 2008 - 2010
Edward Jones October 2005 - September 2008
California Closets December 1999 - September 2005
EZ-NetTools August 2000 - April 2003
Education
Brigham Young University - Idaho 2000 — 2003
Business
Ricks College 1995 — 1997
Business
Liberty High School
Jake Klein March 2010 - Present
Key Investment Services 2008 - 2010
Edward Jones October 2005 - September 2008
California Closets December 1999 - September 2005
EZ-NetTools August 2000 - April 2003
Education
Brigham Young University - Idaho 2000 — 2003
Business
Ricks College 1995 — 1997
Business
Liberty High School
Bob Spellerberg Bob Spellerberg's Edward Jones Experience 2013 - 2014
Job Financial Operations Executive
Industry Consumer Goods
Experience
Edward Jones 2013 - 2014
Atari 2005 - 2013
Atari 2000 - 2005
GT Interactive Software 1995 - 2000
Barneys New York 1993 - 1995
Saks Fifth Avenue 1989 - 1993
Saks Fifth Avenue 1986 - 1989
HSBC 1985 - 1986
Skills
Video Games, Social Games, Casual Games, Game Design, Monetization, Strategic Partnerships, Mobile Games, Gambling, Digital Distribution, Online Gaming, Game Development, Start-ups, Digital Media, Product Management, Management, Business Development, Gaming Industry, Leadership, Product Development, Gaming, Operations Management, CRM, Mergers, Mobile Applications, Mobile Devices, Strategy, Revenue Growth..., Forecasting
Education
Bryant University 1980 — 1984
Bachelor of Science, Finance
Edward Jones 2013 - 2014
Atari 2005 - 2013
Atari 2000 - 2005
GT Interactive Software 1995 - 2000
Barneys New York 1993 - 1995
Saks Fifth Avenue 1989 - 1993
Saks Fifth Avenue 1986 - 1989
HSBC 1985 - 1986
Skills
Video Games, Social Games, Casual Games, Game Design, Monetization, Strategic Partnerships, Mobile Games, Gambling, Digital Distribution, Online Gaming, Game Development, Start-ups, Digital Media, Product Management, Management, Business Development, Gaming Industry, Leadership, Product Development, Gaming, Operations Management, CRM, Mergers, Mobile Applications, Mobile Devices, Strategy, Revenue Growth..., Forecasting
Education
Bryant University 1980 — 1984
Bachelor of Science, Finance
James A Valis MBA, CFP® James A Valis MBA, CFP®'s Edward Jones Experience October 2002 - October 2005
Job Owner & Founding Partner at Blackstone Valley Wealth Management, LLC.
Industry Investment Management
Experience
Blackstone Valley Wealth Management, LLC. March 2013 - Present
Fidelity Investments 2008 - March 2013
Fidelity Investments October 2005 - October 2008
Edward Jones October 2002 - October 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 63, Mutual Funds, Estate Planning, Series 7, Series 65, Portfolio Management, Certified Financial..., Investment Advisory, Finance, Pensions, Asset Allocation, High Net Worth..., Financial Advisory, IRAs, ETFs, Bonds, Financial Planners, Fixed Annuities, Asset Management, Personal Financial..., Investment Strategies, 401k, Wealth Management..., 401k Rollovers, Tax, Real Estate, Alternative Investments, Retirement Plan..., College Savings Plans, Social Security Law, Stocks, CDS, Cash Management, Fixed Income, Annuities, Options, Insurance Planning, Term Life Insurance, Long Term Care, MBA Finance, Financial Planning, Investments
Education
College of Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Bryant University 2005 — 2007
Financial Planning Certificate Program, Financial Planning Executive Development Center
College of Financial Planning 2003 — 2005
Accredited Asset Management Specialist - AAMS, Financial Planning and Services
Bryant University 2000 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Worcester Polytechnic Institute 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Blackstone Valley Wealth Management, LLC. March 2013 - Present
Fidelity Investments 2008 - March 2013
Fidelity Investments October 2005 - October 2008
Edward Jones October 2002 - October 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 63, Mutual Funds, Estate Planning, Series 7, Series 65, Portfolio Management, Certified Financial..., Investment Advisory, Finance, Pensions, Asset Allocation, High Net Worth..., Financial Advisory, IRAs, ETFs, Bonds, Financial Planners, Fixed Annuities, Asset Management, Personal Financial..., Investment Strategies, 401k, Wealth Management..., 401k Rollovers, Tax, Real Estate, Alternative Investments, Retirement Plan..., College Savings Plans, Social Security Law, Stocks, CDS, Cash Management, Fixed Income, Annuities, Options, Insurance Planning, Term Life Insurance, Long Term Care, MBA Finance, Financial Planning, Investments
Education
College of Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Bryant University 2005 — 2007
Financial Planning Certificate Program, Financial Planning Executive Development Center
College of Financial Planning 2003 — 2005
Accredited Asset Management Specialist - AAMS, Financial Planning and Services
Bryant University 2000 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Worcester Polytechnic Institute 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Randolph L Russo, CPA Randolph L Russo, CPA's Edward Jones Experience June 1989 - June 1990
Job Chief Financial Officer at Millman Lumber Company
Industry Telecommunications
Experience
Millman Lumber Company September 2011 - Present
SoTel Systems, LLC July 2008 - September 2011
SoTel Systems, LLC February 2003 - June 2008
Aon Innovative Solutions, Inc April 1997 - February 2003
RubinBrown LLP July 1995 - April 1997
James T Johnson, CPA November 1993 - July 1995
Monday Security Corp June 1990 - November 1993
Edward Jones June 1989 - June 1990
Skills
Banking, Integration, Financial Analysis, Internal Controls, Forecasting, Analysis, Accounts Payable, Budgets, Accounts Receivable, Cash Flow, Accounting, Mergers & Acquisitions, Invoicing, Account Reconciliation, Process Improvement, Telecommunications, Management, Risk Management, Leadership, Auditing, Strategy, Finance, Payroll, Financial Statements, Strategic Planning, ERP, Business Analysis, QuickBooks, Managerial Finance, Training, Tax, CPA, P&L, SaaS, Cost Accounting, Cash Management, Financial Reporting, Strategic Financial..., Small Business, Financial Planning
Education
Brigham Young University 1983 — 1988
Bachelors of Science, Business Management - Finance
Millman Lumber Company September 2011 - Present
SoTel Systems, LLC July 2008 - September 2011
SoTel Systems, LLC February 2003 - June 2008
Aon Innovative Solutions, Inc April 1997 - February 2003
RubinBrown LLP July 1995 - April 1997
James T Johnson, CPA November 1993 - July 1995
Monday Security Corp June 1990 - November 1993
Edward Jones June 1989 - June 1990
Skills
Banking, Integration, Financial Analysis, Internal Controls, Forecasting, Analysis, Accounts Payable, Budgets, Accounts Receivable, Cash Flow, Accounting, Mergers & Acquisitions, Invoicing, Account Reconciliation, Process Improvement, Telecommunications, Management, Risk Management, Leadership, Auditing, Strategy, Finance, Payroll, Financial Statements, Strategic Planning, ERP, Business Analysis, QuickBooks, Managerial Finance, Training, Tax, CPA, P&L, SaaS, Cost Accounting, Cash Management, Financial Reporting, Strategic Financial..., Small Business, Financial Planning
Education
Brigham Young University 1983 — 1988
Bachelors of Science, Business Management - Finance
Chris Tibbs, AAMS®, CRPC® Chris Tibbs, AAMS®, CRPC®'s Edward Jones Experience February 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
Skills
Retirement Planning, 401k Rollovers, 529 Plans, Saving for Education, Mutual Funds, Traditional IRA, Roth IRA, 401k, SEP IRA, Simple IRA, Tax Free Income, Stocks, Unit Investment Trusts, Variable Annuities, Fixed Annuities, Bonds, Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, In Service Rollovers, GUL's, VUL's
Education
Bridgewater College 1996 — 2000
BS, Business Admin....MInor Econ
Heritage High School 1992 — 1996
Edward Jones February 2012 - Present
Skills
Retirement Planning, 401k Rollovers, 529 Plans, Saving for Education, Mutual Funds, Traditional IRA, Roth IRA, 401k, SEP IRA, Simple IRA, Tax Free Income, Stocks, Unit Investment Trusts, Variable Annuities, Fixed Annuities, Bonds, Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, In Service Rollovers, GUL's, VUL's
Education
Bridgewater College 1996 — 2000
BS, Business Admin....MInor Econ
Heritage High School 1992 — 1996
Mark P. Despagni's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2013 - Present
UBS June 2011 - April 2013
Elavon, Inc. May 2006 - June 2011
Education
Bryan College 2003 — 2005
BA, Psychology, Cum Laude
Erskine College 2002 — 2003
Psychology
University of Central Arkansas 2000 — 2002
Psychology
Plano Senior High School 1998 — 2000
Edward Jones April 2013 - Present
UBS June 2011 - April 2013
Elavon, Inc. May 2006 - June 2011
Education
Bryan College 2003 — 2005
BA, Psychology, Cum Laude
Erskine College 2002 — 2003
Psychology
University of Central Arkansas 2000 — 2002
Psychology
Plano Senior High School 1998 — 2000
Chase Riepl's Edward Jones Experience August 2015 - Present
Job Financial Advising Intern at Edward Jones | Vice President at BYUIdaho Investment Society
Industry Financial Services
Experience
Edward Jones August 2015 - Present
BYU-Idaho Investment Society September 2014 - Present
Elevati, LLC July 2014 - August 2015
LPL Financial July 2014 - September 2014
East Idaho Credit Union January 2014 - September 2014
Skills
Leadership, Investments, Finance, Public Speaking, Time Management, Management, Teamwork, Microsoft Excel, Customer Service, Communication Skills, Bilingual-English/Spanis..., Equity Research, Data Analysis, Organized self-starter, Email Marketing, Advertising Operations, Marketing, Capital Markets, Financial Services, Personal Finance, Emotional Intelligence, DoubleClick, Equity Indices, International Capital..., Economic Policy, Microsoft Office, Spanish, Remarketing, Google Adwords, Financial Planning, Equities, Asset Allocation, Financial Analysis, Fixed Income, Interest Rates
Education
Brigham Young University - Idaho 2013 — 2016
Business Management, Finance, Major GPA: 3.90
Edward Jones August 2015 - Present
BYU-Idaho Investment Society September 2014 - Present
Elevati, LLC July 2014 - August 2015
LPL Financial July 2014 - September 2014
East Idaho Credit Union January 2014 - September 2014
Skills
Leadership, Investments, Finance, Public Speaking, Time Management, Management, Teamwork, Microsoft Excel, Customer Service, Communication Skills, Bilingual-English/Spanis..., Equity Research, Data Analysis, Organized self-starter, Email Marketing, Advertising Operations, Marketing, Capital Markets, Financial Services, Personal Finance, Emotional Intelligence, DoubleClick, Equity Indices, International Capital..., Economic Policy, Microsoft Office, Spanish, Remarketing, Google Adwords, Financial Planning, Equities, Asset Allocation, Financial Analysis, Fixed Income, Interest Rates
Education
Brigham Young University - Idaho 2013 — 2016
Business Management, Finance, Major GPA: 3.90
Craig Heuton's Edward Jones Experience January 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2015 - Present
ConAgra Foods October 2011 - Present
ConAgra Foods November 2007 - October 2011
ConAgra Foods March 2006 - October 2007
ConAgra Foods August 2004 - March 2006
AmeriCredit Financial Services June 2002 - July 2004
Skills
Project Management, Project Planning, Business Strategy, Marketing Strategy, Marketing Communications, Culture, Culture Change, Supply Chain Management, Supply Chain, Organization, Consumer Products, Cross-functional Team..., Customer Satisfaction, Customer Insight, FMCG, Food Industry, Food, IRI, Merchandising, Shopper Marketing, Product Development, Strategy, Trade Marketing
Education
University of Nebraska at Omaha 2004 — 2007
MBA, Business Administration
Buena Vista University 1999 — 2002
Bachelor of Arts, Business Administration and Management, General
Edward Jones January 2015 - Present
ConAgra Foods October 2011 - Present
ConAgra Foods November 2007 - October 2011
ConAgra Foods March 2006 - October 2007
ConAgra Foods August 2004 - March 2006
AmeriCredit Financial Services June 2002 - July 2004
Skills
Project Management, Project Planning, Business Strategy, Marketing Strategy, Marketing Communications, Culture, Culture Change, Supply Chain Management, Supply Chain, Organization, Consumer Products, Cross-functional Team..., Customer Satisfaction, Customer Insight, FMCG, Food Industry, Food, IRI, Merchandising, Shopper Marketing, Product Development, Strategy, Trade Marketing
Education
University of Nebraska at Omaha 2004 — 2007
MBA, Business Administration
Buena Vista University 1999 — 2002
Bachelor of Arts, Business Administration and Management, General
Martha C Payne's Edward Jones Experience March 2012 - Present
Job On Call BOA at Edward Jones
Industry Information Services
Experience
Edward Jones March 2012 - Present
Edward Jones March 2012 - Present
Joe Ford Nature Center 2013 - 2013
Retired September 2011 - March 2012
Boardwalk Pipeline Partner, LP February 2010 - August 2011
Dr Hulsey Dental Office August 2009 - February 2010
Unemployed January 2009 - August 2009
Southern Star Central Gas Pipeline November 2002 - December 2008
Williams Gas Pipeline - Texas Gas May 1995 - October 2002
Texas Gas Transmission Corporation December 1988 - April 1995
Skills
Software Project..., Supervisory Skills, Financial Systems..., Project Scope..., Teaching preschool..., Volunteer for hospital..., Management, Project Management, Business Analysis, Process Engineering, Training, Budgets, Program Management, Leadership, Project Planning, Software Documentation, Customer Service
Education
Brescia College 1971 — 1976
Bachelor of Science, Mathematics
Brescia University
Bachelor of Applied Science (B.A.Sc.) Mathematics, Mathematics and Computer Science
Edward Jones March 2012 - Present
Edward Jones March 2012 - Present
Joe Ford Nature Center 2013 - 2013
Retired September 2011 - March 2012
Boardwalk Pipeline Partner, LP February 2010 - August 2011
Dr Hulsey Dental Office August 2009 - February 2010
Unemployed January 2009 - August 2009
Southern Star Central Gas Pipeline November 2002 - December 2008
Williams Gas Pipeline - Texas Gas May 1995 - October 2002
Texas Gas Transmission Corporation December 1988 - April 1995
Skills
Software Project..., Supervisory Skills, Financial Systems..., Project Scope..., Teaching preschool..., Volunteer for hospital..., Management, Project Management, Business Analysis, Process Engineering, Training, Budgets, Program Management, Leadership, Project Planning, Software Documentation, Customer Service
Education
Brescia College 1971 — 1976
Bachelor of Science, Mathematics
Brescia University
Bachelor of Applied Science (B.A.Sc.) Mathematics, Mathematics and Computer Science
Randall Teerlink's Edward Jones Experience February 2008 - Present
Job Financial Advisor with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones February 2008 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, Securities, Portfolio Management, Investments, Asset Management, Insurance, Strategic Financial..., Financial Services, Wealth Management, Equities, Loans, Credit, Series 7, Customer Service, Financial Planning
Education
Eastern Mennonite University 2000 — 2003
MBA, Business
Brigham Young University 1980 — 1987
B.A., Communications
Edward Jones February 2008 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, Securities, Portfolio Management, Investments, Asset Management, Insurance, Strategic Financial..., Financial Services, Wealth Management, Equities, Loans, Credit, Series 7, Customer Service, Financial Planning
Education
Eastern Mennonite University 2000 — 2003
MBA, Business
Brigham Young University 1980 — 1987
B.A., Communications
Chad Blais's Edward Jones Experience January 2006 - November 2006
Job Project Manager
Industry Marketing and Advertising
Experience
PWN Marketing October 2008 - Present
Sherwin Williams February 2000 - January 2007
Edward Jones January 2006 - November 2006
Education
Bridgewater College 1996 — 1999
PWN Marketing October 2008 - Present
Sherwin Williams February 2000 - January 2007
Edward Jones January 2006 - November 2006
Education
Bridgewater College 1996 — 1999
Erroll Broud's Edward Jones Experience February 1977 - Present
Job retired financial advisor
Industry Financial Services
Experience
retired financial advisor January 2014 - Present
Edward Jones February 1977 - Present
Prudential Insurance September 1965 - January 1977
Education
Bryn Mawr College 1968 — 1976
chartered life underwriter, financial planninf
retired financial advisor January 2014 - Present
Edward Jones February 1977 - Present
Prudential Insurance September 1965 - January 1977
Education
Bryn Mawr College 1968 — 1976
chartered life underwriter, financial planninf
Dale Gambell's Edward Jones Experience 2004 - 2007
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA February 2007 - Present
Edward Jones 2004 - 2007
Skills
Investments, Series 7, Series 66, Financial Planning, Insurance, Annuities, Wealth Management, Retirement
Education
Brigham Young University 1993 — 1995
BS, Management, emphasis on Finance
Eastern Arizona College 1989 — 1992
USAA February 2007 - Present
Edward Jones 2004 - 2007
Skills
Investments, Series 7, Series 66, Financial Planning, Insurance, Annuities, Wealth Management, Retirement
Education
Brigham Young University 1993 — 1995
BS, Management, emphasis on Finance
Eastern Arizona College 1989 — 1992
Cyndi Benedict's Edward Jones Experience July 2003 - June 2004
Job Configuration Mgmt at Siemens Industry
Industry Electrical/Electronic Manufacturing
Experience
Siemens Industries. Inc January 2010 - Present
Siemens Industry January 2010 - Present
Independant Contractor, September 2008 - Present
Manpower Professional with Polycom April 2008 - May 2008
D2Audio May 2004 - December 2007
Edward Jones July 2003 - June 2004
General Bandwidth December 1999 - July 2002
HPQ October 1989 - December 1999
Nerworth, Inc 1991 - 1995
Compaq 1991 - 1995
Education
Brookhaven Community College
Siemens Industries. Inc January 2010 - Present
Siemens Industry January 2010 - Present
Independant Contractor, September 2008 - Present
Manpower Professional with Polycom April 2008 - May 2008
D2Audio May 2004 - December 2007
Edward Jones July 2003 - June 2004
General Bandwidth December 1999 - July 2002
HPQ October 1989 - December 1999
Nerworth, Inc 1991 - 1995
Compaq 1991 - 1995
Education
Brookhaven Community College
Christine McCoy's Edward Jones Experience March 2010 - Present
Job Office Administrator and Management
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Down Under Irrigation and Landscaping April 2007 - July 2009
Delmarva Data Center April 2005 - April 2007
Delmarva Data Center March 2004 - March 2005
Delmarva Data Center March 2003 - March 2004
MBNA May 1997 - November 1998
MBNA August 1996 - May 1997
MBNA June 1995 - August 1996
Skills
Strategic Planning, Marketing, Customer Service, Leadership, Public Speaking, Research, Event Planning, Financial Analysis, Management, Finance, Microsoft Excel, Team Building, Sales, Insurance, Recruiting, Social Media, Microsoft Office, Budgets, Data Analysis, QuickBooks, Human Resources, Team Leadership, Accounting, Training, Business Strategy, Small Business
Education
Wilmington University 2011 — 2014
Master of Business Administration (M.B.A.), Business, 4.0
Bucknell University 1991 — 1995
BA, Business/ Psychology
Edward Jones March 2010 - Present
Down Under Irrigation and Landscaping April 2007 - July 2009
Delmarva Data Center April 2005 - April 2007
Delmarva Data Center March 2004 - March 2005
Delmarva Data Center March 2003 - March 2004
MBNA May 1997 - November 1998
MBNA August 1996 - May 1997
MBNA June 1995 - August 1996
Skills
Strategic Planning, Marketing, Customer Service, Leadership, Public Speaking, Research, Event Planning, Financial Analysis, Management, Finance, Microsoft Excel, Team Building, Sales, Insurance, Recruiting, Social Media, Microsoft Office, Budgets, Data Analysis, QuickBooks, Human Resources, Team Leadership, Accounting, Training, Business Strategy, Small Business
Education
Wilmington University 2011 — 2014
Master of Business Administration (M.B.A.), Business, 4.0
Bucknell University 1991 — 1995
BA, Business/ Psychology
McRae,Megan A's Edward Jones Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Edward Jones February 2005 - August 2008
Education
Brigham Young University 1997 — 2000
Edward Jones August 2008 - Present
Edward Jones February 2005 - August 2008
Education
Brigham Young University 1997 — 2000
Lance McCubbins's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
MassMutual November 2005 - June 2006
Education
Brigham Young University 1993 — 1997
BA, Spanish, Communications, Business
Edward Jones June 2006 - Present
MassMutual November 2005 - June 2006
Education
Brigham Young University 1993 — 1997
BA, Spanish, Communications, Business
Jefferson Matkin, CFA's Edward Jones Experience March 2009 - June 2010
Job Senior Product Manager
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Mandy Vogel's Edward Jones Experience May 2004 - November 2004
Job Compliance Officer at Community State Bank
Industry Banking
Experience
Community State Bank, NA April 2014 - Present
Community State Bank, NA January 2012 - April 2014
Community State Bank May 2006 - January 2012
Community State Bank November 2004 - May 2006
Edward Jones May 2004 - November 2004
Office of the Comptroller of the Currency May 2002 - May 2004
Skills
Banking, Community Outreach
Education
Buena Vista University 1998 — 2002
Community State Bank, NA April 2014 - Present
Community State Bank, NA January 2012 - April 2014
Community State Bank May 2006 - January 2012
Community State Bank November 2004 - May 2006
Edward Jones May 2004 - November 2004
Office of the Comptroller of the Currency May 2002 - May 2004
Skills
Banking, Community Outreach
Education
Buena Vista University 1998 — 2002
Blong Yang's Edward Jones Experience July 2009 - May 2010
Job Financial Advisor at Yang Investments
Industry Financial Services
Experience
Yang Investments December 2010 - Present
Edward Jones July 2009 - May 2010
AFFORDABLE INSURANCE August 2007 - January 2009
WESTERN SOUTHERN LIFE January 2007 - July 2007
HARVARD UNIVERSITY June 2002 - April 2005
NEON Communications January 2000 - July 2000
Verizon July 1998 - December 1999
Verizon September 1995 - June 1998
Skills
Strategic Financial..., Investments, Insurance
Education
Bryant University 2008 — 2008
Worcester Polytechnic Institute 1990 — 1995
BS
Yang Investments December 2010 - Present
Edward Jones July 2009 - May 2010
AFFORDABLE INSURANCE August 2007 - January 2009
WESTERN SOUTHERN LIFE January 2007 - July 2007
HARVARD UNIVERSITY June 2002 - April 2005
NEON Communications January 2000 - July 2000
Verizon July 1998 - December 1999
Verizon September 1995 - June 1998
Skills
Strategic Financial..., Investments, Insurance
Education
Bryant University 2008 — 2008
Worcester Polytechnic Institute 1990 — 1995
BS
Matthew Yrungaray's Edward Jones Experience August 2007 - June 2010
Job Financial Advisor and Real Estate Investor
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Etrade June 2010 - October 2011
Edward Jones August 2007 - June 2010
Sears Holdings Management Corporation January 2005 - August 2007
Education
Westminster College 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Brigham Young University 1998 — 2004
BS, Psychology, Business
Brigham Young University - Idaho 1997 — 2001
Associates, Psychology
Fidelity Investments October 2011 - Present
Etrade June 2010 - October 2011
Edward Jones August 2007 - June 2010
Sears Holdings Management Corporation January 2005 - August 2007
Education
Westminster College 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Brigham Young University 1998 — 2004
BS, Psychology, Business
Brigham Young University - Idaho 1997 — 2001
Associates, Psychology
Monica Vincent's Edward Jones Experience March 2001 - June 2002
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2013 - September 2014
Canaccord Financial September 2008 - June 2013
Royal Bank of Canada April 2007 - April 2008
Great-West Life October 2005 - April 2007
CIBC February 2003 - October 2005
MLW Consulting June 2002 - February 2003
Edward Jones March 2001 - June 2002
Foresters September 2000 - March 2001
Skills
Strategic Financial..., Financial Planners, Wealth Management, Estate Planning, Financial Services, Financial Advisory, Investments, Investment Advisory, Team Leadership, Portfolio Management, Mutual Funds, Retirement, Insurance, Investment Strategies, Wealth Management..., Finance, Banking, Retirement Planning, Asset Allocation, Equities, Wealth, Securities, Investment Management, Fixed Income
Education
Brock University 2005 — 2013
Bachelor of Education (B.Ed.), Adult and Continuing Education and Teaching
Mohawk College 1994 — 1997
Business Administration, Finance, Marketing
ScotiaMcLeod July 2013 - September 2014
Canaccord Financial September 2008 - June 2013
Royal Bank of Canada April 2007 - April 2008
Great-West Life October 2005 - April 2007
CIBC February 2003 - October 2005
MLW Consulting June 2002 - February 2003
Edward Jones March 2001 - June 2002
Foresters September 2000 - March 2001
Skills
Strategic Financial..., Financial Planners, Wealth Management, Estate Planning, Financial Services, Financial Advisory, Investments, Investment Advisory, Team Leadership, Portfolio Management, Mutual Funds, Retirement, Insurance, Investment Strategies, Wealth Management..., Finance, Banking, Retirement Planning, Asset Allocation, Equities, Wealth, Securities, Investment Management, Fixed Income
Education
Brock University 2005 — 2013
Bachelor of Education (B.Ed.), Adult and Continuing Education and Teaching
Mohawk College 1994 — 1997
Business Administration, Finance, Marketing
Matt Sze's Edward Jones Experience May 2011 - July 2011
Job Civil Engineering Student, UBC
Industry Construction
Experience
Wesbridge Steelworks May 2015 - Present
Wesbridge Steelworks May 2014 - August 2014
Wesbridge Steelworks July 2012 - August 2013
Wesbridge Steelworks July 2011 - July 2012
Edward Jones May 2011 - July 2011
Game Day Auction February 2010 - June 2011
Vector Marketing May 2007 - May 2010
Vancouver Canadians Professional Baseball Team May 2009 - August 2009
Victoria Highlanders FC January 2009 - April 2009
Vector Marketing April 2008 - August 2008
Skills
Customer Service, Project Coordination, Civil Drafting, Construction Drawings, Tekla Structures, FabTrol, Construction Estimating, Microsoft Office, Scheduling, Direct Sales, Inside Sales, Sales Management, Photoshop, Final Cut Pro, Construction Detailing, Athletic Training, Public Speaking, Creative Writing, Mac OS X, Sales Skills Training, Sales Recruitment
Education
The University of British Columbia 2014 — 2017
Bachelor of Applied Science (BASc), Civil Engineering
British Columbia Institute of Technology / BCIT 2011 — 2012
Construction Operations, Construction Supervision, Civil Engineering, Architectural and Building Sciences/Technology
University of Victoria 2006 — 2010
Commerce, Management
St. George's High School 2001 — 2006
High School Diploma
Wesbridge Steelworks May 2015 - Present
Wesbridge Steelworks May 2014 - August 2014
Wesbridge Steelworks July 2012 - August 2013
Wesbridge Steelworks July 2011 - July 2012
Edward Jones May 2011 - July 2011
Game Day Auction February 2010 - June 2011
Vector Marketing May 2007 - May 2010
Vancouver Canadians Professional Baseball Team May 2009 - August 2009
Victoria Highlanders FC January 2009 - April 2009
Vector Marketing April 2008 - August 2008
Skills
Customer Service, Project Coordination, Civil Drafting, Construction Drawings, Tekla Structures, FabTrol, Construction Estimating, Microsoft Office, Scheduling, Direct Sales, Inside Sales, Sales Management, Photoshop, Final Cut Pro, Construction Detailing, Athletic Training, Public Speaking, Creative Writing, Mac OS X, Sales Skills Training, Sales Recruitment
Education
The University of British Columbia 2014 — 2017
Bachelor of Applied Science (BASc), Civil Engineering
British Columbia Institute of Technology / BCIT 2011 — 2012
Construction Operations, Construction Supervision, Civil Engineering, Architectural and Building Sciences/Technology
University of Victoria 2006 — 2010
Commerce, Management
St. George's High School 2001 — 2006
High School Diploma
David LaPray's Edward Jones Experience November 2003 - January 2009
Job Wealth Advisor at Mountain America Credit Union
Industry Financial Services
Experience
Mountain America Credit Union September 2013 - Present
LPL Financial January 2009 - Present
Edward Jones November 2003 - January 2009
Money Mailer February 2001 - November 2003
Papa Murphy's Pizza of Murray January 1996 - February 2001
Skills
Retirement, Financial Advisory, Series 7, Series 63, Series 6, Portfolio Management, Financial Planners, Investment Strategies, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management, Financial Risk, Financial Planning, Retirement Plans, Fluent in Italian, IRAs, Asset, Estate Planning, Financial Modeling, Wealth Management, Uniform Combined State..., Investment Advisory, Investments, Insurance, Roth IRA, Finance, Small Business, Wealth
Education
Brigham Young University 1994 — 1998
BA, Italian
Brigham Young University 1994 — 1998
Italian, Humanities, Pre-Medicine
Mountain America Credit Union September 2013 - Present
LPL Financial January 2009 - Present
Edward Jones November 2003 - January 2009
Money Mailer February 2001 - November 2003
Papa Murphy's Pizza of Murray January 1996 - February 2001
Skills
Retirement, Financial Advisory, Series 7, Series 63, Series 6, Portfolio Management, Financial Planners, Investment Strategies, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management, Financial Risk, Financial Planning, Retirement Plans, Fluent in Italian, IRAs, Asset, Estate Planning, Financial Modeling, Wealth Management, Uniform Combined State..., Investment Advisory, Investments, Insurance, Roth IRA, Finance, Small Business, Wealth
Education
Brigham Young University 1994 — 1998
BA, Italian
Brigham Young University 1994 — 1998
Italian, Humanities, Pre-Medicine
Vicke Mossbarger, PHR's Edward Jones Experience March 2008 - June 2009
Job Regional Coordinator TDCJ & Agent Police and Fireman's Insurance Association
Industry Government Administration
Experience
Texas Department of Criminal Justice August 2013 - Present
Police and Firemen's Association October 2011 - Present
Texas Department of Criminal Justice July 2010 - Present
TDCJ July 2009 - July 2010
Edward Jones March 2008 - June 2009
Texas Department of Criminal Justice August 2005 - March 2008
Texas Department of Criminal Justice June 2002 - December 2003
Texas Department of Criminal Justice December 1997 - November 2003
Skills
Corrections, Firearms, Cpr Certified, Crisis Management, Conflict Resolution, Verbal De-escalation, Supervisory Skills, Public Speaking, Supervisory Experience, Prisons, Critical Incident..., Supervision, Risk Assessment, Crisis Intervention, Report Writing, Non-profits, Case Managment, Data Entry, Training, Enforcement, Criminal Justice, Team Building, Interviews, Insurance, Employee Relations, Human Resources, Leadership Development, New Hire Orientations, FMLA, Labor Relations, Case Management, Policy, Police
Education
Western Governor's University - Texas 2015 — 2016
Master of Science (M.S.) - Currently enrolled, Management and Leadership
Western Governor's University - Texas 2010 — 2014
Bachelor of Science (B.S.) - Business, Human Resources Management
Brazosport College
Associate's degree, Business Administration, Management and Operations
Texas Department of Criminal Justice August 2013 - Present
Police and Firemen's Association October 2011 - Present
Texas Department of Criminal Justice July 2010 - Present
TDCJ July 2009 - July 2010
Edward Jones March 2008 - June 2009
Texas Department of Criminal Justice August 2005 - March 2008
Texas Department of Criminal Justice June 2002 - December 2003
Texas Department of Criminal Justice December 1997 - November 2003
Skills
Corrections, Firearms, Cpr Certified, Crisis Management, Conflict Resolution, Verbal De-escalation, Supervisory Skills, Public Speaking, Supervisory Experience, Prisons, Critical Incident..., Supervision, Risk Assessment, Crisis Intervention, Report Writing, Non-profits, Case Managment, Data Entry, Training, Enforcement, Criminal Justice, Team Building, Interviews, Insurance, Employee Relations, Human Resources, Leadership Development, New Hire Orientations, FMLA, Labor Relations, Case Management, Policy, Police
Education
Western Governor's University - Texas 2015 — 2016
Master of Science (M.S.) - Currently enrolled, Management and Leadership
Western Governor's University - Texas 2010 — 2014
Bachelor of Science (B.S.) - Business, Human Resources Management
Brazosport College
Associate's degree, Business Administration, Management and Operations
Scott Covington's Edward Jones Experience September 2003 - December 2005
Job CFO at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
Prime Wealth Strategies August 2013 - Present
Alamo Asset Advisors, LLC January 2012 - September 2013
Ameriprise Financial Services, Inc. January 2009 - January 2012
Citi/ Smith Barney December 2005 - December 2008
Edward Jones September 2003 - December 2005
Charles Schwab 1997 - 2002
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
Embry Riddle Aeronautical University 1993 — 1995
MBA, Aviation Administration
Brigham Young University 1990 — 1993
B.S., Recreation Management
Prime Wealth Strategies August 2013 - Present
Alamo Asset Advisors, LLC January 2012 - September 2013
Ameriprise Financial Services, Inc. January 2009 - January 2012
Citi/ Smith Barney December 2005 - December 2008
Edward Jones September 2003 - December 2005
Charles Schwab 1997 - 2002
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
Embry Riddle Aeronautical University 1993 — 1995
MBA, Aviation Administration
Brigham Young University 1990 — 1993
B.S., Recreation Management
Bo Lagman's Edward Jones Experience July 2009 - September 2011
Job Senior Financial Planner at TD Wealth
Industry Financial Services
Experience
TD December 2014 - Present
TD September 2011 - December 2014
Edward Jones July 2009 - September 2011
B.C. Ministry of Health Services November 2008 - July 2009
LeveL2 Tech Solutions 2005 - 2009
Aker Solutions June 2007 - November 2008
Skills
Strategic Financial..., Insurance, Risk Management, Life Insurance, Wealth Management, Investments, Finance, Retirement Planning, Fixed Annuities, Mutual Funds, Investment Strategies, Financial Advisory, Investment Advisory, Wealth, Mortgage Lending, Financial Planning, Customer Service
Education
Canadian Securities Institute 2010 — 2010
WME, Wealth Management Essentials
Canadian Securities Institute 2009 — 2009
CPH, Conducts and Practices Handbook
Canadian Securities Institute 2009 — 2009
CSC, Canadian Securities Course
Canadian Securities Institute 2009 — 2009
LLQP, Life License Qualification Program
British Columbia Institute of Technology 2001 — 2005
Bachelor of Business Administration
British Columbia Institute of Technology 2003 — 2003
Advanced Studies in Business Certificate
British Columbia Institute of Technology 1999 — 2001
Operations Management Diploma of Technology
TD December 2014 - Present
TD September 2011 - December 2014
Edward Jones July 2009 - September 2011
B.C. Ministry of Health Services November 2008 - July 2009
LeveL2 Tech Solutions 2005 - 2009
Aker Solutions June 2007 - November 2008
Skills
Strategic Financial..., Insurance, Risk Management, Life Insurance, Wealth Management, Investments, Finance, Retirement Planning, Fixed Annuities, Mutual Funds, Investment Strategies, Financial Advisory, Investment Advisory, Wealth, Mortgage Lending, Financial Planning, Customer Service
Education
Canadian Securities Institute 2010 — 2010
WME, Wealth Management Essentials
Canadian Securities Institute 2009 — 2009
CPH, Conducts and Practices Handbook
Canadian Securities Institute 2009 — 2009
CSC, Canadian Securities Course
Canadian Securities Institute 2009 — 2009
LLQP, Life License Qualification Program
British Columbia Institute of Technology 2001 — 2005
Bachelor of Business Administration
British Columbia Institute of Technology 2003 — 2003
Advanced Studies in Business Certificate
British Columbia Institute of Technology 1999 — 2001
Operations Management Diploma of Technology
Doug Wheelwright's Edward Jones Experience 1996 - 2004
Job Utility Analyst at State of Utah
Industry Government Administration
Experience
State of Utah - Division of Public Utilities September 2008 - Present
Raymond James Financial Services September 2004 - June 2008
Edward Jones 1996 - 2004
First Security Bank November 1991 - February 1998
Hill Air Force Base September 1983 - June 1986
Skills
Financial Analysis, Microsoft Excel, Insurance, Accounting, Business Analysis, Forecasting, Analysis, Finance, Investments, Leadership, Management, Customer Service, Credit, Budgets, Training
Education
Weber State University 1982 — 1986
BS, Finance / Accounting
Brigham Young University 1981 — 1982
State of Utah - Division of Public Utilities September 2008 - Present
Raymond James Financial Services September 2004 - June 2008
Edward Jones 1996 - 2004
First Security Bank November 1991 - February 1998
Hill Air Force Base September 1983 - June 1986
Skills
Financial Analysis, Microsoft Excel, Insurance, Accounting, Business Analysis, Forecasting, Analysis, Finance, Investments, Leadership, Management, Customer Service, Credit, Budgets, Training
Education
Weber State University 1982 — 1986
BS, Finance / Accounting
Brigham Young University 1981 — 1982
Sandy Whitehead's Edward Jones Experience July 2007 - June 2014
Job Branch Office Administrator at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments May 2014 - Present
Edward Jones July 2007 - June 2014
Menard, Inc. March 2008 - November 2010
Peoria Public Schools February 2006 - May 2008
Sioux City Community Schools September 2003 - August 2005
At Home 1995 - 2003
North Country Hospital June 1993 - April 1995
American Cancer Society May 1984 - August 1992
Skills
Sales, Management, Public Relations, Time Management, Customer Service, Public Speaking
Education
Brigham Young University 1979 — 1983
MHEd, Community Health Education, 3.8 GPA
Westbrook College 1976 — 1978
Associate of Science (A.S.), Medical/Clinical Assistant, 3.1 GPA
Edward Jones Investments May 2014 - Present
Edward Jones July 2007 - June 2014
Menard, Inc. March 2008 - November 2010
Peoria Public Schools February 2006 - May 2008
Sioux City Community Schools September 2003 - August 2005
At Home 1995 - 2003
North Country Hospital June 1993 - April 1995
American Cancer Society May 1984 - August 1992
Skills
Sales, Management, Public Relations, Time Management, Customer Service, Public Speaking
Education
Brigham Young University 1979 — 1983
MHEd, Community Health Education, 3.8 GPA
Westbrook College 1976 — 1978
Associate of Science (A.S.), Medical/Clinical Assistant, 3.1 GPA
Patrick Kellogg's Edward Jones Experience 2005 - 2006
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford 2002 - 2012
Edward Jones 2005 - 2006
J.C. Bradford & Co. 1995 - 2000
Skills
401k, Retirement, Retirement Planning, Series 7, Mutual Funds, Fixed Annuities, Series 6, IRAs, Asset Allocation, Investments, Series 63, Finance, Securities, Small Business, FINRA, Investment Advisory, Employee Benefits, Financial Services
Education
Brigham Young University 1992 — 1995
B.A., Spanish Translation
MassMutual Financial Group January 2013 - Present
The Hartford 2002 - 2012
Edward Jones 2005 - 2006
J.C. Bradford & Co. 1995 - 2000
Skills
401k, Retirement, Retirement Planning, Series 7, Mutual Funds, Fixed Annuities, Series 6, IRAs, Asset Allocation, Investments, Series 63, Finance, Securities, Small Business, FINRA, Investment Advisory, Employee Benefits, Financial Services
Education
Brigham Young University 1992 — 1995
B.A., Spanish Translation
Nancy Keppel's Edward Jones Experience Branch ManagerCole Taylor BankMarch 1978 - May 2004
Job On Call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones Branch ManagerCole Taylor BankMarch 1978 - May 2004
Skills
Loans, Small Business, Credit, Mortgage Lending, Commercial Banking, Consumer Lending, Portfolio Management, Banking, Loan Origination, Credit Analysis, Commercial Lending, Sales Management, Small Business Lending, Sales, Branch Banking, Investments, Wealth Management, Retirement Planning, Management, Financial Modeling, Customer Service, Strategic Planning, Mortgage Banking, Mutual Funds
Education
Bucknell University 1972 — 1976
BS, Secondary Education
Edward Jones Branch ManagerCole Taylor BankMarch 1978 - May 2004
Skills
Loans, Small Business, Credit, Mortgage Lending, Commercial Banking, Consumer Lending, Portfolio Management, Banking, Loan Origination, Credit Analysis, Commercial Lending, Sales Management, Small Business Lending, Sales, Branch Banking, Investments, Wealth Management, Retirement Planning, Management, Financial Modeling, Customer Service, Strategic Planning, Mortgage Banking, Mutual Funds
Education
Bucknell University 1972 — 1976
BS, Secondary Education
Martina Bishopp's Edward Jones Experience July 2011 - Present
Job Instructional Designer
Industry E-Learning
Experience
Edward Jones July 2011 - Present
Citi May 2010 - July 2011
Real Estate Educate September 2007 - February 2010
St. Louis Community College March 2006 - August 2007
Washington University in St Louis September 1997 - May 2006
Washington University in St. Louis September 1998 - December 2005
Brigham Young University September 1994 - May 1997
Skills
Instructional Design, Information Management, E-Learning, ADDIE, Project Management, Instructor-led Training, Program Management, Blended Learning, Training, Captivate, Curriculum Design, Needs Analysis, Technical Writing
Education
Washington University in St. Louis 1997 — 2006
Ph.D., Musicology
Brigham Young University 1994 — 1997
M.A., Musicology
University of Saskatchewan 1985 — 1989
B.Sc., Biology
Edward Jones July 2011 - Present
Citi May 2010 - July 2011
Real Estate Educate September 2007 - February 2010
St. Louis Community College March 2006 - August 2007
Washington University in St Louis September 1997 - May 2006
Washington University in St. Louis September 1998 - December 2005
Brigham Young University September 1994 - May 1997
Skills
Instructional Design, Information Management, E-Learning, ADDIE, Project Management, Instructor-led Training, Program Management, Blended Learning, Training, Captivate, Curriculum Design, Needs Analysis, Technical Writing
Education
Washington University in St. Louis 1997 — 2006
Ph.D., Musicology
Brigham Young University 1994 — 1997
M.A., Musicology
University of Saskatchewan 1985 — 1989
B.Sc., Biology
Jordan Pernikoff's Edward Jones Experience April 2010 - July 2010
Job Business Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing May 2015 - Present
Scottrade February 2014 - May 2015
VHA May 2012 - February 2014
American Direct Marketing Resources July 2010 - May 2012
Edward Jones April 2010 - July 2010
Saint Louis Hillel Organization December 2008 - August 2009
SSM Health Care May 2008 - August 2008
Pernikoff Construction Co April 2005 - January 2006
Skills
Strategy, Customer Service, Marketing, Sales, Database Admin, Access, Analysis, Direct Marketing, Direct Mail, Time Management, Social Media, Public Speaking, Advertising, Microsoft Excel, Microsoft Word, Microsoft Office, Supply Chain, Healthcare Industry, PeopleSoft, Cognos, OBIEE, IMDB, Business Analysis, Procurement, Consulting, Business Process...
Education
Bradley University 2005 — 2009
B.S., Business Management
Boeing May 2015 - Present
Scottrade February 2014 - May 2015
VHA May 2012 - February 2014
American Direct Marketing Resources July 2010 - May 2012
Edward Jones April 2010 - July 2010
Saint Louis Hillel Organization December 2008 - August 2009
SSM Health Care May 2008 - August 2008
Pernikoff Construction Co April 2005 - January 2006
Skills
Strategy, Customer Service, Marketing, Sales, Database Admin, Access, Analysis, Direct Marketing, Direct Mail, Time Management, Social Media, Public Speaking, Advertising, Microsoft Excel, Microsoft Word, Microsoft Office, Supply Chain, Healthcare Industry, PeopleSoft, Cognos, OBIEE, IMDB, Business Analysis, Procurement, Consulting, Business Process...
Education
Bradley University 2005 — 2009
B.S., Business Management
Todd Dow's Edward Jones Experience January 2012 - February 2012
Job District Sales Coordinator at Aflac
Industry Insurance
Experience
Aflac October 2013 - Present
Aflac May 2012 - October 2013
Edward Jones January 2012 - February 2012
Wells Fargo April 2006 - January 2012
Skills
Spanish, Microsoft Excel, Customer Service, Strategic Planning, Microsoft Office, PowerPoint, Budgets, Public Speaking, Advertising, Short Term Disability, Accident Insurance, Cancer Insurance, Life Insurance, Licensed Life & Health..., Hospital Indemnity, Affordable Care Act, Sales Presentations, Sales Management, Sales, Insurance, Health Insurance, Data Entry, Leadership
Education
Brigham Young University 2008 — 2011
Spanish, Business Management
Utah Valley University 2007 — 2008
Foxcroft Academy 1999 — 2003
High Schhol Diploma
Aflac October 2013 - Present
Aflac May 2012 - October 2013
Edward Jones January 2012 - February 2012
Wells Fargo April 2006 - January 2012
Skills
Spanish, Microsoft Excel, Customer Service, Strategic Planning, Microsoft Office, PowerPoint, Budgets, Public Speaking, Advertising, Short Term Disability, Accident Insurance, Cancer Insurance, Life Insurance, Licensed Life & Health..., Hospital Indemnity, Affordable Care Act, Sales Presentations, Sales Management, Sales, Insurance, Health Insurance, Data Entry, Leadership
Education
Brigham Young University 2008 — 2011
Spanish, Business Management
Utah Valley University 2007 — 2008
Foxcroft Academy 1999 — 2003
High Schhol Diploma
Rex Rosengren's Edward Jones Experience July 2015 - Present
Job Investestment Advisor
Industry
Experience
Edward Jones July 2015 - Present
Education
Brigham Young University 1991 — 1997
Bachelor of Science, Construction Management
Edward Jones July 2015 - Present
Education
Brigham Young University 1991 — 1997
Bachelor of Science, Construction Management
Ernest Tullus's Edward Jones Experience January 2013 - February 2014
Job Relationship Banker
Industry Financial Services
Experience
Bank of America February 2014 - January 2015
Edward Jones January 2013 - February 2014
Wells Fargo July 2007 - January 2013
Skills
Cross Selling, Cash Management, Deposits, Finance, Credit Cards, Consumer Lending, Financial Services, Mutual Funds, Securities, Investments, Series 7, Financial Modeling, Mortgage Banking, Retirement Planning, Fixed Income, Equities, Series 63, Insurance, Asset Management, Derivatives, Asset Allocation, Fixed Annuities, Trading, Asset, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Broward Community College 2008 — 2010
Associate of Arts (AA), Finance, General
Bank of America February 2014 - January 2015
Edward Jones January 2013 - February 2014
Wells Fargo July 2007 - January 2013
Skills
Cross Selling, Cash Management, Deposits, Finance, Credit Cards, Consumer Lending, Financial Services, Mutual Funds, Securities, Investments, Series 7, Financial Modeling, Mortgage Banking, Retirement Planning, Fixed Income, Equities, Series 63, Insurance, Asset Management, Derivatives, Asset Allocation, Fixed Annuities, Trading, Asset, Financial Advisory, Strategic Financial...
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Broward Community College 2008 — 2010
Associate of Arts (AA), Finance, General
Logan Corbett's Edward Jones Experience July 2011 - January 2012
Job Analytic Consultant at Carlisle and Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group May 2014 - Present
Moxie Pest Control February 2012 - July 2013
Edward Jones July 2011 - January 2012
Alpine School District August 2010 - June 2011
Plantation Resort May 2010 - August 2010
Church of Jesus Christ of Latter-day Saints February 2006 - February 2006
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Management, SAS programming, Leadership, Team Building, Analytics, Processing, Statistical Modeling, Risk Analysis, Financial Modeling, Business Analysis, Statistics, Data Mining, Economics, Investments, Strategic Financial..., Financial Analysis, Series 7, PowerPoint, JMP, ArcGIS, Time Management, Finance, Entrepreneurship
Education
North Carolina State University 2013 — 2014
Master of Science in Analytics (M.S.A), Analytics
Brigham Young University 2005 — 2011
Bachelor of Science (B.S.), Economics
Carlisle & Gallagher Consulting Group May 2014 - Present
Moxie Pest Control February 2012 - July 2013
Edward Jones July 2011 - January 2012
Alpine School District August 2010 - June 2011
Plantation Resort May 2010 - August 2010
Church of Jesus Christ of Latter-day Saints February 2006 - February 2006
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Management, SAS programming, Leadership, Team Building, Analytics, Processing, Statistical Modeling, Risk Analysis, Financial Modeling, Business Analysis, Statistics, Data Mining, Economics, Investments, Strategic Financial..., Financial Analysis, Series 7, PowerPoint, JMP, ArcGIS, Time Management, Finance, Entrepreneurship
Education
North Carolina State University 2013 — 2014
Master of Science in Analytics (M.S.A), Analytics
Brigham Young University 2005 — 2011
Bachelor of Science (B.S.), Economics
Soks Martz's Edward Jones Experience March 2007 - May 2012
Job Digital Marketing at Greater Poulsbo Chamber of Commerce PMC
Industry Arts and Crafts
Experience
Greater Poulsbo Chamber of Commerce- PMC August 2015 - Present
Christmas in the Country May 2010 - Present
Smart Chiropractic September 2014 - July 2015
Smart Chiropractic September 2014 - July 2015
Morgan Stanley Wealth Management May 2012 - December 2013
Edward Jones March 2007 - May 2012
Rite Aid January 2004 - December 2006
Skills
Public Speaking, Art, Microsoft Word, PowerPoint, Project Management, Promotions, Account Reconciliation, Brochures, Small Business, Customer Service, Compliance, Documentaries, Financial Risk, Hospitality Management, Interviews, Invoicing, Inspection, Key Account Management, Negotiation, Nonprofits, New Business Development, Networking, Newsletters, Office Management, Office Administration, Restaurants, Time Management, Social Networking, Training, Social Media, Strategic Planning
Education
Brevard College 1990 — 1992
Associate of Arts and Sciences (AAS), Psychology/business organization
Hendersonville High School 1986 — 1990
diploma
Greater Poulsbo Chamber of Commerce- PMC August 2015 - Present
Christmas in the Country May 2010 - Present
Smart Chiropractic September 2014 - July 2015
Smart Chiropractic September 2014 - July 2015
Morgan Stanley Wealth Management May 2012 - December 2013
Edward Jones March 2007 - May 2012
Rite Aid January 2004 - December 2006
Skills
Public Speaking, Art, Microsoft Word, PowerPoint, Project Management, Promotions, Account Reconciliation, Brochures, Small Business, Customer Service, Compliance, Documentaries, Financial Risk, Hospitality Management, Interviews, Invoicing, Inspection, Key Account Management, Negotiation, Nonprofits, New Business Development, Networking, Newsletters, Office Management, Office Administration, Restaurants, Time Management, Social Networking, Training, Social Media, Strategic Planning
Education
Brevard College 1990 — 1992
Associate of Arts and Sciences (AAS), Psychology/business organization
Hendersonville High School 1986 — 1990
diploma
Peter Dutcher's Edward Jones Experience March 1999 - December 2005
Job Experienced Financial Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2012 - Present
CUNA Mutual Group January 2006 - September 2010
Edward Jones March 1999 - December 2005
Skills
Retirement Planning
Education
Bryant University 1986 — 1990
BS, Business Administration
Bank of America Merrill Lynch February 2012 - Present
CUNA Mutual Group January 2006 - September 2010
Edward Jones March 1999 - December 2005
Skills
Retirement Planning
Education
Bryant University 1986 — 1990
BS, Business Administration
Steve Carani's Edward Jones Experience November 2013 - Present
Job Client Support Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Edward Jones November 2010 - November 2013
Edward Jones 1992 - November 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
EMBA
Bradley University 1987 — 1991
Marketing
Carmel high school 1983 — 1987
Edward Jones November 2013 - Present
Edward Jones November 2010 - November 2013
Edward Jones 1992 - November 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
EMBA
Bradley University 1987 — 1991
Marketing
Carmel high school 1983 — 1987
Mamatha Cheguri's Edward Jones Experience August 2011 - Present
Job Sr Software developer at Edward Jones
Industry Computer Software
Experience
Edward Jones August 2011 - Present
USPS February 2011 - August 2011
Citizens Property Insurance Corporation April 2009 - January 2011
Maritz Inc, March 2008 - March 2009
GMAC Insurance February 2007 - February 2008
Citi Group December 2005 - January 2007
Southwestern Bell Corp (SBC) October 2004 - October 2005
Skills
Java, Java Enterprise Edition, Spring, Hibernate, XML, Eclipse, JavaScript, JSP, Agile Methodologies, Web Services, Tomcat, SQL, Subversion, Software Development, MySQL, Scrum, Servlets, AJAX, JUnit, Struts
Education
Bradley University
Master of Engineering
Edward Jones August 2011 - Present
USPS February 2011 - August 2011
Citizens Property Insurance Corporation April 2009 - January 2011
Maritz Inc, March 2008 - March 2009
GMAC Insurance February 2007 - February 2008
Citi Group December 2005 - January 2007
Southwestern Bell Corp (SBC) October 2004 - October 2005
Skills
Java, Java Enterprise Edition, Spring, Hibernate, XML, Eclipse, JavaScript, JSP, Agile Methodologies, Web Services, Tomcat, SQL, Subversion, Software Development, MySQL, Scrum, Servlets, AJAX, JUnit, Struts
Education
Bradley University
Master of Engineering
Linda Pettingill's Edward Jones Experience February 2004 - January 2006
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Yakima Valley Farm Workers Clinic March 2011 - Present
Coventry Health Care April 2006 - November 2010
Edward Jones February 2004 - January 2006
First Health March 2002 - February 2004
AT&T Broadband July 2000 - March 2001
Achieve Global August 1996 - June 2000
Stream International January 1986 - July 1996
Skills
Training, Employee Training, Leadership, Leadership Development, Program Management, Human Resources, E-Learning, Needs Analysis, Instructor-led Training, Learning Management..., Adult Education, Curriculum Design
Education
University of Phoenix 1998 — 2000
Masters, Organizational Management
Brigham Young University
Bachelor of Science, Sociology
Yakima Valley Farm Workers Clinic March 2011 - Present
Coventry Health Care April 2006 - November 2010
Edward Jones February 2004 - January 2006
First Health March 2002 - February 2004
AT&T Broadband July 2000 - March 2001
Achieve Global August 1996 - June 2000
Stream International January 1986 - July 1996
Skills
Training, Employee Training, Leadership, Leadership Development, Program Management, Human Resources, E-Learning, Needs Analysis, Instructor-led Training, Learning Management..., Adult Education, Curriculum Design
Education
University of Phoenix 1998 — 2000
Masters, Organizational Management
Brigham Young University
Bachelor of Science, Sociology
JAN PARKER's Edward Jones Experience September 2001 - January 2009
Job RETIRED CUSTOMER SERVICE PROFESSIONAL
Industry Financial Services
Experience
Edward Jones September 2001 - January 2009
STATE FAIR FOODS, DIV OF SARA LEE CORP. September 1983 - March 1999
Education
Brookhaven Community College 1988 — 1993
ASSOCIATES, MANAGEMENT
Edward Jones September 2001 - January 2009
STATE FAIR FOODS, DIV OF SARA LEE CORP. September 1983 - March 1999
Education
Brookhaven Community College 1988 — 1993
ASSOCIATES, MANAGEMENT
Jon Sutherland's Edward Jones Experience November 2003 - June 2005
Job Applications Development Analyst II at Black Knight Financial Services Data & Analytics
Industry Computer Software
Experience
Black Knight Financial Services Data & Analytics June 2013 - Present
Insuresoft June 2005 - March 2013
Edward Jones November 2003 - June 2005
Applied Systems June 2000 - November 2003
Skills
VB.NET, Microsoft SQL Server, TFS, Microsoft Office, ASP.NET, JavaScript, Software Project..., Insurance, Requirements Analysis, XML, Business Process, SDLC
Education
Buena Vista University 1996 — 2000
Bachelor of Arts (B.A.), Management Information Systems, General
Black Knight Financial Services Data & Analytics June 2013 - Present
Insuresoft June 2005 - March 2013
Edward Jones November 2003 - June 2005
Applied Systems June 2000 - November 2003
Skills
VB.NET, Microsoft SQL Server, TFS, Microsoft Office, ASP.NET, JavaScript, Software Project..., Insurance, Requirements Analysis, XML, Business Process, SDLC
Education
Buena Vista University 1996 — 2000
Bachelor of Arts (B.A.), Management Information Systems, General
Anneliesa Alexander's Edward Jones Experience March 2012 - Present
Job Team Leader Training at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
Edward Jones August 2010 - March 2012
Edward Jones August 2007 - August 2010
Catholic Charities USA July 2006 - August 2007
Missionary Training Center June 2002 - June 2006
Skills
Public Speaking, Social Media, Coaching, Leadership Development, Social Networking, Series 7, Series 66, Series 24, Training Delivery, Business Coaching
Education
Brigham Young University 2002 — 2006
B.S., Marriage, Family, Human Development
Edward Jones March 2012 - Present
Edward Jones August 2010 - March 2012
Edward Jones August 2007 - August 2010
Catholic Charities USA July 2006 - August 2007
Missionary Training Center June 2002 - June 2006
Skills
Public Speaking, Social Media, Coaching, Leadership Development, Social Networking, Series 7, Series 66, Series 24, Training Delivery, Business Coaching
Education
Brigham Young University 2002 — 2006
B.S., Marriage, Family, Human Development
Paul Kjar's Edward Jones Experience April 2011 - Present
Job Senior Quantitative Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Edward Jones March 2007 - April 2011
Skills
Process Improvement, Microsoft Office
Education
Brigham Young University 1999 — 2001
Bachelor's degree, Accounting
Edward Jones April 2011 - Present
Edward Jones March 2007 - April 2011
Skills
Process Improvement, Microsoft Office
Education
Brigham Young University 1999 — 2001
Bachelor's degree, Accounting
Heather Dechau's Edward Jones Experience November 2009 - May 2011
Job Registered Personal Banker II
Industry Marketing and Advertising
Experience
Wells Fargo 2012 - 2013
Miller-Motte Technical College 2011 - 2012
Edward Jones November 2009 - May 2011
Verizon Wireless October 2004 - October 2009
Circuit City November 2002 - October 2004
Best Buy May 2001 - March 2002
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Publisher, Time Management, Cross-functional Team..., Organization &..., Highly effective, Cost Effective, Educational Leadership, Marketing Strategy, Event Planning
Education
Brenau University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.78
Wells Fargo 2012 - 2013
Miller-Motte Technical College 2011 - 2012
Edward Jones November 2009 - May 2011
Verizon Wireless October 2004 - October 2009
Circuit City November 2002 - October 2004
Best Buy May 2001 - March 2002
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Publisher, Time Management, Cross-functional Team..., Organization &..., Highly effective, Cost Effective, Educational Leadership, Marketing Strategy, Event Planning
Education
Brenau University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.78
Christy Cihat's Edward Jones Experience Operations ManagerNorthwestern Mutual2001 - 2009
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Operations ManagerNorthwestern Mutual2001 - 2009
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Insurance, Financial Services, Life Insurance, Fixed Annuities, Retirement, Risk Management
Education
Bryant University
Human Resources Management
Edward Jones Operations ManagerNorthwestern Mutual2001 - 2009
Skills
Retirement Planning, Investments, Mutual Funds, Financial Analysis, Insurance, Financial Services, Life Insurance, Fixed Annuities, Retirement, Risk Management
Education
Bryant University
Human Resources Management
charyn jones's Edward Jones Experience July 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Prudenital September 2006 - April 2013
Newtown Medical Group January 2005 - April 2006
Newtown Primary Care/ Kosmorsky Medical March 2003 - January 2005
Skills
Data Entry, Phlebotomy, Vital Signs, Medicine, Customer Service, EKG, Surgery, Insurance, Call Centers, Finance, Injectable, Receptionist Duties, New Business Development, Mutual Funds, Microsoft Excel
Education
CHI Institute 2000 — 2000
Medical Assistant/Phlebotomy, 4.0
Bucks County Community College 1998 — 2000
Biology, General
Edward Jones July 2013 - Present
Prudenital September 2006 - April 2013
Newtown Medical Group January 2005 - April 2006
Newtown Primary Care/ Kosmorsky Medical March 2003 - January 2005
Skills
Data Entry, Phlebotomy, Vital Signs, Medicine, Customer Service, EKG, Surgery, Insurance, Call Centers, Finance, Injectable, Receptionist Duties, New Business Development, Mutual Funds, Microsoft Excel
Education
CHI Institute 2000 — 2000
Medical Assistant/Phlebotomy, 4.0
Bucks County Community College 1998 — 2000
Biology, General
Bryan Remmen's Edward Jones Experience June 2011 - August 2011
Job Assistant Branch Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car April 2013 - Present
Enterprise Rent-A-Car February 2013 - April 2013
Enterprise Rent-A-Car June 2012 - February 2013
Edward Jones June 2011 - August 2011
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Enterprise Rent-A-Car April 2013 - Present
Enterprise Rent-A-Car February 2013 - April 2013
Enterprise Rent-A-Car June 2012 - February 2013
Edward Jones June 2011 - August 2011
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation