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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11,041 Edward Jones employees in database. Find out everything there's to know about Edward Jones employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Employees
Employee
Years
Job
Industry
David Dudek, CFA David Dudek, CFA's Edward Jones Experience January 2010 - June 2010
Job Associate Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management March 2014 - Present
Andersen Tax September 2011 - March 2014
Texas Instruments (formerly National Semiconductor) August 2010 - September 2011
Edward Jones January 2010 - June 2010
Orfalea College of Business June 2009 - June 2010
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2009 — 2009
First Republic Private Wealth Management March 2014 - Present
Andersen Tax September 2011 - March 2014
Texas Instruments (formerly National Semiconductor) August 2010 - September 2011
Edward Jones January 2010 - June 2010
Orfalea College of Business June 2009 - June 2010
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2009 — 2009
Deena Watson Deena Watson's Edward Jones Experience August 2011 - December 2013
Job ParaPlanner at Outlook Wealth Advisors, LLC
Industry Financial Services
Experience
Outlook Wealth Advisors, LLC December 2013 - Present
Edward Jones August 2011 - December 2013
Cintas March 2010 - August 2011
Meador Staffing Services February 2007 - March 2010
The Pampered Chef 2000 - 2007
Skills
Management, Sales, Leadership, Research, Training, Portfolio Management, Marketing Strategy, Financial Planning, Financial Services, Mutual Funds, Indexed Annuities, Fixed Annuities, Variable Annuities, Life Insurance, Equities, Stock Market, Financial Advisory, Independent Financial..., Customer Service
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
Bachelor of Science (BS), Agriculture Business Management
Linn-Benton Community College 1981 — 1983
Associate of Science (A.S.), Animal Sciences
Canby High School
Outlook Wealth Advisors, LLC December 2013 - Present
Edward Jones August 2011 - December 2013
Cintas March 2010 - August 2011
Meador Staffing Services February 2007 - March 2010
The Pampered Chef 2000 - 2007
Skills
Management, Sales, Leadership, Research, Training, Portfolio Management, Marketing Strategy, Financial Planning, Financial Services, Mutual Funds, Indexed Annuities, Fixed Annuities, Variable Annuities, Life Insurance, Equities, Stock Market, Financial Advisory, Independent Financial..., Customer Service
Education
California Polytechnic State University-San Luis Obispo 1983 — 1986
Bachelor of Science (BS), Agriculture Business Management
Linn-Benton Community College 1981 — 1983
Associate of Science (A.S.), Animal Sciences
Canby High School
Birol Sarigul Birol Sarigul's Edward Jones Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Costco Wholesale October 2003 - August 2013
Skills
Merchandising, Microsoft Office, Customer Service, Event Planning, Inventory Management, Microsoft Excel
Education
California State University-Fullerton
Bachelor’s Degree, Finance
Mike & Russ Financial Training
CA Health & Life Insurance
Edward Jones August 2013 - Present
Costco Wholesale October 2003 - August 2013
Skills
Merchandising, Microsoft Office, Customer Service, Event Planning, Inventory Management, Microsoft Excel
Education
California State University-Fullerton
Bachelor’s Degree, Finance
Mike & Russ Financial Training
CA Health & Life Insurance
Joshua Fowler Joshua Fowler's Edward Jones Experience September 2008 - February 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge February 2015 - Present
JPMorgan Chase 2010 - 2014
Edward Jones September 2008 - February 2010
Bilsten's Appliance Stores of California, Inc. October 2004 - September 2008
United States Marine Corps September 1997 - March 2004
Skills
Strategic Planning, Workshop Development, Seminar Marketing, Process Improvement, Maintaining Strong..., Operations Management, Timeline Development, Personal Development, Financial Management..., purchasing and..., Conflict Resolution, Leadership Development, Personnel Management, Customer Service
Education
California State University, Fresno 2005 — 2007
Bachelor of Science (B.S.), Business Administration Finance
Fresno City College 2004 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Merrill Edge February 2015 - Present
JPMorgan Chase 2010 - 2014
Edward Jones September 2008 - February 2010
Bilsten's Appliance Stores of California, Inc. October 2004 - September 2008
United States Marine Corps September 1997 - March 2004
Skills
Strategic Planning, Workshop Development, Seminar Marketing, Process Improvement, Maintaining Strong..., Operations Management, Timeline Development, Personal Development, Financial Management..., purchasing and..., Conflict Resolution, Leadership Development, Personnel Management, Customer Service
Education
California State University, Fresno 2005 — 2007
Bachelor of Science (B.S.), Business Administration Finance
Fresno City College 2004 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Bijan Parvin Bijan Parvin's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Northwestern Mutual December 2013 - August 2014
Walnut Creek Soccer Club July 2005 - June 2009
Skills
English, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Teamwork, Outlook, Leadership, Customer Service, Public Speaking, Financial Reporting, Social Networking, Risk Management, Sales, Economics
Education
CSU Chico 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones October 2014 - Present
Northwestern Mutual December 2013 - August 2014
Walnut Creek Soccer Club July 2005 - June 2009
Skills
English, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Teamwork, Outlook, Leadership, Customer Service, Public Speaking, Financial Reporting, Social Networking, Risk Management, Sales, Economics
Education
CSU Chico 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Jamie Callahan Jamie Callahan's Edward Jones Experience January 2010 - April 2010
Job Sales Representative at Stryker Surgical
Industry Medical Devices
Experience
Stryker Instruments May 2015 - Present
Stryker Instruments September 2012 - May 2015
Stryker Endoscopy September 2010 - August 2012
Edward Jones January 2010 - April 2010
Jamba Juice June 2009 - September 2009
Skills
Marketing, Sales, Market Research, Sales Operations, Sales Presentations, Sales Prospecting, Medical Devices, Product Launch, Salesforce.com, Brand Development, Product Marketing, Cold Calling, IDNs, Account Management, Management, Social Media
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S. Business Administration, Finance & Marketing
Copenhagen Business School
International Business
Monte Vista High School 2002 — 2006
Diploma
Stryker Instruments May 2015 - Present
Stryker Instruments September 2012 - May 2015
Stryker Endoscopy September 2010 - August 2012
Edward Jones January 2010 - April 2010
Jamba Juice June 2009 - September 2009
Skills
Marketing, Sales, Market Research, Sales Operations, Sales Presentations, Sales Prospecting, Medical Devices, Product Launch, Salesforce.com, Brand Development, Product Marketing, Cold Calling, IDNs, Account Management, Management, Social Media
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S. Business Administration, Finance & Marketing
Copenhagen Business School
International Business
Monte Vista High School 2002 — 2006
Diploma
Leo Do Carmo 714-777-5693 Leo Do Carmo 714-777-5693's Edward Jones Experience January 2003 - September 2004
Job Financial Advisor Representative at Contemporary Retirement Strategies
Industry Financial Services
Experience
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
Johnson Le's Edward Jones Experience January 2014 - May 2014
Job Financial Reporting Analyst at National Bank of Arizona / MBA & CFA Candidate
Industry Investment Banking
Experience
National Bank of Arizona July 2014 - Present
Delta Sigma Pi June 2015 - Present
Johnson Le Photography March 2013 - Present
Edward Jones January 2014 - May 2014
IMT Precision October 2011 - November 2013
IMT Precision November 2010 - October 2011
IMT Precision September 2007 - October 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Pepperdine University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
California State University-East Bay 2010 — 2012
Bachelor's Degree, Business Administration - Finance, Operations and Enterprise Resource Management
Chabot College 2006 — 2010
Associate's Degree, Business Administration, Machine Tool Technology & Numerical Control (CNC Programming)
Southern Alberta Institute of Technology / SAIT 2002 — 2003
Certificate of Achievements, Airframe Mechanics and Aircraft Maintenance Technology
National Bank of Arizona July 2014 - Present
Delta Sigma Pi June 2015 - Present
Johnson Le Photography March 2013 - Present
Edward Jones January 2014 - May 2014
IMT Precision October 2011 - November 2013
IMT Precision November 2010 - October 2011
IMT Precision September 2007 - October 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Pepperdine University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
California State University-East Bay 2010 — 2012
Bachelor's Degree, Business Administration - Finance, Operations and Enterprise Resource Management
Chabot College 2006 — 2010
Associate's Degree, Business Administration, Machine Tool Technology & Numerical Control (CNC Programming)
Southern Alberta Institute of Technology / SAIT 2002 — 2003
Certificate of Achievements, Airframe Mechanics and Aircraft Maintenance Technology
Bo Caldwell AAMS® Bo Caldwell AAMS®'s Edward Jones Experience September 2012 - January 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Edward Jones September 2012 - January 2015
Lexus January 2012 - August 2012
Ford's Filling Station August 2009 - August 2012
Toyota Motor Sales May 2011 - December 2011
BLD Restaurant November 2007 - October 2009
Twining Laboratories September 2007 - March 2008
King Estate Winery May 2007 - September 2007
The City Nightclub August 2006 - September 2007
Cafe Lucky Noodle March 2006 - March 2007
Skills
Financial Analysis, Marketing Research, Social Media, Microsoft Office, Outstanding Customer..., PowerPoint, Word, Excel, Investments, Public Speaking
Education
California State University-Dominguez Hills 2010 — 2011
BA, Marketing, 3.95
Santa Monica College 2009 — 2010
Business Administration
University of Oregon 2002 — 2006
Theatre Arts
Wells Fargo Advisors January 2015 - Present
Edward Jones September 2012 - January 2015
Lexus January 2012 - August 2012
Ford's Filling Station August 2009 - August 2012
Toyota Motor Sales May 2011 - December 2011
BLD Restaurant November 2007 - October 2009
Twining Laboratories September 2007 - March 2008
King Estate Winery May 2007 - September 2007
The City Nightclub August 2006 - September 2007
Cafe Lucky Noodle March 2006 - March 2007
Skills
Financial Analysis, Marketing Research, Social Media, Microsoft Office, Outstanding Customer..., PowerPoint, Word, Excel, Investments, Public Speaking
Education
California State University-Dominguez Hills 2010 — 2011
BA, Marketing, 3.95
Santa Monica College 2009 — 2010
Business Administration
University of Oregon 2002 — 2006
Theatre Arts
Agnes Liong Agnes Liong's Edward Jones Experience July 2013 - July 2014
Job Financial Analyst at Farmers Group Insurance & Zurich Investments
Industry Financial Services
Experience
Farmers Group Insurance & Financial Solutions- No.1 Commercial Lines Insurance Agency in Southern CA May 2015 - Present
Merrill Edge July 2014 - Present
Stand Up 2 Bullying March 2014 - Present
Edward Jones July 2013 - July 2014
arubixs May 2013 - June 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Volunteers of America January 2010 - June 2010
PT.SIKISEI June 2007 - December 2009
Bank Jasa Jakarta July 2005 - July 2007
Bali Restaurant July 2000 - July 2005
Education
Pepperdine University 2014 — 2017
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2011 — 2012
Bachelor of Science (B.Sc.), Finance and Marketing, 3.81
Shoreline Community College 2009 — 2010
Associate of Arts with Honors, Business, 3.8
Diablo Valley College 2009 — 2009
Business
Farmers Group Insurance & Financial Solutions- No.1 Commercial Lines Insurance Agency in Southern CA May 2015 - Present
Merrill Edge July 2014 - Present
Stand Up 2 Bullying March 2014 - Present
Edward Jones July 2013 - July 2014
arubixs May 2013 - June 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Volunteers of America January 2010 - June 2010
PT.SIKISEI June 2007 - December 2009
Bank Jasa Jakarta July 2005 - July 2007
Bali Restaurant July 2000 - July 2005
Education
Pepperdine University 2014 — 2017
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2011 — 2012
Bachelor of Science (B.Sc.), Finance and Marketing, 3.81
Shoreline Community College 2009 — 2010
Associate of Arts with Honors, Business, 3.8
Diablo Valley College 2009 — 2009
Business
Allie DeYoung, CPA, CFP ®'s Edward Jones Experience January 2009 - September 2010
Job Financial Advisor at Higgins & DeYoung Wealth Strategies Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Higgins & DeYoung Wealth Strategies - Raymond James Financial Services, Inc. 2010 - Present
Edward Jones January 2009 - September 2010
Deloitte & Touche 2006 - 2009
Skills
Estate Planning, Mutual Funds, Financial Planners, Life Insurance, Retirement Planning, Retirement, Financial Analysis, Bonds, Finance, Personal Financial..., Long Term Care Insurance, ETFs, Stocks, Insurance, Closed-end Funds, Estate Tax Planning
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Higgins & DeYoung Wealth Strategies - Raymond James Financial Services, Inc. 2010 - Present
Edward Jones January 2009 - September 2010
Deloitte & Touche 2006 - 2009
Skills
Estate Planning, Mutual Funds, Financial Planners, Life Insurance, Retirement Planning, Retirement, Financial Analysis, Bonds, Finance, Personal Financial..., Long Term Care Insurance, ETFs, Stocks, Insurance, Closed-end Funds, Estate Tax Planning
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Ellen Lambert Ellen Lambert's Edward Jones Experience November 2003 - April 2006
Job Writer, Motivational Speaker
Industry Professional Training & Coaching
Experience
Ellen Lambert & Associates 2006 - Present
Edward Jones November 2003 - April 2006
Savings of America January 1988 - June 1993
Lloyds Bank Group 1980 - 1983
BANK OF AMERICA 1977 - 1979
Skills
Public Speaking, Media Relations, Coaching, Radio, Internal Communications, Marketing Materials, Resume Writing, Copywriting, Corporate Communications, Writing, Banking, Branch Banking, banking operations, financial sales and..., Executive Presentations, Executive Level..., Marketing, Social Networking, Advertising, Social Media Marketing, Online Marketing
Education
California State University-Fullerton 1985 — 1990
MA, Speech Communication
University of California, Santa Barbara 1977 — 1979
BA, Communications
Ellen Lambert & Associates 2006 - Present
Edward Jones November 2003 - April 2006
Savings of America January 1988 - June 1993
Lloyds Bank Group 1980 - 1983
BANK OF AMERICA 1977 - 1979
Skills
Public Speaking, Media Relations, Coaching, Radio, Internal Communications, Marketing Materials, Resume Writing, Copywriting, Corporate Communications, Writing, Banking, Branch Banking, banking operations, financial sales and..., Executive Presentations, Executive Level..., Marketing, Social Networking, Advertising, Social Media Marketing, Online Marketing
Education
California State University-Fullerton 1985 — 1990
MA, Speech Communication
University of California, Santa Barbara 1977 — 1979
BA, Communications
Nicholas Billeci Nicholas Billeci's Edward Jones Experience June 2013 - September 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Edward Jones June 2013 - September 2015
Center for Economic Development February 2011 - May 2013
California State University, Chico January 2011 - May 2013
Skills
Research, Mutual Funds, Insurance, Education Savings, Retirement Plan..., Individual Retirement..., Portfolio and..., Business Retirement..., Investor Education..., Equity Investments, Fixed-income Investments, Annuities, Systematic Investing
Education
California State University-Chico 2008 — 2013
Bachelor's degree, Finance, General
California State University-Chico 2008 — 2013
Bachelor's Degree, International Economics
Fidelity Investments September 2015 - Present
Edward Jones June 2013 - September 2015
Center for Economic Development February 2011 - May 2013
California State University, Chico January 2011 - May 2013
Skills
Research, Mutual Funds, Insurance, Education Savings, Retirement Plan..., Individual Retirement..., Portfolio and..., Business Retirement..., Investor Education..., Equity Investments, Fixed-income Investments, Annuities, Systematic Investing
Education
California State University-Chico 2008 — 2013
Bachelor's degree, Finance, General
California State University-Chico 2008 — 2013
Bachelor's Degree, International Economics
Maryam Khayali Maryam Khayali's Edward Jones Experience 2015 - Present
Job Financial Advisor at
Industry Financial Services
Experience
Edward Jones 2015 - Present
Edelman Financial services July 2014 - May 2015
comerica July 2007 - July 2014
Skills
Series 7, Securities, Series 63, Retirement Planning, Mutual Funds, Portfolio Management, Risk Management, Asset Allocation, Financial Services, Fixed Annuities, Investments, FINRA, Trading, Fixed Income, Equities, Alternative Investments, Banking, Capital Markets, Finance, Insurance, Life Insurance, Investment Strategies, Options, Investment Advisory, Wealth Management, Uniform Combined State..., Investment Management, Financial Modeling, Asset Management, Series 24, Strategic Financial..., Bloomberg, Financial Analysis, Term Life Insurance, Relationship Management, Series 65, Financial Planning
Education
California State University-Fullerton
Bachelor's Degree, Finance
university of california at irvine
Bachelor's Degree, Social Sciences
Edward Jones 2015 - Present
Edelman Financial services July 2014 - May 2015
comerica July 2007 - July 2014
Skills
Series 7, Securities, Series 63, Retirement Planning, Mutual Funds, Portfolio Management, Risk Management, Asset Allocation, Financial Services, Fixed Annuities, Investments, FINRA, Trading, Fixed Income, Equities, Alternative Investments, Banking, Capital Markets, Finance, Insurance, Life Insurance, Investment Strategies, Options, Investment Advisory, Wealth Management, Uniform Combined State..., Investment Management, Financial Modeling, Asset Management, Series 24, Strategic Financial..., Bloomberg, Financial Analysis, Term Life Insurance, Relationship Management, Series 65, Financial Planning
Education
California State University-Fullerton
Bachelor's Degree, Finance
university of california at irvine
Bachelor's Degree, Social Sciences
Winston Hill Winston Hill's Edward Jones Experience January 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Internet
Experience
Edward Jones January 2015 - Present
Macy's November 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - June 2014
Jackson Hewitt January 2013 - April 2013
PropertyRoom.com February 2012 - November 2012
Nordstrom October 2007 - March 2009
Target October 2005 - September 2007
Walmart June 2003 - September 2005
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Financial Markets, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Retail
Education
University of California, Riverside 2010 — 2011
Bachelor's degree, Business Economics, 3.0
Cerritos College 2007 — 2009
Cal Poly Pomona 2003 — 2006
Edward Jones January 2015 - Present
Macy's November 2014 - January 2015
Morgan Stanley Wealth Management May 2013 - June 2014
Jackson Hewitt January 2013 - April 2013
PropertyRoom.com February 2012 - November 2012
Nordstrom October 2007 - March 2009
Target October 2005 - September 2007
Walmart June 2003 - September 2005
Skills
Investment Advisory, Investment Strategies, Financial Analysis, Financial Markets, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Retail
Education
University of California, Riverside 2010 — 2011
Bachelor's degree, Business Economics, 3.0
Cerritos College 2007 — 2009
Cal Poly Pomona 2003 — 2006
Andy Asher's Edward Jones Experience September 2006 - September 2008
Job Owner SNI
Industry E-Learning
Experience
Smart New Income July 2015 - Present
BloomerBoomer November 2008 - Present
Edward Jones September 2006 - September 2008
Clear Channel Radio September 2003 - September 2006
CBS News September 1995 - August 2003
Fox Television July 1983 - August 1995
ABC News February 1979 - March 1983
UC Davis September 1974 - September 1979
Skills
Editing, Public Relations, Press Releases, Video, Email Marketing, WordPress, Broadcast, Social Media, Corporate Communications, Team Building, Strategic Communications, Sales, Public Speaking, Strategy, Leadership, CRM, Social Media Marketing, Entrepreneurship, Web Content, Website Promotion, Event Planning, Budgets, Facebook, Nonprofits, Copywriting, Fundraising, Media Relations, Content Management, SEO, Strategic Planning, Website Development, Advertising, SEM, Television, Small Business, Customer Service, Strategic Partnerships, Internal Communications, Digital Media, Brand Development, Time Management, Direct Marketing, Event Management, Digital Marketing, Blogging, Social Networking, Integrated Marketing, Lead Generation, Newsletters, Google Analytics
Education
Ohio University 1972 — 1974
MA, Communications
California State University-Chico 1968 — 1971
BA, Communications
Smart New Income July 2015 - Present
BloomerBoomer November 2008 - Present
Edward Jones September 2006 - September 2008
Clear Channel Radio September 2003 - September 2006
CBS News September 1995 - August 2003
Fox Television July 1983 - August 1995
ABC News February 1979 - March 1983
UC Davis September 1974 - September 1979
Skills
Editing, Public Relations, Press Releases, Video, Email Marketing, WordPress, Broadcast, Social Media, Corporate Communications, Team Building, Strategic Communications, Sales, Public Speaking, Strategy, Leadership, CRM, Social Media Marketing, Entrepreneurship, Web Content, Website Promotion, Event Planning, Budgets, Facebook, Nonprofits, Copywriting, Fundraising, Media Relations, Content Management, SEO, Strategic Planning, Website Development, Advertising, SEM, Television, Small Business, Customer Service, Strategic Partnerships, Internal Communications, Digital Media, Brand Development, Time Management, Direct Marketing, Event Management, Digital Marketing, Blogging, Social Networking, Integrated Marketing, Lead Generation, Newsletters, Google Analytics
Education
Ohio University 1972 — 1974
MA, Communications
California State University-Chico 1968 — 1971
BA, Communications
Zachary Alario Zachary Alario's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Edward Jones June 2014 - Present
Northwestern Mutual May 2013 - May 2014
The Orion, Chico State January 2013 - May 2013
Theta Chi Fraternity- Eta Omega Chapter May 2012 - May 2013
Skills
Investment Advisory, Wealth Accumulation, Risk Management, Retirement Income..., Retirement Planning, Portfolio Management, College Funding..., Investment Strategies, Life Insurance, Financial Planning, Sales Prospecting, Client Relations
Education
CSU Chico 2010 — 2014
Bachelor of Science (BS), Business Administration/ Finance & Economics, Junior
Edward Jones November 2014 - Present
Edward Jones June 2014 - Present
Northwestern Mutual May 2013 - May 2014
The Orion, Chico State January 2013 - May 2013
Theta Chi Fraternity- Eta Omega Chapter May 2012 - May 2013
Skills
Investment Advisory, Wealth Accumulation, Risk Management, Retirement Income..., Retirement Planning, Portfolio Management, College Funding..., Investment Strategies, Life Insurance, Financial Planning, Sales Prospecting, Client Relations
Education
CSU Chico 2010 — 2014
Bachelor of Science (BS), Business Administration/ Finance & Economics, Junior
Brad Loney Brad Loney's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Defense & Space
Experience
Edward Jones June 2014 - Present
Gavilan Peak School August 2013 - Present
Basis charter schools July 2011 - August 2013
Lockheed Martin 2000 - 2010
Skills
Qualified Teacher, Management, Strategy
Education
Grand Canyon University 2009 — 2011
Masters, Elementary Education and Teaching
California Polytechnic State University-San Luis Obispo
Engineering, Electrical and Electronics Engineering
Edward Jones June 2014 - Present
Gavilan Peak School August 2013 - Present
Basis charter schools July 2011 - August 2013
Lockheed Martin 2000 - 2010
Skills
Qualified Teacher, Management, Strategy
Education
Grand Canyon University 2009 — 2011
Masters, Elementary Education and Teaching
California Polytechnic State University-San Luis Obispo
Engineering, Electrical and Electronics Engineering
Simeon Nevel Simeon Nevel's Edward Jones Experience July 2007 - November 2008
Job Experienced Mainframe Programmer/Analyst COBOL/JCL/CICS/DB2 Legacy Systems Business Analyst
Industry Information Technology and Services
Experience
CVS Caremark Corporation November 2008 - March 2009
Edward Jones July 2007 - November 2008
Early Warning Services, LLC September 2002 - May 2007
Charles Schwab & Co. Inc October 1988 - April 2001
Skills
Information Technology, Project Management, Analysis, System Administration, Spring, Fileaid, CICS, Mainframe, TSO, VSAM, MVS, COBOL, Business Analysis
Education
California State University-East Bay
Computer Science
Paradise Valley Community College
Santa Rosa Junior College
Stockton University
Marine Biology
CVS Caremark Corporation November 2008 - March 2009
Edward Jones July 2007 - November 2008
Early Warning Services, LLC September 2002 - May 2007
Charles Schwab & Co. Inc October 1988 - April 2001
Skills
Information Technology, Project Management, Analysis, System Administration, Spring, Fileaid, CICS, Mainframe, TSO, VSAM, MVS, COBOL, Business Analysis
Education
California State University-East Bay
Computer Science
Paradise Valley Community College
Santa Rosa Junior College
Stockton University
Marine Biology
Colin Castagnola Colin Castagnola's Edward Jones Experience July 2014 - October 2014
Job Telecom and Networking
Industry Internet
Experience
Edward Jones July 2014 - October 2014
Cogent Communications January 2007 - January 2014
Cogent Communications May 2002 - December 2006
PSINet August 1997 - April 2002
Skills
Ethernet, IP, Co-location, Telecommunications, Metro Ethernet, Internet Services, Managed Services, Solution Selling, BGP, Networking, Direct Sales, Optical Fiber, Sales Process, Sales, Broadband, T1, Network Architecture, IP Transit, DWDM, Sales Engineering, Cisco Technologies, Project Management, Network Design, Consultative Approach, Building Relationships, Carrier Ethernet, Technical Solution..., Technical Solution..., Technical Sales..., Technical Presentations, Communication, Presentation Development, Technical Requirements..., Competitive Strategies, Border Gateway Protocol, Carrier Relationships, VLSM, NAT, OSPF, Technical Training, Operations Management
Education
California Lutheran University
MBA, Master of Business Administration, 3.96
Virginia Polytechnic Institute and State University 1991 — 1996
BA, Political Science, Business, International Relations
Edward Jones July 2014 - October 2014
Cogent Communications January 2007 - January 2014
Cogent Communications May 2002 - December 2006
PSINet August 1997 - April 2002
Skills
Ethernet, IP, Co-location, Telecommunications, Metro Ethernet, Internet Services, Managed Services, Solution Selling, BGP, Networking, Direct Sales, Optical Fiber, Sales Process, Sales, Broadband, T1, Network Architecture, IP Transit, DWDM, Sales Engineering, Cisco Technologies, Project Management, Network Design, Consultative Approach, Building Relationships, Carrier Ethernet, Technical Solution..., Technical Solution..., Technical Sales..., Technical Presentations, Communication, Presentation Development, Technical Requirements..., Competitive Strategies, Border Gateway Protocol, Carrier Relationships, VLSM, NAT, OSPF, Technical Training, Operations Management
Education
California Lutheran University
MBA, Master of Business Administration, 3.96
Virginia Polytechnic Institute and State University 1991 — 1996
BA, Political Science, Business, International Relations
Chuck Orban Chuck Orban's Edward Jones Experience October 1991 - Present
Job General Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1991 - Present
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Butler University 1987 — 1991
Bachelor of Science, Finance
Bishop Chatard High School 1984 — 1987
Edward Jones October 1991 - Present
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Butler University 1987 — 1991
Bachelor of Science, Finance
Bishop Chatard High School 1984 — 1987
Nicole (Chamberlin) McGoff Nicole (Chamberlin) McGoff's Edward Jones Experience 2010 - February 2014
Job American Funds
Industry Financial Services
Experience
American Funds February 2014 - Present
Edward Jones 2010 - February 2014
Zimmer 2008 - 2010
I-Flow Corporation 2006 - 2008
Biomet 2004 - 2006
Skills
Customer Satisfaction, Sales, Customer Service
Education
Butler University
Indiana University-Purdue University at Indianapolis
Western Michigan University
American Funds February 2014 - Present
Edward Jones 2010 - February 2014
Zimmer 2008 - 2010
I-Flow Corporation 2006 - 2008
Biomet 2004 - 2006
Skills
Customer Satisfaction, Sales, Customer Service
Education
Butler University
Indiana University-Purdue University at Indianapolis
Western Michigan University
Brooke Wade Brooke Wade's Edward Jones Experience March 2006 - Present
Job Senior Training Leader and Project Manager
Industry Financial Services
Experience
Edward Jones March 2006 - Present
Women, Infants, and Children (WIC) January 2005 - December 2005
Smart and Final March 1996 - December 2005
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Bachelor of Science, Nutritional Science
Edward Jones March 2006 - Present
Women, Infants, and Children (WIC) January 2005 - December 2005
Smart and Final March 1996 - December 2005
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Bachelor of Science, Nutritional Science
Heidi Eaton Heidi Eaton's Edward Jones Experience 2001 - 2003
Job First Vice President at Illinois Business Education Association
Industry Higher Education
Experience
Elgin Community College June 2003 - Present
Illinois Business Education Association November 2014 - Present
Illinois Business Education Association November 2013 - November 2014
Edward Jones 2001 - 2003
Lucent Technologies 1999 - 2001
Waubonsee Community College 1994 - 1999
Altheimer & Gray Law Offices 1989 - 1994
Skills
Teaching, Mentoring, Instructional Design, Higher Education, Public Speaking, Staff Development, Resume Writing, E-Learning, Curriculum Design, Curriculum Development, Program Development, Student Affairs, Career Counseling, Community Outreach, Academic Advising, Adult Education, Microsoft Office, Customer Service, Faculty Development, Distance Learning, Nonprofits, Coaching
Education
California State University-Hayward 1999 — 2001
M.A., Education with emphasis in Online Teaching and Learning
Western Illinois University 1984 — 1989
B.S., Business Education--comprehensive
Elgin Community College
Elgin Community College June 2003 - Present
Illinois Business Education Association November 2014 - Present
Illinois Business Education Association November 2013 - November 2014
Edward Jones 2001 - 2003
Lucent Technologies 1999 - 2001
Waubonsee Community College 1994 - 1999
Altheimer & Gray Law Offices 1989 - 1994
Skills
Teaching, Mentoring, Instructional Design, Higher Education, Public Speaking, Staff Development, Resume Writing, E-Learning, Curriculum Design, Curriculum Development, Program Development, Student Affairs, Career Counseling, Community Outreach, Academic Advising, Adult Education, Microsoft Office, Customer Service, Faculty Development, Distance Learning, Nonprofits, Coaching
Education
California State University-Hayward 1999 — 2001
M.A., Education with emphasis in Online Teaching and Learning
Western Illinois University 1984 — 1989
B.S., Business Education--comprehensive
Elgin Community College
Nicole Mazer Nicole Mazer's Edward Jones Experience 2009 - 2010
Job Marketing Consultant and Social Media Specialist
Industry Marketing and Advertising
Experience
Marketing Consultant and Social Media Specialist January 2012 - Present
Event Marketing Specialist 2008 - Present
Woodbury Financial Services September 2009 - December 2014
Edward Jones 2009 - 2010
310 Athletics 2001 - 2008
CUTCO Cutlery 2000 - 2008
St. Anthony of Padua 2000 - 2008
Best Buy 2001 - 2002
Hometown Buffet 1998 - 2000
Skills
Financial Analysis, Sales Management, Fixed Annuities, Disability Insurance, Team Building, Series 7, Budgets, Retirement Planning, Financial Advisory, Customer Service, Investment Advisory, Uniform Combined State..., Portfolio Management, Financial Modeling, Finance, Investment Strategies, Financial Services, 401k, Financial Planners, Financial Goals, Insurance, Life Insurance, Microsoft Office, Asset Managment, Sales, Mutual Funds, Series 6, Wealth, Equities, Social Networking, Personal Finance, Retail, Small Business, Direct Sales, Strategic Financial..., Strategic Planning, Microsoft Excel, Asset Allocation, Retirement, Term Life Insurance, Series 63, Investments, Social Media Marketing, Long-term Care, Marketing, Securities, Marketing Strategy, Wealth Management, Account Management, New Business Development
Education
California State University-Long Beach 2000 — 2005
BS, Finance, Real Estate & Law (Concentration on Investments)
Marketing Consultant and Social Media Specialist January 2012 - Present
Event Marketing Specialist 2008 - Present
Woodbury Financial Services September 2009 - December 2014
Edward Jones 2009 - 2010
310 Athletics 2001 - 2008
CUTCO Cutlery 2000 - 2008
St. Anthony of Padua 2000 - 2008
Best Buy 2001 - 2002
Hometown Buffet 1998 - 2000
Skills
Financial Analysis, Sales Management, Fixed Annuities, Disability Insurance, Team Building, Series 7, Budgets, Retirement Planning, Financial Advisory, Customer Service, Investment Advisory, Uniform Combined State..., Portfolio Management, Financial Modeling, Finance, Investment Strategies, Financial Services, 401k, Financial Planners, Financial Goals, Insurance, Life Insurance, Microsoft Office, Asset Managment, Sales, Mutual Funds, Series 6, Wealth, Equities, Social Networking, Personal Finance, Retail, Small Business, Direct Sales, Strategic Financial..., Strategic Planning, Microsoft Excel, Asset Allocation, Retirement, Term Life Insurance, Series 63, Investments, Social Media Marketing, Long-term Care, Marketing, Securities, Marketing Strategy, Wealth Management, Account Management, New Business Development
Education
California State University-Long Beach 2000 — 2005
BS, Finance, Real Estate & Law (Concentration on Investments)
Betty Chin's Edward Jones Experience August 2011 - Present
Job Edward Jones is expanding in CA!
Industry Financial Services
Experience
Edward Jones August 2011 - Present
JP Morgan July 2010 - August 2011
DeVry Inc. August 2009 - July 2010
UBS Financial Services, Inc. June 2007 - May 2009
Kaplan Test Prep and Admissions August 2002 - July 2007
Volt Services Group January 2001 - August 2002
Skills
Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking..., Recruiting, Process Improvement, College Recruiting, Onboarding, Change Management, Talent Management, Team Building, Sourcing, Employee Benefits, Human Resources, Interviews, Technical Recruiting, Executive Search, Employee Relations, Internet Recruiting, Succession Planning, Resume Writing, Temporary Placement
Education
California State University-Long Beach
MBA, HRM
University of California, Irvine
BA, Psychology
Edward Jones August 2011 - Present
JP Morgan July 2010 - August 2011
DeVry Inc. August 2009 - July 2010
UBS Financial Services, Inc. June 2007 - May 2009
Kaplan Test Prep and Admissions August 2002 - July 2007
Volt Services Group January 2001 - August 2002
Skills
Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking..., Recruiting, Process Improvement, College Recruiting, Onboarding, Change Management, Talent Management, Team Building, Sourcing, Employee Benefits, Human Resources, Interviews, Technical Recruiting, Executive Search, Employee Relations, Internet Recruiting, Succession Planning, Resume Writing, Temporary Placement
Education
California State University-Long Beach
MBA, HRM
University of California, Irvine
BA, Psychology
Frank Mitchell Frank Mitchell's Edward Jones Experience September 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Merrill Lynch September 2012 - September 2014
KTUL NewsChannel 8 June 1991 - September 2012
KAUZ-TV Wichita Falls, TX June 1989 - June 1991
KOSA-TV Midland/Odessa, TX February 1986 - June 1989
Skills
Television, Weather Forecasting, Broadcast Journalism, Weather, Meteorology, Media Relations, Broadcast Television, Financial Analysis, Financial Reporting, Strategic Financial..., Finance
Education
California State University-Fullerton 1979 — 1985
Bachelor, Communications: Broadcast Journalism
Mississippi State University
Meteorology
Edward Jones September 2014 - Present
Merrill Lynch September 2012 - September 2014
KTUL NewsChannel 8 June 1991 - September 2012
KAUZ-TV Wichita Falls, TX June 1989 - June 1991
KOSA-TV Midland/Odessa, TX February 1986 - June 1989
Skills
Television, Weather Forecasting, Broadcast Journalism, Weather, Meteorology, Media Relations, Broadcast Television, Financial Analysis, Financial Reporting, Strategic Financial..., Finance
Education
California State University-Fullerton 1979 — 1985
Bachelor, Communications: Broadcast Journalism
Mississippi State University
Meteorology
Cole Simons Cole Simons's Edward Jones Experience June 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Northwestern Mutual April 2013 - December 2013
J&D Construction and Termite June 2010 - August 2012
Education
CSU Chico 2010 — 2014
Bachelor of Science (BS), Business Administration, Option in Finance, Senior class standing
Edward Jones June 2014 - Present
Northwestern Mutual April 2013 - December 2013
J&D Construction and Termite June 2010 - August 2012
Education
CSU Chico 2010 — 2014
Bachelor of Science (BS), Business Administration, Option in Finance, Senior class standing
Joanna Aiken's Edward Jones Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
Matt Szynal's Edward Jones Experience June 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2006 - Present
Skills
401k Rollovers, Investments, Portfolio Management, Retirement Planning, Mutual Funds, College Education..., Long-term Care, Roth IRA, Stocks, Tax Free Income, Asset Allocation, ETFs, Estate Planning, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Retirement, Securities, Series 7, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management, Financial Planning
Education
Butler University 2002 — 2006
Marketing, Business
Edward Jones June 2006 - Present
Skills
401k Rollovers, Investments, Portfolio Management, Retirement Planning, Mutual Funds, College Education..., Long-term Care, Roth IRA, Stocks, Tax Free Income, Asset Allocation, ETFs, Estate Planning, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Retirement, Securities, Series 7, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management, Financial Planning
Education
Butler University 2002 — 2006
Marketing, Business
Angela Sun Angela Sun's Edward Jones Experience March 2012 - December 2012
Job Payroll and Benefits Administrator at New Century Health
Industry Human Resources
Experience
New Century Health April 2015 - Present
New Century Health February 2014 - Present
New Century Health July 2013 - February 2014
Advantage Sales & Marketing April 2013 - July 2013
Edward Jones March 2012 - December 2012
Hoag Memorial Hospital Presbyterian October 2009 - January 2012
Bibles for America, Inc. August 2007 - July 2009
Contessa Premium Foods June 2003 - June 2005
Skills
Typing 70+wpm, Microsoft Office (Word,..., Mac OS X, Adobe Acrobat, Editing, I-9 Compliance, ADP Virtual Edge, Event Planning, Cash Handling, Invoicing, Research, Problem Solving, Administration, Databases, Data Entry, Customer Relations, Customer Service, Healthcare, HRIS, Organizing, Customer Satisfaction, Customer Experience, Multi Tasking, Kronos, Lawson, Outlook, Interviews, System Administration, Recruiting, Microsoft Excel, Human Resources, Applicant Tracking..., I-9 audits
Education
California State University-Long Beach 2000 — 2005
BS, Dietetics & Food Administration, Food Science
FTTA, Living Stream Ministry 2005 — 2007
New Century Health April 2015 - Present
New Century Health February 2014 - Present
New Century Health July 2013 - February 2014
Advantage Sales & Marketing April 2013 - July 2013
Edward Jones March 2012 - December 2012
Hoag Memorial Hospital Presbyterian October 2009 - January 2012
Bibles for America, Inc. August 2007 - July 2009
Contessa Premium Foods June 2003 - June 2005
Skills
Typing 70+wpm, Microsoft Office (Word,..., Mac OS X, Adobe Acrobat, Editing, I-9 Compliance, ADP Virtual Edge, Event Planning, Cash Handling, Invoicing, Research, Problem Solving, Administration, Databases, Data Entry, Customer Relations, Customer Service, Healthcare, HRIS, Organizing, Customer Satisfaction, Customer Experience, Multi Tasking, Kronos, Lawson, Outlook, Interviews, System Administration, Recruiting, Microsoft Excel, Human Resources, Applicant Tracking..., I-9 audits
Education
California State University-Long Beach 2000 — 2005
BS, Dietetics & Food Administration, Food Science
FTTA, Living Stream Ministry 2005 — 2007
Ashley Dugan Ashley Dugan's Edward Jones Experience June 2011 - September 2011
Job Administrative Assistant at DPSI Inc.
Industry Financial Services
Experience
Diversified Project Services International December 2013 - Present
Starbucks July 2013 - December 2013
Cal Poly University Police Department March 2010 - October 2013
MINDBODY, Inc. April 2013 - June 2013
Edward Jones June 2011 - September 2011
Skills
Microsoft Excel, Eviews, Microsoft Word, Event Planning, Social Media, Facebook, PowerPoint, Microsoft Office, Teamwork, Social Networking, Data Analysis, Customer Service, Outlook, Salesforce.com, Financial Analysis, Economics, Google Docs, Public Speaking, Time Management
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Economics, Concentration Finance
London Metropolitan University 2011 — 2011
Economics
Diversified Project Services International December 2013 - Present
Starbucks July 2013 - December 2013
Cal Poly University Police Department March 2010 - October 2013
MINDBODY, Inc. April 2013 - June 2013
Edward Jones June 2011 - September 2011
Skills
Microsoft Excel, Eviews, Microsoft Word, Event Planning, Social Media, Facebook, PowerPoint, Microsoft Office, Teamwork, Social Networking, Data Analysis, Customer Service, Outlook, Salesforce.com, Financial Analysis, Economics, Google Docs, Public Speaking, Time Management
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Economics, Concentration Finance
London Metropolitan University 2011 — 2011
Economics
John Nieradzik John Nieradzik's Edward Jones Experience 2003 - 2004
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2006 - Present
World Savings 2004 - 2006
Edward Jones 2003 - 2004
Skills
Financial Planning, Fitness Training, Insurance, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Retirement, Series 7, Mutual Funds, Finance, Banking, Asset Allocation, Fixed Annuities, Series 63
Education
California State University-Stanislaus 2001 — 2002
Bachelor of Science (BS), History
Beyer high school 1994 — 1998
VALIC 2006 - Present
World Savings 2004 - 2006
Edward Jones 2003 - 2004
Skills
Financial Planning, Fitness Training, Insurance, Retirement Planning, Investments, Strategic Financial..., Financial Advisory, Retirement, Series 7, Mutual Funds, Finance, Banking, Asset Allocation, Fixed Annuities, Series 63
Education
California State University-Stanislaus 2001 — 2002
Bachelor of Science (BS), History
Beyer high school 1994 — 1998
Kyle Hibbing Kyle Hibbing's Edward Jones Experience January 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones May 2010 - July 2012
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Insurance, IRAs, Financial Advisory, Asset Allocation, Estate Planning, Financial Planning, Investment Advisory, Investment Strategies
Education
Buena Vista University 2009 — 2012
Finance & Banking, Financial Planning and Services
Edward Jones January 2013 - Present
Edward Jones May 2010 - July 2012
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Insurance, IRAs, Financial Advisory, Asset Allocation, Estate Planning, Financial Planning, Investment Advisory, Investment Strategies
Education
Buena Vista University 2009 — 2012
Finance & Banking, Financial Planning and Services
Charlotte Ames Charlotte Ames's Edward Jones Experience 2004 - January 2011
Job www.clar8ty.com/ceehorse
Industry Health, Wellness and Fitness
Experience
www.natralife.com/cowgirl November 2013 - Present
www.natralife.com/cowgirl November 2013 - May 2014
Clar8ty 2014 - 2014
Natragood August 2013 - November 2013
Edward Jones 2004 - January 2011
Pacific Coast Cutting Horse Association 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Skills
Social Media, Public Speaking, Customer Service, Marketing, Training, Microsoft Word, Team Building, Event Planning, Non-profits, Leadership, Sales, Coaching, Small Business, Strategic Planning, PowerPoint, Microsoft Office, Entrepreneurship, Social Networking, Direct Marketing, Public Relations, Event Management, Fundraising, Social Media Marketing, Microsoft Excel, Online Marketing, Advertising, Team Leadership, Community Outreach
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor of Science, Ag Business Management
www.natralife.com/cowgirl November 2013 - Present
www.natralife.com/cowgirl November 2013 - May 2014
Clar8ty 2014 - 2014
Natragood August 2013 - November 2013
Edward Jones 2004 - January 2011
Pacific Coast Cutting Horse Association 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Skills
Social Media, Public Speaking, Customer Service, Marketing, Training, Microsoft Word, Team Building, Event Planning, Non-profits, Leadership, Sales, Coaching, Small Business, Strategic Planning, PowerPoint, Microsoft Office, Entrepreneurship, Social Networking, Direct Marketing, Public Relations, Event Management, Fundraising, Social Media Marketing, Microsoft Excel, Online Marketing, Advertising, Team Leadership, Community Outreach
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor of Science, Ag Business Management
Mike Ferrier Mike Ferrier's Edward Jones Experience 2004 - 2009
Job Brennan Asset Management Group
Industry Investment Management
Experience
Brennan Asset Management Group January 2009 - Present
Edward Jones 2004 - 2009
The Office Planning Group January 1987 - January 2004
Skills
Retirement Planning, Investments, Financial Planning, Mutual Funds, Annuities, Long Term Care, Retirement, Investment Advisory, IRA's, Asset Allocation, Portfolio Management, 401k, Term Life Insurance, Financial Analysis, IRAs, Fixed Annuities, Long-term Care
Education
California State University-Chico
BS, Business Management
Brennan Asset Management Group January 2009 - Present
Edward Jones 2004 - 2009
The Office Planning Group January 1987 - January 2004
Skills
Retirement Planning, Investments, Financial Planning, Mutual Funds, Annuities, Long Term Care, Retirement, Investment Advisory, IRA's, Asset Allocation, Portfolio Management, 401k, Term Life Insurance, Financial Analysis, IRAs, Fixed Annuities, Long-term Care
Education
California State University-Chico
BS, Business Management
Bonnie Swanson Bonnie Swanson's Edward Jones Experience December 2012 - Present
Job Business Office Administrator at Edward Jones
Industry Farming
Experience
Edward Jones December 2012 - Present
Cats Paw Bees November 2009 - Present
Burdge's Business Services October 2010 - September 2011
The Home Depot May 2010 - December 2010
SpinCo (Verizon/Frontier) May 2010 - September 2010
Farmers Insurance May 2009 - November 2009
Verizon November 1997 - May 2009
Pacific Northwest Region January 1997 - May 2009
Verizon October 2007 - March 2009
Pactel Meridian Systems January 1984 - January 1997
Skills
Customer Satisfaction, Networking, Telecommunications, Call Center, Project Management
Education
University of Phoenix 2005 — 2008
MBA, Business Administration
California State University-Fresno 1976 — 1977
Bachelor of Science, Psychology
California State University-Bakersfield 1974 — 1976
Bakersfield High School 1972 — 1974
Edward Jones December 2012 - Present
Cats Paw Bees November 2009 - Present
Burdge's Business Services October 2010 - September 2011
The Home Depot May 2010 - December 2010
SpinCo (Verizon/Frontier) May 2010 - September 2010
Farmers Insurance May 2009 - November 2009
Verizon November 1997 - May 2009
Pacific Northwest Region January 1997 - May 2009
Verizon October 2007 - March 2009
Pactel Meridian Systems January 1984 - January 1997
Skills
Customer Satisfaction, Networking, Telecommunications, Call Center, Project Management
Education
University of Phoenix 2005 — 2008
MBA, Business Administration
California State University-Fresno 1976 — 1977
Bachelor of Science, Psychology
California State University-Bakersfield 1974 — 1976
Bakersfield High School 1972 — 1974
Rosana McKinney, MA, SPHR Rosana McKinney, MA, SPHR's Edward Jones Experience January 2012 - May 2013
Job Recruiter at Ryder System, Inc.
Industry Transportation/Trucking/Railroad
Experience
Ryder System, Inc. February 2015 - Present
Verizon Wireless June 2014 - October 2014
Solar City January 2014 - March 2014
Edward Jones January 2012 - May 2013
Wells Fargo Home Mortgage November 2004 - January 2012
Skills
Recruiting, Human Resources, Leadership, Program Management, Management, Strategy, Team Leadership, Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Sales, Talent Management, Employee Relations, Performance Management, Sourcing, Technical Recruiting, SDLC, Coaching, Vendor Management, Resume Writing, Process Improvement, Budgets, Cold Calling, Sales Management, Financial Services, Screening Resumes, Diversity & Inclusion, Interviews, Internet Recruiting, Social Networking, Organizational..., Executive Search, Hiring, Workforce Planning, Employee Benefits, Temporary Placement, Employer Branding, Employee Engagement, Deferred Compensation
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Master's
California State University, Fresno 1990 — 1993
Bachelor's
Notre Dame High School
Ryder System, Inc. February 2015 - Present
Verizon Wireless June 2014 - October 2014
Solar City January 2014 - March 2014
Edward Jones January 2012 - May 2013
Wells Fargo Home Mortgage November 2004 - January 2012
Skills
Recruiting, Human Resources, Leadership, Program Management, Management, Strategy, Team Leadership, Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Sales, Talent Management, Employee Relations, Performance Management, Sourcing, Technical Recruiting, SDLC, Coaching, Vendor Management, Resume Writing, Process Improvement, Budgets, Cold Calling, Sales Management, Financial Services, Screening Resumes, Diversity & Inclusion, Interviews, Internet Recruiting, Social Networking, Organizational..., Executive Search, Hiring, Workforce Planning, Employee Benefits, Temporary Placement, Employer Branding, Employee Engagement, Deferred Compensation
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Master's
California State University, Fresno 1990 — 1993
Bachelor's
Notre Dame High School
Richard H. Mootz Jr. CFP® Richard H. Mootz Jr. CFP®'s Edward Jones Experience May 1999 - June 2003
Job President of Mootz Financial Solutions at Securities America Inc.
Industry Financial Services
Experience
Mootz Financial Solutions February 2007 - Present
LPL Financial June 2003 - February 2007
Edward Jones May 1999 - June 2003
Skills
Retirement, Series 7, Financial Planning, Investments, Securities, Insurance, IRA's, Retirement Planning, Annuities, Long Term Care, Annuity, Wealth, 401k, Investment Advisory, Wealth Management, Mutual Funds, Term Life Insurance, Insurance Planning, Pensions, Wealth Accumulation, Bonds, Asset Management, Portfolio Management, Stocks, Mortgage, Asset Allocation, Financial Advisory, Series 63, Succession Planning, Money, Income, Equities, Savings, Asset Protection, Financial Analysis, Retirement Income..., Asset
Education
College for Financial Planning 2005 — 2007
CFP, Financial Planning
California State University-Chico
BA, Physical Therapy
Washington State University
General Education
Mootz Financial Solutions February 2007 - Present
LPL Financial June 2003 - February 2007
Edward Jones May 1999 - June 2003
Skills
Retirement, Series 7, Financial Planning, Investments, Securities, Insurance, IRA's, Retirement Planning, Annuities, Long Term Care, Annuity, Wealth, 401k, Investment Advisory, Wealth Management, Mutual Funds, Term Life Insurance, Insurance Planning, Pensions, Wealth Accumulation, Bonds, Asset Management, Portfolio Management, Stocks, Mortgage, Asset Allocation, Financial Advisory, Series 63, Succession Planning, Money, Income, Equities, Savings, Asset Protection, Financial Analysis, Retirement Income..., Asset
Education
College for Financial Planning 2005 — 2007
CFP, Financial Planning
California State University-Chico
BA, Physical Therapy
Washington State University
General Education
Wendy Peichel Wendy Peichel's Edward Jones Experience 2006 - 2006
Job Financial Para Planner at MRK Financial Solutions
Industry Financial Services
Experience
MRK Financial Solutions November 2013 - Present
Virginia Cooperative Extension, Arlington County August 2012 - August 2013
Gilbert LLP November 2009 - August 2012
CGH Technologies September 2009 - October 2009
Buena Vista University October 2007 - July 2009
Central Bank 2006 - October 2007
Twin Cities RISE! May 2007 - August 2007
Edward Jones 2006 - 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Research, Finance, Accounting, PowerPoint, Microsoft Word, Non-profits
Education
Buena Vista University 2003 — 2007
BA, Finance, Economics
MRK Financial Solutions November 2013 - Present
Virginia Cooperative Extension, Arlington County August 2012 - August 2013
Gilbert LLP November 2009 - August 2012
CGH Technologies September 2009 - October 2009
Buena Vista University October 2007 - July 2009
Central Bank 2006 - October 2007
Twin Cities RISE! May 2007 - August 2007
Edward Jones 2006 - 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Research, Finance, Accounting, PowerPoint, Microsoft Word, Non-profits
Education
Buena Vista University 2003 — 2007
BA, Finance, Economics
Jim den Dulk's Edward Jones Experience August 1998 - September 2011
Job ValuesBased Financial Planning Freeing you up to live your ideal life!
Industry Financial Services
Experience
Ideal Life Financial Advisors September 2011 - Present
Folsom Chamber of Commerce Board of Directors March 2009 - Present
Edward Jones August 1998 - September 2011
Folsom Lake College Foundation Board 2001 - 2007
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Management, Strategic Planning, Insurance Planning, Charitable Giving, Estate Planning, Financial Advice, Investments
Education
California State University, Fresno
Modesto Junior College
Ideal Life Financial Advisors September 2011 - Present
Folsom Chamber of Commerce Board of Directors March 2009 - Present
Edward Jones August 1998 - September 2011
Folsom Lake College Foundation Board 2001 - 2007
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Management, Strategic Planning, Insurance Planning, Charitable Giving, Estate Planning, Financial Advice, Investments
Education
California State University, Fresno
Modesto Junior College
Alisa Norwood Alisa Norwood's Edward Jones Experience July 2007 - July 2008
Job Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo June 2011 - November 2013
Harrison de Charon, LLC July 2008 - March 2011
Edward Jones July 2007 - July 2008
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Microsoft Excel, Leadership, Investment Management, Investment Strategies, Strategic Financial...
Education
San Diego State University-California State University 2008 — 2011
Master of Science in Business Administration, Financial & Tax Planning
California State University-Long Beach 1998 — 2003
Bachelor of Arts, Women's Studies
Wells Fargo October 2013 - Present
Wells Fargo June 2011 - November 2013
Harrison de Charon, LLC July 2008 - March 2011
Edward Jones July 2007 - July 2008
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Microsoft Excel, Leadership, Investment Management, Investment Strategies, Strategic Financial...
Education
San Diego State University-California State University 2008 — 2011
Master of Science in Business Administration, Financial & Tax Planning
California State University-Long Beach 1998 — 2003
Bachelor of Arts, Women's Studies
Bob Ham Bob Ham's Edward Jones Experience December 2011 - April 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Edward Jones December 2011 - April 2012
GlaxoSmithKline 2005 - 2010
GlaxoSmithKline 2000 - 2005
GlaxoSmithKline 1999 - 2000
GlaxoSmithKline 1996 - 1999
GlaxoSmithKline 1990 - 1996
GlaxoSmithKline 1987 - 1990
Education
California Lutheran University
Master of Business Administration (MBA)
San Jose State University 1978 — 1982
B.S. with Great Distinction (Business Adm.)
TD Ameritrade December 2013 - Present
Edward Jones December 2011 - April 2012
GlaxoSmithKline 2005 - 2010
GlaxoSmithKline 2000 - 2005
GlaxoSmithKline 1999 - 2000
GlaxoSmithKline 1996 - 1999
GlaxoSmithKline 1990 - 1996
GlaxoSmithKline 1987 - 1990
Education
California Lutheran University
Master of Business Administration (MBA)
San Jose State University 1978 — 1982
B.S. with Great Distinction (Business Adm.)
Kristin Winnett's Edward Jones Experience September 2007 - May 2012
Job Executive Administrative Assistant at AMG Vanadium, Inc.
Industry Mining & Metals
Experience
AMG Vanadium, Inc. August 2014 - Present
Mancan August 2013 - August 2014
Unique Home Solutions May 2012 - June 2013
Edward Jones September 2007 - May 2012
Petsmart2004 - 2007 January 2004 - September 2007
St. Vincent Hospital August 2004 - February 2007
First Indiana Bank January 2001 - January 2003
Butler University Athletic Department January 2000 - January 2003
Skills
Banking, Customer Service, Telephone Skills
Education
Butler University 1999 — 2003
BS, Marketing
AMG Vanadium, Inc. August 2014 - Present
Mancan August 2013 - August 2014
Unique Home Solutions May 2012 - June 2013
Edward Jones September 2007 - May 2012
Petsmart2004 - 2007 January 2004 - September 2007
St. Vincent Hospital August 2004 - February 2007
First Indiana Bank January 2001 - January 2003
Butler University Athletic Department January 2000 - January 2003
Skills
Banking, Customer Service, Telephone Skills
Education
Butler University 1999 — 2003
BS, Marketing
Dru Torvend Dru Torvend's Edward Jones Experience March 2005 - July 2009
Job Financial Advisor, LPL Financial
Industry Financial Services
Experience
LPL Financial July 2009 - Present
Hometown Advisors July 2009 - Present
Edward Jones March 2005 - July 2009
Southwestern Company June 2000 - September 2004
Skills
Investments, Securities, Financial Services, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Mutual Funds, Strategic Planning, Marketing, 401k, Investment Advisory, Wealth Management, Fixed Annuities, Investment Strategies, Insurance, Asset Allocation
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Business Administration
LPL Financial July 2009 - Present
Hometown Advisors July 2009 - Present
Edward Jones March 2005 - July 2009
Southwestern Company June 2000 - September 2004
Skills
Investments, Securities, Financial Services, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Mutual Funds, Strategic Planning, Marketing, 401k, Investment Advisory, Wealth Management, Fixed Annuities, Investment Strategies, Insurance, Asset Allocation
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Business Administration
Ryan Covington's Edward Jones Experience April 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Protective Life 2011 - March 2013
Turner Investments 2009 - 2011
Lincoln Financial Distributors 2008 - 2009
Putnam Investments 2001 - 2008
The Hartford 1997 - 2001
Education
Butler University 1993 — 1997
BS, Finance
Homestead 1989 — 1993
Edward Jones April 2013 - Present
Protective Life 2011 - March 2013
Turner Investments 2009 - 2011
Lincoln Financial Distributors 2008 - 2009
Putnam Investments 2001 - 2008
The Hartford 1997 - 2001
Education
Butler University 1993 — 1997
BS, Finance
Homestead 1989 — 1993
Tiffany de Ruosi Tiffany de Ruosi's Edward Jones Experience July 1993 - July 1997
Job Investment Advisor at Centaurus Financial, Inc.
Industry Investment Management
Experience
Centaurus Financial, Inc. June 2007 - Present
Brookstreet Securities July 2002 - July 2007
A.G. Edwards July 1997 - July 2002
Edward Jones July 1993 - July 1997
Dean Witter Reynolds September 1991 - July 1993
Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments
Education
California State University-Long Beach 1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business
Centaurus Financial, Inc. June 2007 - Present
Brookstreet Securities July 2002 - July 2007
A.G. Edwards July 1997 - July 2002
Edward Jones July 1993 - July 1997
Dean Witter Reynolds September 1991 - July 1993
Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments
Education
California State University-Long Beach 1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business
Carol Furtado Carol Furtado's Edward Jones Experience May 2013 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Tolosa Press June 2012 - May 2013
RSC Equipment Rental 2010 - 2012
American Scissor Lift 2005 - 2010
United Rentals Inc. 2000 - 2005
Skills
Customer Service, Sales, Oral & Written..., Leadership, Management, Safety Training, Sales Operations, Negotiation, Heavy Equipment..., Advertising, New Business Development, Time Management, Purchasing, Customer Satisfaction, Cold Calling, Training, Territory Development, Contract Negotiation, Operations Management, Account Management, Team Building, Sales Management, Marketing, Editing, Direct Sales, Sales Presentations, Microsoft Office, Public Relations, Heavy Equipment, Social Media Marketing, Executive Management, Construction, Strategic Planning, Supervisory Skills, Social Networking, Logistics, Selling Skills, Retail, Microsoft Excel, Marketing Strategy, Inventory Management, Creative Writing, Store Management, Market Analysis, Risk Assessment, Computer Proficiency
Education
CSU Stanislaus
Bachelor's degree, English Language and Literature, General
Dale Carnegie Training
Certificate, Human Relations Approach to Sales
Edward Jones May 2013 - Present
Tolosa Press June 2012 - May 2013
RSC Equipment Rental 2010 - 2012
American Scissor Lift 2005 - 2010
United Rentals Inc. 2000 - 2005
Skills
Customer Service, Sales, Oral & Written..., Leadership, Management, Safety Training, Sales Operations, Negotiation, Heavy Equipment..., Advertising, New Business Development, Time Management, Purchasing, Customer Satisfaction, Cold Calling, Training, Territory Development, Contract Negotiation, Operations Management, Account Management, Team Building, Sales Management, Marketing, Editing, Direct Sales, Sales Presentations, Microsoft Office, Public Relations, Heavy Equipment, Social Media Marketing, Executive Management, Construction, Strategic Planning, Supervisory Skills, Social Networking, Logistics, Selling Skills, Retail, Microsoft Excel, Marketing Strategy, Inventory Management, Creative Writing, Store Management, Market Analysis, Risk Assessment, Computer Proficiency
Education
CSU Stanislaus
Bachelor's degree, English Language and Literature, General
Dale Carnegie Training
Certificate, Human Relations Approach to Sales
Diana Bortis Diana Bortis's Edward Jones Experience April 2009 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
Enagic November 2011 - Present
Nefful Usa May 2011 - Present
Edward Jones April 2009 - Present
Tarbell Realtors February 2008 - February 2011
ATEN Technology Inc. and IOGEAR September 2007 - February 2008
Ingram Micro September 2000 - January 2007
United Parcel Service January 1989 - February 1998
Skills
Business Development, Marketing Strategy, Account Management, B2B, Negotiation, Channel, Lead Generation, Marketing, Training, Multi-channel Marketing, Analysis, Contract Negotiation, Sales, Online Marketing, Customer Service, Market Planning, Salesforce.com, Social Media Marketing, Sales Operations, Direct Sales
Education
California State University-Fullerton 1991 — 1993
Bachelor of Arts, Psychology
Enagic November 2011 - Present
Nefful Usa May 2011 - Present
Edward Jones April 2009 - Present
Tarbell Realtors February 2008 - February 2011
ATEN Technology Inc. and IOGEAR September 2007 - February 2008
Ingram Micro September 2000 - January 2007
United Parcel Service January 1989 - February 1998
Skills
Business Development, Marketing Strategy, Account Management, B2B, Negotiation, Channel, Lead Generation, Marketing, Training, Multi-channel Marketing, Analysis, Contract Negotiation, Sales, Online Marketing, Customer Service, Market Planning, Salesforce.com, Social Media Marketing, Sales Operations, Direct Sales
Education
California State University-Fullerton 1991 — 1993
Bachelor of Arts, Psychology
Nathan Spurr's Edward Jones Experience June 2005 - January 2006
Job Sr. Business Analyst at Archway Technology Partners, LLC
Industry Investment Management
Experience
Archway Technology Partners, LLC March 2015 - Present
LHDretirement June 2013 - August 2014
The Windsor Group, Ltd. June 2010 - October 2012
KSM Capital Advisors April 2006 - February 2010
Edward Jones June 2005 - January 2006
Skills
Investments, Asset Allocation, Trading, Investment Research, Equity Trading, Mutual Funds, Separately Managed..., Financial Analysis, Wealth Management, Retirement Planning, Risk Management, Finance, Due Diligence, Financial Risk, Portfolio Management, Investment Strategies, Retirement, Management, Series 7, Asset Management, Financial Planning, Securities, Customer Service, Fixed Income
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor's degree, Finance, General
LaPorte High School
Archway Technology Partners, LLC March 2015 - Present
LHDretirement June 2013 - August 2014
The Windsor Group, Ltd. June 2010 - October 2012
KSM Capital Advisors April 2006 - February 2010
Edward Jones June 2005 - January 2006
Skills
Investments, Asset Allocation, Trading, Investment Research, Equity Trading, Mutual Funds, Separately Managed..., Financial Analysis, Wealth Management, Retirement Planning, Risk Management, Finance, Due Diligence, Financial Risk, Portfolio Management, Investment Strategies, Retirement, Management, Series 7, Asset Management, Financial Planning, Securities, Customer Service, Fixed Income
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor's degree, Finance, General
LaPorte High School
Keriann Logan Keriann Logan's Edward Jones Experience September 2014 - Present
Job Branch Office Administrator, Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Clover Holding, Kevin O'Connell June 2014 - September 2014
Angie's List January 2014 - June 2014
Clover Holding, Kevin O'Connell October 2008 - January 2014
Self-Employed May 2011 - May 2013
Skills
Strengthening Client..., Microsoft Office, Adobe Creative Suite, Event Planning, Photoshop, Illustrator, InDesign, Lightroom, Social Media, Editing, PowerPoint, Facebook, Microsoft Word, Public Relations, Microsoft Excel, Public Speaking, Marketing Communications, Rental Management, Event Management, Press Releases, Research, Social Networking, Budgets, Advertising
Education
Butler University 2010 — 2013
Strategic Communication, PR and Advertising
Ivy Tech Community College 2007 — 2010
Meeting and Event Planning
Edward Jones September 2014 - Present
Clover Holding, Kevin O'Connell June 2014 - September 2014
Angie's List January 2014 - June 2014
Clover Holding, Kevin O'Connell October 2008 - January 2014
Self-Employed May 2011 - May 2013
Skills
Strengthening Client..., Microsoft Office, Adobe Creative Suite, Event Planning, Photoshop, Illustrator, InDesign, Lightroom, Social Media, Editing, PowerPoint, Facebook, Microsoft Word, Public Relations, Microsoft Excel, Public Speaking, Marketing Communications, Rental Management, Event Management, Press Releases, Research, Social Networking, Budgets, Advertising
Education
Butler University 2010 — 2013
Strategic Communication, PR and Advertising
Ivy Tech Community College 2007 — 2010
Meeting and Event Planning
Susan Ducker Susan Ducker's Edward Jones Experience Marketing Coordinator and Account RepresentativeSales Effectiveness Partners and SMART Builder Solutions2004 - 2008
Job Results Oriented Marketing Professional
Industry Marketing and Advertising
Experience
Edward Jones Marketing Coordinator and Account RepresentativeSales Effectiveness Partners and SMART Builder Solutions2004 - 2008
Facilty Planning Services 1995 - 1996
Northrop Grumman Corporation 1983 - 1986
Education
California State University-Fullerton
BA, Management and Marketing
Michigan State University
Pre-law and Business
Edward Jones Marketing Coordinator and Account RepresentativeSales Effectiveness Partners and SMART Builder Solutions2004 - 2008
Facilty Planning Services 1995 - 1996
Northrop Grumman Corporation 1983 - 1986
Education
California State University-Fullerton
BA, Management and Marketing
Michigan State University
Pre-law and Business
Molly Peoples Molly Peoples's Edward Jones Experience November 2012 - Present
Job Financial Advisor, Edward Jones
Industry Retail
Experience
Edward Jones November 2012 - Present
West Coast Properties March 2012 - November 2012
McMillan Study Guides November 2008 - November 2012
Coldwell Banker Liberty Realty September 2011 - March 2012
London Properties June 2007 - November 2008
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Saint Francis High School
Edward Jones November 2012 - Present
West Coast Properties March 2012 - November 2012
McMillan Study Guides November 2008 - November 2012
Coldwell Banker Liberty Realty September 2011 - March 2012
London Properties June 2007 - November 2008
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Saint Francis High School
Sherra Loeffler Sherra Loeffler's Edward Jones Experience 2014 - 2015
Job Business Manager
Industry Real Estate
Experience
Esocoff & Associates April 2014 - Present
Edward Jones 2014 - 2015
Jobin Realty 2007 - 2015
Jobin Realty March 2003 - 2013
FBC January 1992 - December 2002
Market Broadcasting Corporation June 1989 - December 1991
Skills
Computer Software:..., Computer Operating..., Foreign Languages:..., Accounting Software:..., Real Estate, Investment Properties, Residential Homes, Property Management, Selling, Sellers, First Time Home Buyers, Short Sales, Relocation, REO, Listings, Foreclosures, Single Family Homes, Real Estate Transactions, New Home Sales, Condos, Buyer Representation, Contract Negotiation, Investors, Customer Service, Budgets, Microsoft Excel, Marketing, Referrals, Real Property, Rentals, Property, Sales
Education
Strayer University 2003 — 2005
MBA, Business Management
UCLA 1985 — 1988
Extension Program, Accounting and Finance
California State University-Fresno
B.S., Business Administration
Esocoff & Associates April 2014 - Present
Edward Jones 2014 - 2015
Jobin Realty 2007 - 2015
Jobin Realty March 2003 - 2013
FBC January 1992 - December 2002
Market Broadcasting Corporation June 1989 - December 1991
Skills
Computer Software:..., Computer Operating..., Foreign Languages:..., Accounting Software:..., Real Estate, Investment Properties, Residential Homes, Property Management, Selling, Sellers, First Time Home Buyers, Short Sales, Relocation, REO, Listings, Foreclosures, Single Family Homes, Real Estate Transactions, New Home Sales, Condos, Buyer Representation, Contract Negotiation, Investors, Customer Service, Budgets, Microsoft Excel, Marketing, Referrals, Real Property, Rentals, Property, Sales
Education
Strayer University 2003 — 2005
MBA, Business Management
UCLA 1985 — 1988
Extension Program, Accounting and Finance
California State University-Fresno
B.S., Business Administration
Brian Sachs, CFP® Brian Sachs, CFP®'s Edward Jones Experience October 2008 - Present
Job Regional Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2008 - Present
Edward Jones December 1998 - Present
Evergreen Federal Bank September 1990 - December 1998
Skills
Investment Advisory, Leadership, Finance, Asset Allocation, Strategic Planning, Wealth Management, Strategic Financial..., Investments, Team Building, Marketing, Sales, Marketing Strategy, Securities
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science, Finance
Edward Jones October 2008 - Present
Edward Jones December 1998 - Present
Evergreen Federal Bank September 1990 - December 1998
Skills
Investment Advisory, Leadership, Finance, Asset Allocation, Strategic Planning, Wealth Management, Strategic Financial..., Investments, Team Building, Marketing, Sales, Marketing Strategy, Securities
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science, Finance
Sean Haley's Edward Jones Experience February 1997 - June 2000
Job Senior Vice President, Chief Compliance Officer, National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC) September 2005 - April 2015
National Planning Corporation (NPC) June 2000 - September 2005
Edward Jones February 1997 - June 2000
Skills
Change Management, Asset Management, Securities Regulation, Series 7, Risk Management, AML, Mutual Funds, Series 63, Series 24, Securities, Portfolio Management, Investments, Financial Advisory, Financial Services, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Arts (BA), Political Science and Government
National Planning Corporation (NPC) September 2005 - April 2015
National Planning Corporation (NPC) June 2000 - September 2005
Edward Jones February 1997 - June 2000
Skills
Change Management, Asset Management, Securities Regulation, Series 7, Risk Management, AML, Mutual Funds, Series 63, Series 24, Securities, Portfolio Management, Investments, Financial Advisory, Financial Services, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Arts (BA), Political Science and Government
Robert (Scott) Schnabel Robert (Scott) Schnabel's Edward Jones Experience May 2011 - January 2012
Job Store Manager, Michael's Stores
Industry Retail
Experience
Michaels Stores, Inc. December 2014 - Present
Orchard Supply Hardware January 2012 - November 2014
Edward Jones May 2011 - January 2012
jcpenney June 2008 - May 2011
Skills
Loss Prevention, Merchandising, Retail, Store Management, Inventory Control, Inventory Management, Profit, Store Operations, Customer Service, Driving Results, Hiring, Retail Sales, Planograms, Shrinkage, Visual Merchandising
Education
California State University-Chico 2005 — 2009
Bachelor of Science, Business Administration
California State University-Chico 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Michaels Stores, Inc. December 2014 - Present
Orchard Supply Hardware January 2012 - November 2014
Edward Jones May 2011 - January 2012
jcpenney June 2008 - May 2011
Skills
Loss Prevention, Merchandising, Retail, Store Management, Inventory Control, Inventory Management, Profit, Store Operations, Customer Service, Driving Results, Hiring, Retail Sales, Planograms, Shrinkage, Visual Merchandising
Education
California State University-Chico 2005 — 2009
Bachelor of Science, Business Administration
California State University-Chico 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
James Fullenkamp James Fullenkamp's Edward Jones Experience March 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
BodyKits January 2002 - December 2009
Morgan Stanley February 2001 - January 2003
Skills
Retirement Planning, Mutual Funds, Investments, Portfolio Management, Small Business, Strategic Planning, Asset Management, Asset Allocation, Roth IRA, Insurance, Wealth Management, 529 Plans, 401k Rollovers, Stocks, Asset Strategies, Estate Considerations, Estate and Legacy..., Financial Analysis, Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Preservation..., Wealth Protection..., Wealth Transfer, Business Retirement..., SEP IRA, Simple IRA, Traditional IRA, Bonds, Municipal Bonds, ETFs, Variable Annuities, Cost Basis, Debt Management, Education Savings, Insurance Needs, Long Term Care Insurance, Long Term Disability..., Permanent Life Insurance, Term Life Insurance, Unified Managed Accounts, Separately Managed..., Consolidation, Equities, Fixed Income, 401(k)'s, 403(b)'s, 457(b)'s, Systematic Investing
Education
University of California, Irvine 2015 — 2017
Certified Financial Planner
California State Polytechnic University-Pomona 1998 — 2002
Business Administration, Marketing Management
Edward Jones March 2010 - Present
BodyKits January 2002 - December 2009
Morgan Stanley February 2001 - January 2003
Skills
Retirement Planning, Mutual Funds, Investments, Portfolio Management, Small Business, Strategic Planning, Asset Management, Asset Allocation, Roth IRA, Insurance, Wealth Management, 529 Plans, 401k Rollovers, Stocks, Asset Strategies, Estate Considerations, Estate and Legacy..., Financial Analysis, Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Preservation..., Wealth Protection..., Wealth Transfer, Business Retirement..., SEP IRA, Simple IRA, Traditional IRA, Bonds, Municipal Bonds, ETFs, Variable Annuities, Cost Basis, Debt Management, Education Savings, Insurance Needs, Long Term Care Insurance, Long Term Disability..., Permanent Life Insurance, Term Life Insurance, Unified Managed Accounts, Separately Managed..., Consolidation, Equities, Fixed Income, 401(k)'s, 403(b)'s, 457(b)'s, Systematic Investing
Education
University of California, Irvine 2015 — 2017
Certified Financial Planner
California State Polytechnic University-Pomona 1998 — 2002
Business Administration, Marketing Management
Wallace L Wallace L's Edward Jones Experience February 1995 - Present
Job Sr. Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 1995 - Present
D&M Enterprises August 1989 - August 1994
Skills
Mutual Funds, Securities, Investments, Retirement Planning, Retirement
Education
Butler County Community College
Butler County Community College
Milford Elementary
Edward Jones February 1995 - Present
D&M Enterprises August 1989 - August 1994
Skills
Mutual Funds, Securities, Investments, Retirement Planning, Retirement
Education
Butler County Community College
Butler County Community College
Milford Elementary
Frank Pyles, CFP®, CIMA® Frank Pyles, CFP®, CIMA®'s Edward Jones Experience April 2002 - September 2004
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard October 2010 - January 2013
Vanguard March 2008 - October 2010
Vanguard June 2006 - March 2008
Vanguard September 2004 - June 2006
Edward Jones April 2002 - September 2004
Harris Bank June 2000 - April 2002
Skills
Series 7, Finance, Series 63, ETFs, Mutual Funds, Pensions, Sales, Investment Management, Series 6, Asset Allocation, 401k, Certified Financial..., Institutional, Sales Management, Certified Investment..., Financial Services, Investments, Retirement, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2013
MBA, International Business
California State University-Los Angeles 1995 — 1999
BA, Telecommunications & Film
Vanguard February 2013 - Present
Vanguard October 2010 - January 2013
Vanguard March 2008 - October 2010
Vanguard June 2006 - March 2008
Vanguard September 2004 - June 2006
Edward Jones April 2002 - September 2004
Harris Bank June 2000 - April 2002
Skills
Series 7, Finance, Series 63, ETFs, Mutual Funds, Pensions, Sales, Investment Management, Series 6, Asset Allocation, 401k, Certified Financial..., Institutional, Sales Management, Certified Investment..., Financial Services, Investments, Retirement, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2013
MBA, International Business
California State University-Los Angeles 1995 — 1999
BA, Telecommunications & Film
Elyse Sanchez's Edward Jones Experience January 2012 - December 2012
Job Customer Service Representative at Farmers Insurance
Industry Insurance
Experience
Self employed December 2011 - Present
Farmers Insurance April 2008 - Present
Edward Jones January 2012 - December 2012
Gap Inc./Old Navy August 2011 - November 2011
Abercrombie & Fitch January 2008 - August 2010
Business Point Impressions January 2007 - December 2008
Kensington Investment Group September 2005 - April 2008
Bay Island Gymnastics May 2002 - September 2005
Education
California State University-East Bay 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business marketing/management
College of Alameda 2006 — 2008
Associate of Arts (AA)
Self employed December 2011 - Present
Farmers Insurance April 2008 - Present
Edward Jones January 2012 - December 2012
Gap Inc./Old Navy August 2011 - November 2011
Abercrombie & Fitch January 2008 - August 2010
Business Point Impressions January 2007 - December 2008
Kensington Investment Group September 2005 - April 2008
Bay Island Gymnastics May 2002 - September 2005
Education
California State University-East Bay 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business marketing/management
College of Alameda 2006 — 2008
Associate of Arts (AA)
Pamela Plick,CFP®, CDFA™, AWMA™ Pamela Plick,CFP®, CDFA™, AWMA™'s Edward Jones Experience September 2007 - July 2011
Job CERTIFIED FINANCIAL PLANNER™ practitioner, speaker, writer and women and money expert.
Industry Financial Services
Experience
Pamela Plick, Certified Financial Planner™ December 2011 - Present
University of Redlands July 2012 - Present
Edward Jones September 2007 - July 2011
Bank of America October 1980 - September 2007
Skills
Public Speaking, Personal Financial..., Investment Advisory, Wealth Management..., Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Investment Management, Estate Planning, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Life Insurance, Personal Finance, Investment Strategies, Long-term Care, IRAs, Financial Services, Asset Management, Securities, 401k, Disability Insurance, Term Life Insurance, Wealth, Small Business, Investments, Financial Planners, Finance
Education
College for Financial Planning
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration, Finance
Pamela Plick, Certified Financial Planner™ December 2011 - Present
University of Redlands July 2012 - Present
Edward Jones September 2007 - July 2011
Bank of America October 1980 - September 2007
Skills
Public Speaking, Personal Financial..., Investment Advisory, Wealth Management..., Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Investment Management, Estate Planning, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Life Insurance, Personal Finance, Investment Strategies, Long-term Care, IRAs, Financial Services, Asset Management, Securities, 401k, Disability Insurance, Term Life Insurance, Wealth, Small Business, Investments, Financial Planners, Finance
Education
College for Financial Planning
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration, Finance
Jennifer Jost Jennifer Jost's Edward Jones Experience June 2009 - June 2013
Job Wealth Advisor at David White & Associates
Industry Financial Services
Experience
David White & Associates August 2014 - Present
Edward Jones June 2009 - June 2013
Jost Distributing October 1988 - January 2009
Skills
Estate Planning, Insurance, Finance, Small Business, Risk Management, Long-term Care, Strategic Planning, Commercial Lending, Investments, Customer Service, Financial Services, Public Speaking, Retirement Planning, Wealth Accumulation, Wealth Management, Sales
Education
California State University-East Bay
Bachelor of Science (BS), Psychology
Securities Series 6, 7, 63 & 66 Licenses
Bachelor of Science (B.S.), Psychology
David White & Associates August 2014 - Present
Edward Jones June 2009 - June 2013
Jost Distributing October 1988 - January 2009
Skills
Estate Planning, Insurance, Finance, Small Business, Risk Management, Long-term Care, Strategic Planning, Commercial Lending, Investments, Customer Service, Financial Services, Public Speaking, Retirement Planning, Wealth Accumulation, Wealth Management, Sales
Education
California State University-East Bay
Bachelor of Science (BS), Psychology
Securities Series 6, 7, 63 & 66 Licenses
Bachelor of Science (B.S.), Psychology
Kent W. Crawford, CFP, AAMS Kent W. Crawford, CFP, AAMS's Edward Jones Experience August 1991 - November 2011
Job Managing Principal/Financial Advisor at Granite Wealth Management
Industry Financial Services
Experience
Granite Wealth Management, LLC December 2011 - Present
Edward Jones August 1991 - November 2011
IDS/American Express February 1988 - July 1991
Skills
Financial Planning, Finance, Retirement Planning, Wealth Management, Investments, Retirement, Mutual Funds, Financial Advisory, Investment Advisory, Portfolio Management, Real Estate Development, Pension Funds
Education
California State University-Chico 1985 — 1987
Bachelor of Science (BS), Financial Planning and Services
Modesto Junior College 1983 — 1985
Associate of Science (A.S.), Business Administration and Management, General
Granite Wealth Management, LLC December 2011 - Present
Edward Jones August 1991 - November 2011
IDS/American Express February 1988 - July 1991
Skills
Financial Planning, Finance, Retirement Planning, Wealth Management, Investments, Retirement, Mutual Funds, Financial Advisory, Investment Advisory, Portfolio Management, Real Estate Development, Pension Funds
Education
California State University-Chico 1985 — 1987
Bachelor of Science (BS), Financial Planning and Services
Modesto Junior College 1983 — 1985
Associate of Science (A.S.), Business Administration and Management, General
Ray Valencia Ray Valencia's Edward Jones Experience 2008 - 2009
Job Investment & Planning Advisor at Integrity Wealth Management
Industry Financial Services
Experience
Integrity Wealth Management 2015 - Present
NY&A LLC 2011 - 2015
Trilogy Financial 2010 - 2011
Edward Jones 2008 - 2009
Collins Computing 2006 - 2008
American Fabrication 1997 - 2005
Skills
Portfolio Management, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Finance, Client Services, Investments, Life Insurance, Management, Financial Services, Securities, Leadership, Insurance, Strategic Planning, Mutual Funds
Education
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration and Entrepreneurship
Integrity Wealth Management 2015 - Present
NY&A LLC 2011 - 2015
Trilogy Financial 2010 - 2011
Edward Jones 2008 - 2009
Collins Computing 2006 - 2008
American Fabrication 1997 - 2005
Skills
Portfolio Management, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Finance, Client Services, Investments, Life Insurance, Management, Financial Services, Securities, Leadership, Insurance, Strategic Planning, Mutual Funds
Education
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration and Entrepreneurship
Kymberli Biggs Kymberli Biggs's Edward Jones Experience 2001 - 2003
Job Director of Training Services at Synergy Development Team, LLC
Industry Professional Training & Coaching
Experience
Synergy Development Team LLC 2012 - Present
KAB HR Business Solutions 2008 - 2013
Computer Resource Team 2011 - 2012
Adecco 2010 - 2011
Randstad 2004 - 2008
Edward Jones 2001 - 2003
Smith Micro Software 2000 - 2001
Paxton Products 1998 - 2000
Litton Industries - Litton Computer Services IPSD 1992 - 1995
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Cold Calling, Staffing Services, Account Management, Contract Recruitment, Sourcing, Internet Recruiting, New Business Development, Sales, Business Development, Coaching, Personnel Management, Executive Search, Employee Benefits, Employee Relations, Benefits Negotiation, Human Resources, Talent Management, Staff Augmentation, Consulting, Business Networking, HR Consulting, HRIS, Client Development, Staff Development, Leadership, Management, Training, Temporary Placement, Hiring, Team Building, Strategic Planning, Customer Service, Marketing
Education
California State University-Long Beach
Synergy Development Team LLC 2012 - Present
KAB HR Business Solutions 2008 - 2013
Computer Resource Team 2011 - 2012
Adecco 2010 - 2011
Randstad 2004 - 2008
Edward Jones 2001 - 2003
Smith Micro Software 2000 - 2001
Paxton Products 1998 - 2000
Litton Industries - Litton Computer Services IPSD 1992 - 1995
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Cold Calling, Staffing Services, Account Management, Contract Recruitment, Sourcing, Internet Recruiting, New Business Development, Sales, Business Development, Coaching, Personnel Management, Executive Search, Employee Benefits, Employee Relations, Benefits Negotiation, Human Resources, Talent Management, Staff Augmentation, Consulting, Business Networking, HR Consulting, HRIS, Client Development, Staff Development, Leadership, Management, Training, Temporary Placement, Hiring, Team Building, Strategic Planning, Customer Service, Marketing
Education
California State University-Long Beach
Will Fetter Will Fetter's Edward Jones Experience April 1997 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 1997 - Present
Education
California State University-Fullerton 1990 — 1993
Bachelor's Degree, Economics
Edward Jones April 1997 - Present
Education
California State University-Fullerton 1990 — 1993
Bachelor's Degree, Economics
Mario Pometta Mario Pometta's Edward Jones Experience October 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones October 2014 - Present
North Bay Business Journal August 2010 - October 2014
Teltronics, Inc. September 2008 - August 2010
CBS News December 2007 - August 2008
The Praetorian Group 2005 - 2007
San Francisco Chronicle 1997 - 2005
San Francisco Chronicle/SFGate.com 1997 - 2005
Skills
Business Development, Sales, Online Advertising, Marketing, Contract Negotiation, Account Management, New Business Development, Management, Social Media Marketing, VoIP, Sales Operations, Advertising, Social Networking, B2B, Marketing Strategy, Marketing Communications, Strategic Partnerships, Selling, Cold Calling, CRM, Online Marketing, Lead Generation, Salesforce.com, Email Marketing, Social Media, Direct Sales, Digital Marketing
Education
California State University-Chico
BA, Communications/International Relations
marla jeffery
Edward Jones October 2014 - Present
North Bay Business Journal August 2010 - October 2014
Teltronics, Inc. September 2008 - August 2010
CBS News December 2007 - August 2008
The Praetorian Group 2005 - 2007
San Francisco Chronicle 1997 - 2005
San Francisco Chronicle/SFGate.com 1997 - 2005
Skills
Business Development, Sales, Online Advertising, Marketing, Contract Negotiation, Account Management, New Business Development, Management, Social Media Marketing, VoIP, Sales Operations, Advertising, Social Networking, B2B, Marketing Strategy, Marketing Communications, Strategic Partnerships, Selling, Cold Calling, CRM, Online Marketing, Lead Generation, Salesforce.com, Email Marketing, Social Media, Direct Sales, Digital Marketing
Education
California State University-Chico
BA, Communications/International Relations
marla jeffery
Rob Morrissey Rob Morrissey's Edward Jones Experience August 2009 - February 2010
Job New Client Development Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
TD Ameritrade February 2012 - Present
TD Ameritrade July 2011 - February 2012
TD Ameritrade February 2010 - July 2011
Edward Jones August 2009 - February 2010
Skills
Series 7, Investments, Management, Financial Services, Mutual Funds, Securities, Wealth Management, Finance, Portfolio Management
Education
Wichita State University 2005 — 2006
Bachelor's Degree, General Studies
Butler County Community College 2003 — 2005
General Studies
University of Nebraska-Lincoln 2002 — 2003
General Studies
Millard West High School 1999 — 2002
TD Ameritrade December 2013 - Present
TD Ameritrade February 2012 - Present
TD Ameritrade July 2011 - February 2012
TD Ameritrade February 2010 - July 2011
Edward Jones August 2009 - February 2010
Skills
Series 7, Investments, Management, Financial Services, Mutual Funds, Securities, Wealth Management, Finance, Portfolio Management
Education
Wichita State University 2005 — 2006
Bachelor's Degree, General Studies
Butler County Community College 2003 — 2005
General Studies
University of Nebraska-Lincoln 2002 — 2003
General Studies
Millard West High School 1999 — 2002
Ken Alfonso Ken Alfonso's Edward Jones Experience July 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Education
California Polytechnic State University-San Luis Obispo 1986 — 1990
Bachelor of Arts (BA)
Edward Jones July 2013 - Present
Education
California Polytechnic State University-San Luis Obispo 1986 — 1990
Bachelor of Arts (BA)
William Bryan William Bryan's Edward Jones Experience May 2011 - April 2013
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Edward Jones May 2011 - April 2013
Capital Group July 1989 - March 2011
Education
California State University-Fullerton 1985 — 1989
Bachelor of Arts (B.A.), Business/Managerial Economics
LPL Financial May 2013 - Present
Edward Jones May 2011 - April 2013
Capital Group July 1989 - March 2011
Education
California State University-Fullerton 1985 — 1989
Bachelor of Arts (B.A.), Business/Managerial Economics
Mark Keene Mark Keene's Edward Jones Experience December 2003 - May 2004
Job Manager / Investor Wenmar Properties LLC Commercial / Residential
Industry Real Estate
Experience
Wenmar Business Solutions / Wenmar Properties LLC January 2009 - Present
Realteam Real Estate May 2008 - January 2009
Coldwell Banker Commercial, Coeur d' Alene, ID July 2006 - May 2008
Windermere Coeur d' Alene Realty October 2004 - July 2006
Edward Jones December 2003 - May 2004
Private Club Credit Services Inc. October 2001 - December 2003
Mc Auley LCX Corporation June 1985 - October 2001
Kragen / Schucks Auto Parts June 1984 - June 1985
Sea Wind Properties June 1982 - June 1984
Mc Auley Oil Company June 1980 - June 1982
Skills
Real Estate, Real Estate Investment, Buyer Representation, Credit, Investment Properties, Dispositions, Real Estate Transactions, Leases, Site Selection, Purchase, Brokerage, Asset Management, Negotiation, Land Acquisition, Entrepreneur, Investments, Investors, Real Estate Negotiation, Realty, Selling, Shopping Centers, Corporate Real Estate, International Real..., Credit Risk, Credit Analysis, Credit Review, Commercial Real Estate, Lease Negotiations, Listings, Acquisitions, Referrals, Executive Management, Asset Managment, Sellers, Property, Single Family Homes, Disposition, Residential Homes, Real Estate Economics, Real Estate Development, REO, Real Estate Financing, Location Intelligence, Foreclosures
Education
California State University-Long Beach 1974 — 1976
Health Care-Business
California State Polytechnic University-Pomona 1972 — 1974
Health Care-Business
Wenmar Business Solutions / Wenmar Properties LLC January 2009 - Present
Realteam Real Estate May 2008 - January 2009
Coldwell Banker Commercial, Coeur d' Alene, ID July 2006 - May 2008
Windermere Coeur d' Alene Realty October 2004 - July 2006
Edward Jones December 2003 - May 2004
Private Club Credit Services Inc. October 2001 - December 2003
Mc Auley LCX Corporation June 1985 - October 2001
Kragen / Schucks Auto Parts June 1984 - June 1985
Sea Wind Properties June 1982 - June 1984
Mc Auley Oil Company June 1980 - June 1982
Skills
Real Estate, Real Estate Investment, Buyer Representation, Credit, Investment Properties, Dispositions, Real Estate Transactions, Leases, Site Selection, Purchase, Brokerage, Asset Management, Negotiation, Land Acquisition, Entrepreneur, Investments, Investors, Real Estate Negotiation, Realty, Selling, Shopping Centers, Corporate Real Estate, International Real..., Credit Risk, Credit Analysis, Credit Review, Commercial Real Estate, Lease Negotiations, Listings, Acquisitions, Referrals, Executive Management, Asset Managment, Sellers, Property, Single Family Homes, Disposition, Residential Homes, Real Estate Economics, Real Estate Development, REO, Real Estate Financing, Location Intelligence, Foreclosures
Education
California State University-Long Beach 1974 — 1976
Health Care-Business
California State Polytechnic University-Pomona 1972 — 1974
Health Care-Business
Richard Waltke Richard Waltke's Edward Jones Experience October 2009 - December 2011
Job Financial Representative at COUNTRY Financial ®
Industry Financial Services
Experience
COUNTRY Financial® September 2012 - Present
Edward Jones October 2009 - December 2011
Market Perception, Inc. November 1984 - March 2011
Abaxial Telecommunications Consulting June 2001 - November 2004
Skills
Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Retirement Planning, Long-term Care, Whole Life, Term Life Insurance, Wealth Management, Small Business, Mutual Funds, Financial Services, Securities, Portfolio Management, Investments, Finance, IRAs, Personal Finance
Education
The University of Dallas 1995 — 1998
MBA, Telecommunications Management, 3.757
California Lutheran University
Bachelor of Business Administration (BBA), Business Management
COUNTRY Financial® September 2012 - Present
Edward Jones October 2009 - December 2011
Market Perception, Inc. November 1984 - March 2011
Abaxial Telecommunications Consulting June 2001 - November 2004
Skills
Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Retirement Planning, Long-term Care, Whole Life, Term Life Insurance, Wealth Management, Small Business, Mutual Funds, Financial Services, Securities, Portfolio Management, Investments, Finance, IRAs, Personal Finance
Education
The University of Dallas 1995 — 1998
MBA, Telecommunications Management, 3.757
California Lutheran University
Bachelor of Business Administration (BBA), Business Management
Erin Sikorski's Edward Jones Experience June 2001 - June 2006
Job Portfolio Strategist at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. August 2012 - Present
Inspired Event Designs 2011 - 2014
Oxford Financial Group, Ltd. August 2008 - August 2012
Oxford Financial Group, Ltd. June 2006 - September 2008
Edward Jones June 2001 - June 2006
Skills
Portfolio Management, Investments, Analysis, Alternative Investments, Mutual Funds, Equities, Customer Service, Finance, Trading, Wealth Management, Salesforce.com, Tamarac Rebalancing..., Asset Allocation, Investment Strategies
Education
College for Financial Planning 2010 — 2013
Program graduate
Indiana University-Purdue University at Indianapolis 2002 — 2005
Bachelor of Science, Finance (concentration in Accounting)
Butler University 1999 — 2001
Oxford Financial Group, Ltd. August 2012 - Present
Inspired Event Designs 2011 - 2014
Oxford Financial Group, Ltd. August 2008 - August 2012
Oxford Financial Group, Ltd. June 2006 - September 2008
Edward Jones June 2001 - June 2006
Skills
Portfolio Management, Investments, Analysis, Alternative Investments, Mutual Funds, Equities, Customer Service, Finance, Trading, Wealth Management, Salesforce.com, Tamarac Rebalancing..., Asset Allocation, Investment Strategies
Education
College for Financial Planning 2010 — 2013
Program graduate
Indiana University-Purdue University at Indianapolis 2002 — 2005
Bachelor of Science, Finance (concentration in Accounting)
Butler University 1999 — 2001
Carter Ben Carter Ben's Edward Jones Experience May 2007 - December 2009
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Edward Jones May 2007 - December 2009
Pan American World Airways January 1980 - December 1984
Skills
Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Management, Series 65, Series 63, Investment Advisory, Retirement, Mutual Funds, IRAs, Saving for Education
Education
California State University-Los Angeles
University of Southern California
Wells Fargo Advisors December 2009 - Present
Edward Jones May 2007 - December 2009
Pan American World Airways January 1980 - December 1984
Skills
Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Management, Series 65, Series 63, Investment Advisory, Retirement, Mutual Funds, IRAs, Saving for Education
Education
California State University-Los Angeles
University of Southern California
Darren Michels's Edward Jones Experience August 2003 - July 2004
Job Product integration & Mobility Strategy
Industry Marketing and Advertising
Experience
Upgraded Living Magazine February 2013 - Present
North Valley Eye Care & Ridge Eye Care February 2012 - June 2012
P1 Marketing May 2011 - February 2012
Perfect Fit Magazine (Start-Up) December 2010 - April 2011
Restored Clothing Company (Start-Up) June 2009 - January 2011
inVentiv Health May 2008 - June 2009
Victory Pharma January 2008 - April 2008
inVentiv Health September 2005 - December 2006
USA SHADE & Fabric Structures January 2005 - September 2005
Edward Jones August 2003 - July 2004
Skills
Sales Operations, Brand Management, Selling, Market Analysis, Strategic Planning, Sales, Marketing Strategy, Sales Presentations, Online Marketing, Marketing Management, Management, Creative Direction, Product Launch, Product Marketing, Salesforce.com, Pharmaceutical Industry, Email Marketing, Marketing Communications, Professional Networking, Project Planning, Project Management, Market Development, Team-oriented, Business Networking, Analytical-Thinking, Detail-Oriented, CRM, Business Development, Advertising, Customer Service, Organizational..., Social Marketing, Territory Planning, Production Efficiency, Role Development, Lifestyle Coaching, Brand Developement, Personal Development, Design, Time Management, Sales Strategy, Visual Merchandising, Account Management, Event Planning, Niche Marketing, Operations Management, Product Placement, Human Resource..., Print Marketing, Branding
Education
California State University-Chico 2000 — 2002
Bachelor's Degree, Business Administration with an option in Marketing
Butte College 1996 — 2000
Chico High
High School
Upgraded Living Magazine February 2013 - Present
North Valley Eye Care & Ridge Eye Care February 2012 - June 2012
P1 Marketing May 2011 - February 2012
Perfect Fit Magazine (Start-Up) December 2010 - April 2011
Restored Clothing Company (Start-Up) June 2009 - January 2011
inVentiv Health May 2008 - June 2009
Victory Pharma January 2008 - April 2008
inVentiv Health September 2005 - December 2006
USA SHADE & Fabric Structures January 2005 - September 2005
Edward Jones August 2003 - July 2004
Skills
Sales Operations, Brand Management, Selling, Market Analysis, Strategic Planning, Sales, Marketing Strategy, Sales Presentations, Online Marketing, Marketing Management, Management, Creative Direction, Product Launch, Product Marketing, Salesforce.com, Pharmaceutical Industry, Email Marketing, Marketing Communications, Professional Networking, Project Planning, Project Management, Market Development, Team-oriented, Business Networking, Analytical-Thinking, Detail-Oriented, CRM, Business Development, Advertising, Customer Service, Organizational..., Social Marketing, Territory Planning, Production Efficiency, Role Development, Lifestyle Coaching, Brand Developement, Personal Development, Design, Time Management, Sales Strategy, Visual Merchandising, Account Management, Event Planning, Niche Marketing, Operations Management, Product Placement, Human Resource..., Print Marketing, Branding
Education
California State University-Chico 2000 — 2002
Bachelor's Degree, Business Administration with an option in Marketing
Butte College 1996 — 2000
Chico High
High School
Ryan Thomsen, Investment Advisor's Edward Jones Experience June 2010 - May 2015
Job Principal, Investment Advisor at Oak City Consulting
Industry Financial Services
Experience
Oak City Consulting May 2015 - Present
Edward Jones June 2010 - May 2015
Fidelity Investments 2007 - 2010
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
Oak City Consulting May 2015 - Present
Edward Jones June 2010 - May 2015
Fidelity Investments 2007 - 2010
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
Christopher Schurawel Christopher Schurawel's Edward Jones Experience April 2003 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2003 - Present
Education
California State University Stanislaus 1997 — 1998
MBA, Finance
Edward Jones April 2003 - Present
Education
California State University Stanislaus 1997 — 1998
MBA, Finance
Briana Slingerland Briana Slingerland's Edward Jones Experience May 2013 - Present
Job On Call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2013 - Present
RL Workman Homes May 2004 - April 2010
Pacific Vantage Realty March 2003 - April 2004
Wells Fargo August 2001 - March 2002
Linens N Things September 1999 - August 2001
Skills
Accounting, Strategic Financial..., Finance, Financial Reporting, Financial Analysis, Financial Statements, Financial Accounting, General Ledger, Internal Controls, Account Reconciliation, Cash Management, Marketing, Cash Flow
Education
California State University-San Marcos 1999 — 2002
Bachelor of Science (BS), Finance, General
Portland State University 1998 — 1999
Edward Jones May 2013 - Present
RL Workman Homes May 2004 - April 2010
Pacific Vantage Realty March 2003 - April 2004
Wells Fargo August 2001 - March 2002
Linens N Things September 1999 - August 2001
Skills
Accounting, Strategic Financial..., Finance, Financial Reporting, Financial Analysis, Financial Statements, Financial Accounting, General Ledger, Internal Controls, Account Reconciliation, Cash Management, Marketing, Cash Flow
Education
California State University-San Marcos 1999 — 2002
Bachelor of Science (BS), Finance, General
Portland State University 1998 — 1999
Katie Goin Katie Goin's Edward Jones Experience October 2009 - 2011
Job Talent Development Specialist at Enterprise Holdings
Industry E-Learning
Experience
Enterprise Holdings 2013 - Present
Protective Life November 2011 - May 2012
Edward Jones October 2009 - 2011
Edward Jones July 2007 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - June 2007
K's Merchandise January 2005 - May 2006
Hertz July 2004 - January 2005
Skills
Training, Account Management, Customer Service, Employee Benefits, Leadership, Coaching, Employee Training, Training Delivery
Education
Fontbonne University 2008 — 2010
MBA, Business Administration and Management, General
California State University-Chico 1998 — 2003
Bachelor of Arts (B.A.), Organizational Communication, General
Enterprise Holdings 2013 - Present
Protective Life November 2011 - May 2012
Edward Jones October 2009 - 2011
Edward Jones July 2007 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - June 2007
K's Merchandise January 2005 - May 2006
Hertz July 2004 - January 2005
Skills
Training, Account Management, Customer Service, Employee Benefits, Leadership, Coaching, Employee Training, Training Delivery
Education
Fontbonne University 2008 — 2010
MBA, Business Administration and Management, General
California State University-Chico 1998 — 2003
Bachelor of Arts (B.A.), Organizational Communication, General
Kathy Loomis Kathy Loomis's Edward Jones Experience January 2008 - February 2009
Job Business Development Manager at Internet Startup
Industry Marketing and Advertising
Experience
Internet Startup March 2013 - Present
Sprint November 2010 - December 2012
Edward Jones January 2008 - February 2009
ABG December 2006 - January 2008
Banta October 2003 - December 2006
Webtrends September 2002 - September 2003
RR Donnelley September 1989 - September 2002
RR Donnelley Financial 1991 - 1994
Skills
Sales Management, Account Management, New Business Development, Sales, Salesforce.com, Business Development, Strategy, Selling, Direct Sales, Sales Process, Customer Service, Sales Operations, Managed Services, Strategic Partnerships, B2B, Customer Experience, SaaS
Education
California State University-Long Beach 1981 — 1985
BA, Journalism, Marketing
Internet Startup March 2013 - Present
Sprint November 2010 - December 2012
Edward Jones January 2008 - February 2009
ABG December 2006 - January 2008
Banta October 2003 - December 2006
Webtrends September 2002 - September 2003
RR Donnelley September 1989 - September 2002
RR Donnelley Financial 1991 - 1994
Skills
Sales Management, Account Management, New Business Development, Sales, Salesforce.com, Business Development, Strategy, Selling, Direct Sales, Sales Process, Customer Service, Sales Operations, Managed Services, Strategic Partnerships, B2B, Customer Experience, SaaS
Education
California State University-Long Beach 1981 — 1985
BA, Journalism, Marketing
Kai-chun Ning Kai-chun Ning's Edward Jones Experience July 2012 - July 2014
Job Freelance Graphic Designer at Star Trac
Industry Graphic Design
Experience
Core Health & Fitness - Star Trac, StairMaster, Nautilus & Schwinn commercial fitness products February 2014 - July 2015
Edward Jones July 2012 - July 2014
Star Trac November 2013 - February 2014
Worldair Travel & Tours July 2011 - July 2012
D-Link Systems Inc August 2005 - September 2010
D-Link Systems Inc August 2005 - September 2010
D-Link Systems Inc February 2001 - August 2005
May Arts June 1998 - August 2001
Skills
Advertising, Marketing, Graphic Design, Product Marketing, Sales, Branding & Identity, Creative Direction, Account Management, Social Media Marketing, Digital Marketing, Social Media, Direct Marketing, Digital Media, Online Advertising, Brochures, E-commerce, Management, Web Analytics, Email Marketing, Newsletters, Marketing Communications, Product Development, User Experience, Brand Development, Packaging, Photoshop, User Interface Design, Graphics, Integrated Marketing, SEO, Web Design, Logo Design, Product Management, Solution Selling, Art Direction, Marketing Strategy, Online Marketing, Illustrator, Trade Shows, Google Analytics, Brand Management
Education
California State University-Fullerton 1998 — 2001
BA/BFA, Advertising/Graphic Design
California State University-Fullerton
BFA, Graphic Design
Orange Coast College, Costa Mesa
AA, Advertising
Core Health & Fitness - Star Trac, StairMaster, Nautilus & Schwinn commercial fitness products February 2014 - July 2015
Edward Jones July 2012 - July 2014
Star Trac November 2013 - February 2014
Worldair Travel & Tours July 2011 - July 2012
D-Link Systems Inc August 2005 - September 2010
D-Link Systems Inc August 2005 - September 2010
D-Link Systems Inc February 2001 - August 2005
May Arts June 1998 - August 2001
Skills
Advertising, Marketing, Graphic Design, Product Marketing, Sales, Branding & Identity, Creative Direction, Account Management, Social Media Marketing, Digital Marketing, Social Media, Direct Marketing, Digital Media, Online Advertising, Brochures, E-commerce, Management, Web Analytics, Email Marketing, Newsletters, Marketing Communications, Product Development, User Experience, Brand Development, Packaging, Photoshop, User Interface Design, Graphics, Integrated Marketing, SEO, Web Design, Logo Design, Product Management, Solution Selling, Art Direction, Marketing Strategy, Online Marketing, Illustrator, Trade Shows, Google Analytics, Brand Management
Education
California State University-Fullerton 1998 — 2001
BA/BFA, Advertising/Graphic Design
California State University-Fullerton
BFA, Graphic Design
Orange Coast College, Costa Mesa
AA, Advertising
Dustin Conn Dustin Conn's Edward Jones Experience July 2004 - January 2006
Job Financial Analyst (Also Handling Operations) | 10 Years in Finance for Private Sector as Analyst & Advisor.
Industry Financial Services
Experience
California Equity & Loan September 2011 - Present
SchoolsFirst Federal Credit Union February 2009 - September 2011
California Equity & Loan January 2006 - January 2009
Edward Jones July 2004 - January 2006
Skills
Financial Markets, Real Estate Economics, Forecasting, Corporate Finance, Budgets, Economics, Portfolio Management, Financial Modeling, Asset Managment, Financial Analysis, Credit, Underwriting, Series 7, Risk Management, Equities, Acquisitions, Management, Project Management, Microsoft Excel, Computers, Data Analysis, Analytics, Insurance, Series 63, Real Estate License, CA Insurance License, Hyperion Planning, Hyperion Enterprise, Financial Accounting, Cost Management, Bond Markets, Foreign Exchange, Ad Hoc Reporting, Executive Reporting, Financial Reporting, Strategic Financial..., Investments, Cash Management, Credit Analysis, Finance, Managerial Finance, Accounting, General Ledger, Loans, Banking, Valuation
Education
California Polytechnic State University 2000 — 2004
Bachelors of Science, Business Administration; of Financial Management
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelors, Major in Business Administration-Financial Management and Minors in both Economics and Psychology
California Equity & Loan September 2011 - Present
SchoolsFirst Federal Credit Union February 2009 - September 2011
California Equity & Loan January 2006 - January 2009
Edward Jones July 2004 - January 2006
Skills
Financial Markets, Real Estate Economics, Forecasting, Corporate Finance, Budgets, Economics, Portfolio Management, Financial Modeling, Asset Managment, Financial Analysis, Credit, Underwriting, Series 7, Risk Management, Equities, Acquisitions, Management, Project Management, Microsoft Excel, Computers, Data Analysis, Analytics, Insurance, Series 63, Real Estate License, CA Insurance License, Hyperion Planning, Hyperion Enterprise, Financial Accounting, Cost Management, Bond Markets, Foreign Exchange, Ad Hoc Reporting, Executive Reporting, Financial Reporting, Strategic Financial..., Investments, Cash Management, Credit Analysis, Finance, Managerial Finance, Accounting, General Ledger, Loans, Banking, Valuation
Education
California Polytechnic State University 2000 — 2004
Bachelors of Science, Business Administration; of Financial Management
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelors, Major in Business Administration-Financial Management and Minors in both Economics and Psychology
Ryan Goletto's Edward Jones Experience August 2006 - August 2007
Job Manager at Lowe's Corporate
Industry Marketing and Advertising
Experience
Lowe's Corporate May 2009 - Present
Pucci Foods June 2008 - March 2009
Edward Jones August 2006 - August 2007
Skills
Inventory Management, Merchandising, Budgeting, Purchasing, Promotions, Customer Service, Customer Relations, Outlook, Problem Solving, Word, Retail, New Business Development, Excel, Forecasting, Microsoft Office, PowerPoint, Social Media, Time Management, Team Building, Pricing, Coaching, Photoshop, Strategic Planning, Sales Management, Operations Management, Mentoring, Negotiation, Planning, Access, Administration, Hiring, Business Analysis, Logistics, Fundraising, Team Leadership, Business Management, Business Planning, Analysis, Advertising, Visual Merchandising, Management Consulting, Business Strategy, Financial Analysis, Profitability, Event Planning, Team Management, Market Research, Marketing Strategy, P&L, Budgets
Education
California State University-East Bay 2006 — 2008
Business Administration, Marketing Management & Corporate Management
Lowe's Corporate May 2009 - Present
Pucci Foods June 2008 - March 2009
Edward Jones August 2006 - August 2007
Skills
Inventory Management, Merchandising, Budgeting, Purchasing, Promotions, Customer Service, Customer Relations, Outlook, Problem Solving, Word, Retail, New Business Development, Excel, Forecasting, Microsoft Office, PowerPoint, Social Media, Time Management, Team Building, Pricing, Coaching, Photoshop, Strategic Planning, Sales Management, Operations Management, Mentoring, Negotiation, Planning, Access, Administration, Hiring, Business Analysis, Logistics, Fundraising, Team Leadership, Business Management, Business Planning, Analysis, Advertising, Visual Merchandising, Management Consulting, Business Strategy, Financial Analysis, Profitability, Event Planning, Team Management, Market Research, Marketing Strategy, P&L, Budgets
Education
California State University-East Bay 2006 — 2008
Business Administration, Marketing Management & Corporate Management
Casey Fukuda Casey Fukuda's Edward Jones Experience April 2012 - February 2013
Job Universal Laser Systems Product Manager at DPS
Industry Design
Experience
DPS February 2013 - Present
Edward Jones April 2012 - February 2013
Sakamoto Properties March 2004 - May 2012
Skills
Sales, Marketing, Selling, Customer Service, Strategic Planning, Mortgage Lending, Refinance, Mortgage Banking, Real Estate, Sales Management, First Time Home Buyers, Loans, Residential Homes, Program Management, Investment Properties, Small Business, Negotiation, Investors
Education
California State University, Fresno 1975 — 1979
BS, Industrial Technology
DPS February 2013 - Present
Edward Jones April 2012 - February 2013
Sakamoto Properties March 2004 - May 2012
Skills
Sales, Marketing, Selling, Customer Service, Strategic Planning, Mortgage Lending, Refinance, Mortgage Banking, Real Estate, Sales Management, First Time Home Buyers, Loans, Residential Homes, Program Management, Investment Properties, Small Business, Negotiation, Investors
Education
California State University, Fresno 1975 — 1979
BS, Industrial Technology
Justin MacIsaac's Edward Jones Experience January 2007 - January 2009
Job Registered Nurse High Acuity Inpatient Psychiatric Unit Veteran's Affairs Medical Center
Industry Mental Health Care
Experience
VA Medical Center January 2013 - Present
Department of Veterans Affairs July 2012 - January 2013
VA Medcal center August 2010 - July 2012
VA Medcal center June 2010 - August 2010
St. mary’s hospital January 2009 - January 2010
Edward Jones January 2007 - January 2009
The Home Depot, Store January 2002 - January 2007
United States Marine Corps June 1998 - February 2002
Skills
Cpr Certified, Customer Service, Critical Thinking, Leadership, PowerPoint, First Aid, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Team Building, Inventory Management, Time Management, Outlook, Management
Education
Florida Atlantic University 2012 — 2013
RN to BSN
Palm Beach Community College 2009 — 2012
ADN
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor's degree
VA Medical Center January 2013 - Present
Department of Veterans Affairs July 2012 - January 2013
VA Medcal center August 2010 - July 2012
VA Medcal center June 2010 - August 2010
St. mary’s hospital January 2009 - January 2010
Edward Jones January 2007 - January 2009
The Home Depot, Store January 2002 - January 2007
United States Marine Corps June 1998 - February 2002
Skills
Cpr Certified, Customer Service, Critical Thinking, Leadership, PowerPoint, First Aid, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Team Building, Inventory Management, Time Management, Outlook, Management
Education
Florida Atlantic University 2012 — 2013
RN to BSN
Palm Beach Community College 2009 — 2012
ADN
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor's degree
Jonathan Carr's Edward Jones Experience June 2006 - September 2006
Job Manager, Financial Planning and Analysis at SurveyMonkey
Industry Internet
Experience
SurveyMonkey October 2012 - Present
Stryker Endoscopy June 2007 - October 2012
Edward Jones June 2006 - September 2006
Skills
Financial Reporting, Financial Modeling, Variance Analysis, Accounting, Finance, Financial Analysis, Forecasting, Cross-functional Team..., Budgets, Analysis, Process Improvement, Strategic Financial..., Cost Accounting, ERP, GAAP, Financial Forecasting, Internal Controls, Revenue Recognition, Sarbanes-Oxley Act, SaaS, Start-ups, Corporate Finance, Acquisition Integration, Executive Reporting, Cash Flow, Financial Planning, Strategic Planning
Education
University of California, Berkeley 2010 — 2011
Advanced Accounting Courses: Corporate Taxation, Audit, Intermediate Accounting, Accounting
California State Polytechnic University-Pomona 2005 — 2007
BS - Finance, Real Estate, & Law, Finance, General
SurveyMonkey October 2012 - Present
Stryker Endoscopy June 2007 - October 2012
Edward Jones June 2006 - September 2006
Skills
Financial Reporting, Financial Modeling, Variance Analysis, Accounting, Finance, Financial Analysis, Forecasting, Cross-functional Team..., Budgets, Analysis, Process Improvement, Strategic Financial..., Cost Accounting, ERP, GAAP, Financial Forecasting, Internal Controls, Revenue Recognition, Sarbanes-Oxley Act, SaaS, Start-ups, Corporate Finance, Acquisition Integration, Executive Reporting, Cash Flow, Financial Planning, Strategic Planning
Education
University of California, Berkeley 2010 — 2011
Advanced Accounting Courses: Corporate Taxation, Audit, Intermediate Accounting, Accounting
California State Polytechnic University-Pomona 2005 — 2007
BS - Finance, Real Estate, & Law, Finance, General
Laura Thener's Edward Jones Experience 2012 - 2012
Job Recruiter, Talent Acquisition Edward Jones
Industry Financial Services
Experience
Alta Resources 2013 - 2013
Bank of America August 2005 - March 2012
Edward Jones 2012 - 2012
QTC Management, Inc. April 2000 - August 2005
Firemen's Fund Insurance 1997 - 2003
Kaiser Permanente 1995 - 1997
Skills
Applicant Tracking..., Customer Service, Employee Relations, Human Resources, Interviews, Leadership, Onboarding, Performance Management, Recruiting, Sourcing, Talent Acquisition, Talent Management, Temporary Placement
Education
California State University-Fullerton
Alta Resources 2013 - 2013
Bank of America August 2005 - March 2012
Edward Jones 2012 - 2012
QTC Management, Inc. April 2000 - August 2005
Firemen's Fund Insurance 1997 - 2003
Kaiser Permanente 1995 - 1997
Skills
Applicant Tracking..., Customer Service, Employee Relations, Human Resources, Interviews, Leadership, Onboarding, Performance Management, Recruiting, Sourcing, Talent Acquisition, Talent Management, Temporary Placement
Education
California State University-Fullerton
Darren Drennan's Edward Jones Experience November 2014 - May 2015
Job Director Of Sales & Business Development
Industry Transportation/Trucking/Railroad
Experience
Transportation On Demand June 2015 - Present
Edward Jones November 2014 - May 2015
Con-way, Inc. November 2008 - October 2014
Roadway August 2004 - November 2008
Skills
LTL, Trucking, Transportation..., Transportation, Freight, 3PL, Air Freight, Cold Calling, Logistics, Account Management, Pricing, Sales, Sales Operations, Logistics Management, Operations Management, Negotiation, Truckload, Customer Service, Supply Chain
Education
National University 2003 — 2004
teaching, general education
California State University-Fullerton 1998 — 2002
Liberal Studies, American Studies
Transportation On Demand June 2015 - Present
Edward Jones November 2014 - May 2015
Con-way, Inc. November 2008 - October 2014
Roadway August 2004 - November 2008
Skills
LTL, Trucking, Transportation..., Transportation, Freight, 3PL, Air Freight, Cold Calling, Logistics, Account Management, Pricing, Sales, Sales Operations, Logistics Management, Operations Management, Negotiation, Truckload, Customer Service, Supply Chain
Education
National University 2003 — 2004
teaching, general education
California State University-Fullerton 1998 — 2002
Liberal Studies, American Studies
Fran (Francesca) Crawford's Edward Jones Experience 2005 - 2006
Job Executive Assistant at PwC
Industry Accounting
Experience
PwC June 2015 - Present
BDO USA, LLP August 2014 - May 2015
BDO USA, LLP February 2007 - July 2014
Edward Jones 2005 - 2006
Sierra Pacific Home Loans, Inc. 2002 - 2004
Skills
Accounting, Microsoft Excel, Internal Controls, Accounts Payable, PeopleSoft, Accounts Receivable, Outlook, Microsoft Office, Management, Leadership, Access, Project Planning, Customer Service, SEC Filings, Financial Statements
Education
San Francisco State University 1985 — 1986
California State University, Fresno 1982 — 1984
PwC June 2015 - Present
BDO USA, LLP August 2014 - May 2015
BDO USA, LLP February 2007 - July 2014
Edward Jones 2005 - 2006
Sierra Pacific Home Loans, Inc. 2002 - 2004
Skills
Accounting, Microsoft Excel, Internal Controls, Accounts Payable, PeopleSoft, Accounts Receivable, Outlook, Microsoft Office, Management, Leadership, Access, Project Planning, Customer Service, SEC Filings, Financial Statements
Education
San Francisco State University 1985 — 1986
California State University, Fresno 1982 — 1984
Herman McKinney, Jr.'s Edward Jones Experience May 2009 - January 2010
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
Edward Jones May 2009 - January 2010
McKinney & Company June 1997 - May 2009
Travelers Home Mortgage (Citigroup) October 1996 - July 1998
Omega Capital Group February 1993 - July 1996
Union Bank of California October 1986 - December 1993
Skills
Investments, Credit, Relationship Management, Insurance, Loan Origination, Training, Mortgage Lending, Management Consulting, Management, Banking, Financial Services, Real Estate Development, Loans, Start-ups, Refinance, Retirement Planning, Mortgage Banking, Portfolio Management, Leadership, Series 7, Real Estate, Underwriting, Sales
Education
Howard University 1982 — 1986
BBA, Finance
California State University-Long Beach
MBA, Finance
TIAA-CREF March 2010 - Present
Edward Jones May 2009 - January 2010
McKinney & Company June 1997 - May 2009
Travelers Home Mortgage (Citigroup) October 1996 - July 1998
Omega Capital Group February 1993 - July 1996
Union Bank of California October 1986 - December 1993
Skills
Investments, Credit, Relationship Management, Insurance, Loan Origination, Training, Mortgage Lending, Management Consulting, Management, Banking, Financial Services, Real Estate Development, Loans, Start-ups, Refinance, Retirement Planning, Mortgage Banking, Portfolio Management, Leadership, Series 7, Real Estate, Underwriting, Sales
Education
Howard University 1982 — 1986
BBA, Finance
California State University-Long Beach
MBA, Finance
Randall Gadberry's Edward Jones Experience August 2007 - February 2009
Job Transamerica World Financial Group
Industry Financial Services
Experience
Transamerica February 2015 - Present
Self Employeed May 2009 - February 2015
GLOBAL REALTY NETWORK 1997 - 2011
EDWARD JONES August 2007 - February 2009
Fresno City College 1999 - 2001
Fresno City College 1999 - 2001
Skills
Investments, Finance, IRAs, Mortgage Lending, Real Estate, Loans, Marketing Strategy, Roth IRA, Individual Pension Plans, Retirement Savings, College Savings Plans
Education
California State University, Fresno 1969 — 2002
Fresno City College
Transamerica February 2015 - Present
Self Employeed May 2009 - February 2015
GLOBAL REALTY NETWORK 1997 - 2011
EDWARD JONES August 2007 - February 2009
Fresno City College 1999 - 2001
Fresno City College 1999 - 2001
Skills
Investments, Finance, IRAs, Mortgage Lending, Real Estate, Loans, Marketing Strategy, Roth IRA, Individual Pension Plans, Retirement Savings, College Savings Plans
Education
California State University, Fresno 1969 — 2002
Fresno City College
Jeremy Lenser's Edward Jones Experience June 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Southern Wine & Spirits May 2008 - June 2010
Pulte Homes / Del Webb Corp 2003 - 2006
Education
California State University-Chico 2001 — 2003
Bachelor of Science, Business Administration
Tokay High School 1992 — 1995
Edward Jones June 2010 - Present
Southern Wine & Spirits May 2008 - June 2010
Pulte Homes / Del Webb Corp 2003 - 2006
Education
California State University-Chico 2001 — 2003
Bachelor of Science, Business Administration
Tokay High School 1992 — 1995
Chris Sherwin, MBA, CFP®'s Edward Jones Experience June 2002 - January 2009
Job President of MHS Companies & Hanratty Financial
Industry Financial Services
Experience
Signator Investors, Inc. March 2015 - Present
Investors Capital Corporation January 2009 - March 2015
Edward Jones June 2002 - January 2009
Signature Estate and Investment Advisors, LLC June 2001 - July 2002
AppDev 1997 - 1999
Skills
Retirement Planning, Independent Investment..., Executive-Level..., Business Continuity..., Business Legacy Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Finance, Financial Services, Fixed Annuities, Asset Allocation, Estate Planning, Securities, 401k, Customer Service, Mutual Funds, Financial Planners, Series 7, Wealth Management, Investment Advisory, Personal Finance
Education
California Lutheran University 2006 — 2009
MBA in FP, Financial Planning
Pepperdine University 1998 — 2002
Bachelor's of Science, Business Adminstration
Eden Prairie 1994 — 1998
Signator Investors, Inc. March 2015 - Present
Investors Capital Corporation January 2009 - March 2015
Edward Jones June 2002 - January 2009
Signature Estate and Investment Advisors, LLC June 2001 - July 2002
AppDev 1997 - 1999
Skills
Retirement Planning, Independent Investment..., Executive-Level..., Business Continuity..., Business Legacy Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Finance, Financial Services, Fixed Annuities, Asset Allocation, Estate Planning, Securities, 401k, Customer Service, Mutual Funds, Financial Planners, Series 7, Wealth Management, Investment Advisory, Personal Finance
Education
California Lutheran University 2006 — 2009
MBA in FP, Financial Planning
Pepperdine University 1998 — 2002
Bachelor's of Science, Business Adminstration
Eden Prairie 1994 — 1998
David H. Nguyen's Edward Jones Experience 2008 - 2009
Job
Industry Internet
Experience
Merrill Lynch Pierce Fenner & Smith January 2012 - Present
Edward Jones 2008 - 2009
Alliance Bancorp 2004 - 2008
New Century Mortgage 2002 - 2004
CNA Trust 2000 - 2003
Skills
Financial Services, Retirement, Investments, Loans, Finance, Mortgage Banking, Banking, Sales, Credit, Mortgage Lending, Financial Planning, Retirement Planning, Portfolio Management, Loan Origination, Strategic Planning, Customer Service, Asset Management, Leadership
Education
California Lutheran University
BS, Business Administration
Merrill Lynch Pierce Fenner & Smith January 2012 - Present
Edward Jones 2008 - 2009
Alliance Bancorp 2004 - 2008
New Century Mortgage 2002 - 2004
CNA Trust 2000 - 2003
Skills
Financial Services, Retirement, Investments, Loans, Finance, Mortgage Banking, Banking, Sales, Credit, Mortgage Lending, Financial Planning, Retirement Planning, Portfolio Management, Loan Origination, Strategic Planning, Customer Service, Asset Management, Leadership
Education
California Lutheran University
BS, Business Administration
Afshin Davari's Edward Jones Experience June 2007 - November 2007
Job Portfolio Analyst at PIMCO
Industry Investment Management
Experience
PIMCO May 2015 - Present
PIMCO January 2015 - Present
PIMCO January 2014 - Present
PIMCO July 2011 - January 2014
Western Asset Management August 2008 - July 2011
California Junior Analyst Association January 2008 - July 2008
Edward Jones June 2007 - November 2007
Skills
Financial Modeling, Fixed Income, Bloomberg, Investments, VBA, Finance, Bonds, Analysis, Analytical &..., Report Building, Data Minding & Data..., SQL (Oracle, Sybase,..., Barclay's POINT, Process and..., Compliance & Risk..., Leadership, Training,..., Entrepreneurship, Experience in Dealing..., Bloomberg & Advance API..., Asset Management, Risk Management, Asset Allocation, Derivatives, Valuation
Education
California State University-Fullerton 2006 — 2008
B.S., Business Finance
PIMCO May 2015 - Present
PIMCO January 2015 - Present
PIMCO January 2014 - Present
PIMCO July 2011 - January 2014
Western Asset Management August 2008 - July 2011
California Junior Analyst Association January 2008 - July 2008
Edward Jones June 2007 - November 2007
Skills
Financial Modeling, Fixed Income, Bloomberg, Investments, VBA, Finance, Bonds, Analysis, Analytical &..., Report Building, Data Minding & Data..., SQL (Oracle, Sybase,..., Barclay's POINT, Process and..., Compliance & Risk..., Leadership, Training,..., Entrepreneurship, Experience in Dealing..., Bloomberg & Advance API..., Asset Management, Risk Management, Asset Allocation, Derivatives, Valuation
Education
California State University-Fullerton 2006 — 2008
B.S., Business Finance
Dana Richards Bisbee's Edward Jones Experience July 2008 - November 2008
Job Self Employed Real Estate Investor
Industry Financial Services
Experience
Edward Jones July 2008 - November 2008
1st National Bank of Arizona June 2000 - August 2007
Bisbee's Black and Blue Jackpot Marlin Tournament 1986 - 1995
Skills
Mortgage, Mortgage Lending, Loans, Credit Analysis
Education
California State Polytechnic University-Pomona
BS, Finance, Real Estate and Law
Citrus College
AA, Business Administration
Edward Jones July 2008 - November 2008
1st National Bank of Arizona June 2000 - August 2007
Bisbee's Black and Blue Jackpot Marlin Tournament 1986 - 1995
Skills
Mortgage, Mortgage Lending, Loans, Credit Analysis
Education
California State Polytechnic University-Pomona
BS, Finance, Real Estate and Law
Citrus College
AA, Business Administration
Amy Van Voorhis Sullivan's Edward Jones Experience August 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones August 2008 - Present
Cintas June 2006 - April 2008
Hat World August 2005 - December 2005
Arthritis Foundation June 2005 - August 2005
Skills
Retirement Planning, Financial Goals, Investment Strategies, Sales, Estate Planning, Account Management, Customer Service, Strategic Planning, New Business Development, Insurance, Leadership, Marketing, IRAs, 401k Rollovers, Mutual Funds, Series 7, Investment Advisory
Education
Butler University 2002 — 2006
Bachelors, Marketing
Butler University - College of Business Administration 2002 — 2006
Marketing
The University of Stirling 2005 — 2005
University of Pittsburgh 2004 — 2004
Semester at Sea
Edward Jones August 2008 - Present
Cintas June 2006 - April 2008
Hat World August 2005 - December 2005
Arthritis Foundation June 2005 - August 2005
Skills
Retirement Planning, Financial Goals, Investment Strategies, Sales, Estate Planning, Account Management, Customer Service, Strategic Planning, New Business Development, Insurance, Leadership, Marketing, IRAs, 401k Rollovers, Mutual Funds, Series 7, Investment Advisory
Education
Butler University 2002 — 2006
Bachelors, Marketing
Butler University - College of Business Administration 2002 — 2006
Marketing
The University of Stirling 2005 — 2005
University of Pittsburgh 2004 — 2004
Semester at Sea
Diane House, PMP's Edward Jones Experience 2015 - 2015
Job Director of Operations at TriTech Software Systems
Industry Public Safety
Experience
TriTech Software Systems February 2015 - Present
Tiburon June 2013 - January 2015
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Tyler Technologies January 2013 - June 2013
Intergraph August 2010 - December 2012
Intergraph November 2008 - August 2010
Tiburon December 2007 - November 2008
Tiburon August 2005 - December 2007
Tiburon August 2004 - August 2005
Skills
Program Management, Public Safety, Requirements Analysis, Product Management, Project Management, Business Analysis, Integration, Government, Process Improvement, Team Leadership, Software Documentation, Visio, Salesforce.com, Project Planning, Software Project..., Leadership, Training, Cross-functional Team..., Customer Service, Testing, Security, Telecommunications, Management, Strategy, Team Building, Operations Management, Software Development, SaaS, System Administration, SDLC, Enterprise Software, Cloud Computing
Education
California State University-Stanislaus 2001 — 2002
Liberal Arts and Sciences/Liberal Studies
San Joaquin Delta College 1998 — 2001
Liberal Arts and Sciences/Liberal Studies
Texas Tech University 1983 — 1984
Liberal Arts and Sciences/Liberal Studies
TriTech Software Systems February 2015 - Present
Tiburon June 2013 - January 2015
Edward Jones 2015 - 2015
Edward Jones 2015 - 2015
Tyler Technologies January 2013 - June 2013
Intergraph August 2010 - December 2012
Intergraph November 2008 - August 2010
Tiburon December 2007 - November 2008
Tiburon August 2005 - December 2007
Tiburon August 2004 - August 2005
Skills
Program Management, Public Safety, Requirements Analysis, Product Management, Project Management, Business Analysis, Integration, Government, Process Improvement, Team Leadership, Software Documentation, Visio, Salesforce.com, Project Planning, Software Project..., Leadership, Training, Cross-functional Team..., Customer Service, Testing, Security, Telecommunications, Management, Strategy, Team Building, Operations Management, Software Development, SaaS, System Administration, SDLC, Enterprise Software, Cloud Computing
Education
California State University-Stanislaus 2001 — 2002
Liberal Arts and Sciences/Liberal Studies
San Joaquin Delta College 1998 — 2001
Liberal Arts and Sciences/Liberal Studies
Texas Tech University 1983 — 1984
Liberal Arts and Sciences/Liberal Studies
Joseph Eckles's Edward Jones Experience March 2011 - March 2013
Job Unit Field Trainer at Bankers Life
Industry Financial Services
Experience
Bankers Life May 2015 - Present
J.P. Morgan March 2013 - February 2015
Edward Jones March 2011 - March 2013
World Group Securties February 2001 - March 2011
MetLife June 1996 - February 2001
Skills
Retirement Planning, Investments, Fixed Annuities, Mutual Funds, Wealth Management, Small Business, Financial Planning, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Customer Service, IRAs, 401k, Series 6, Wealth, Securities, Portfolio Management, Series 7, Series 65, Series 63, Variable Annuities, Life Insurance, Long Term Care Insurance, Marketing, Team Building, Leadership, Strategic Planning, Public Speaking
Education
California State University-Long Beach 1979 — 1982
Bachelor's of Science, Administrative Systems, 3.6
Bankers Life May 2015 - Present
J.P. Morgan March 2013 - February 2015
Edward Jones March 2011 - March 2013
World Group Securties February 2001 - March 2011
MetLife June 1996 - February 2001
Skills
Retirement Planning, Investments, Fixed Annuities, Mutual Funds, Wealth Management, Small Business, Financial Planning, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Customer Service, IRAs, 401k, Series 6, Wealth, Securities, Portfolio Management, Series 7, Series 65, Series 63, Variable Annuities, Life Insurance, Long Term Care Insurance, Marketing, Team Building, Leadership, Strategic Planning, Public Speaking
Education
California State University-Long Beach 1979 — 1982
Bachelor's of Science, Administrative Systems, 3.6
Christopher Nagle's Edward Jones Experience November 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Skills
Financial Modeling, Financial Analysis, Investments, Data Analysis, Strategic Planning, Budgets, Analysis, Start-ups, Finance, Market Research, Access, Process Improvement, CRM, Leadership, Microsoft Excel
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2011
MBA, Finance
Stonehill College
Bachelor of Arts (BA), Marketing Communications
Edward Jones November 2013 - Present
Skills
Financial Modeling, Financial Analysis, Investments, Data Analysis, Strategic Planning, Budgets, Analysis, Start-ups, Finance, Market Research, Access, Process Improvement, CRM, Leadership, Microsoft Excel
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2011
MBA, Finance
Stonehill College
Bachelor of Arts (BA), Marketing Communications
Tom Martinet's Edward Jones Experience January 2009 - July 2012
Job Financial Solutions Advisor Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2012 - Present
Edward Jones January 2009 - July 2012
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Retirement, Asset Allocation, Portfolio Management, Financial Advisory, Asset Management, IRAs, Investment Strategies, Financial Planning, Investment Advisory
Education
California State Polytechnic University-Pomona 1968 — 1972
Bachelor of Science (BS), Industrial Engineering
Merrill Edge July 2012 - Present
Edward Jones January 2009 - July 2012
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Retirement, Asset Allocation, Portfolio Management, Financial Advisory, Asset Management, IRAs, Investment Strategies, Financial Planning, Investment Advisory
Education
California State Polytechnic University-Pomona 1968 — 1972
Bachelor of Science (BS), Industrial Engineering
Maria Naqishbandi's Edward Jones Experience October 2008 - March 2011
Job Financial Consultant at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) March 2011 - Present
Edward Jones October 2008 - March 2011
Education
Caldwell College 1991 — 1995
Bachelor of Science (BS), Accounting and Business Administration
John Hancock Life Insurance Company (U.S.A.) March 2011 - Present
Edward Jones October 2008 - March 2011
Education
Caldwell College 1991 — 1995
Bachelor of Science (BS), Accounting and Business Administration
Ernie Fonseca's Edward Jones Experience April 2009 - August 2013
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
Edward Jones April 2009 - August 2013
BullDog Products November 2002 - March 2009
Education
California State University-Fullerton 2000 — 2002
Bachelor of Arts (BA), Business Administration
California State University-Fullerton - College of Business and Economics 2000 — 2002
BS, Business Administration
JP Morgan Chase Bank, N.A. September 2013 - Present
Edward Jones April 2009 - August 2013
BullDog Products November 2002 - March 2009
Education
California State University-Fullerton 2000 — 2002
Bachelor of Arts (BA), Business Administration
California State University-Fullerton - College of Business and Economics 2000 — 2002
BS, Business Administration
Russell Mohberg's Edward Jones Experience February 2001 - November 2007
Job Managing Director, Regatta Capital Group
Industry Investment Management
Experience
Regatta Capital Group November 2007 - Present
Edward Jones February 2001 - November 2007
Laerdal Medical 1990 - 1998
Education
UCLA 2002 — 2004
Professional Designation in Personal Financial Planning, Financial Planning and Services
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Industrial and Product Design
Regatta Capital Group November 2007 - Present
Edward Jones February 2001 - November 2007
Laerdal Medical 1990 - 1998
Education
UCLA 2002 — 2004
Professional Designation in Personal Financial Planning, Financial Planning and Services
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Industrial and Product Design
Jacob Ellen's Edward Jones Experience September 2008 - Present
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Education
California State University-Chico 2003 — 2008
Economics, Environmental
Edward Jones September 2008 - Present
Education
California State University-Chico 2003 — 2008
Economics, Environmental
Christy Dvorak's Edward Jones Experience 2002 - 2006
Job Project Manager at Infinite Energy, Inc.
Industry Oil & Energy
Experience
Infinite Energy, Inc. February 2011 - Present
Infinite Energy, Inc. February 2009 - February 2011
Infinite Energy, Inc. August 2006 - February 2009
Edward Jones 2002 - 2006
Skills
Natural Gas, SQL, Business Analysis, Business Process, Analysis, Requirements Gathering, Requirements Analysis, Visio, Business Process..., SDLC, Testing, Project Management, Microsoft Office, Microsoft SQL Server
Education
Caldwell College
BA, Mathematics/Computer Science
Infinite Energy, Inc. February 2011 - Present
Infinite Energy, Inc. February 2009 - February 2011
Infinite Energy, Inc. August 2006 - February 2009
Edward Jones 2002 - 2006
Skills
Natural Gas, SQL, Business Analysis, Business Process, Analysis, Requirements Gathering, Requirements Analysis, Visio, Business Process..., SDLC, Testing, Project Management, Microsoft Office, Microsoft SQL Server
Education
Caldwell College
BA, Mathematics/Computer Science
Jacob Howell, MBA's Edward Jones Experience September 2007 - November 2008
Job Portfolio Director at Anthem
Industry Insurance
Experience
Anthem, Inc. October 2013 - Present
Anthem, Inc. September 2011 - October 2013
Anthem, Inc. December 2008 - September 2011
Edward Jones September 2007 - November 2008
Orange County Printing January 2007 - September 2007
Skills
Business Analysis, Financial Analysis, Portfolio Management, Process Improvement, Risk Management, Financial Modeling, Strategic Financial..., SDLC, Vendor Management, Strategic Planning, Requirements Gathering, Visio, Leadership, Financial Reporting, Data Analysis, Business Process..., Insurance
Education
California Lutheran University 2008 — 2009
MBA, Finance
California Polytechnic State University-San Luis Obispo 2004 — 2006
Business Admin, Marketing
Anthem, Inc. October 2013 - Present
Anthem, Inc. September 2011 - October 2013
Anthem, Inc. December 2008 - September 2011
Edward Jones September 2007 - November 2008
Orange County Printing January 2007 - September 2007
Skills
Business Analysis, Financial Analysis, Portfolio Management, Process Improvement, Risk Management, Financial Modeling, Strategic Financial..., SDLC, Vendor Management, Strategic Planning, Requirements Gathering, Visio, Leadership, Financial Reporting, Data Analysis, Business Process..., Insurance
Education
California Lutheran University 2008 — 2009
MBA, Finance
California Polytechnic State University-San Luis Obispo 2004 — 2006
Business Admin, Marketing
Edward Arcilla's Edward Jones Experience December 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones December 2008 - Present
NuVision Federal Credit Union August 2007 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
BA, Finance
Edward Jones December 2008 - Present
NuVision Federal Credit Union August 2007 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
BA, Finance
Shelly Malone-Howe's Edward Jones Experience January 2006 - January 2008
Job Allstate Agency Owner
Industry Financial Services
Experience
Allstate November 2013 - Present
edward jones January 2006 - January 2008
Skills
Fixed Annuities, 401k Rollovers, Saving for Education, Retirement, IRAs, Roth IRA
Education
Cal State Fullerton 1996 — 1998
Bachelor of Arts (B.A.)
Allstate November 2013 - Present
edward jones January 2006 - January 2008
Skills
Fixed Annuities, 401k Rollovers, Saving for Education, Retirement, IRAs, Roth IRA
Education
Cal State Fullerton 1996 — 1998
Bachelor of Arts (B.A.)
Jennifer Rogers Markwell's Edward Jones Experience May 2010 - December 2011
Job Financial Advisor Business Owner TV Host
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TV July 2013 - Present
Kona Gold Coffee Co. (aka Kona Bar) October 2009 - December 2013
CUSO Financial Services, L.P. at United Federal Credit Union January 2012 - June 2013
Edward Jones May 2010 - December 2011
Gems TV December 2008 - May 2010
Gems TV USA February 2007 - December 2008
KOLO News Channel 8 (ABC) February 2003 - March 2008
KHSL News Channel 12 (CBS) March 2002 - February 2003
KNVN News Channel 24 (NBC) March 2001 - March 2002
Education
California State University-Chico
BA, Communications in Media
Fidelity Investments July 2013 - Present
TV July 2013 - Present
Kona Gold Coffee Co. (aka Kona Bar) October 2009 - December 2013
CUSO Financial Services, L.P. at United Federal Credit Union January 2012 - June 2013
Edward Jones May 2010 - December 2011
Gems TV December 2008 - May 2010
Gems TV USA February 2007 - December 2008
KOLO News Channel 8 (ABC) February 2003 - March 2008
KHSL News Channel 12 (CBS) March 2002 - February 2003
KNVN News Channel 24 (NBC) March 2001 - March 2002
Education
California State University-Chico
BA, Communications in Media
Karen Santa Cruz's Edward Jones Experience January 1999 - March 2001
Job Accounting Manager at RBC Bearings, Inc
Industry Aviation & Aerospace
Experience
RBC Bearings, Inc July 2008 - Present
Metal Powder Products July 2001 - January 2008
Edward Jones January 1999 - March 2001
Precision Optical October 1993 - January 1999
Precision Optical October 1993 - January 1999
Skills
Financial Reporting, Accounts Payable, Process Improvement, Income Statement, Cost Accounting
Education
California State University-Long Beach
BS, Busienss Administration
RBC Bearings, Inc July 2008 - Present
Metal Powder Products July 2001 - January 2008
Edward Jones January 1999 - March 2001
Precision Optical October 1993 - January 1999
Precision Optical October 1993 - January 1999
Skills
Financial Reporting, Accounts Payable, Process Improvement, Income Statement, Cost Accounting
Education
California State University-Long Beach
BS, Busienss Administration
Reggie Wills's Edward Jones Experience August 2001 - June 2002
Job Senior Manager, Industrial Hygiene at Waste Management Safety Services
Industry Oil & Energy
Experience
Waste Management Safety Services February 2007 - Present
Waste Management July 2005 - January 2007
Waste Management June 2004 - June 2005
Waste Management June 2003 - June 2004
Walgreens August 2002 - December 2002
Edward Jones August 2001 - June 2002
American Express August 2000 - August 2001
Stericycle September 1998 - August 2000
Browning-Ferris Industries January 1997 - August 1998
Browning-Ferris Industries August 1990 - December 1996
Skills
Industrial Hygiene, EHS, Waste, Occupational Health, Solid Waste, Policy, Accident Investigation, Environmental Awareness, Energy, Waste Management, Program Management, Management, Environmental Services, Recycling, Safety Management..., Risk Assessment, Remediation, RCRA, Workers Compensation, Industrial Safety
Education
University of Texas School of Public Health
Master of Science (MS), Public Health
California State University-Fresno 1984 — 1989
Bachelor of Science (B.S.), Health Science
Waste Management Safety Services February 2007 - Present
Waste Management July 2005 - January 2007
Waste Management June 2004 - June 2005
Waste Management June 2003 - June 2004
Walgreens August 2002 - December 2002
Edward Jones August 2001 - June 2002
American Express August 2000 - August 2001
Stericycle September 1998 - August 2000
Browning-Ferris Industries January 1997 - August 1998
Browning-Ferris Industries August 1990 - December 1996
Skills
Industrial Hygiene, EHS, Waste, Occupational Health, Solid Waste, Policy, Accident Investigation, Environmental Awareness, Energy, Waste Management, Program Management, Management, Environmental Services, Recycling, Safety Management..., Risk Assessment, Remediation, RCRA, Workers Compensation, Industrial Safety
Education
University of Texas School of Public Health
Master of Science (MS), Public Health
California State University-Fresno 1984 — 1989
Bachelor of Science (B.S.), Health Science
Pat Schlecht's Edward Jones Experience 2009 - March 2012
Job Financial Analyst
Industry Accounting
Experience
Edward Jones 2009 - March 2012
ASML 2000 - 2009
SpeedFam-IPEC Inc. 1997 - 2000
Dixon Bros Painting 1995 - 1997
Calmat Company June 1993 - June 1995
Vacco Industries November 1987 - April 1993
Sargent Fletcher January 1983 - November 1987
Skills
Forecasting, SAP, Process Improvement, Budgets, Analysis, Variance Analysis, Payroll, Accounting, Cost Accounting, Auditing, Finance, Strategic Financial..., Management, Access, Microsoft Excel, Internal Audit, Outlook, Business Process, Financial Statements, Tax, SAP BW, Financial Analysis, Financial Reporting, Executive Management, Mergers & Acquisitions, Training, Business Process..., Financial Modeling, PeopleSoft, Business Analysis, Leadership, Business Planning
Education
California State University-Los Angeles 1980 — 1983
Edward Jones 2009 - March 2012
ASML 2000 - 2009
SpeedFam-IPEC Inc. 1997 - 2000
Dixon Bros Painting 1995 - 1997
Calmat Company June 1993 - June 1995
Vacco Industries November 1987 - April 1993
Sargent Fletcher January 1983 - November 1987
Skills
Forecasting, SAP, Process Improvement, Budgets, Analysis, Variance Analysis, Payroll, Accounting, Cost Accounting, Auditing, Finance, Strategic Financial..., Management, Access, Microsoft Excel, Internal Audit, Outlook, Business Process, Financial Statements, Tax, SAP BW, Financial Analysis, Financial Reporting, Executive Management, Mergers & Acquisitions, Training, Business Process..., Financial Modeling, PeopleSoft, Business Analysis, Leadership, Business Planning
Education
California State University-Los Angeles 1980 — 1983
Scott McManus's Edward Jones Experience September 2000 - Present
Job bookkeeper/maintenance/desk at Cambria Palms Motel
Industry Financial Services
Experience
Cambria Palms Motel July 2008 - Present
Edward Jones September 2000 - Present
Education
California Polytechnic State University-San Luis Obispo
AA, Business Finance
Cambria Palms Motel July 2008 - Present
Edward Jones September 2000 - Present
Education
California Polytechnic State University-San Luis Obispo
AA, Business Finance
Gor Antashyan, CFP®'s Edward Jones Experience July 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Bank of America Investment Services January 2007 - April 2009
Union Bank August 2002 - December 2006
Skills
Certified Financial..., Finance, Financial Advisory, Financial Planners, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth
Education
Kansas State University 2010 — 2013
Master's degree, Financial Planning
UCLA Extension 2008 — 2009
Personal Financial Planning, Financial Planning and Services
California State Polytechnic University-Pomona 2002 — 2006
Finance, Real Estate, Business Law, Business Administration
Edward Jones July 2009 - Present
Bank of America Investment Services January 2007 - April 2009
Union Bank August 2002 - December 2006
Skills
Certified Financial..., Finance, Financial Advisory, Financial Planners, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth
Education
Kansas State University 2010 — 2013
Master's degree, Financial Planning
UCLA Extension 2008 — 2009
Personal Financial Planning, Financial Planning and Services
California State Polytechnic University-Pomona 2002 — 2006
Finance, Real Estate, Business Law, Business Administration
Rene Snyder, MBA's Edward Jones Experience July 2013 - June 2014
Job Experienced Human Resources Manager
Industry Education Management
Experience
Edward Jones July 2013 - June 2014
Valley Christian Center August 2011 - June 2013
Valley Christian Center September 2009 - August 2011
Valley Christian Center June 2008 - September 2009
Archway Marketing Services May 2003 - June 2004
Archway Marketing Services February 2001 - May 2003
Skills
Cross-team Collaboration, Business Strategy, Organizational..., Organizational..., Employee Engagement, Organizational Culture, HR metric, recruiting and selection, Change Management, Employee Relations, Employee Benefits Design, Voluntary Employee..., Deferred Compensation, Employee Wellness, HRIS Database Management, Employment Law, Employment Contracts, HR Policy Formulation, Employee Handbooks, Organizational Structure, Compensation Structure..., Relocation, Payroll, Onboarding, Recruiting, Human Resources, Training, Benefits Administration, Employee Benefits, Compensation Structures
Education
California State University-East Bay
MBA, Human Resources Management and Services, GPA 3.97
San Francisco State University
BA, Industrial/Organizational Psychology
Edward Jones July 2013 - June 2014
Valley Christian Center August 2011 - June 2013
Valley Christian Center September 2009 - August 2011
Valley Christian Center June 2008 - September 2009
Archway Marketing Services May 2003 - June 2004
Archway Marketing Services February 2001 - May 2003
Skills
Cross-team Collaboration, Business Strategy, Organizational..., Organizational..., Employee Engagement, Organizational Culture, HR metric, recruiting and selection, Change Management, Employee Relations, Employee Benefits Design, Voluntary Employee..., Deferred Compensation, Employee Wellness, HRIS Database Management, Employment Law, Employment Contracts, HR Policy Formulation, Employee Handbooks, Organizational Structure, Compensation Structure..., Relocation, Payroll, Onboarding, Recruiting, Human Resources, Training, Benefits Administration, Employee Benefits, Compensation Structures
Education
California State University-East Bay
MBA, Human Resources Management and Services, GPA 3.97
San Francisco State University
BA, Industrial/Organizational Psychology
Maira Thompson's Edward Jones Experience January 2009 - October 2011
Job Independent Distributor at NuCerity International Inc.
Industry Health, Wellness and Fitness
Experience
NuCerity International Inc. March 2015 - Present
Hospitality Marketing Concepts October 2012 - October 2013
Farmers Insurance October 2011 - November 2012
Edward Jones January 2009 - October 2011
Farheap Solutions 2007 - 2008
Skills
Marketing, Market Research, Email Marketing, Marketing Strategy, Social Media Marketing, Online Marketing, E-commerce, Social Networking, Customer Service, Leadership, Contract Negotiation
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Bachelor of Arts, International Business
California State University-Fullerton 2002 — 2006
Bachelor's degree, International Business
NuCerity International Inc. March 2015 - Present
Hospitality Marketing Concepts October 2012 - October 2013
Farmers Insurance October 2011 - November 2012
Edward Jones January 2009 - October 2011
Farheap Solutions 2007 - 2008
Skills
Marketing, Market Research, Email Marketing, Marketing Strategy, Social Media Marketing, Online Marketing, E-commerce, Social Networking, Customer Service, Leadership, Contract Negotiation
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Bachelor of Arts, International Business
California State University-Fullerton 2002 — 2006
Bachelor's degree, International Business
Carol Barling's Edward Jones Experience June 2012 - October 2012
Job Bookkeeper at California Veterans Assistance Foundation
Industry Management Consulting
Experience
California Veterans Assistance Foundation December 2014 - Present
Edward Jones June 2012 - October 2012
First Presbyterian Church of Bakersfield October 2007 - February 2012
Kern Community College District October 1996 - April 2008
Skills
Business Communications, Microsoft Office, Analysis, Banking, Administration, Excel, Accounting, Budgeting, Outlook, Word, Employee Relations, Problem Solving, PowerPoint, Business Analysis, Payroll, Financial Reporting, Non-profits, Process Improvement, Quickbooks, Financial Analysis, Windows, Operations Management, Supervisory Skills, Compliance, Business Planning, Business Strategy, Account Management, Nonprofits, Budgets
Education
University of La Verne 1999 — 2001
MBA, Business with emphasis in IT
California State University, Fresno
B.S., Business Administration
California Veterans Assistance Foundation December 2014 - Present
Edward Jones June 2012 - October 2012
First Presbyterian Church of Bakersfield October 2007 - February 2012
Kern Community College District October 1996 - April 2008
Skills
Business Communications, Microsoft Office, Analysis, Banking, Administration, Excel, Accounting, Budgeting, Outlook, Word, Employee Relations, Problem Solving, PowerPoint, Business Analysis, Payroll, Financial Reporting, Non-profits, Process Improvement, Quickbooks, Financial Analysis, Windows, Operations Management, Supervisory Skills, Compliance, Business Planning, Business Strategy, Account Management, Nonprofits, Budgets
Education
University of La Verne 1999 — 2001
MBA, Business with emphasis in IT
California State University, Fresno
B.S., Business Administration
Meredith Dufield's Edward Jones Experience January 2009 - July 2010
Job Fraud Detection at Schools First Federal Credit Union
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union March 2011 - August 2013
SchoolsFirst Federal Credit Union July 2010 - January 2011
Edward Jones January 2009 - July 2010
Thrivent Financial for Lutherans April 2006 - January 2009
OCTFCU, Mortgage Co, Santa Ana, CA. April 1987 - April 2006
Skills
Investments, Credit, Mortgage, Microsoft Office, Loans, Insurance, Mortgage Lending, Finance, Management, Strategic Financial..., Team Building
Education
California State University-Fullerton 1989 — 1995
Business Adminstration, Finance
Lutheran High of OC 1985 — 1989
High school Diploma
SchoolsFirst Federal Credit Union March 2011 - August 2013
SchoolsFirst Federal Credit Union July 2010 - January 2011
Edward Jones January 2009 - July 2010
Thrivent Financial for Lutherans April 2006 - January 2009
OCTFCU, Mortgage Co, Santa Ana, CA. April 1987 - April 2006
Skills
Investments, Credit, Mortgage, Microsoft Office, Loans, Insurance, Mortgage Lending, Finance, Management, Strategic Financial..., Team Building
Education
California State University-Fullerton 1989 — 1995
Business Adminstration, Finance
Lutheran High of OC 1985 — 1989
High school Diploma
David Bardin's Edward Jones Experience October 2013 - February 2014
Job Sales Manager / Sr. Loan Officer at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC September 2014 - Present
D.A. Davidson Companies June 2014 - August 2014
Edward Jones October 2013 - February 2014
Bank of America March 2012 - July 2013
Executive Lending Group Inc May 2010 - September 2011
Washington Mutal 2000 - 2008
Skills
Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, Financial Analysis, FHA, Investments, Residential Mortgages, Finance, Portfolio Management, Commercial Lending, Underwriting, Strategic Financial..., Credit Risk, USDA, Risk Management, Consumer Lending, VA loans, FHA financing, Financial Structuring
Education
California State University, Fresno 1997 — 1999
BS, Finance
Palma High School 1993 — 1997
Movement Mortgage, LLC September 2014 - Present
D.A. Davidson Companies June 2014 - August 2014
Edward Jones October 2013 - February 2014
Bank of America March 2012 - July 2013
Executive Lending Group Inc May 2010 - September 2011
Washington Mutal 2000 - 2008
Skills
Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, Financial Analysis, FHA, Investments, Residential Mortgages, Finance, Portfolio Management, Commercial Lending, Underwriting, Strategic Financial..., Credit Risk, USDA, Risk Management, Consumer Lending, VA loans, FHA financing, Financial Structuring
Education
California State University, Fresno 1997 — 1999
BS, Finance
Palma High School 1993 — 1997
Janice Daniels's Edward Jones Experience April 2011 - July 2011
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® July 2014 - Present
Transamerica Financial Advisors, Inc. November 2011 - October 2013
Liberty Tax Service January 2012 - April 2013
Edward Jones April 2011 - July 2011
H&R Block January 2011 - April 2011
Oregon Republican Party December 2009 - January 2010
Portland Community College - Rock Creek November 2008 - June 2009
Equity Group Realtors March 1993 - March 1994
Century 21 Champions April 1991 - March 1993
Apple February 1987 - February 1991
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Sales, Mutual Funds, IRAs, Financial Services, Long Term Care Insurance, Commercial Insurance, Annuities, Auto Insurance, Homeowners Insurance, Education Funding, Investment Solutions, Disability Income..., Farm and Ranch Insurance, Horse Insurance, Renter's Insurance, Pet Insurance
Education
San Jose State University 1985 — 1986
MBA Program
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor's degree, Political Science
Homestead High School, cupertino, CA
Homestead High School, cupertino, CA
COUNTRY Financial® July 2014 - Present
Transamerica Financial Advisors, Inc. November 2011 - October 2013
Liberty Tax Service January 2012 - April 2013
Edward Jones April 2011 - July 2011
H&R Block January 2011 - April 2011
Oregon Republican Party December 2009 - January 2010
Portland Community College - Rock Creek November 2008 - June 2009
Equity Group Realtors March 1993 - March 1994
Century 21 Champions April 1991 - March 1993
Apple February 1987 - February 1991
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Sales, Mutual Funds, IRAs, Financial Services, Long Term Care Insurance, Commercial Insurance, Annuities, Auto Insurance, Homeowners Insurance, Education Funding, Investment Solutions, Disability Income..., Farm and Ranch Insurance, Horse Insurance, Renter's Insurance, Pet Insurance
Education
San Jose State University 1985 — 1986
MBA Program
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor's degree, Political Science
Homestead High School, cupertino, CA
Homestead High School, cupertino, CA
Collin Bettis's Edward Jones Experience March 2010 - June 2010
Job Consultant at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting LLP July 2012 - Present
Triage Consulting Group June 2011 - September 2011
Arthur J. Gallagher and Co. June 2010 - September 2010
Edward Jones March 2010 - June 2010
Skills
Consolidated Financial..., SAP BPC, Microsoft Office, Financial Analysis, Team Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Accounting, Customer Service, English, Visio, Leadership, Project Management, Finance, Data Analysis, Consulting, Financial Modeling, Analysis
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelors of Science, Finance
Deloitte Consulting LLP July 2012 - Present
Triage Consulting Group June 2011 - September 2011
Arthur J. Gallagher and Co. June 2010 - September 2010
Edward Jones March 2010 - June 2010
Skills
Consolidated Financial..., SAP BPC, Microsoft Office, Financial Analysis, Team Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Accounting, Customer Service, English, Visio, Leadership, Project Management, Finance, Data Analysis, Consulting, Financial Modeling, Analysis
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelors of Science, Finance
Bill Bodily MA/MBA's Edward Jones Experience 2011 - 2012
Job Contract / Business Analyst at DCMA Defence Contract Management Agency
Industry Medical Devices
Experience
Defense Contract Management Agency (DCMA) 2015 - Present
Consulting Concepts 2014 - 2015
iCRco Inc. 2012 - 2014
Edward Jones 2011 - 2012
FXI Innovations 2010 - 2011
Medtronic, Inc 1998 - 2010
St. Jude Medical 1996 - 1998
Beckman Coulter 1982 - 1996
Skills
Strategic Financial..., Strategy, Managerial Finance, Financial Analysis, Financial Modeling, Finance, Investments, Management, Financial Reporting, Executive Management, Cost Accounting, Budgets, Strategic Planning, Process Improvement, Essbase, Forecasting, Management Consulting, Cross-functional Team..., Due Diligence, Start-ups, Operations Management, Competitive Analysis, Hyperion Enterprise, Cash Flow, Risk Management, Acquisition Integration, Valuation, Entrepreneurship, Sarbanes-Oxley Act, Business Development, Mergers, Internal Controls, Contract Negotiation, Leadership, Variance Analysis, Pricing, Accounting, Business Process..., Consolidation, Mergers & Acquisitions, Sarbanes-Oxley, P&L Management, Corporate Finance, Manufacturing, Auditing, Business Planning, US GAAP, Analysis, Financial Planning
Education
California State University-Fullerton
BA, Business Administration\Accounting
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MA/MBA, Strategic Management & Finance
Northwestern University - Kellogg School of Management
Certificate, Corporate Financial Strategies
Defense Contract Management Agency (DCMA) 2015 - Present
Consulting Concepts 2014 - 2015
iCRco Inc. 2012 - 2014
Edward Jones 2011 - 2012
FXI Innovations 2010 - 2011
Medtronic, Inc 1998 - 2010
St. Jude Medical 1996 - 1998
Beckman Coulter 1982 - 1996
Skills
Strategic Financial..., Strategy, Managerial Finance, Financial Analysis, Financial Modeling, Finance, Investments, Management, Financial Reporting, Executive Management, Cost Accounting, Budgets, Strategic Planning, Process Improvement, Essbase, Forecasting, Management Consulting, Cross-functional Team..., Due Diligence, Start-ups, Operations Management, Competitive Analysis, Hyperion Enterprise, Cash Flow, Risk Management, Acquisition Integration, Valuation, Entrepreneurship, Sarbanes-Oxley Act, Business Development, Mergers, Internal Controls, Contract Negotiation, Leadership, Variance Analysis, Pricing, Accounting, Business Process..., Consolidation, Mergers & Acquisitions, Sarbanes-Oxley, P&L Management, Corporate Finance, Manufacturing, Auditing, Business Planning, US GAAP, Analysis, Financial Planning
Education
California State University-Fullerton
BA, Business Administration\Accounting
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MA/MBA, Strategic Management & Finance
Northwestern University - Kellogg School of Management
Certificate, Corporate Financial Strategies
Alanna Veldkamp's Edward Jones Experience January 2010 - May 2010
Job Balance Sheet Management at Bank of America
Industry Financial Services
Experience
Bank of America December 2013 - Present
KPMG September 2011 - November 2013
KPMG Advisory June 2010 - August 2010
Edward Jones January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting, Internal Controls, Financial Accounting, Valuation, Accounting, Economics, Private Equity, Auditing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Financial Management
Bank of America December 2013 - Present
KPMG September 2011 - November 2013
KPMG Advisory June 2010 - August 2010
Edward Jones January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting, Internal Controls, Financial Accounting, Valuation, Accounting, Economics, Private Equity, Auditing
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Financial Management
James Hormozi's Edward Jones Experience December 2013 - April 2015
Job Logistics Expert/Financial Advisor
Industry Military
Experience
US Navy, Business Owner April 2010 - Present
Edward Jones December 2013 - April 2015
Color Me Mine January 2001 - November 2013
Skills
Military Operations, Military, Security Clearance, Command, Operational Planning, National Security, Military Experience, Navy, Weapons, Counterterrorism, Force Protection, Army, Intelligence, Government, Military Training, Defense, Counterinsurgency, Tactics
Education
California State University-Los Angeles
Master's degree, Public Administration
UCLA
Economics and Spanish (Double Major)
US Navy, Business Owner April 2010 - Present
Edward Jones December 2013 - April 2015
Color Me Mine January 2001 - November 2013
Skills
Military Operations, Military, Security Clearance, Command, Operational Planning, National Security, Military Experience, Navy, Weapons, Counterterrorism, Force Protection, Army, Intelligence, Government, Military Training, Defense, Counterinsurgency, Tactics
Education
California State University-Los Angeles
Master's degree, Public Administration
UCLA
Economics and Spanish (Double Major)
Bruce Woodbury, CPA, CFP®, ChFC®, CLU®'s Edward Jones Experience July 2001 - March 2009
Job LPL Registered Principal at Woodbury Wealth Management
Industry Financial Services
Experience
Woodbury Wealth Management March 2009 - Present
The Folsom Symphony 2003 - Present
Edward Jones July 2001 - March 2009
PowerSchool February 2001 - June 2001
EA Consulting (SAP Software) February 1999 - February 2001
MultiVision December 1997 - January 1999
Prudential Financial March 1994 - December 1997
Sierra On-Line March 1990 - March 1994
Deloitte & Touche October 1988 - March 1990
Ryder System, Inc. August 1986 - October 1988
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Investments, Retirement, Mutual Funds, Estate Planning, Fixed Annuities, 401k
Education
California State University, Fresno 1989 — 1990
Accounting Classes
Utah State University - Jon M. Huntsman School of Business 1983 — 1986
BA, Finance/Econ
Dixie State University 1978 — 1983
AA, General/Business
Woodbury Wealth Management March 2009 - Present
The Folsom Symphony 2003 - Present
Edward Jones July 2001 - March 2009
PowerSchool February 2001 - June 2001
EA Consulting (SAP Software) February 1999 - February 2001
MultiVision December 1997 - January 1999
Prudential Financial March 1994 - December 1997
Sierra On-Line March 1990 - March 1994
Deloitte & Touche October 1988 - March 1990
Ryder System, Inc. August 1986 - October 1988
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Investments, Retirement, Mutual Funds, Estate Planning, Fixed Annuities, 401k
Education
California State University, Fresno 1989 — 1990
Accounting Classes
Utah State University - Jon M. Huntsman School of Business 1983 — 1986
BA, Finance/Econ
Dixie State University 1978 — 1983
AA, General/Business
Chris Popkey's Edward Jones Experience October 2005 - June 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Edward Jones October 2005 - June 2013
RadioShack January 1997 - October 2005
Skills
Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
California State University-Chico 1987 — 1992
Bachelor's degree, Business Administration and Management, General
Oakmont High School 1984 — 1987
Wells Fargo Advisors June 2013 - Present
Edward Jones October 2005 - June 2013
RadioShack January 1997 - October 2005
Skills
Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
California State University-Chico 1987 — 1992
Bachelor's degree, Business Administration and Management, General
Oakmont High School 1984 — 1987
Hallie Sykes's Edward Jones Experience February 2009 - May 2011
Job 5th Grade Teacher at Maui Preparatory Academy
Industry Higher Education
Experience
Maui Preparatory Academy 2011 - Present
Becca's Bracelets of Maui October 2008 - Present
Alive Theatre April 2009 - January 2012
Edward Jones February 2009 - May 2011
Maui Preparatory Academy October 2008 - May 2011
Leilani's On The Beach January 2007 - August 2008
Houlihan Lokey New York January 2006 - January 2007
Education
Western Governors University 2008 — 2010
California State University-Long Beach 2001 — 2005
BA, Theatre Arts
Maui Preparatory Academy 2011 - Present
Becca's Bracelets of Maui October 2008 - Present
Alive Theatre April 2009 - January 2012
Edward Jones February 2009 - May 2011
Maui Preparatory Academy October 2008 - May 2011
Leilani's On The Beach January 2007 - August 2008
Houlihan Lokey New York January 2006 - January 2007
Education
Western Governors University 2008 — 2010
California State University-Long Beach 2001 — 2005
BA, Theatre Arts
Kathleen Maroney's Edward Jones Experience April 2000 - March 2003
Job Owner, Registered Securities Broker at Kathleen Maroney Financial Services
Industry Financial Services
Experience
Kathleen Maroney Financial Services March 2003 - Present
Edward Jones April 2000 - March 2003
Skills
Investments, Wealth Management, Retirement Planning, Securities, Investors, Wealth, Portfolio Management, Asset Management, Investment Advisory, Investment Strategies, Financial Advisory, Uniform Combined State..., Asset Allocation, Series 7, Retirement, Mutual Funds, Financial Planning
Education
California State University-Long Beach
Kathleen Maroney Financial Services March 2003 - Present
Edward Jones April 2000 - March 2003
Skills
Investments, Wealth Management, Retirement Planning, Securities, Investors, Wealth, Portfolio Management, Asset Management, Investment Advisory, Investment Strategies, Financial Advisory, Uniform Combined State..., Asset Allocation, Series 7, Retirement, Mutual Funds, Financial Planning
Education
California State University-Long Beach
Eric Inglett's Edward Jones Experience October 1994 - Present
Job General Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1994 - Present
Education
California State Polytechnic University-Pomona 1978 — 1982
BS, Finance
Edward Jones October 1994 - Present
Education
California State Polytechnic University-Pomona 1978 — 1982
BS, Finance
Annie Arnold's Edward Jones Experience September 2009 - December 2009
Job Finance Associate at Facebook
Industry Computer Networking
Experience
Facebook March 2014 - Present
Cisco Systems October 2011 - March 2014
Southern California Edison June 2010 - October 2011
Financial Management Association February 2010 - March 2011
Financial Management Association March 2009 - February 2010
Edward Jones September 2009 - December 2009
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Business Administration
Facebook March 2014 - Present
Cisco Systems October 2011 - March 2014
Southern California Edison June 2010 - October 2011
Financial Management Association February 2010 - March 2011
Financial Management Association March 2009 - February 2010
Edward Jones September 2009 - December 2009
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Business Administration
Donnie Nielsen, CFA's Edward Jones Experience May 2008 - December 2008
Job Team Manager / Client Lead
Industry Financial Services
Experience
Aon Hewitt October 2014 - Present
Aon Hewitt April 2013 - October 2014
Scottrade March 2009 - April 2013
Edward Jones May 2008 - December 2008
Skills
Investments, Series 63, Options, Equity Trading, Mutual Funds, Series 7, ETFs, FINRA, Equities, Securities, Fixed Income, Stockbroking, Uniform Combined State..., Trading, Series 65, Derivatives
Education
CSU Sacramento 2005 — 2007
UC Davis 2004 — 2004
In Progress
California State University-East Bay
Bachelor’s Degree, Business Administration, Finance
Aon Hewitt October 2014 - Present
Aon Hewitt April 2013 - October 2014
Scottrade March 2009 - April 2013
Edward Jones May 2008 - December 2008
Skills
Investments, Series 63, Options, Equity Trading, Mutual Funds, Series 7, ETFs, FINRA, Equities, Securities, Fixed Income, Stockbroking, Uniform Combined State..., Trading, Series 65, Derivatives
Education
CSU Sacramento 2005 — 2007
UC Davis 2004 — 2004
In Progress
California State University-East Bay
Bachelor’s Degree, Business Administration, Finance
alexander villagran's Edward Jones Experience August 2010 - December 2010
Job Management and Administration
Industry Libraries
Experience
Southwest Voter Registration Education Project 2014 - 2014
American Library Association June 2009 - July 2013
Edward Jones August 2010 - December 2010
Rangeview Library District April 2004 - October 2009
Weld Library District (High Plains Library District) November 2001 - April 2004
Skills
Records, Microsoft Excel, PowerPoint, Library Science, Nonprofits, Staff Development, Management
Education
University of Michigan - School of Information 1985 — 1986
Master of Arts, Library and Information Studies
California State University-Long Beach 1978 — 1983
Bachelor of Arts, History/Marketing
Southwest Voter Registration Education Project 2014 - 2014
American Library Association June 2009 - July 2013
Edward Jones August 2010 - December 2010
Rangeview Library District April 2004 - October 2009
Weld Library District (High Plains Library District) November 2001 - April 2004
Skills
Records, Microsoft Excel, PowerPoint, Library Science, Nonprofits, Staff Development, Management
Education
University of Michigan - School of Information 1985 — 1986
Master of Arts, Library and Information Studies
California State University-Long Beach 1978 — 1983
Bachelor of Arts, History/Marketing
Brandon Pereira's Edward Jones Experience April 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2001 - Present
Skills
Series 7, Mortgage Lending, Retirement Planning, Uniform Combined State..., 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, 529 Plans, Estate Planning, Financial Advisory, Insurance, Long-term Care, Securities, Term Life Insurance
Education
CSU Chico
Texas Tech University
Edward Jones April 2001 - Present
Skills
Series 7, Mortgage Lending, Retirement Planning, Uniform Combined State..., 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, 529 Plans, Estate Planning, Financial Advisory, Insurance, Long-term Care, Securities, Term Life Insurance
Education
CSU Chico
Texas Tech University
Rhonda Wentzel's Edward Jones Experience October 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2002 - Present
Space Systems Loral 1996 - 2002
Lockheed Martin Corp. 1986 - 1992
Education
California State University-Long Beach 1976 — 1981
MS, Electrical Engineering
University of Washington 1972 — 1974
BS, Mathematics
Edward Jones October 2002 - Present
Space Systems Loral 1996 - 2002
Lockheed Martin Corp. 1986 - 1992
Education
California State University-Long Beach 1976 — 1981
MS, Electrical Engineering
University of Washington 1972 — 1974
BS, Mathematics
Hovo Dzhinanyan's Edward Jones Experience June 2015 - Present
Job Edward Jones Investments
Industry Investment Management
Experience
Edward Jones June 2015 - Present
Rula Inc. February 2013 - May 2015
Grandpoint Bank September 2007 - February 2013
Bank of America March 2004 - November 2006
Skills
Banking, Team Management, Customer Service, Foreign Exchange, Employee Training, International Trade, Team Leadership, Real Estate Sales, Real Estate Consulting, Financial Advisory
Education
California State University, Los Angeles - College of Business and Economics 2004 — 2009
Bachelor of Science (B.S.), Business Administration Finance
Edward Jones June 2015 - Present
Rula Inc. February 2013 - May 2015
Grandpoint Bank September 2007 - February 2013
Bank of America March 2004 - November 2006
Skills
Banking, Team Management, Customer Service, Foreign Exchange, Employee Training, International Trade, Team Leadership, Real Estate Sales, Real Estate Consulting, Financial Advisory
Education
California State University, Los Angeles - College of Business and Economics 2004 — 2009
Bachelor of Science (B.S.), Business Administration Finance
Trisha Lancaster's Edward Jones Experience November 2005 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Primerica Financial Services June 2015 - Present
Edward Jones November 2005 - June 2007
Education
Campbell University 2005 — 2007
Bachelor's degree, Business Administration
California State University-Dominguez Hills 2004 — 2005
El Camino College 2001 — 2004
Primerica Financial Services June 2015 - Present
Edward Jones November 2005 - June 2007
Education
Campbell University 2005 — 2007
Bachelor's degree, Business Administration
California State University-Dominguez Hills 2004 — 2005
El Camino College 2001 — 2004
Steffik Walker's Edward Jones Experience
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones
Skills
Customer Service
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Hotel and Restaurant Management
Edward Jones
Skills
Customer Service
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Hotel and Restaurant Management
Lourie Drouillard's Edward Jones Experience November 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
CPFG December 2002 - November 2013
Ross Tye MD June 1992 - October 2002
Glenn General Hospital September 1989 - June 1992
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, Microsoft Word, Spreadsheets, PowerPoint, Customer Service, Data Entry, Microsoft Office, Office Administration, Access, Accounts Receivable, Invoicing, Event Planning
Education
Butte College 2005 — 2009
Business Management
Edward Jones November 2013 - Present
CPFG December 2002 - November 2013
Ross Tye MD June 1992 - October 2002
Glenn General Hospital September 1989 - June 1992
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, Microsoft Word, Spreadsheets, PowerPoint, Customer Service, Data Entry, Microsoft Office, Office Administration, Access, Accounts Receivable, Invoicing, Event Planning
Education
Butte College 2005 — 2009
Business Management
Phillip Chylinski's Edward Jones Experience July 2015 - Present
Job Edward Jones FACD
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Aki-Home September 2013 - July 2015
JMB Financial Managers, Inc. February 2014 - June 2014
Sears Holdings Corporation August 2012 - August 2013
Best Buy November 2007 - August 2012
Skills
Customer Service, Sales, Finance, Teamwork, Goal Oriented, Microsoft Word, Communication, Positive Team Player, Data Entry, Organization, Social Media, Technology, Goal Setting, Multi-tasking Skills, Mathematics, Retail, Time Management, Analysis, Financial Analysis, Team-oriented, Customer Retention, Building Relationships, Mobile Technology, Technology Integration, Stocks, Stock Market, Stock Picking
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor's degree, Finance, Real Estate and Law
Fullerton College 2009 — 2011
Esperanza High School 2005 — 2009
High School Diploma
Edward Jones July 2015 - Present
Aki-Home September 2013 - July 2015
JMB Financial Managers, Inc. February 2014 - June 2014
Sears Holdings Corporation August 2012 - August 2013
Best Buy November 2007 - August 2012
Skills
Customer Service, Sales, Finance, Teamwork, Goal Oriented, Microsoft Word, Communication, Positive Team Player, Data Entry, Organization, Social Media, Technology, Goal Setting, Multi-tasking Skills, Mathematics, Retail, Time Management, Analysis, Financial Analysis, Team-oriented, Customer Retention, Building Relationships, Mobile Technology, Technology Integration, Stocks, Stock Market, Stock Picking
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor's degree, Finance, Real Estate and Law
Fullerton College 2009 — 2011
Esperanza High School 2005 — 2009
High School Diploma
Sadie Groff's Edward Jones Experience October 2011 - Present
Job Professional Branch Office Admin
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English
Education
California State University-Fullerton 1993 — 1997
Bachelor’s Degree, Business Administration and Management, General
Edward Jones October 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English
Education
California State University-Fullerton 1993 — 1997
Bachelor’s Degree, Business Administration and Management, General
Sean Mertens's Edward Jones Experience June 2014 - September 2014
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry Financial Services
Experience
Edward Jones June 2014 - September 2014
Madeline's Restaurante April 2010 - September 2014
Education
Cal Poly San Luis Obispo 2011 — 2014
Coast Union High School 2006 — 2011
High School, Valedictorian
Edward Jones June 2014 - September 2014
Madeline's Restaurante April 2010 - September 2014
Education
Cal Poly San Luis Obispo 2011 — 2014
Coast Union High School 2006 — 2011
High School, Valedictorian
Janet/Paul Sbrocco's Edward Jones Experience 2002 - 2005
Job Client Services, Branch Office Manager at Money at Work LLC
Industry Financial Services
Experience
Money at Work LLC 2005 - Present
Edward Jones 2002 - 2005
Saint Clare's Health System 1979 - 2001
Education
Caldwell College
Business, Marketing, Finance
Money at Work LLC 2005 - Present
Edward Jones 2002 - 2005
Saint Clare's Health System 1979 - 2001
Education
Caldwell College
Business, Marketing, Finance
Sheryl Newland's Edward Jones Experience June 1996 - September 1999
Job Manager at Capital Group
Industry Investment Management
Experience
Capital Group September 1999 - Present
Edward Jones June 1996 - September 1999
See's Candies June 1988 - June 1996
Skills
Management, High level of initiative, Tactical Solutions, People Development, Communication Skills, Critical Thinking, Change Management, Performance Management, Teamwork, Finance, Public Speaking, Retail, Financial Modeling
Education
California State University-Long Beach 1989 — 1996
Bachelor of Science (BS), Business Administration, Finance, 3.8 GPA - Magna Cum Laude
Capital Group September 1999 - Present
Edward Jones June 1996 - September 1999
See's Candies June 1988 - June 1996
Skills
Management, High level of initiative, Tactical Solutions, People Development, Communication Skills, Critical Thinking, Change Management, Performance Management, Teamwork, Finance, Public Speaking, Retail, Financial Modeling
Education
California State University-Long Beach 1989 — 1996
Bachelor of Science (BS), Business Administration, Finance, 3.8 GPA - Magna Cum Laude
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation