Edward Jones Investments
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Investments Employees
Employee
Years
Job
Industry
Ginger Dill Ginger Dill's Edward Jones Investments Experience July 2002 - February 2010
Job Program Analyst Department of Interior/Bureau of Reclamation
Industry Government Administration
Experience
Bureau of Reclamation August 2012 - Present
Bureau of Reclamation February 2009 - August 2012
Edward Jones Investments July 2002 - February 2010
US Navy May 1989 - June 2004
Olympic Fitness Center December 1997 - March 2002
Skills
Policy, Payroll, Administrative..., Training, Research, Human Resources, Recruiting, Administration, Data Entry, System Administration, Outlook, Office Management, Conflict Resolution, Editing, Strategic Planning, Employee Relations, Administrative..., Customer Service, Public Speaking, Management, Government, Interviews, Benefits Administration, Supervisory Skills, PowerPoint, Microsoft Excel, Access, Data Analysis, Sales Operations, Leadership, Team Building, Microsoft Office, Program Management, Marketing, Sales, Social Media, Security Clearance, Leadership Development, Military
Education
Colorado Christian University 2012 — 2015
Bachelor's Degree, Human Resources Management and Organizational Services
San Diego City College 1986 — 1988
Associate of Arts (A.A.), Cosmetology, Barber/Styling, and Nail Instructor
Bureau of Reclamation August 2012 - Present
Bureau of Reclamation February 2009 - August 2012
Edward Jones Investments July 2002 - February 2010
US Navy May 1989 - June 2004
Olympic Fitness Center December 1997 - March 2002
Skills
Policy, Payroll, Administrative..., Training, Research, Human Resources, Recruiting, Administration, Data Entry, System Administration, Outlook, Office Management, Conflict Resolution, Editing, Strategic Planning, Employee Relations, Administrative..., Customer Service, Public Speaking, Management, Government, Interviews, Benefits Administration, Supervisory Skills, PowerPoint, Microsoft Excel, Access, Data Analysis, Sales Operations, Leadership, Team Building, Microsoft Office, Program Management, Marketing, Sales, Social Media, Security Clearance, Leadership Development, Military
Education
Colorado Christian University 2012 — 2015
Bachelor's Degree, Human Resources Management and Organizational Services
San Diego City College 1986 — 1988
Associate of Arts (A.A.), Cosmetology, Barber/Styling, and Nail Instructor
Debra Joni Hudson Debra Joni Hudson's Edward Jones Investments Experience September 1992 - February 2010
Job Customer Service Representative at Commerce Union Bank
Industry Health, Wellness and Fitness
Experience
Commerce Union Bank April 2015 - Present
Fit Stop, Inc. January 2011 - Present
WHIN Radio 1010am April 2013 - September 2014
Edward Jones Investments September 1992 - February 2010
Skills
Leadership, Team Building, Small Business, Event Planning, Training, Customer Service, Real Estate, Social Media, Management, Public Speaking, Marketing, Microsoft Office, Wellness, Sales Management, Personal Training, Coaching, Strategic Planning, Microsoft Excel, Business Development
Education
Bradley University
Commerce Union Bank April 2015 - Present
Fit Stop, Inc. January 2011 - Present
WHIN Radio 1010am April 2013 - September 2014
Edward Jones Investments September 1992 - February 2010
Skills
Leadership, Team Building, Small Business, Event Planning, Training, Customer Service, Real Estate, Social Media, Management, Public Speaking, Marketing, Microsoft Office, Wellness, Sales Management, Personal Training, Coaching, Strategic Planning, Microsoft Excel, Business Development
Education
Bradley University
Sean M. O'Brien Sean M. O'Brien's Edward Jones Investments Experience September 2013 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 2013 - Present
Blakeslee & Blakeslee March 2012 - June 2013
Jelly Belly Candy Company June 2011 - September 2011
Sigma Phi Epsilon September 2010 - June 2011
Newell Properties June 2010 - September 2010
Skills
Marketing, Management, Budgets, Event Planning, Finance, Product Development, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Microsoft Word, Strategic Financial...
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Edward Jones Investments September 2013 - Present
Blakeslee & Blakeslee March 2012 - June 2013
Jelly Belly Candy Company June 2011 - September 2011
Sigma Phi Epsilon September 2010 - June 2011
Newell Properties June 2010 - September 2010
Skills
Marketing, Management, Budgets, Event Planning, Finance, Product Development, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Microsoft Word, Strategic Financial...
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Fred Earnshaw Fred Earnshaw's Edward Jones Investments Experience February 2012 - May 2014
Job Financial Professional/Consultant
Industry Accounting
Experience
Edward Jones Investments February 2012 - May 2014
BNY Mellon Bank October 2006 - April 2010
Conservation Law Foundation July 2005 - March 2006
THE BRIDGESPAN GROUP, INC August 2004 - March 2005
GINSBURG BROTHERS, INC April 1989 - April 2004
Gividi USA April 1986 - April 1989
THE KENDALL COMPANY October 1981 - April 1986
Skills
Accounting, Strategic Planning, Budgets, Financial Analysis, Forecasting, Finance, Auditing, Human Resources, Cash Management, Management, Analysis, Leadership, Tax
Education
Boston College - Carroll School of Management
Master, Business Administration; Finance
Merrimack College
Bachelor of Science, Accounting
Edward Jones Investments February 2012 - May 2014
BNY Mellon Bank October 2006 - April 2010
Conservation Law Foundation July 2005 - March 2006
THE BRIDGESPAN GROUP, INC August 2004 - March 2005
GINSBURG BROTHERS, INC April 1989 - April 2004
Gividi USA April 1986 - April 1989
THE KENDALL COMPANY October 1981 - April 1986
Skills
Accounting, Strategic Planning, Budgets, Financial Analysis, Forecasting, Finance, Auditing, Human Resources, Cash Management, Management, Analysis, Leadership, Tax
Education
Boston College - Carroll School of Management
Master, Business Administration; Finance
Merrimack College
Bachelor of Science, Accounting
Kimberlee Avant Kimberlee Avant's Edward Jones Investments Experience March 2006 - June 2010
Job Human Resources Manager II, Raytheon
Industry Human Resources
Experience
Raytheon February 2014 - Present
Nationstar Mortgage July 2010 - January 2014
Edward Jones Investments March 2006 - June 2010
TEKsystems 2006 - 2007
The Vanguard Group (Investments) June 1999 - September 2004
Skills
Human Resources, Performance Management, Talent Acquisition, Succession Planning, Employee Relations, Acquisition Integration
Education
Arizona State University 1997 — 2000
Bachelor's degree, Human Resources Management
University of Phoenix
Master of Business Administration (M.B.A.), Marketing
Raytheon February 2014 - Present
Nationstar Mortgage July 2010 - January 2014
Edward Jones Investments March 2006 - June 2010
TEKsystems 2006 - 2007
The Vanguard Group (Investments) June 1999 - September 2004
Skills
Human Resources, Performance Management, Talent Acquisition, Succession Planning, Employee Relations, Acquisition Integration
Education
Arizona State University 1997 — 2000
Bachelor's degree, Human Resources Management
University of Phoenix
Master of Business Administration (M.B.A.), Marketing
Trevor Arnone Trevor Arnone's Edward Jones Investments Experience May 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments May 2011 - Present
Arizona State University Intramurals August 2010 - May 2011
CBS College Sports Network August 2010 - September 2010
Tri-State Pharmacy November 2005 - February 2007
Skills
Customer Service, Series 7
Education
Arizona State University 2007 — 2011
Bachelor of Arts, Business Communications
Edward Jones Investments May 2011 - Present
Arizona State University Intramurals August 2010 - May 2011
CBS College Sports Network August 2010 - September 2010
Tri-State Pharmacy November 2005 - February 2007
Skills
Customer Service, Series 7
Education
Arizona State University 2007 — 2011
Bachelor of Arts, Business Communications
Sammy Jo Kristiansen's Edward Jones Investments Experience 2010 - 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2012 - Present
Edward Jones Investments 2010 - 2012
Skills
Financial Planning, Insurance Planning, Relationship Management, Marketing Strategy, Estate Tax Planning, Life Insurance, Fixed Annuities, Finance, Customer Service, Leadership, PowerPoint, Social Networking, Insurance, Strategic Planning, Time Management, Investments, Microsoft Word, Team Building, Small Business, Outlook
Education
Central Washington University 2007 — 2010
Bachelor of Science (B.S.), Information Technigy and Business Management
Yakima Valley Community College 2005 — 2007
Running Start
Northwestern Mutual November 2012 - Present
Edward Jones Investments 2010 - 2012
Skills
Financial Planning, Insurance Planning, Relationship Management, Marketing Strategy, Estate Tax Planning, Life Insurance, Fixed Annuities, Finance, Customer Service, Leadership, PowerPoint, Social Networking, Insurance, Strategic Planning, Time Management, Investments, Microsoft Word, Team Building, Small Business, Outlook
Education
Central Washington University 2007 — 2010
Bachelor of Science (B.S.), Information Technigy and Business Management
Yakima Valley Community College 2005 — 2007
Running Start
Jill Schreck's Edward Jones Investments Experience February 2007 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones Investments February 2007 - Present
International, MLT Vacations, Inc December 2005 - February 2007
MLT Vacations, Inc June 2005 - December 2005
University of Minnesota, Morris January 2005 - May 2005
Innovis Health August 2004 - December 2004
North Dakota State University August 2003 - December 2004
Regional Fitness Center June 2001 - December 2002
Skills
Event Planning, Public Speaking, Marketing, Customer Service, Strategic Planning, Teaching, Spanish, Leadership, Sales, Insurance, Budgets, Fundraising, Coaching, Financial Analysis, Small Business
Education
North Dakota State University 2003 — 2005
Master of Arts, Communication
Universidad de Sevilla 2003 — 2003
Coursework, Spanish
University of Minnesota-Morris 2000 — 2003
Bachelor of Arts, Communication; Spanish
Instituto Allende 2002 — 2002
Coursework, Spanish Language Immersion Classes
Bethel University 1999 — 2000
Benson High School 1995 — 1999
Diploma
Edward Jones Investments February 2007 - Present
International, MLT Vacations, Inc December 2005 - February 2007
MLT Vacations, Inc June 2005 - December 2005
University of Minnesota, Morris January 2005 - May 2005
Innovis Health August 2004 - December 2004
North Dakota State University August 2003 - December 2004
Regional Fitness Center June 2001 - December 2002
Skills
Event Planning, Public Speaking, Marketing, Customer Service, Strategic Planning, Teaching, Spanish, Leadership, Sales, Insurance, Budgets, Fundraising, Coaching, Financial Analysis, Small Business
Education
North Dakota State University 2003 — 2005
Master of Arts, Communication
Universidad de Sevilla 2003 — 2003
Coursework, Spanish
University of Minnesota-Morris 2000 — 2003
Bachelor of Arts, Communication; Spanish
Instituto Allende 2002 — 2002
Coursework, Spanish Language Immersion Classes
Bethel University 1999 — 2000
Benson High School 1995 — 1999
Diploma
Javier Chavez, Jr.'s Edward Jones Investments Experience November 2010 - June 2013
Job Area Assistant Vice President
Industry Financial Services
Experience
Arthur J. Gallagher & Co. March 2014 - Present
Edward Jones Investments November 2010 - June 2013
GlobalCollect July 2013 - 2013
Duane Morris LLP June 2005 - October 2010
Nixon Peabody LLP May 2004 - August 2004
United States Attorney's Office June 2003 - August 2003
Education
Boston College Law School 2002 — 2006
Doctor of Law (JD)
Boston College - Carroll School of Management 2004 — 2006
Master of Business Administration (MBA)
University of Utah 1998 — 2002
Bachelor of Arts (B.A.), Major: History; Minors: Latin American Studies and Spanish
Arthur J. Gallagher & Co. March 2014 - Present
Edward Jones Investments November 2010 - June 2013
GlobalCollect July 2013 - 2013
Duane Morris LLP June 2005 - October 2010
Nixon Peabody LLP May 2004 - August 2004
United States Attorney's Office June 2003 - August 2003
Education
Boston College Law School 2002 — 2006
Doctor of Law (JD)
Boston College - Carroll School of Management 2004 — 2006
Master of Business Administration (MBA)
University of Utah 1998 — 2002
Bachelor of Arts (B.A.), Major: History; Minors: Latin American Studies and Spanish
Barclay Roper, MSF Barclay Roper, MSF's Edward Jones Investments Experience October 2006 - February 2011
Job Investment Manager at Tiger Capital Management, LLC a Registered Investment Adviser
Industry Financial Services
Experience
Tiger Capital Management, LLC July 2012 - Present
Dale’s Inc July 2011 - July 2012
Edward Jones Investments October 2006 - February 2011
Skills
Portfolio Management, Investments, Technical Analysis, Fundamental Analysis, Marketing Strategy, New Business Development, Investment Strategies, Estate Planning, Mutual Funds, Trading, Asset Managment, Retirement, Wealth Management, Insurance, Retirement Planning, 401k, Financial Analysis, Asset Management, Life Insurance, Asset Allocation, Investment Advisory, Finance, Strategic Financial..., Securities, Alternative Investments, Investment Management, Equities, Financial Planners, Fixed Annuities, Wealth, Fixed Income, Options, IRAs, Valuation, Analysis, Financial Planning
Education
College for Financial Planning 2009 — 2011
Masters of Science, Finance
Idaho State University 2002 — 2007
Bachelors of Arts Degree, Spanish
Ricks College 1997 — 2001
Associates Degree, Spanish
Tiger Capital Management, LLC July 2012 - Present
Dale’s Inc July 2011 - July 2012
Edward Jones Investments October 2006 - February 2011
Skills
Portfolio Management, Investments, Technical Analysis, Fundamental Analysis, Marketing Strategy, New Business Development, Investment Strategies, Estate Planning, Mutual Funds, Trading, Asset Managment, Retirement, Wealth Management, Insurance, Retirement Planning, 401k, Financial Analysis, Asset Management, Life Insurance, Asset Allocation, Investment Advisory, Finance, Strategic Financial..., Securities, Alternative Investments, Investment Management, Equities, Financial Planners, Fixed Annuities, Wealth, Fixed Income, Options, IRAs, Valuation, Analysis, Financial Planning
Education
College for Financial Planning 2009 — 2011
Masters of Science, Finance
Idaho State University 2002 — 2007
Bachelors of Arts Degree, Spanish
Ricks College 1997 — 2001
Associates Degree, Spanish
Chad Rainey, CFP®'s Edward Jones Investments Experience April 2014 - Present
Job Certified Financial Planner® at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments April 2014 - Present
***See Prior Affiliation Summary*** March 2003 - May 2014
Allstate Insurance Company May 2012 - April 2014
Allstate Insurance September 2005 - May 2012
Allstate Financial June 2003 - September 2005
1st Global December 1999 - June 2003
Baylor University August 1995 - December 1999
Merrill Lynch Investment Managers June 1999 - August 1999
Active Wealth Management June 1999 - August 1999
Education
Baylor University 1995 — 1999
Finance, Personal Financial Planning
Baylor University - Hankamer School of Business 1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning
Edward Jones Investments April 2014 - Present
***See Prior Affiliation Summary*** March 2003 - May 2014
Allstate Insurance Company May 2012 - April 2014
Allstate Insurance September 2005 - May 2012
Allstate Financial June 2003 - September 2005
1st Global December 1999 - June 2003
Baylor University August 1995 - December 1999
Merrill Lynch Investment Managers June 1999 - August 1999
Active Wealth Management June 1999 - August 1999
Education
Baylor University 1995 — 1999
Finance, Personal Financial Planning
Baylor University - Hankamer School of Business 1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning
Jason A. Vargovchik, AAMS's Edward Jones Investments Experience September 2010 - February 2014
Job VP Investment Strategies at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial January 2015 - Present
LPL Financial March 2014 - December 2014
Edward Jones Investments September 2010 - February 2014
Netop Tech Inc 2006 - 2008
Microsoft Corporation 2002 - 2006
Navision Software June 2000 - May 2002
Damgaard June 1999 - May 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Securities, Retirement Planning, Portfolio Management, Mutual Funds, Management, Investments, Investment Strategies, Finance, Asset Allocation, Alternative Investments, Marketing Strategy, New Business Development, Strategic Planning, Retirement, Strategy
Education
Sacred Heart University 1990 — 1991
Business Administration and Management, General
College for Financial Planning
Accredited Asset Management Specialist, AAMS
Wharton School of Business
Executive Education, Wealth Management
The University of Connecticut
Business & Economics
Mesirow Financial January 2015 - Present
LPL Financial March 2014 - December 2014
Edward Jones Investments September 2010 - February 2014
Netop Tech Inc 2006 - 2008
Microsoft Corporation 2002 - 2006
Navision Software June 2000 - May 2002
Damgaard June 1999 - May 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Securities, Retirement Planning, Portfolio Management, Mutual Funds, Management, Investments, Investment Strategies, Finance, Asset Allocation, Alternative Investments, Marketing Strategy, New Business Development, Strategic Planning, Retirement, Strategy
Education
Sacred Heart University 1990 — 1991
Business Administration and Management, General
College for Financial Planning
Accredited Asset Management Specialist, AAMS
Wharton School of Business
Executive Education, Wealth Management
The University of Connecticut
Business & Economics
Brittany Kay Eden Brittany Kay Eden's Edward Jones Investments Experience June 2005 - August 2008
Job Business Development at TrialPay, a Visa company
Industry Internet
Experience
Visa April 2015 - Present
TrialPay June 2014 - Present
TrialPay July 2013 - June 2014
TrialPay January 2013 - June 2013
TrialPay August 2011 - December 2012
DePaul University, Executive Office of the Secretary January 2009 - June 2011
Edward Jones Investments June 2005 - August 2008
Skills
Microsoft Office, Management, PowerPoint, Microsoft Excel, Social Media, Financial Analysis, Analytics, Social Media Marketing, Start-ups, Facebook, Strategic Partnerships, Account Management, Marketing, Data Analysis, Market Research, Salesforce.com, Public Speaking, Research, Online Marketing, Online Advertising, Social Networking, Business Development, Business Strategy, Leadership
Education
DePaul University 2007 — 2011
Bachelor's Degree, Finance and Accounting
Visa April 2015 - Present
TrialPay June 2014 - Present
TrialPay July 2013 - June 2014
TrialPay January 2013 - June 2013
TrialPay August 2011 - December 2012
DePaul University, Executive Office of the Secretary January 2009 - June 2011
Edward Jones Investments June 2005 - August 2008
Skills
Microsoft Office, Management, PowerPoint, Microsoft Excel, Social Media, Financial Analysis, Analytics, Social Media Marketing, Start-ups, Facebook, Strategic Partnerships, Account Management, Marketing, Data Analysis, Market Research, Salesforce.com, Public Speaking, Research, Online Marketing, Online Advertising, Social Networking, Business Development, Business Strategy, Leadership
Education
DePaul University 2007 — 2011
Bachelor's Degree, Finance and Accounting
David Harper, AAMS's Edward Jones Investments Experience April 2002 - March 2008
Job LPL Financial Adviser at Legends Financial Services, Inc & County Commissioner District 15 Montgomery County
Industry Financial Services
Experience
Legends Financial Services, Inc. March 2008 - Present
Montgomery County, Tennessee August 2014 - Present
Edward Jones Investments April 2002 - March 2008
FISI-Madison Financial July 1993 - March 2002
Skills
Retirement Planning, Investments, Portfolio Management, Insurance, 401k, IRAs, 401k Rollovers, SEP IRA, Roth IRA, Estate Planning, Pensions, Traditional IRA, Simple IRA, Mutual Funds, Stocks, Fixed Income
Education
Middle Tennessee State University 1989 — 2009
Bachelor of Science, Math, Finance
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2006
Executive Certificate in Financial Planning, Financial Planning
Leadership Clarksville
Legends Financial Services, Inc. March 2008 - Present
Montgomery County, Tennessee August 2014 - Present
Edward Jones Investments April 2002 - March 2008
FISI-Madison Financial July 1993 - March 2002
Skills
Retirement Planning, Investments, Portfolio Management, Insurance, 401k, IRAs, 401k Rollovers, SEP IRA, Roth IRA, Estate Planning, Pensions, Traditional IRA, Simple IRA, Mutual Funds, Stocks, Fixed Income
Education
Middle Tennessee State University 1989 — 2009
Bachelor of Science, Math, Finance
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2006
Executive Certificate in Financial Planning, Financial Planning
Leadership Clarksville
Cassandra Keller's Edward Jones Investments Experience June 2006 - February 2008
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Grant Thornton April 2012 - February 2014
Wells Fargo Advisors 2009 - 2012
Wells Fargo Bank March 2008 - March 2009
Edward Jones Investments June 2006 - February 2008
Skills
•Client Interface, Process Improvement, Detail Oriented, Internal and External..., Critical Thinking, Strategic Planning, Problem Solving, Microsoft Word
Education
Bradley University 2002 — 2006
Bachelors of Science, Marketing
Wells Fargo Advisors February 2014 - Present
Grant Thornton April 2012 - February 2014
Wells Fargo Advisors 2009 - 2012
Wells Fargo Bank March 2008 - March 2009
Edward Jones Investments June 2006 - February 2008
Skills
•Client Interface, Process Improvement, Detail Oriented, Internal and External..., Critical Thinking, Strategic Planning, Problem Solving, Microsoft Word
Education
Bradley University 2002 — 2006
Bachelors of Science, Marketing
Kim Edler Kim Edler's Edward Jones Investments Experience November 1999 - December 2002
Job LCSR at American Family Insurance
Industry Insurance
Experience
American Family Insurance May 2013 - Present
State Farm Insurance December 2002 - October 2012
Nationwide Insurance October 2009 - March 2011
Edward Jones Investments November 1999 - December 2002
Advanced Strategies, Inc October 1995 - June 1999
Skills
Series 6 Licensed, Licensed Property &..., Licensed Life & Health..., Notary Public, Renters, Life Insurance, Life & Health Insurance..., Xactimate, Health Insurance, Insurance Adjusting, P&C License, Claim Investigation, Property & Casualty..., Property Claims, Series 6, Accounts Payable, Commercial Insurance, Claims Resolution, Insurance
Education
Andrews University
Medical Secretary
Kettering College
Radiologic Technology
Union Springs Academy
High School Diploma
American Family Insurance May 2013 - Present
State Farm Insurance December 2002 - October 2012
Nationwide Insurance October 2009 - March 2011
Edward Jones Investments November 1999 - December 2002
Advanced Strategies, Inc October 1995 - June 1999
Skills
Series 6 Licensed, Licensed Property &..., Licensed Life & Health..., Notary Public, Renters, Life Insurance, Life & Health Insurance..., Xactimate, Health Insurance, Insurance Adjusting, P&C License, Claim Investigation, Property & Casualty..., Property Claims, Series 6, Accounts Payable, Commercial Insurance, Claims Resolution, Insurance
Education
Andrews University
Medical Secretary
Kettering College
Radiologic Technology
Union Springs Academy
High School Diploma
Billy Ramsdell Billy Ramsdell's Edward Jones Investments Experience March 2009 - October 2010
Job The Ramsdell Group
Industry Nonprofit Organization Management
Experience
Pikes Peak Christian Church December 2014 - Present
Advocare April 2014 - Present
Dad Challenge March 2013 - Present
Creative Music Concepts January 1995 - Present
New Creation Group 1992 - February 2014
Living Word Church at Dawson Ranch July 2013 - January 2014
Freedom Trails August 2009 - November 2012
Smoky Hill Vineyard December 2010 - September 2011
Edward Jones Investments March 2009 - October 2010
Champion Events Group October 2007 - June 2009
Skills
Customer Service, Non-profits, Community Outreach, Leadership Development, Fundraising, Mentoring, Public Speaking, Coaching, Organizational..., Team Building, Strategic Planning, Event Planning, Teaching, Event Management, Customer Relations, Word, Staff Development, Team Leadership, Volunteer Management, Employee Relations, Music, Conflict Resolution, Business Strategy, Nonprofits, Editing, Program Management, Account Management, Marketing, Strategy, Management, Training, Sales, Social Networking, Business Development, Public Relations, Small Business, Social Media, Entrepreneurship, Budgets, Time Management, Administration, Social Media Marketing, Leadership, Negotiation
Education
Colorado Christian University 2006 — 2011
Trinity College 2000 — 2008
BA, Pastoral Ministry, Leadership & Conflict Management
University of North Florida - College of Business Administration 1997 — 2001
Business & Sales
The Baptist College of Florida 1992 — 1994
Education, Music
Hillsborough Community College 1990 — 1992
General Studies
Pikes Peak Christian Church December 2014 - Present
Advocare April 2014 - Present
Dad Challenge March 2013 - Present
Creative Music Concepts January 1995 - Present
New Creation Group 1992 - February 2014
Living Word Church at Dawson Ranch July 2013 - January 2014
Freedom Trails August 2009 - November 2012
Smoky Hill Vineyard December 2010 - September 2011
Edward Jones Investments March 2009 - October 2010
Champion Events Group October 2007 - June 2009
Skills
Customer Service, Non-profits, Community Outreach, Leadership Development, Fundraising, Mentoring, Public Speaking, Coaching, Organizational..., Team Building, Strategic Planning, Event Planning, Teaching, Event Management, Customer Relations, Word, Staff Development, Team Leadership, Volunteer Management, Employee Relations, Music, Conflict Resolution, Business Strategy, Nonprofits, Editing, Program Management, Account Management, Marketing, Strategy, Management, Training, Sales, Social Networking, Business Development, Public Relations, Small Business, Social Media, Entrepreneurship, Budgets, Time Management, Administration, Social Media Marketing, Leadership, Negotiation
Education
Colorado Christian University 2006 — 2011
Trinity College 2000 — 2008
BA, Pastoral Ministry, Leadership & Conflict Management
University of North Florida - College of Business Administration 1997 — 2001
Business & Sales
The Baptist College of Florida 1992 — 1994
Education, Music
Hillsborough Community College 1990 — 1992
General Studies
Frank Lehane Frank Lehane's Edward Jones Investments Experience November 2008 - April 2010
Job President & Founder Fiduciary Coach & Educator
Industry Professional Training & Coaching
Experience
Wellspring Wealth Coaching, LLC April 2010 - Present
Wellspring Wealth Coaching, LLC August 2012 - February 2013
Frank Lehane Insurance Services April 2003 - 2012
Edward Jones Investments November 2008 - April 2010
Primerica Financial Services/PFS Investments September 1994 - April 2003
Skills
Investments, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Wealth, Retirement, Investment Strategies, Financial Advisory, Retirement Planning, Fixed Annuities, Coaching, Life Insurance, 401k, Public Speaking, Money, Wealth Management, Estate Planning, Tax Free Income, Permanent Life Insurance, Dividend Paying Whole..., Infinite Banking Concept, Finding Money for YOU, Tax Free money for use...
Education
Matson Money, Inc. 2011 — 2013
Free Market Coach Training
Productive Learning & Leisure 2001 — 2003
Landmark Education Corporation 1994 — 1997
Graduate of the Curriculum for Living
Cerritos College 1986 — 1988
Machine Tooling, Applied Math & Drafting
California State University-Long Beach 1978 — 1983
B.A.
Université du Québec à Trois-Rivières
Wellspring Wealth Coaching, LLC April 2010 - Present
Wellspring Wealth Coaching, LLC August 2012 - February 2013
Frank Lehane Insurance Services April 2003 - 2012
Edward Jones Investments November 2008 - April 2010
Primerica Financial Services/PFS Investments September 1994 - April 2003
Skills
Investments, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Wealth, Retirement, Investment Strategies, Financial Advisory, Retirement Planning, Fixed Annuities, Coaching, Life Insurance, 401k, Public Speaking, Money, Wealth Management, Estate Planning, Tax Free Income, Permanent Life Insurance, Dividend Paying Whole..., Infinite Banking Concept, Finding Money for YOU, Tax Free money for use...
Education
Matson Money, Inc. 2011 — 2013
Free Market Coach Training
Productive Learning & Leisure 2001 — 2003
Landmark Education Corporation 1994 — 1997
Graduate of the Curriculum for Living
Cerritos College 1986 — 1988
Machine Tooling, Applied Math & Drafting
California State University-Long Beach 1978 — 1983
B.A.
Université du Québec à Trois-Rivières
Nate Bosek's Edward Jones Investments Experience January 2011 - July 2012
Job Financial Advisor with Bremer Investment Services/Raymond James Financial Services
Industry Financial Services
Experience
Bremer Investment Services/Raymond James Financial Services April 2014 - Present
Wells Fargo April 2013 - April 2014
Bank of the West August 2012 - April 2013
Edward Jones Investments January 2011 - July 2012
Skills
Investments, Finance, Investment Strategies, Mutual Funds, Financial Services, Retirement Planning, ETFs, UIT, 401ks, Retirement Income..., Fixed Annuities, Bonds, Risk Management, Stocks, Variable Annuities, Series 7, Series 63, Asset Allocation, IRAs, Alternative Investments, Wealth Management, Wealth Management..., Estate Planning, Roth IRA, Fixed Income, Commercial Lending, Portfolio Management, Separately Managed..., 529 Plans, Retirement Plan..., Qualified Retirement..., Equities, Municipal Bonds, Long Term Care Insurance, Life, Life Insurance
Education
Concordia College 2008 — 2011
BS, Finance
Bremer Investment Services/Raymond James Financial Services April 2014 - Present
Wells Fargo April 2013 - April 2014
Bank of the West August 2012 - April 2013
Edward Jones Investments January 2011 - July 2012
Skills
Investments, Finance, Investment Strategies, Mutual Funds, Financial Services, Retirement Planning, ETFs, UIT, 401ks, Retirement Income..., Fixed Annuities, Bonds, Risk Management, Stocks, Variable Annuities, Series 7, Series 63, Asset Allocation, IRAs, Alternative Investments, Wealth Management, Wealth Management..., Estate Planning, Roth IRA, Fixed Income, Commercial Lending, Portfolio Management, Separately Managed..., 529 Plans, Retirement Plan..., Qualified Retirement..., Equities, Municipal Bonds, Long Term Care Insurance, Life, Life Insurance
Education
Concordia College 2008 — 2011
BS, Finance
Brandon Gualtiere Brandon Gualtiere's Edward Jones Investments Experience January 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments January 2012 - Present
Robert W. Baird & Co. October 2010 - December 2012
Education
Central Michigan University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Management with Financing
Edward Jones Investments January 2012 - Present
Robert W. Baird & Co. October 2010 - December 2012
Education
Central Michigan University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Management with Financing
Clint Heisler's Edward Jones Investments Experience June 2009 - August 2009
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2010 - Present
Edward Jones Investments June 2009 - August 2009
Education
Anderson University 2006 — 2010
Bachelor, Finance
Northwestern Mutual October 2010 - Present
Edward Jones Investments June 2009 - August 2009
Education
Anderson University 2006 — 2010
Bachelor, Finance
Nocona Toth Nocona Toth's Edward Jones Investments Experience October 2000 - October 2005
Job Survey Technician at Wyoming Department of Transportation
Industry Construction
Experience
Wyoming Department of Transportation April 2013 - Present
Wyoming Department of Corrections December 2009 - April 2013
T. I. C. - The Industrial Company 2008 - 2009
Rio Tinto Energy - Jacobs Ranch Mine 2005 - 2008
Edward Jones Investments October 2000 - October 2005
First Premier Bankcard 2000 - 2003
Skills
Computer Software..., Customer Service, Long-term Customer..., Customer Retention, Customer Support, Microsoft Office, Office Administration, Front Office, Office Equipment, Office Management, Clerical Skills, Software, Heavy Equipment, Coal Mining, Special Collections, Forklift Operator, Photoshop, Citrix, Gmail, Google Earth, Maintenance & Repair, Equipment Maintenance, Equipment Repair, Cranes, fundraising, Fundraising
Education
Eastern Wyoming College 2012 — 2015
Bismarck State College 1998 — 2003
Wyoming Department of Transportation April 2013 - Present
Wyoming Department of Corrections December 2009 - April 2013
T. I. C. - The Industrial Company 2008 - 2009
Rio Tinto Energy - Jacobs Ranch Mine 2005 - 2008
Edward Jones Investments October 2000 - October 2005
First Premier Bankcard 2000 - 2003
Skills
Computer Software..., Customer Service, Long-term Customer..., Customer Retention, Customer Support, Microsoft Office, Office Administration, Front Office, Office Equipment, Office Management, Clerical Skills, Software, Heavy Equipment, Coal Mining, Special Collections, Forklift Operator, Photoshop, Citrix, Gmail, Google Earth, Maintenance & Repair, Equipment Maintenance, Equipment Repair, Cranes, fundraising, Fundraising
Education
Eastern Wyoming College 2012 — 2015
Bismarck State College 1998 — 2003
Dawn Martinski Dawn Martinski's Edward Jones Investments Experience September 2000 - August 2004
Job REALTOR, GRI, ABR, CAAM
Industry Real Estate
Experience
GNLD International LLC November 2011 - Present
Sonoran Properties GMAC Real Estate December 2004 - Present
Milano Terrace Private Residences January 2010 - April 2013
Edward Jones Investments September 2000 - August 2004
Bennigan's Grill & Tavern February 1999 - July 2004
Education
Arizona School of Real Estate and Business 2004 — 2004
REALTOR licence, Real Estate Law
Davenport University 1998 — 2004
BS, Business Administration
GNLD International LLC November 2011 - Present
Sonoran Properties GMAC Real Estate December 2004 - Present
Milano Terrace Private Residences January 2010 - April 2013
Edward Jones Investments September 2000 - August 2004
Bennigan's Grill & Tavern February 1999 - July 2004
Education
Arizona School of Real Estate and Business 2004 — 2004
REALTOR licence, Real Estate Law
Davenport University 1998 — 2004
BS, Business Administration
Rose Claudia Rose Claudia's Edward Jones Investments Experience November 2000 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments November 2000 - Present
Skills
Account Management, Asset Allocation, Business Planning, Business Strategy, Customer Service, Team Building, Investment Advisory, Risk Management, Series 7, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., New Business Development, Strategic Planning, Budgets, Investments, Retirement, Mutual Funds, Fixed Annuities
Education
State University of New York at Binghamton
Bachelor of Fine Arts (BFA)
State University of New York at Binghamton
Bachelor of Arts (B.A.), Literature
Edward Jones Investments November 2000 - Present
Skills
Account Management, Asset Allocation, Business Planning, Business Strategy, Customer Service, Team Building, Investment Advisory, Risk Management, Series 7, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., New Business Development, Strategic Planning, Budgets, Investments, Retirement, Mutual Funds, Fixed Annuities
Education
State University of New York at Binghamton
Bachelor of Fine Arts (BFA)
State University of New York at Binghamton
Bachelor of Arts (B.A.), Literature
Jacob Fischer Jacob Fischer's Edward Jones Investments Experience April 2007 - Present
Job Organization Effectiveness
Industry Human Resources
Experience
Edward Jones Investments April 2007 - Present
Maryville University 2011 - Present
University of Missouri - St. Louis August 2007 - August 2009
Skills
Talent Management, Employee Selection, Statistics, SPSS, Data Analysis, Survey Design, Research, Organizational..., Job Analysis, Personnel Selection, Research Design, Organizational..., Psychology, Leadership Development, Qualitative Research, Career Development, Personnel Management, Interviews
Education
University of Missouri-Saint Louis 2008 — 2013
Ph.D., Industrial Organizational Psychology
University of Missouri-Saint Louis 2005 — 2008
MA, Industrial Organizational Psychology
Brigham Young University 2002 — 2005
BS, Psychology
Edward Jones Investments April 2007 - Present
Maryville University 2011 - Present
University of Missouri - St. Louis August 2007 - August 2009
Skills
Talent Management, Employee Selection, Statistics, SPSS, Data Analysis, Survey Design, Research, Organizational..., Job Analysis, Personnel Selection, Research Design, Organizational..., Psychology, Leadership Development, Qualitative Research, Career Development, Personnel Management, Interviews
Education
University of Missouri-Saint Louis 2008 — 2013
Ph.D., Industrial Organizational Psychology
University of Missouri-Saint Louis 2005 — 2008
MA, Industrial Organizational Psychology
Brigham Young University 2002 — 2005
BS, Psychology
Dustin Brooks Dustin Brooks's Edward Jones Investments Experience August 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments August 2008 - Present
Restore Community Center October 2011 - Present
Forsgren Civil Engineering April 2008 - July 2008
Rent-A-Center August 2005 - January 2007
Premier Marketing Services August 2004 - July 2005
Skills
Portfolio Management, Equities, Retirement Planning, Series 7, 401k Rollovers, Human Resources, Time Management, Project Management, Sales Management
Education
Walsh College of Accountancy and Business Administration 2011 — 2012
Master's of Finance, Finance and Financial Management Services
Brigham Young University 2005 — 2008
Bachelor's of Business Management
Edward Jones Investments August 2008 - Present
Restore Community Center October 2011 - Present
Forsgren Civil Engineering April 2008 - July 2008
Rent-A-Center August 2005 - January 2007
Premier Marketing Services August 2004 - July 2005
Skills
Portfolio Management, Equities, Retirement Planning, Series 7, 401k Rollovers, Human Resources, Time Management, Project Management, Sales Management
Education
Walsh College of Accountancy and Business Administration 2011 — 2012
Master's of Finance, Finance and Financial Management Services
Brigham Young University 2005 — 2008
Bachelor's of Business Management
Rome Prince Rome Prince's Edward Jones Investments Experience June 2006 - November 2008
Job Financial and Business Coach, MBA
Industry Management Consulting
Experience
Georgetown County School District August 2012 - Present
Aiken County Public School District August 2011 - July 2012
BroTechSol Services June 2009 - August 2011
Broad Street Regional Advisors, Inc. November 2008 - April 2009
Edward Jones Investments June 2006 - November 2008
Various Schools and Organizations August 1995 - May 2006
BMS Fitness Center July 1995 - December 1996
Building construction and development January 1985 - December 1995
Retail sales and management January 1983 - December 1995
Skills
Leadership, Administration, Marketing, Public Relations, Budgets, Sales, Teaching, Public Speaking, Adult Education, Staff Development, Leadership Development, Coaching, Curriculum Design, Higher Education, Time Management, Community Outreach, Nonprofits, Training, Educational Technology, Fundraising, Team Building, Event Planning, E-Learning, Editing, Research, Curriculum Development, Educational Leadership
Education
Southern Wesleyan University 2011 — 2012
MBA, Business Administration
Coastal Carolina University 1995 — 1997
Teacher Cert., Education
Wingate University 1990 — 1995
BA, History
Georgetown County School District August 2012 - Present
Aiken County Public School District August 2011 - July 2012
BroTechSol Services June 2009 - August 2011
Broad Street Regional Advisors, Inc. November 2008 - April 2009
Edward Jones Investments June 2006 - November 2008
Various Schools and Organizations August 1995 - May 2006
BMS Fitness Center July 1995 - December 1996
Building construction and development January 1985 - December 1995
Retail sales and management January 1983 - December 1995
Skills
Leadership, Administration, Marketing, Public Relations, Budgets, Sales, Teaching, Public Speaking, Adult Education, Staff Development, Leadership Development, Coaching, Curriculum Design, Higher Education, Time Management, Community Outreach, Nonprofits, Training, Educational Technology, Fundraising, Team Building, Event Planning, E-Learning, Editing, Research, Curriculum Development, Educational Leadership
Education
Southern Wesleyan University 2011 — 2012
MBA, Business Administration
Coastal Carolina University 1995 — 1997
Teacher Cert., Education
Wingate University 1990 — 1995
BA, History
Jeff Patterson MBA Health & Life Series 7 & 66 License Jeff Patterson MBA Health & Life Series 7 & 66 License's Edward Jones Investments Experience September 2012 - Present
Job Financial Advisor at Edward Jones Investments
Industry Banking
Experience
Edward Jones Investments September 2012 - Present
Nantahala Bank & Trust June 2008 - January 2011
Bank of Hiawassee March 2005 - March 2008
United Community Bank February 1999 - March 2005
Skills
Loans, Banking, Mortgage, Credit Administration, Budgeting, Loan Origination, Underwriting, Credit, Financial Institutions, Portfolio Management, Risk, Retail Banking, Commercial Lending, Credit Analysis, Financial Analysis, Financial Risk, Real Estate, Small Business, Budgets
Education
Brenau University
MBA, Business Administration
University of North Georgia
BBA, Business Management
American Bankers Association
Diploma, Commercial Lending
LSU Graduate School of Banking
Diploma, Banking
Edward Jones Investments September 2012 - Present
Nantahala Bank & Trust June 2008 - January 2011
Bank of Hiawassee March 2005 - March 2008
United Community Bank February 1999 - March 2005
Skills
Loans, Banking, Mortgage, Credit Administration, Budgeting, Loan Origination, Underwriting, Credit, Financial Institutions, Portfolio Management, Risk, Retail Banking, Commercial Lending, Credit Analysis, Financial Analysis, Financial Risk, Real Estate, Small Business, Budgets
Education
Brenau University
MBA, Business Administration
University of North Georgia
BBA, Business Management
American Bankers Association
Diploma, Commercial Lending
LSU Graduate School of Banking
Diploma, Banking
Katie Kress - McNeil's Edward Jones Investments Experience September 2003 - February 2005
Job National Recruiter at Family Heritage
Industry Insurance
Experience
Family Heritage August 2011 - Present
Farmers Insurance & Financial Services March 2010 - August 2011
Aflac Insurance April 2005 - June 2011
Combined Insurance 2009 - 2010
State Recruiting Coordinator April 2005 - June 2009
Edward Jones Investments September 2003 - February 2005
Cleveland Clinic Health System January 1998 - January 1999
Skills
Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Medicare, Whole Life, Brokers, Critical Illness, Property & Casualty..., Recruiting, Health Savings Accounts, Marketing, Universal Life, Underwriting, Retirement, 401k, Long Term Care Insurance, Workers Compensation, Small Business, Sales
Education
Heidelberg University 1995 — 1997
English
Bowling Green State University 1992 — 1995
Open Door Christian Academy
State of Michigan
Family Heritage August 2011 - Present
Farmers Insurance & Financial Services March 2010 - August 2011
Aflac Insurance April 2005 - June 2011
Combined Insurance 2009 - 2010
State Recruiting Coordinator April 2005 - June 2009
Edward Jones Investments September 2003 - February 2005
Cleveland Clinic Health System January 1998 - January 1999
Skills
Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Medicare, Whole Life, Brokers, Critical Illness, Property & Casualty..., Recruiting, Health Savings Accounts, Marketing, Universal Life, Underwriting, Retirement, 401k, Long Term Care Insurance, Workers Compensation, Small Business, Sales
Education
Heidelberg University 1995 — 1997
English
Bowling Green State University 1992 — 1995
Open Door Christian Academy
State of Michigan
Renee Duey Renee Duey's Edward Jones Investments Experience 2008 - Present
Job Financial Advisor at Edward
Industry Financial Services
Experience
Edward Jones Investments 2008 - Present
Thrivent Financial 2004 - 2008
Concordia University 1999 - 2004
Education
Concordia University-River Forest
Bachelor of Arts, Organizational Management
Troy University in Montgomery
accounting
Edward Jones Investments 2008 - Present
Thrivent Financial 2004 - 2008
Concordia University 1999 - 2004
Education
Concordia University-River Forest
Bachelor of Arts, Organizational Management
Troy University in Montgomery
accounting
E TODD REBICH E TODD REBICH's Edward Jones Investments Experience January 2000 - August 2008
Job President, Financial Advisor at Rebich Investments
Industry Financial Services
Experience
Rebich Investments August 2008 - Present
Edward Jones Investments January 2000 - August 2008
Skills
Investments, Retirement, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning
Education
Allegheny College 1986 — 1990
Bachelor of Economics
Clarion University of Pennsylvania
Master Business Administration
Rochester High School
Rebich Investments August 2008 - Present
Edward Jones Investments January 2000 - August 2008
Skills
Investments, Retirement, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning
Education
Allegheny College 1986 — 1990
Bachelor of Economics
Clarion University of Pennsylvania
Master Business Administration
Rochester High School
Thomas Brunty's Edward Jones Investments Experience 2007 - 2008
Job Consultant
Industry Investment Management
Experience
University of Akron School of Law July 2010 - October 2010
PNC Bank 2008 - 2009
Edward Jones Investments 2007 - 2008
Education
University of Akron School of Law 2013 — 2014
Master of Laws (LL.M.), Intellectual Property Law
University of Akron School of Law 2009 — 2012
Juris Doctor, Business and Real Estate Law, Civil Litigation
Arizona State University 2001 — 2003
Master of Arts Program in Religious Studies
Arizona State University 1997 — 1999
Bachelor of Interdisciplinary Studies, History/International Business
University of Akron School of Law July 2010 - October 2010
PNC Bank 2008 - 2009
Edward Jones Investments 2007 - 2008
Education
University of Akron School of Law 2013 — 2014
Master of Laws (LL.M.), Intellectual Property Law
University of Akron School of Law 2009 — 2012
Juris Doctor, Business and Real Estate Law, Civil Litigation
Arizona State University 2001 — 2003
Master of Arts Program in Religious Studies
Arizona State University 1997 — 1999
Bachelor of Interdisciplinary Studies, History/International Business
Tyler Whitaker Tyler Whitaker's Edward Jones Investments Experience April 2008 - May 2009
Job Applications Engineer
Industry Electrical/Electronic Manufacturing
Experience
Teledyne BlueView May 2012 - Present
Teledyne BlueView 2012 - 2015
Teledyne BlueView 2012 - 2015
Teledyne BlueView 2012 - 2015
Teledyne BlueView 2012 - 2015
GoDaddy.com April 2010 - November 2011
Edward Jones Investments April 2008 - May 2009
Skills
HTML, CSS, MySQL, Java, C, C++, IT Operations
Education
Arizona State University 2004 — 2009
Bachelor of Engineering (B.E.), Computer Systems
Teledyne BlueView May 2012 - Present
Teledyne BlueView 2012 - 2015
Teledyne BlueView 2012 - 2015
Teledyne BlueView 2012 - 2015
Teledyne BlueView 2012 - 2015
GoDaddy.com April 2010 - November 2011
Edward Jones Investments April 2008 - May 2009
Skills
HTML, CSS, MySQL, Java, C, C++, IT Operations
Education
Arizona State University 2004 — 2009
Bachelor of Engineering (B.E.), Computer Systems
S. M. Clark S. M. Clark's Edward Jones Investments Experience November 2007 - July 2011
Job Professional Writer at The Adirondack Wordsmith
Industry Writing and Editing
Experience
The Adirondack Wordsmith January 2013 - Present
Edward Jones Investments November 2007 - July 2011
Education
Antioch University 2011 — 2014
Master of Arts (MA), Conflict Analysis & Engagement
NCCC 2001 — 2003
AAS, Business Administration
The Adirondack Wordsmith January 2013 - Present
Edward Jones Investments November 2007 - July 2011
Education
Antioch University 2011 — 2014
Master of Arts (MA), Conflict Analysis & Engagement
NCCC 2001 — 2003
AAS, Business Administration
Danny Schmitt Danny Schmitt's Edward Jones Investments Experience November 2011 - March 2012
Job Network Infrastructure Engineer at Athletico
Industry Information Technology and Services
Experience
Athletico February 2015 - Present
Accelerated Health Systems May 2013 - February 2015
Moose International, Inc. April 2012 - April 2013
Edward Jones Investments November 2011 - March 2012
Skills
Sustainability, Research, Data Analysis, Hardware Installation, Software Installation, Technology..., Remote Support, Break-even Analysis, Cost Benefit, Windows 7 Migration, Windows XP Pro, SQL, Microsoft Excel, Remote Desktop, Microsoft Office, Windows Server, Windows 7, Technical Support
Education
Arizona State University 2007 — 2011
BA, Business Administration & Sustainability
Athletico February 2015 - Present
Accelerated Health Systems May 2013 - February 2015
Moose International, Inc. April 2012 - April 2013
Edward Jones Investments November 2011 - March 2012
Skills
Sustainability, Research, Data Analysis, Hardware Installation, Software Installation, Technology..., Remote Support, Break-even Analysis, Cost Benefit, Windows 7 Migration, Windows XP Pro, SQL, Microsoft Excel, Remote Desktop, Microsoft Office, Windows Server, Windows 7, Technical Support
Education
Arizona State University 2007 — 2011
BA, Business Administration & Sustainability
Yancy Spivey's Edward Jones Investments Experience July 2012 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments July 2012 - Present
Arvest Bank December 2007 - April 2012
Skills
Budgets, Series 7, 401k Rollovers, Small Business, Loans, Investments, Retirement, Training, Public Speaking, Strategic Financial..., Sales, Banking, Finance, Commercial Lending, Wealth, Retirement Planning, Wealth Management, Estate Planning, Mortgage Lending, Investment Advisory, Fixed Annuities, IRAs, Financial Advisory, Insurance, Mutual Funds, Wealth Management..., Portfolio Management, Asset Allocation, Life Insurance, Credit, Consumer Lending, Asset Management, Commercial Banking, Financial Services, Loan Origination, Disability Insurance, Credit Analysis, Construction Loans, Long-term Care, Term Life Insurance, Financial Planning
Education
Angelo State University 1981 — 1986
BBA, Finance
Colorado City? 1977 — 1981
High School
Edward Jones Investments July 2012 - Present
Arvest Bank December 2007 - April 2012
Skills
Budgets, Series 7, 401k Rollovers, Small Business, Loans, Investments, Retirement, Training, Public Speaking, Strategic Financial..., Sales, Banking, Finance, Commercial Lending, Wealth, Retirement Planning, Wealth Management, Estate Planning, Mortgage Lending, Investment Advisory, Fixed Annuities, IRAs, Financial Advisory, Insurance, Mutual Funds, Wealth Management..., Portfolio Management, Asset Allocation, Life Insurance, Credit, Consumer Lending, Asset Management, Commercial Banking, Financial Services, Loan Origination, Disability Insurance, Credit Analysis, Construction Loans, Long-term Care, Term Life Insurance, Financial Planning
Education
Angelo State University 1981 — 1986
BBA, Finance
Colorado City? 1977 — 1981
High School
Susy Suarez Lemcke's Edward Jones Investments Experience August 2014 - Present
Job Financial Advisor at Edward Jones Investments
Industry Medical Devices
Experience
Edward Jones Investments August 2014 - Present
Dilon Diagnostics February 2007 - September 2013
Philips 2004 - 2007
Philips 2001 - 2004
Philips 2000 - 2001
Philips 1998 - 2000
St. Mary's Hospital 1988 - 1998
Skills
Certified Nuclear..., Medical Devices, Medical Imaging, Hospitals, Radiology, Healthcare, Manufacturing, Electronics, Clinical Research, Orthopedic, FDA, Capital Equipment, Digital Imaging, Biomedical Engineering, Microsoft Office, Hardware Diagnostics, Marketing, ISO 13485, PACS, Surgery, MRI, Product Launch, Cardiology, Market Development, Nuclear Medicine, Cancer, Neurology, Oncology, Medicine, Managed Care, Healthcare Information...
Education
Alverno College 1985 — 1989
Bachelor in Nuclear Medicine Technology, Biology and Chemistry
Edward Jones Investments August 2014 - Present
Dilon Diagnostics February 2007 - September 2013
Philips 2004 - 2007
Philips 2001 - 2004
Philips 2000 - 2001
Philips 1998 - 2000
St. Mary's Hospital 1988 - 1998
Skills
Certified Nuclear..., Medical Devices, Medical Imaging, Hospitals, Radiology, Healthcare, Manufacturing, Electronics, Clinical Research, Orthopedic, FDA, Capital Equipment, Digital Imaging, Biomedical Engineering, Microsoft Office, Hardware Diagnostics, Marketing, ISO 13485, PACS, Surgery, MRI, Product Launch, Cardiology, Market Development, Nuclear Medicine, Cancer, Neurology, Oncology, Medicine, Managed Care, Healthcare Information...
Education
Alverno College 1985 — 1989
Bachelor in Nuclear Medicine Technology, Biology and Chemistry
Lea Ann Knight's Edward Jones Investments Experience October 2001 - June 2009
Job Director of Client Management at North American Management
Industry Financial Services
Experience
North American Management Corporation June 2014 - Present
Garrison/Knight Financial Planning June 2009 - June 2014
Edward Jones Investments October 2001 - June 2009
Immersant November 1999 - April 2001
Morgan Stanley July 1997 - January 1999
Deloitte & Touche August 1986 - November 1996
Skills
Financial Services, Investment Banking, Asset Allocation, Investment Advisory, Public Speaking, Estate Planning, Coaching, Strategic Financial..., Employee Benefits, Investments, Wealth Management, Business Planning, Budgets, Certified Financial..., Securities, Leadership, Strategic Planning, Investment Strategies, Asset Management, Private Equity, Mutual Funds, Investment Management, IRAs, Personal Financial..., Equities, Management
Education
Stanford University 1979 — 1983
AB, International Relations
College for Financial Planning
CFP, Certified Financial Planner
University of Oklahoma
Accounting
North American Management Corporation June 2014 - Present
Garrison/Knight Financial Planning June 2009 - June 2014
Edward Jones Investments October 2001 - June 2009
Immersant November 1999 - April 2001
Morgan Stanley July 1997 - January 1999
Deloitte & Touche August 1986 - November 1996
Skills
Financial Services, Investment Banking, Asset Allocation, Investment Advisory, Public Speaking, Estate Planning, Coaching, Strategic Financial..., Employee Benefits, Investments, Wealth Management, Business Planning, Budgets, Certified Financial..., Securities, Leadership, Strategic Planning, Investment Strategies, Asset Management, Private Equity, Mutual Funds, Investment Management, IRAs, Personal Financial..., Equities, Management
Education
Stanford University 1979 — 1983
AB, International Relations
College for Financial Planning
CFP, Certified Financial Planner
University of Oklahoma
Accounting
Phil Chandler's Edward Jones Investments Experience October 2006 - February 2012
Job Vice President Investment Services, Financial Advisor @ Gage Wiley
Industry Financial Services
Experience
Gage Wiley February 2012 - Present
Sea 5 Ventures July 1999 - Present
Edward Jones Investments October 2006 - February 2012
Riptides LLC November 1999 - December 2004
Sysco June 1990 - October 1999
Skills
Investments, Asset Management, Finance, Retirement Planning, Series 7, Wealth Management, Mutual Funds, 401k, Marketing, Asset Managment, Strategic Financial..., Asset Allocation, Retirement, Securities, Insurance, Financial Analysis, Life Insurance
Education
Bryant University 1986 — 1990
BS, Marketing, Finance
Gage Wiley February 2012 - Present
Sea 5 Ventures July 1999 - Present
Edward Jones Investments October 2006 - February 2012
Riptides LLC November 1999 - December 2004
Sysco June 1990 - October 1999
Skills
Investments, Asset Management, Finance, Retirement Planning, Series 7, Wealth Management, Mutual Funds, 401k, Marketing, Asset Managment, Strategic Financial..., Asset Allocation, Retirement, Securities, Insurance, Financial Analysis, Life Insurance
Education
Bryant University 1986 — 1990
BS, Marketing, Finance
BRIAN DORFLINGER BRIAN DORFLINGER's Edward Jones Investments Experience September 2007 - November 2009
Job Financial Advisor at Kennedy Investment Group: An Independent Firm
Industry Investment Management
Experience
Kennedy Investment Group / Raymond James November 2009 - Present
Kennedy Insurance Services October 2009 - Present
Edward Jones Investments September 2007 - November 2009
VIRGINIA STATION BAR & GRILL December 1999 - June 2003
WINSLOW TWP. POLICE DEPT. June 1990 - August 2001
OPEX Corporation July 1987 - June 1990
Skills
Retirement Planning, Financial Advisory, 401k, Investments, Series 7, Securities, IRAs, Term Life Insurance, Retirement, Disability Insurance, Finance, Fixed Annuities, Insurance, Mutual Funds, Employee Benefits, 401k Rollovers, Investment Advisory, Financial Services, Estate Planning, Long-term Care, Leadership, Series 63, Wealth Management, Asset Allocation, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Management, Bonds, College Savings Plans, Credit, FINRA, Financial Planners, Mortgage Lending, Protection, Risk Management, Series 24, Small Business, Wealth, Life Insurance, Personal Finance, Underwriting, Financial Planning
Education
Fairleigh Dickinson University 2005 — 2008
M.S., PUBLIC ADMINISTRATION
Fairleigh Dickinson University 2003 — 2005
B.S., CRIMINAL JUSTICE
Camden County College 1988 — 2005
A.S., CRIMINAL JUSTICE
Camden County College 1983 — 2002
Associate of Science (A.S.), Criminal Justice/Police Science
Camden County College 1984 — 1992
Associate of Science (A.S.), Criminal Justice/Police Science
WINSLOW TWP 1983 — 1987
COLLEGE PREP
Kennedy Investment Group / Raymond James November 2009 - Present
Kennedy Insurance Services October 2009 - Present
Edward Jones Investments September 2007 - November 2009
VIRGINIA STATION BAR & GRILL December 1999 - June 2003
WINSLOW TWP. POLICE DEPT. June 1990 - August 2001
OPEX Corporation July 1987 - June 1990
Skills
Retirement Planning, Financial Advisory, 401k, Investments, Series 7, Securities, IRAs, Term Life Insurance, Retirement, Disability Insurance, Finance, Fixed Annuities, Insurance, Mutual Funds, Employee Benefits, 401k Rollovers, Investment Advisory, Financial Services, Estate Planning, Long-term Care, Leadership, Series 63, Wealth Management, Asset Allocation, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Management, Bonds, College Savings Plans, Credit, FINRA, Financial Planners, Mortgage Lending, Protection, Risk Management, Series 24, Small Business, Wealth, Life Insurance, Personal Finance, Underwriting, Financial Planning
Education
Fairleigh Dickinson University 2005 — 2008
M.S., PUBLIC ADMINISTRATION
Fairleigh Dickinson University 2003 — 2005
B.S., CRIMINAL JUSTICE
Camden County College 1988 — 2005
A.S., CRIMINAL JUSTICE
Camden County College 1983 — 2002
Associate of Science (A.S.), Criminal Justice/Police Science
Camden County College 1984 — 1992
Associate of Science (A.S.), Criminal Justice/Police Science
WINSLOW TWP 1983 — 1987
COLLEGE PREP
Stephanie Smith Christensen Stephanie Smith Christensen's Edward Jones Investments Experience January 2000 - Present
Job Senior Project Manager
Industry Computer Software
Experience
AT&T January 2011 - Present
msft January 2000 - Present
MCS/Unified Communications January 2000 - Present
msft January 2000 - Present
Edward Jones Investments January 2000 - Present
Paul Mitchell The School January 2000 - Present
TSA January 2000 - Present
Snip Magazine January 2000 - Present
Bumble and bumble 2000 - 2002
VServers 1999 - 2001
Skills
Program Management, Business Development, CRM, SharePoint, Vendor Management, Management, Cloud Computing, Marketing Strategy, Strategic Partnerships, Strategy, Team Leadership, Training
Education
Brigham Young University
BA, English
Colorado State University
I, O Psychology
AT&T January 2011 - Present
msft January 2000 - Present
MCS/Unified Communications January 2000 - Present
msft January 2000 - Present
Edward Jones Investments January 2000 - Present
Paul Mitchell The School January 2000 - Present
TSA January 2000 - Present
Snip Magazine January 2000 - Present
Bumble and bumble 2000 - 2002
VServers 1999 - 2001
Skills
Program Management, Business Development, CRM, SharePoint, Vendor Management, Management, Cloud Computing, Marketing Strategy, Strategic Partnerships, Strategy, Team Leadership, Training
Education
Brigham Young University
BA, English
Colorado State University
I, O Psychology
James Ruffin's Edward Jones Investments Experience June 2007 - June 2008
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors, LLC October 2010 - November 2012
SunTrust Investment Services June 2008 - October 2010
Edward Jones Investments June 2007 - June 2008
Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Uniform Combined State..., Wealth Management, Financial Analysis, Asset Allocation, Financial Modeling, Finance, Risk Management, Due Diligence, Strategic Planning, Retirement Planning, Alternative Investments, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Clemson University 2000 — 2005
BA, Psychology, Sociology
Woodberry Forest School 1996 — 2000
Diploma
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors, LLC October 2010 - November 2012
SunTrust Investment Services June 2008 - October 2010
Edward Jones Investments June 2007 - June 2008
Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Uniform Combined State..., Wealth Management, Financial Analysis, Asset Allocation, Financial Modeling, Finance, Risk Management, Due Diligence, Strategic Planning, Retirement Planning, Alternative Investments, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Clemson University 2000 — 2005
BA, Psychology, Sociology
Woodberry Forest School 1996 — 2000
Diploma
Frank J. Zura, M Ed, HURM Frank J. Zura, M Ed, HURM's Edward Jones Investments Experience March 2004 - September 2005
Job Administrator Recruitment Services (Physician/Nurse Practitioner) Liberty Healthcare
Industry Hospital & Health Care
Experience
Liberty Healthcare Corporation February 2014 - Present
CFG Health Systems April 2008 - 2013
Southern Regional School District September 2005 - July 2007
Edward Jones Investments March 2004 - September 2005
United States Air Force Recruitng Service January 2002 - June 2005
United Startes Air Force Recruiting Service January 1998 - December 2001
Skills
Training, Recruiting, Healthcare, Leadership, Performance Management, Business Development, Access, Applicant Tracking..., Strategic Planning, Employee Training, Mental Health, Team Building, Employee Recognition, Nursing, Physicians, Interviews, Onboarding, Healthcare Management, Hospitals, Behavioral Health, Physician Relations, Psychiatry, Public Speaking, Inpatient, Treatment, Case Management, Psychotherapy, Patient Safety, Critical Care, Clinical Research, Quality Improvement, Corporate Recruiting, HR Transformation, Job Fairs, Behavioral Interviewing, Taleo, Full-life Cycle..., Resume, Employee Referral..., RPO, Management, Talent Acquisition
Education
Holy Family University 2012 — 2015
MS, Human Resources Management/Personnel Administration, 3.9
Central Michigan University 2006 — 2009
M Ed, Education, 3.8
Embry-Riddle Aeronautical University 1985 — 1988
BS, Aeronautics: Air Traffic Control
Community College of the Air Force 1982 — 1985
A.A.S, Human Resouces, Instructor Technoolgy, ATC
Liberty Healthcare Corporation February 2014 - Present
CFG Health Systems April 2008 - 2013
Southern Regional School District September 2005 - July 2007
Edward Jones Investments March 2004 - September 2005
United States Air Force Recruitng Service January 2002 - June 2005
United Startes Air Force Recruiting Service January 1998 - December 2001
Skills
Training, Recruiting, Healthcare, Leadership, Performance Management, Business Development, Access, Applicant Tracking..., Strategic Planning, Employee Training, Mental Health, Team Building, Employee Recognition, Nursing, Physicians, Interviews, Onboarding, Healthcare Management, Hospitals, Behavioral Health, Physician Relations, Psychiatry, Public Speaking, Inpatient, Treatment, Case Management, Psychotherapy, Patient Safety, Critical Care, Clinical Research, Quality Improvement, Corporate Recruiting, HR Transformation, Job Fairs, Behavioral Interviewing, Taleo, Full-life Cycle..., Resume, Employee Referral..., RPO, Management, Talent Acquisition
Education
Holy Family University 2012 — 2015
MS, Human Resources Management/Personnel Administration, 3.9
Central Michigan University 2006 — 2009
M Ed, Education, 3.8
Embry-Riddle Aeronautical University 1985 — 1988
BS, Aeronautics: Air Traffic Control
Community College of the Air Force 1982 — 1985
A.A.S, Human Resouces, Instructor Technoolgy, ATC
Kelly B Kelly B's Edward Jones Investments Experience May 2008 - April 2011
Job Customer AdvocateProvider Services
Industry Insurance
Experience
Blue Cross Of Idaho July 2014 - Present
Ada County 4th District Court July 2011 - Present
MAXIMUS Federal Services 2013 - 2014
MWI Veterinary Supply May 2012 - February 2013
FauxYour Imagination 2006 - January 2013
SOS Staffing January 2012 - April 2012
Edward Jones Investments May 2008 - April 2011
Bath & Body Works May 2003 - January 2007
Origin's Cosmetics November 2000 - May 2003
Tressa, Inc. 1998 - 2000
Skills
Interviews, Coaching, Conflict Resolution, Customer Service, Marketing, Mediation, Microsoft Office, Employee Relations, Conflict Management, Organizational..., Negotiation, Community Outreach, Team Building, Sales Operations, Employee Training, Teamwork, Employee Benefits, Conflict Transformation, Contract Negotiation, PowerPoint, Editing, Event Management, Fundraising, Social Media, HR Policies, Office Administration, Business Planning, Recruitment/Retention, New Hire Training, New Hire Orientation, Google, Google Earth, Google Maps, Sales Support, Training & Development, Conflict Analysis, Word, Excel, AS400, Apple Macintosh, Documentation, Compliance, Data Input, Asset Management, Budgeting, Writing, Interviewing, Facilitator, Group Presentations, Instructor Led Training
Education
Boise State University
BA, Social Science, Liberal Arts
Blue Cross Of Idaho July 2014 - Present
Ada County 4th District Court July 2011 - Present
MAXIMUS Federal Services 2013 - 2014
MWI Veterinary Supply May 2012 - February 2013
FauxYour Imagination 2006 - January 2013
SOS Staffing January 2012 - April 2012
Edward Jones Investments May 2008 - April 2011
Bath & Body Works May 2003 - January 2007
Origin's Cosmetics November 2000 - May 2003
Tressa, Inc. 1998 - 2000
Skills
Interviews, Coaching, Conflict Resolution, Customer Service, Marketing, Mediation, Microsoft Office, Employee Relations, Conflict Management, Organizational..., Negotiation, Community Outreach, Team Building, Sales Operations, Employee Training, Teamwork, Employee Benefits, Conflict Transformation, Contract Negotiation, PowerPoint, Editing, Event Management, Fundraising, Social Media, HR Policies, Office Administration, Business Planning, Recruitment/Retention, New Hire Training, New Hire Orientation, Google, Google Earth, Google Maps, Sales Support, Training & Development, Conflict Analysis, Word, Excel, AS400, Apple Macintosh, Documentation, Compliance, Data Input, Asset Management, Budgeting, Writing, Interviewing, Facilitator, Group Presentations, Instructor Led Training
Education
Boise State University
BA, Social Science, Liberal Arts
Holly Fitzgerald Holly Fitzgerald's Edward Jones Investments Experience May 2008 - February 2009
Job Financial Representative
Industry Financial Services
Experience
Country Insurance & Financial Services April 2009 - February 2010
Edward Jones Investments May 2008 - February 2009
Esquire Deposition Services 2004 - 2005
Bonn & Wilkins, Attorneys at Law September 1994 - September 2004
Skills
Insurance, New Business Development, Investments, Finance, Coaching, Business Analysis, Employee Benefits, Social Media Marketing, Financial Advisory, Sales, Microsoft Office, Financial Services, Real Estate, Business Planning, Management, Leadership, Retirement Planning, Risk Management, Loans, Financial Analysis, Social Networking, Health Insurance, Mergers, Relationship Management, Series 7, Small Business, Customer Service, Time Management, Microsoft Word, Business Development, Life Insurance, Strategic Financial..., Social Media, Selling, Payroll, Operations Management, Banking, Recruiting, Direct Sales, Budgets, Negotiation, Business Strategy, Mutual Funds, Mortgage Lending, Marketing Strategy, Team Building, Retirement, Microsoft Excel, Process Improvement, Outlook
Education
Concord Law School - Kaplan University 2012 — 2013
Doctor of Law (J.D.), Law
University of Phoenix 2002 — 2008
MBA, Business
Arizona State University 1993 — 1997
Bachelor of Science, Business Administration
Country Insurance & Financial Services April 2009 - February 2010
Edward Jones Investments May 2008 - February 2009
Esquire Deposition Services 2004 - 2005
Bonn & Wilkins, Attorneys at Law September 1994 - September 2004
Skills
Insurance, New Business Development, Investments, Finance, Coaching, Business Analysis, Employee Benefits, Social Media Marketing, Financial Advisory, Sales, Microsoft Office, Financial Services, Real Estate, Business Planning, Management, Leadership, Retirement Planning, Risk Management, Loans, Financial Analysis, Social Networking, Health Insurance, Mergers, Relationship Management, Series 7, Small Business, Customer Service, Time Management, Microsoft Word, Business Development, Life Insurance, Strategic Financial..., Social Media, Selling, Payroll, Operations Management, Banking, Recruiting, Direct Sales, Budgets, Negotiation, Business Strategy, Mutual Funds, Mortgage Lending, Marketing Strategy, Team Building, Retirement, Microsoft Excel, Process Improvement, Outlook
Education
Concord Law School - Kaplan University 2012 — 2013
Doctor of Law (J.D.), Law
University of Phoenix 2002 — 2008
MBA, Business
Arizona State University 1993 — 1997
Bachelor of Science, Business Administration
Richard Chambers, AAMS® Richard Chambers, AAMS®'s Edward Jones Investments Experience April 2009 - May 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Edward Jones Investments April 2009 - May 2014
CNR Investments March 2003 - April 2009
Skills
Asset Allocation, Retirement Planning, Strategic Planning, Wealth Preservation..., Investment Planning, Investment Srategies, Finance
Education
College for Financial Planning 2010 — 2011
AAMS, Asset Management Specialist
The George Washington University 1992 — 1995
Master’s Degree, Engineering and IT Mgmt
Virginia Tech 1975 — 1979
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Wells Fargo Advisors May 2014 - Present
Edward Jones Investments April 2009 - May 2014
CNR Investments March 2003 - April 2009
Skills
Asset Allocation, Retirement Planning, Strategic Planning, Wealth Preservation..., Investment Planning, Investment Srategies, Finance
Education
College for Financial Planning 2010 — 2011
AAMS, Asset Management Specialist
The George Washington University 1992 — 1995
Master’s Degree, Engineering and IT Mgmt
Virginia Tech 1975 — 1979
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Jerry Cross's Edward Jones Investments Experience April 1995 - May 1996
Job AVP, Marketing Fulfillment
Industry Financial Services
Experience
Natixis Global Asset Management 2012 - Present
Corporation Service Company August 2006 - August 2012
Merrill Communications 2000 - 2006
CPSDirect January 2000 - November 2000
Liberty Funds Distributor 1997 - 2000
White Hen Pantry August 1987 - September 1997
Putnam Investments December 1996 - August 1997
Edward Jones Investments April 1995 - May 1996
One Price Dry Cleaning 1991 - 1994
White Hen Pantry 1986 - 1987
Skills
Branch Management, Team Building, Project Implementation, Customer Service, Team Management, Team Leadership, Training & Development, Operations Management, Vendor Relations, Customer Relations, Account Management, Print Production, Inventory Management, Presentations, Sales, Profit Center Management, Entrepreneurship, Management, Leadership
Education
University of Massachusetts Boston
Bachelors, Business Management, Finance
Bryant University
Business
Somerville High School
Natixis Global Asset Management 2012 - Present
Corporation Service Company August 2006 - August 2012
Merrill Communications 2000 - 2006
CPSDirect January 2000 - November 2000
Liberty Funds Distributor 1997 - 2000
White Hen Pantry August 1987 - September 1997
Putnam Investments December 1996 - August 1997
Edward Jones Investments April 1995 - May 1996
One Price Dry Cleaning 1991 - 1994
White Hen Pantry 1986 - 1987
Skills
Branch Management, Team Building, Project Implementation, Customer Service, Team Management, Team Leadership, Training & Development, Operations Management, Vendor Relations, Customer Relations, Account Management, Print Production, Inventory Management, Presentations, Sales, Profit Center Management, Entrepreneurship, Management, Leadership
Education
University of Massachusetts Boston
Bachelors, Business Management, Finance
Bryant University
Business
Somerville High School
Paul McCollom II Paul McCollom II's Edward Jones Investments Experience July 2010 - April 2011
Job Home Ownership Coordinator at Fort Smith Housing Authority
Industry Nonprofit Organization Management
Experience
Fort Smith Housing Authority March 2012 - Present
Healthquest Insurance July 2011 - Present
Chaffee Crossing Redevelopment Authority 2011 - 2014
National American esurance January 2012 - 2013
Weichert Real Estate Company/King July 2011 - 2013
Greenwood School Board 1994 - 2013
Farmers Insurance Company July 2011 - December 2011
Edward Jones Investments July 2010 - April 2011
Stock Building Supplies April 2010 - April 2011
National Home Centers' Inc January 1985 - January 2010
Skills
Home, Investments, Real Estate, Investment Properties, Selling, Commercial Real Estate, Property, Mortgage Lending, Insurance, Investors, Residential Homes, Real Estate Transactions, Leases, Brokerage, Real Estate Development, Sellers, Small Business, Finance, First Time Home Buyers, Contract Negotiation, Referrals, Start-ups, Property Management, Sales, Marketing, Single Family Homes, Foreclosures, Short Sales, Buyer Representation, Condos, Loans, REO
Education
UA Fort Smith 1971 — 1977
Community College of the Air Force 1971 — 1971
Northside High School
Fort Smith Housing Authority March 2012 - Present
Healthquest Insurance July 2011 - Present
Chaffee Crossing Redevelopment Authority 2011 - 2014
National American esurance January 2012 - 2013
Weichert Real Estate Company/King July 2011 - 2013
Greenwood School Board 1994 - 2013
Farmers Insurance Company July 2011 - December 2011
Edward Jones Investments July 2010 - April 2011
Stock Building Supplies April 2010 - April 2011
National Home Centers' Inc January 1985 - January 2010
Skills
Home, Investments, Real Estate, Investment Properties, Selling, Commercial Real Estate, Property, Mortgage Lending, Insurance, Investors, Residential Homes, Real Estate Transactions, Leases, Brokerage, Real Estate Development, Sellers, Small Business, Finance, First Time Home Buyers, Contract Negotiation, Referrals, Start-ups, Property Management, Sales, Marketing, Single Family Homes, Foreclosures, Short Sales, Buyer Representation, Condos, Loans, REO
Education
UA Fort Smith 1971 — 1977
Community College of the Air Force 1971 — 1971
Northside High School
Jean Lyons Jean Lyons's Edward Jones Investments Experience June 2006 - December 2008
Job Talent Acquisition Consultant at Alcon, a Novartis company
Industry Utilities
Experience
Alcon, a Novartis company December 2014 - Present
is International Services September 2011 - December 2014
JPMorgan Chase May 2010 - May 2011
JPMorgan Chase January 2009 - May 2010
Edward Jones Investments June 2006 - December 2008
MCI Corporation June 1994 - August 1999
Pratt Whitney Rocketdyne June 1989 - May 1994
Education
West Coast University 1990 — 1992
MBA, Business
California State University-Chico 1987 — 1989
BS, Business
Alcon, a Novartis company December 2014 - Present
is International Services September 2011 - December 2014
JPMorgan Chase May 2010 - May 2011
JPMorgan Chase January 2009 - May 2010
Edward Jones Investments June 2006 - December 2008
MCI Corporation June 1994 - August 1999
Pratt Whitney Rocketdyne June 1989 - May 1994
Education
West Coast University 1990 — 1992
MBA, Business
California State University-Chico 1987 — 1989
BS, Business
Justin Madsen Justin Madsen's Edward Jones Investments Experience Intern Loan ProcesserFirst Federal Savings Bank2007 - 2007
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Intern Loan ProcesserFirst Federal Savings Bank2007 - 2007
Education
Central College
Edward Jones Investments Intern Loan ProcesserFirst Federal Savings Bank2007 - 2007
Education
Central College
Derek Blanton Derek Blanton's Edward Jones Investments Experience November 2009 - Present
Job studying
Industry Medical Devices
Experience
Edward Jones Investments November 2009 - Present
Adecco Staffing January 2008 - June 2008
Triangle Rent A Car December 2002 - January 2008
Millineum Holdings dba/ Payless Car Rental January 2002 - August 2002
Payless Car Rental Systems, Inc. January 2000 - January 2002
CarTemps USA September 1993 - December 1999
Skills
Account Management, Strategic Financial..., Operations Management, Recruiting, Team Building, Human Resources, Strategic Planning, Business Development, Customer Satisfaction, Process Improvement, Negotiation, Sales Management, Business Strategy, Coaching, Performance Management
Education
Auburn University 1987 — 1991
Bachelor's, Business Administration/Finance
Edward Jones Investments November 2009 - Present
Adecco Staffing January 2008 - June 2008
Triangle Rent A Car December 2002 - January 2008
Millineum Holdings dba/ Payless Car Rental January 2002 - August 2002
Payless Car Rental Systems, Inc. January 2000 - January 2002
CarTemps USA September 1993 - December 1999
Skills
Account Management, Strategic Financial..., Operations Management, Recruiting, Team Building, Human Resources, Strategic Planning, Business Development, Customer Satisfaction, Process Improvement, Negotiation, Sales Management, Business Strategy, Coaching, Performance Management
Education
Auburn University 1987 — 1991
Bachelor's, Business Administration/Finance
John Packard John Packard's Edward Jones Investments Experience October 1999 - June 2002
Job President/CEO at Fortius Consulting, LLC
Industry Financial Services
Experience
USA Business Lending January 2015 - Present
Endura New Mexico/West Texas January 2014 - Present
Fortius Consulting, LLC December 2010 - Present
Wealth Rock 2008 - 2011
Prosper, Inc March 2004 - July 2008
The Dimensions Business Brokers April 2004 - January 2007
Edward Jones Investments October 1999 - June 2002
Fidelity Investments June 1996 - October 1999
Central Bank and Trust August 1993 - June 1996
Skills
Venture Capital, Financial Planning, Private Equity, Investments, Real Estate, Business Valuation, Business Strategy, Mergers, Corporate Finance, Strategic Financial..., Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Asset Management, Valuation, Sales, Strategic Planning
Education
Brigham Young University 1994 — 1996
BS, Business Finance
UVSC 1991 — 1994
Associate's Degree, General Studies, A
USA Business Lending January 2015 - Present
Endura New Mexico/West Texas January 2014 - Present
Fortius Consulting, LLC December 2010 - Present
Wealth Rock 2008 - 2011
Prosper, Inc March 2004 - July 2008
The Dimensions Business Brokers April 2004 - January 2007
Edward Jones Investments October 1999 - June 2002
Fidelity Investments June 1996 - October 1999
Central Bank and Trust August 1993 - June 1996
Skills
Venture Capital, Financial Planning, Private Equity, Investments, Real Estate, Business Valuation, Business Strategy, Mergers, Corporate Finance, Strategic Financial..., Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Asset Management, Valuation, Sales, Strategic Planning
Education
Brigham Young University 1994 — 1996
BS, Business Finance
UVSC 1991 — 1994
Associate's Degree, General Studies, A
Adam Mathews Adam Mathews's Edward Jones Investments Experience September 2005 - June 2008
Job Vice President / Financial Advisor at Heritage Community Bank
Industry Investment Management
Experience
Heritage Wealth Management, Hartsville, SC June 2008 - Present
Edward Jones Investments September 2005 - June 2008
United States Marine Corps August 1993 - May 1999
Education
Coastal Carolina University 1999 — 2005
BA, English
Heritage Wealth Management, Hartsville, SC June 2008 - Present
Edward Jones Investments September 2005 - June 2008
United States Marine Corps August 1993 - May 1999
Education
Coastal Carolina University 1999 — 2005
BA, English
Paula Dievendorf Paula Dievendorf's Edward Jones Investments Experience January 2011 - Present
Job Administrative Professional
Industry Financial Services
Experience
Edward Jones Investments January 2011 - Present
Hope Crossing Community Church January 2010 - June 2010
Saddleback Church November 2004 - January 2010
Biola University September 1999 - June 2004
Self Employed June 2001 - January 2004
Skills
MS Office Suite, Outlook, Social Media, Volunteer Management, Office Management, Bookkeeping, Account Management, Event Planning, Database Administration, Staff Training
Education
Biola University
BS, Biological Science
Biola University
BS, Biology/Biological Sciences, General
Edward Jones Investments January 2011 - Present
Hope Crossing Community Church January 2010 - June 2010
Saddleback Church November 2004 - January 2010
Biola University September 1999 - June 2004
Self Employed June 2001 - January 2004
Skills
MS Office Suite, Outlook, Social Media, Volunteer Management, Office Management, Bookkeeping, Account Management, Event Planning, Database Administration, Staff Training
Education
Biola University
BS, Biological Science
Biola University
BS, Biology/Biological Sciences, General
Jon Bodin Jon Bodin's Edward Jones Investments Experience November 2008 - March 2010
Job Senior VP Operations & Client Management
Industry Financial Services
Experience
Ross/Johnson & Associates January 2011 - September 2015
EDWARD JONES INVESTMENTS November 2008 - March 2010
HOME FINANCE PROFESSIONALS LLC April 2005 - November 2008
MORTGAGE ONE, INC April 1996 - April 2005
MINNEAPOLIS FINANCIAL CENTER June 1995 - April 1996
METROPOLITAN FEDERAL BANK December 1990 - May 1995
Skills
Insurance, New Business Development, Customer Relations, Budgeting, Business Planning, Financial Management, Market Planning, Budgets, Customer Service, Strategic Planning, Sales, CRM, Leadership, Training, Management, Managerial Finance, Program Management, Recruiting, Coaching, Marketing Strategy, Mergers & Acquisitions, Human Resources, Marketing
Education
Cardinal Stritch University 2001 — 2003
Master of Science
University of Minnesota-Twin Cities 1985 — 1990
B.A.
Robbinsdale Armstrong Senior High 1982 — 1985
Ross/Johnson & Associates January 2011 - September 2015
EDWARD JONES INVESTMENTS November 2008 - March 2010
HOME FINANCE PROFESSIONALS LLC April 2005 - November 2008
MORTGAGE ONE, INC April 1996 - April 2005
MINNEAPOLIS FINANCIAL CENTER June 1995 - April 1996
METROPOLITAN FEDERAL BANK December 1990 - May 1995
Skills
Insurance, New Business Development, Customer Relations, Budgeting, Business Planning, Financial Management, Market Planning, Budgets, Customer Service, Strategic Planning, Sales, CRM, Leadership, Training, Management, Managerial Finance, Program Management, Recruiting, Coaching, Marketing Strategy, Mergers & Acquisitions, Human Resources, Marketing
Education
Cardinal Stritch University 2001 — 2003
Master of Science
University of Minnesota-Twin Cities 1985 — 1990
B.A.
Robbinsdale Armstrong Senior High 1982 — 1985
Thomas J Robinson Thomas J Robinson's Edward Jones Investments Experience August 2000 - June 2005
Job Salesforce.com Certified Administrator
Industry Information Technology and Services
Experience
Gallia County Historical Society March 2008 - April 2014
Edward Jones Investments August 2000 - June 2005
Air Force Communications Agency (AFCA) - US Air Force October 1995 - September 2000
United States Air Force February 1978 - September 2000
Skills
HTML, Editing, Microsoft Office, Solaris UNIX (SVR4), Adobe Acrobat, Web/Browser Systems..., Integration, Networking, Microsoft Exchange, Help Desk Support, Technical Support, Military, Training, Management, Unix, Leadership, System Deployment, Air Force
Education
Park University 1998 — 2000
Bachelor of Science (B.S.), Management, Computer Information Systems, 3.909 GPA
Community College of the Air Force 1994 — 1996
Associate in Applied Science, Information Systems Technology
Gallia County Historical Society March 2008 - April 2014
Edward Jones Investments August 2000 - June 2005
Air Force Communications Agency (AFCA) - US Air Force October 1995 - September 2000
United States Air Force February 1978 - September 2000
Skills
HTML, Editing, Microsoft Office, Solaris UNIX (SVR4), Adobe Acrobat, Web/Browser Systems..., Integration, Networking, Microsoft Exchange, Help Desk Support, Technical Support, Military, Training, Management, Unix, Leadership, System Deployment, Air Force
Education
Park University 1998 — 2000
Bachelor of Science (B.S.), Management, Computer Information Systems, 3.909 GPA
Community College of the Air Force 1994 — 1996
Associate in Applied Science, Information Systems Technology
Darrin Conrad Darrin Conrad's Edward Jones Investments Experience March 2001 - November 2006
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Morgan Stanley Smith Barney November 2006 - July 2011
Edward Jones Investments March 2001 - November 2006
US Navy September 1991 - June 1996
Skills
Finance, Navy, 401k Rollovers, Asset Allocation, Deferred Compensation, Financial Advisory, investment planning, Investments, Retirement, Retirement Planning, Retirement Plan..., Wealth Preservation...
Education
University of Iowa 2015 — 2016
Bachelor's Degree, Entrepreneurial Management
CSU Stanislaus
Business Administration, Finance
Wells Fargo Advisors July 2011 - Present
Morgan Stanley Smith Barney November 2006 - July 2011
Edward Jones Investments March 2001 - November 2006
US Navy September 1991 - June 1996
Skills
Finance, Navy, 401k Rollovers, Asset Allocation, Deferred Compensation, Financial Advisory, investment planning, Investments, Retirement, Retirement Planning, Retirement Plan..., Wealth Preservation...
Education
University of Iowa 2015 — 2016
Bachelor's Degree, Entrepreneurial Management
CSU Stanislaus
Business Administration, Finance
Eddie Blacka's Edward Jones Investments Experience January 2010 - May 2010
Job Senior Financial Analyst at UPMC
Industry Hospital & Health Care
Experience
UPMC July 2013 - Present
UPMC June 2011 - June 2013
Edward Jones Investments January 2010 - May 2010
Giant Eagle June 2009 - August 2009
Giant Eagle June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Financial Reporting, Capital Budgeting, Technical Presentations, Financial Communications, PeopleSoft, Cognos, Accounts Receivable, Data Analysis, Forecasting, Sarbanes-Oxley Act, Managerial Finance, Presentation Skills, Public Speaking
Education
Allegheny College 2008 — 2011
BA, Economics; Communications
UPMC July 2013 - Present
UPMC June 2011 - June 2013
Edward Jones Investments January 2010 - May 2010
Giant Eagle June 2009 - August 2009
Giant Eagle June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Financial Reporting, Capital Budgeting, Technical Presentations, Financial Communications, PeopleSoft, Cognos, Accounts Receivable, Data Analysis, Forecasting, Sarbanes-Oxley Act, Managerial Finance, Presentation Skills, Public Speaking
Education
Allegheny College 2008 — 2011
BA, Economics; Communications
Carson Tanks, MBA Carson Tanks, MBA's Edward Jones Investments Experience August 2005 - March 2006
Job Financial Analyst at The United States Small Business Administration
Industry Government Administration
Experience
United States Department of Transportation December 2012 - November 2014
Department of Housing and Urban Development January 2012 - December 2012
FDIC October 2008 - February 2012
FDIC October 2008 - September 2010
Internal Revenue Service January 2008 - October 2009
E*TRADE Financial June 2007 - November 2007
Merrill Lynch March 2006 - May 2007
Edward Jones Investments August 2005 - March 2006
Wachovia Bank November 2003 - March 2005
Washington Mutual Bank November 2002 - December 2003
Skills
Loans, Banking, Asset Management, Investments, Equities, Wealth Management, Portfolio Management, Financial Analysis, Compliance, Customer Relations, Risk Management, Customer Service, Insurance, Financial Services, Accounting, Software Documentation, Analysis, Leadership, Management, Real Estate, Policy, Commercial Lending, Credit, Mortgage Lending, Auditing
Education
Clark Atlanta University
Masters, Business Administration; Business Administration
Ohio University
BSC, Telecommunications
United States Department of Transportation December 2012 - November 2014
Department of Housing and Urban Development January 2012 - December 2012
FDIC October 2008 - February 2012
FDIC October 2008 - September 2010
Internal Revenue Service January 2008 - October 2009
E*TRADE Financial June 2007 - November 2007
Merrill Lynch March 2006 - May 2007
Edward Jones Investments August 2005 - March 2006
Wachovia Bank November 2003 - March 2005
Washington Mutual Bank November 2002 - December 2003
Skills
Loans, Banking, Asset Management, Investments, Equities, Wealth Management, Portfolio Management, Financial Analysis, Compliance, Customer Relations, Risk Management, Customer Service, Insurance, Financial Services, Accounting, Software Documentation, Analysis, Leadership, Management, Real Estate, Policy, Commercial Lending, Credit, Mortgage Lending, Auditing
Education
Clark Atlanta University
Masters, Business Administration; Business Administration
Ohio University
BSC, Telecommunications
Bob Volpe, CFP® Bob Volpe, CFP®'s Edward Jones Investments Experience January 2000 - September 2010
Job President, Sterling Fox Financial Services & Branch Manager Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. September 2010 - Present
Sterling Fox Financial Services September 2010 - Present
Edward Jones Investments January 2000 - September 2010
Holly Springs Chamber of Commerce 2007 - 2008
IBM April 1988 - January 2000
Skills
Tax, Money Management, Managing Accounts, Series 7, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Estate Planning, Financial Advisory, Finance, Uniform Combined State..., Series 63, Fixed Annuities, Alternative Investments, Financial Planners, Wealth Management, Asset Allocation, 401k Rollovers, 401k, FINRA, Investment Advisory, Mutual Funds, Securities, Investment Strategies, Insurance, Asset Management, Investments, Wealth Management..., IRAs, Series 24, Investment Management, Wealth, Variable Annuities, Wealth Accumulation, Long-term Care, Roth IRA, Disability Insurance, Life Insurance, Long Term Care Insurance, Financial Services, Term Life Insurance, Stocks, 529 Plans, Financial Planning
Education
University of New Haven 1989 — 1991
MBA, Finance
Brigham Young University 1984 — 1988
BS, Business Management
Trumbull High School
Raymond James Financial Services, Inc. September 2010 - Present
Sterling Fox Financial Services September 2010 - Present
Edward Jones Investments January 2000 - September 2010
Holly Springs Chamber of Commerce 2007 - 2008
IBM April 1988 - January 2000
Skills
Tax, Money Management, Managing Accounts, Series 7, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Estate Planning, Financial Advisory, Finance, Uniform Combined State..., Series 63, Fixed Annuities, Alternative Investments, Financial Planners, Wealth Management, Asset Allocation, 401k Rollovers, 401k, FINRA, Investment Advisory, Mutual Funds, Securities, Investment Strategies, Insurance, Asset Management, Investments, Wealth Management..., IRAs, Series 24, Investment Management, Wealth, Variable Annuities, Wealth Accumulation, Long-term Care, Roth IRA, Disability Insurance, Life Insurance, Long Term Care Insurance, Financial Services, Term Life Insurance, Stocks, 529 Plans, Financial Planning
Education
University of New Haven 1989 — 1991
MBA, Finance
Brigham Young University 1984 — 1988
BS, Business Management
Trumbull High School
Matt Rolfes Matt Rolfes's Edward Jones Investments Experience December 2001 - May 2006
Job President at The LWP Group
Industry Financial Services
Experience
Legacy Wealth Planning May 2005 - Present
The LWP Group May 2005 - Present
Michigan High School Athletic Association November 2013 - Present
Edward Jones Investments December 2001 - May 2006
OLDE Discount Stockbrokers August 1997 - December 2001
Skills
Strategic Financial..., Retirement Planning, Retirement, Series 7, Wealth Management, 401k, Asset Allocation, Investments, Financial Services, Fixed Annuities, Investment Advisory, Mutual Funds, Investment Strategies, Series 63, Securities, Wealth, Series 24, Life Insurance, FINRA, Financial Advisory, Asset Management, Alternative Investments, Estate Planning, Wealth Management..., Employee Benefits, Disability Insurance, Insurance, Finance
Education
Central Michigan University 1992 — 1997
BS, Finance
Central Michigan University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Legacy Wealth Planning May 2005 - Present
The LWP Group May 2005 - Present
Michigan High School Athletic Association November 2013 - Present
Edward Jones Investments December 2001 - May 2006
OLDE Discount Stockbrokers August 1997 - December 2001
Skills
Strategic Financial..., Retirement Planning, Retirement, Series 7, Wealth Management, 401k, Asset Allocation, Investments, Financial Services, Fixed Annuities, Investment Advisory, Mutual Funds, Investment Strategies, Series 63, Securities, Wealth, Series 24, Life Insurance, FINRA, Financial Advisory, Asset Management, Alternative Investments, Estate Planning, Wealth Management..., Employee Benefits, Disability Insurance, Insurance, Finance
Education
Central Michigan University 1992 — 1997
BS, Finance
Central Michigan University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Rod Jorgensen - Sioux Falls, SD Rod Jorgensen - Sioux Falls, SD's Edward Jones Investments Experience February 2001 - May 2004
Job Owner at R & S Rentals, LLC
Industry Wholesale
Experience
R & S Rentals, LLC January 2013 - Present
Patchwork-Pleasure March 2012 - Present
Insurance Design Group July 2010 - Present
Bozeman, MT March 2011 - March 2012
Midland National Life 2005 - 2010
Edward Jones Investments February 2001 - May 2004
Prudential Financial May 1999 - January 2001
Prudential Financial July 1997 - April 1999
Skills
Retirement Planning, Investments, Financial Planning, Long Term Care, Mutual Funds, Financial Advisory, Annuities, Customer Relations, Insurance, Disability Insurance, Strategic Planning, Sales Management, Wealth Management, Series 7, Risk Management, Coaching, Customer Service, New Business Development, Compliance, Financial Analysis, Budgeting, Public Speaking, Estate Planning, Business Planning, Negotiation, Portfolio Management, Problem Solving, Contract Negotiation, Employee Benefits, Retirement, Marketing Strategy, Process Improvement, Consultative Selling, Small Business, Asset Management, Public Relations, Fixed Annuities, Long-term Care, Selling, Training, Financial Planners, IRAs, Long Term Care Insurance, Sales, Term Life Insurance, 401k, Management, Universal Life, Whole Life, Marketing
Education
Dakota State University 1978 — 1981
Obtained a Bachelor's Degree, Business Administration
Lincoln Senior High School 1972 — 1975
Diploma
R & S Rentals, LLC January 2013 - Present
Patchwork-Pleasure March 2012 - Present
Insurance Design Group July 2010 - Present
Bozeman, MT March 2011 - March 2012
Midland National Life 2005 - 2010
Edward Jones Investments February 2001 - May 2004
Prudential Financial May 1999 - January 2001
Prudential Financial July 1997 - April 1999
Skills
Retirement Planning, Investments, Financial Planning, Long Term Care, Mutual Funds, Financial Advisory, Annuities, Customer Relations, Insurance, Disability Insurance, Strategic Planning, Sales Management, Wealth Management, Series 7, Risk Management, Coaching, Customer Service, New Business Development, Compliance, Financial Analysis, Budgeting, Public Speaking, Estate Planning, Business Planning, Negotiation, Portfolio Management, Problem Solving, Contract Negotiation, Employee Benefits, Retirement, Marketing Strategy, Process Improvement, Consultative Selling, Small Business, Asset Management, Public Relations, Fixed Annuities, Long-term Care, Selling, Training, Financial Planners, IRAs, Long Term Care Insurance, Sales, Term Life Insurance, 401k, Management, Universal Life, Whole Life, Marketing
Education
Dakota State University 1978 — 1981
Obtained a Bachelor's Degree, Business Administration
Lincoln Senior High School 1972 — 1975
Diploma
Ashley Houseknecht Ashley Houseknecht's Edward Jones Investments Experience December 2010 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones Investments December 2010 - April 2011
Doucett & Silfies CPAs, Inc. November 2006 - December 2010
Big Bear Lake Resort Association January 2001 - January 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Business Administration
Orange Coast College 2000 — 2002
AA, General
Edward Jones Investments December 2010 - April 2011
Doucett & Silfies CPAs, Inc. November 2006 - December 2010
Big Bear Lake Resort Association January 2001 - January 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Business Administration
Orange Coast College 2000 — 2002
AA, General
Robert Henderson's Edward Jones Investments Experience 2006 - 2010
Job Financial Advisor at Lansdowne Wealth Management, LLC in Mystic, CT
Industry Financial Services
Experience
Lansdowne Wealth Management, LLC 2010 - Present
Estate & Tax Planning Council of Eastern CT 2009 - April 2015
MLK Jr. Scholarship Trust Fund 2009 - December 2013
Edward Jones Investments 2006 - 2010
Waterford Hotel Group 2002 - 2006
Marriott International 1994 - 2002
Skills
Financial Planning, Investments, Wealth Management, Retirement Planning, Asset Management, Divorce Planning, Strategic Financial..., Certified Divorce..., Divorce, Accounting, Financial Analysis, Small Business, Financial Planners, Management, Retirement, Wealth Management..., Managerial Finance, Financial Advisory, Estate Planning, Alternative Investments, Investment Advisory, 401k, Mutual Funds
Education
Bentley University 1990 — 1994
BS, Accounting
Holliston High School
Lansdowne Wealth Management, LLC 2010 - Present
Estate & Tax Planning Council of Eastern CT 2009 - April 2015
MLK Jr. Scholarship Trust Fund 2009 - December 2013
Edward Jones Investments 2006 - 2010
Waterford Hotel Group 2002 - 2006
Marriott International 1994 - 2002
Skills
Financial Planning, Investments, Wealth Management, Retirement Planning, Asset Management, Divorce Planning, Strategic Financial..., Certified Divorce..., Divorce, Accounting, Financial Analysis, Small Business, Financial Planners, Management, Retirement, Wealth Management..., Managerial Finance, Financial Advisory, Estate Planning, Alternative Investments, Investment Advisory, 401k, Mutual Funds
Education
Bentley University 1990 — 1994
BS, Accounting
Holliston High School
Robert Plowman's Edward Jones Investments Experience June 2012 - July 2014
Job Licensed Investment Specialist II at USAA
Industry Financial Services
Experience
USAA October 2014 - Present
Edward Jones Investments June 2012 - July 2014
Merrill Lynch December 2011 - September 2012
Kojin Enterprises September 2007 - December 2011
The CIT Group October 2004 - September 2007
GE Capital March 2003 - September 2004
Bank of America Leasing & Capital September 1997 - June 2000
Comdisco, Inc 1990 - 1996
Skills
Capital Markets, Equipment Leasing Sales, Loans, Credit, Finance, Commercial Lending, Due Diligence, Risk Management, Banking, Asset Based Lending, Underwriting, Restructuring, Investor Relations, Mortgage Lending, Debt, Venture Capital, Financial Markets, Financial Analysis, Investment Advisory, Credit Analysis, Mergers & Acquisitions
Education
Brigham Young University 1983 — 1984
MBA, Finance, Marketing
USAA October 2014 - Present
Edward Jones Investments June 2012 - July 2014
Merrill Lynch December 2011 - September 2012
Kojin Enterprises September 2007 - December 2011
The CIT Group October 2004 - September 2007
GE Capital March 2003 - September 2004
Bank of America Leasing & Capital September 1997 - June 2000
Comdisco, Inc 1990 - 1996
Skills
Capital Markets, Equipment Leasing Sales, Loans, Credit, Finance, Commercial Lending, Due Diligence, Risk Management, Banking, Asset Based Lending, Underwriting, Restructuring, Investor Relations, Mortgage Lending, Debt, Venture Capital, Financial Markets, Financial Analysis, Investment Advisory, Credit Analysis, Mergers & Acquisitions
Education
Brigham Young University 1983 — 1984
MBA, Finance, Marketing
Aubrey Florence Aubrey Florence's Edward Jones Investments Experience June 2005 - January 2006
Job Senior Broker at Etrade Financial
Industry Financial Services
Experience
E*TRADE Financial November 2006 - October 2009
Capital Funding and Mortgage Group February 2006 - August 2006
Edward Jones Investments June 2005 - January 2006
Education
College of Charleston 2001 — 2005
B.S., Business Administration
College of Charleston
Bachelor of Science, Business Administration
Decatur High
E*TRADE Financial November 2006 - October 2009
Capital Funding and Mortgage Group February 2006 - August 2006
Edward Jones Investments June 2005 - January 2006
Education
College of Charleston 2001 — 2005
B.S., Business Administration
College of Charleston
Bachelor of Science, Business Administration
Decatur High
Barbara Levinson's Edward Jones Investments Experience June 2005 - March 2007
Job FINRA Registered Client Service Associate/Paralegal
Industry Financial Services
Experience
UBS Financial Services, Inc. ParaplannerAmeriprise Financial Services - CJ Charlebois & Assoc./ Russell, Blanchard & DuboisFebruary 2011 - August 2013
Equity Services Inc. / National Life Group February 2010 - February 2011
Morgan Stanley & Company, Inc. March 2007 - August 2008
Edward Jones Investments June 2005 - March 2007
Charles Schwab & Co., Inc. February 2000 - December 2005
Skills
FINRA series 7 and 63..., Legal Writing, Legal Research, Life & Health Licenses, Series 65, Financial Services, Mutual Funds, Electronic Trading, Security Operations, Customer Service, FINRA, Financial Planning, Client Services, Estate Planning
Education
Boston University 2009 — 2009
Paralegal Cert., law
Emerson College
Bachelor's degree
UBS Financial Services, Inc. ParaplannerAmeriprise Financial Services - CJ Charlebois & Assoc./ Russell, Blanchard & DuboisFebruary 2011 - August 2013
Equity Services Inc. / National Life Group February 2010 - February 2011
Morgan Stanley & Company, Inc. March 2007 - August 2008
Edward Jones Investments June 2005 - March 2007
Charles Schwab & Co., Inc. February 2000 - December 2005
Skills
FINRA series 7 and 63..., Legal Writing, Legal Research, Life & Health Licenses, Series 65, Financial Services, Mutual Funds, Electronic Trading, Security Operations, Customer Service, FINRA, Financial Planning, Client Services, Estate Planning
Education
Boston University 2009 — 2009
Paralegal Cert., law
Emerson College
Bachelor's degree
Paul Schuring's Edward Jones Investments Experience 2008 - 2012
Job Experienced Financial Advisor, Manager and Sales Trainer
Industry Financial Services
Experience
US Bancorp Investment Inc August 2015 - Present
Associated Investment Services 2012 - July 2015
Edward Jones Investments 2008 - 2012
Nicor Energy Services Company 2003 - 2008
Retail OperationsVerizon Wireless 1997 - 2002
Woodstock Brick & Supply 1983 - 1996
Skills
Selling Skills, Customer Service..., Licensing, Training, Retail, Investments, Performance Management, Finance, Account Management, Sales Management, Life Insurance, Budgets, Customer Service, Marketing, Insurance, Analysis, Business Development, Business Planning, Call Center, Coaching, Change Management, Employee Benefits, Direct Sales, Customer Satisfaction, Inventory Management, Forecasting, Financial Analysis, Management, Microsoft Excel, Negotiation, Recruiting, Payroll, New Business Development, Sales, Team Building, Start-ups, Series 7, Time Management, Term Life Insurance, Team Leadership
Education
Judson University
Bachelor of Arts (B.A.), Management and Leadership
Harper College
DeVry Institute of Technology
Telecommunications
University of Wisconsin-Whitewater
Accounting
Elgin Community College
Associate of Science (A.S.), Accounting & Math
Larkin High School
HS Diploma, General Studies
US Bancorp Investment Inc August 2015 - Present
Associated Investment Services 2012 - July 2015
Edward Jones Investments 2008 - 2012
Nicor Energy Services Company 2003 - 2008
Retail OperationsVerizon Wireless 1997 - 2002
Woodstock Brick & Supply 1983 - 1996
Skills
Selling Skills, Customer Service..., Licensing, Training, Retail, Investments, Performance Management, Finance, Account Management, Sales Management, Life Insurance, Budgets, Customer Service, Marketing, Insurance, Analysis, Business Development, Business Planning, Call Center, Coaching, Change Management, Employee Benefits, Direct Sales, Customer Satisfaction, Inventory Management, Forecasting, Financial Analysis, Management, Microsoft Excel, Negotiation, Recruiting, Payroll, New Business Development, Sales, Team Building, Start-ups, Series 7, Time Management, Term Life Insurance, Team Leadership
Education
Judson University
Bachelor of Arts (B.A.), Management and Leadership
Harper College
DeVry Institute of Technology
Telecommunications
University of Wisconsin-Whitewater
Accounting
Elgin Community College
Associate of Science (A.S.), Accounting & Math
Larkin High School
HS Diploma, General Studies
Danna Wolfson's Edward Jones Investments Experience January 2012 - March 2014
Job Registered NFA
Industry Financial Services
Experience
UBS Financial Services September 2015 - Present
D Magazine March 2010 - Present
Merrill Lynch March 2014 - September 2015
Edward Jones investments January 2012 - March 2014
Tea Party Tribune, Tea Party Review Magazine, Voices Empowered January 2011 - February 2012
Southern Methodist University August 2003 - May 2011
Skills
Fundraising, Public Speaking, Editing, Social Media, Strategic Planning, Teaching, Blogging, Social Networking, Creative Writing, Event Planning, Public Relations, Leadership, Copywriting, Sales, Finance, Dance, Entrepreneurship, Investments, Nonprofits, Research, Wealth Management, Risk Management
Education
Southern Methodist University 2003 — 2005
MFA, Dance Choreography
Butler University 1994 — 1998
BS, Performing Arts
UBS Financial Services September 2015 - Present
D Magazine March 2010 - Present
Merrill Lynch March 2014 - September 2015
Edward Jones investments January 2012 - March 2014
Tea Party Tribune, Tea Party Review Magazine, Voices Empowered January 2011 - February 2012
Southern Methodist University August 2003 - May 2011
Skills
Fundraising, Public Speaking, Editing, Social Media, Strategic Planning, Teaching, Blogging, Social Networking, Creative Writing, Event Planning, Public Relations, Leadership, Copywriting, Sales, Finance, Dance, Entrepreneurship, Investments, Nonprofits, Research, Wealth Management, Risk Management
Education
Southern Methodist University 2003 — 2005
MFA, Dance Choreography
Butler University 1994 — 1998
BS, Performing Arts
Al Nicolosi CRPC® Al Nicolosi CRPC®'s Edward Jones Investments Experience February 1995 - October 2002
Job Branch Manager, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2008 - Present
Wells Fargo Advisors January 2002 - November 2008
Edward Jones Investments February 1995 - October 2002
Education
Cabrini College
Associates, Business
Ameriprise Financial Services, Inc. December 2008 - Present
Wells Fargo Advisors January 2002 - November 2008
Edward Jones Investments February 1995 - October 2002
Education
Cabrini College
Associates, Business
Tanner Summers Tanner Summers's Edward Jones Investments Experience April 2012 - June 2012
Job Data Analyst at Clarient Global LLC
Industry Financial Services
Experience
Clarient Global LLC December 2014 - Present
Citi January 2014 - December 2014
Citi October 2012 - January 2014
Noven Pharmaceuticals June 2012 - September 2012
Edward Jones Investments April 2012 - June 2012
Sigma Chi Fraternity March 2011 - March 2012
Skills
Budgets, Analysis, Finance, Microsoft Excel, Business Planning, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Leadership, Outlook, VBA, Data Analysis, Time Management
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance
College of Central Florida 2007 — 2008
Dual Enrollment
Clarient Global LLC December 2014 - Present
Citi January 2014 - December 2014
Citi October 2012 - January 2014
Noven Pharmaceuticals June 2012 - September 2012
Edward Jones Investments April 2012 - June 2012
Sigma Chi Fraternity March 2011 - March 2012
Skills
Budgets, Analysis, Finance, Microsoft Excel, Business Planning, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Leadership, Outlook, VBA, Data Analysis, Time Management
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance
College of Central Florida 2007 — 2008
Dual Enrollment
Ada Hurley Ada Hurley's Edward Jones Investments Experience February 2009 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2009 - Present
American Bolt & Screw Mfg Corp February 1996 - September 2002
Skills
10 Key, Office Administration, Calendars, Typing, Answering Phones, Microsoft Office 2007, Internet Explorer, Outlook, Office Management, General Office Duties, Customer Service, Administrative Support, Administration, Excel, Word, Data Entry, Microsoft Office, Customer Relations, Access, Scheduling, Spreadsheets, Customer Satisfaction, Confidentiality, Calendaring, Fax, Event Planning, Office Equipment, Travel Arrangements, Benefits Administration, Clerical Work, File Management, Filing, Retail, Multi-line Phone, Notary Public, Executive Support, Receptionist Duties, Business Correspondence, Administrative..., Executive Level..., Telephone Skills, Microsoft Word
Education
Davenport University 1992 — 1994
Associate of Science (AS), Business Information Specialist - Legal Office
Edwardsburg High School 1988 — 1992
Diploma, General Office Occupations and Clerical Services
Edward Jones Investments February 2009 - Present
American Bolt & Screw Mfg Corp February 1996 - September 2002
Skills
10 Key, Office Administration, Calendars, Typing, Answering Phones, Microsoft Office 2007, Internet Explorer, Outlook, Office Management, General Office Duties, Customer Service, Administrative Support, Administration, Excel, Word, Data Entry, Microsoft Office, Customer Relations, Access, Scheduling, Spreadsheets, Customer Satisfaction, Confidentiality, Calendaring, Fax, Event Planning, Office Equipment, Travel Arrangements, Benefits Administration, Clerical Work, File Management, Filing, Retail, Multi-line Phone, Notary Public, Executive Support, Receptionist Duties, Business Correspondence, Administrative..., Executive Level..., Telephone Skills, Microsoft Word
Education
Davenport University 1992 — 1994
Associate of Science (AS), Business Information Specialist - Legal Office
Edwardsburg High School 1988 — 1992
Diploma, General Office Occupations and Clerical Services
Chad Schiel's Edward Jones Investments Experience September 2009 - January 2012
Job Financial Advisor & Planner / Comprehensive Wealth Manager / 401k and IRA Rollover Specialist / Investment Management
Industry Financial Services
Experience
Schiel Wealth Management January 2012 - Present
Edward Jones Investments September 2009 - January 2012
Jefferson County Human Services October 2006 - October 2008
U.S. Marine Corps June 2004 - October 2005
U.S. Marine Corps September 2001 - June 2004
U.S. Marine Corps October 2000 - September 2001
Skills
Investments, Wealth Management, Finance, Portfolio Management, Leadership, Retirement Planning, Management, Strategic Financial..., Alternative Investments, Financial Advisory
Education
Boston University 2013 — 2014
Certified Financial Planner (CFP) Certification
Regis University 2009 — 2009
MBA, Finance and Accounting
Regis University 2007 — 2009
BA, Finance
Navy and Marine Intelligence Training Center 2001 — 2001
Marine Intelligence Analyst
Schiel Wealth Management January 2012 - Present
Edward Jones Investments September 2009 - January 2012
Jefferson County Human Services October 2006 - October 2008
U.S. Marine Corps June 2004 - October 2005
U.S. Marine Corps September 2001 - June 2004
U.S. Marine Corps October 2000 - September 2001
Skills
Investments, Wealth Management, Finance, Portfolio Management, Leadership, Retirement Planning, Management, Strategic Financial..., Alternative Investments, Financial Advisory
Education
Boston University 2013 — 2014
Certified Financial Planner (CFP) Certification
Regis University 2009 — 2009
MBA, Finance and Accounting
Regis University 2007 — 2009
BA, Finance
Navy and Marine Intelligence Training Center 2001 — 2001
Marine Intelligence Analyst
Shannon McGinnis-Geer Shannon McGinnis-Geer's Edward Jones Investments Experience March 2011 - January 2014
Job Stay at Home Mom
Industry Individual & Family Services
Experience
Edward Jones Investments March 2011 - January 2014
Sickles Corp. February 2005 - December 2013
Oatka Family Furnishings December 1998 - September 2006
Skills
Office Administration, Administrative..., Office Management, Customer Service, PowerPoint, Estate Planning, Microsoft Office, Microsoft Word, Calendars, Event Planning, IRAs, Portfolio Management
Education
Monroe 2-Orleans BOCES Center for Workforce Development 2009 — 2009
Professional Office Careers, Medical Administrative/Executive Assistant and Medical Secretary
Monroe Community College 1995 — 1998
Associate of Arts and Sciences (A.A.S.), Interior Design
Edward Jones Investments March 2011 - January 2014
Sickles Corp. February 2005 - December 2013
Oatka Family Furnishings December 1998 - September 2006
Skills
Office Administration, Administrative..., Office Management, Customer Service, PowerPoint, Estate Planning, Microsoft Office, Microsoft Word, Calendars, Event Planning, IRAs, Portfolio Management
Education
Monroe 2-Orleans BOCES Center for Workforce Development 2009 — 2009
Professional Office Careers, Medical Administrative/Executive Assistant and Medical Secretary
Monroe Community College 1995 — 1998
Associate of Arts and Sciences (A.A.S.), Interior Design
Katrina Yarbrough, AAMS®, RP® Katrina Yarbrough, AAMS®, RP®'s Edward Jones Investments Experience April 2013 - September 2013
Job Invstment Research Coordinator and Investment Advisor Representative at E T George Investment Management, LLC
Industry Financial Services
Experience
Edward Jones Investments April 2013 - September 2013
Wells Fargo Advisors August 2012 - April 2013
Synergetics DCS, Inc. March 2010 - August 2012
Boardtown Bikes September 2008 - March 2010
Crye-Leike Properties August 2006 - August 2008
Education
College for Financial Planning 2014 — 2015
Accredited Asset Management Specialist, Financial Planning & Investment Management
Mississippi State University 2008 — 2009
Bachelor of Business Administration (BBA), Management
Edward Jones Investments April 2013 - September 2013
Wells Fargo Advisors August 2012 - April 2013
Synergetics DCS, Inc. March 2010 - August 2012
Boardtown Bikes September 2008 - March 2010
Crye-Leike Properties August 2006 - August 2008
Education
College for Financial Planning 2014 — 2015
Accredited Asset Management Specialist, Financial Planning & Investment Management
Mississippi State University 2008 — 2009
Bachelor of Business Administration (BBA), Management
Juan Alberto Becerril's Edward Jones Investments Experience December 2014 - June 2015
Job Financial Advisor
Industry Financial Services
Experience
Principal Financial Group June 2015 - August 2015
Edward Jones Investments December 2014 - June 2015
US Navy, NSWG1 September 2012 - December 2014
US Navy September 2006 - September 2012
US Navy January 2000 - September 2006
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Reviews /..., College Funding..., Disability Income..., Estate Planning, IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Tax-Differed Savings, Term Life Insurance, Universal Life Insurance, Whole Life Insurance
Education
University of Southern California 2015 — 2016
Master’s Degree, Master of Business for Veterans
University of California, San Diego Extension 2014 — 2014
Black Belt Certificate, Lean Six Sigma
Azusa Pacific University 2007 — 2008
M.A., Organizational Leadership
California State University-Monterey Bay 2000 — 2002
B.S., Telecommunications
Principal Financial Group June 2015 - August 2015
Edward Jones Investments December 2014 - June 2015
US Navy, NSWG1 September 2012 - December 2014
US Navy September 2006 - September 2012
US Navy January 2000 - September 2006
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Reviews /..., College Funding..., Disability Income..., Estate Planning, IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Tax-Differed Savings, Term Life Insurance, Universal Life Insurance, Whole Life Insurance
Education
University of Southern California 2015 — 2016
Master’s Degree, Master of Business for Veterans
University of California, San Diego Extension 2014 — 2014
Black Belt Certificate, Lean Six Sigma
Azusa Pacific University 2007 — 2008
M.A., Organizational Leadership
California State University-Monterey Bay 2000 — 2002
B.S., Telecommunications
Kyle O'Herron Kyle O'Herron's Edward Jones Investments Experience June 2009 - August 2009
Job Financial Analyst at Winter Park Resort
Industry Entertainment
Experience
Intrawest / Winter Park Resort December 2010 - June 2015
Jeff Keicher State Farm Agency July 2010 - April 2011
Cullom Davis Library November 2006 - May 2010
Edward Jones Investments June 2009 - August 2009
Jeff Keicher State Farm Agency May 2007 - August 2008
Trent Fairfield's State Farm Agency September 2007 - February 2008
Genoa Township Park District March 2003 - August 2007
Skills
Sales, Management, Marketing, Business Development, Customer Service, Selling, CRM, Microsoft Excel, Forecasting, Microsoft Office, Finance, PowerPoint, Budgets, Analysis, Press Releases, Investments, Payroll, Cold Calling, Program Management, SAP, Insurance
Education
Bradley University 2006 — 2010
Bachelor of Science, Finance
University of Economics, Prague 2008 — 2008
N/a, Finance, General
Intrawest / Winter Park Resort December 2010 - June 2015
Jeff Keicher State Farm Agency July 2010 - April 2011
Cullom Davis Library November 2006 - May 2010
Edward Jones Investments June 2009 - August 2009
Jeff Keicher State Farm Agency May 2007 - August 2008
Trent Fairfield's State Farm Agency September 2007 - February 2008
Genoa Township Park District March 2003 - August 2007
Skills
Sales, Management, Marketing, Business Development, Customer Service, Selling, CRM, Microsoft Excel, Forecasting, Microsoft Office, Finance, PowerPoint, Budgets, Analysis, Press Releases, Investments, Payroll, Cold Calling, Program Management, SAP, Insurance
Education
Bradley University 2006 — 2010
Bachelor of Science, Finance
University of Economics, Prague 2008 — 2008
N/a, Finance, General
Midge Ivory Edmond Midge Ivory Edmond's Edward Jones Investments Experience June 2009 - May 2010
Job Marketing Representative at Watertree Health
Industry Nonprofit Organization Management
Experience
Watertree Health April 2012 - Present
Edmond and Associates May 2010 - Present
Everchanging Families, Inc. January 2011 - Present
StartupChicks January 2013 - August 2014
Edward Jones Investments June 2009 - May 2010
Techlinks Media Holding Company January 2008 - December 2008
J. Banks Design Group Inc April 1997 - November 2007
The Shepherd's Staff September 1986 - April 1994
Frontier Airlines January 1973 - July 1974
KMIR-TV June 1970 - October 1971
Skills
Management, Operations Management, Human Resources, Sales Management, Account Management, Customer Service, Marketing, Sales, Leadership, Start-ups, Executive Management, Business Development, Event Planning, Social Media, Budgets, Small Business
Education
Charleston Southern University 2011 — 2015
Bachelor of Science (BS), Organizational Management, 3.9
University of Colorado Boulder
Journalism
Watertree Health April 2012 - Present
Edmond and Associates May 2010 - Present
Everchanging Families, Inc. January 2011 - Present
StartupChicks January 2013 - August 2014
Edward Jones Investments June 2009 - May 2010
Techlinks Media Holding Company January 2008 - December 2008
J. Banks Design Group Inc April 1997 - November 2007
The Shepherd's Staff September 1986 - April 1994
Frontier Airlines January 1973 - July 1974
KMIR-TV June 1970 - October 1971
Skills
Management, Operations Management, Human Resources, Sales Management, Account Management, Customer Service, Marketing, Sales, Leadership, Start-ups, Executive Management, Business Development, Event Planning, Social Media, Budgets, Small Business
Education
Charleston Southern University 2011 — 2015
Bachelor of Science (BS), Organizational Management, 3.9
University of Colorado Boulder
Journalism
Andrea Kinsel Andrea Kinsel's Edward Jones Investments Experience 2009 - Present
Job BOA at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments 2009 - Present
RE/MAX 2007 - 2009
Texas Department of Criminal Justice - Office of the Inspector General 2002 - 2006
Miller Lite Distributors 1997 - 1998
Skills
Retirement Planning, Mutual Funds, 401k, Retirement, Fixed Annuities, 401k Rollovers, Asset Allocation, Investments, Saving for Education, IRAs, Securities, 529 Plans, College Savings Plans, Wealth Management, Roth IRA, Variable Annuities, Retirement Savings, Banking, Term Life Insurance, Customer Service, Credit, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Strategic Planning, Public Speaking, Financial Analysis, Insurance, Qualified Retirement..., Sales, Access, Permanent Life Insurance, Portfolio Management, Asset Management
Education
Angelina College 2004 — 2005
Social and Behavioral Science
Edward Jones Investments 2009 - Present
RE/MAX 2007 - 2009
Texas Department of Criminal Justice - Office of the Inspector General 2002 - 2006
Miller Lite Distributors 1997 - 1998
Skills
Retirement Planning, Mutual Funds, 401k, Retirement, Fixed Annuities, 401k Rollovers, Asset Allocation, Investments, Saving for Education, IRAs, Securities, 529 Plans, College Savings Plans, Wealth Management, Roth IRA, Variable Annuities, Retirement Savings, Banking, Term Life Insurance, Customer Service, Credit, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Strategic Planning, Public Speaking, Financial Analysis, Insurance, Qualified Retirement..., Sales, Access, Permanent Life Insurance, Portfolio Management, Asset Management
Education
Angelina College 2004 — 2005
Social and Behavioral Science
Cedric Parnell Cedric Parnell's Edward Jones Investments Experience July 2004 - December 2005
Job Investment & Retirement Planning Advice
Industry Financial Services
Experience
Sun Life Financial August 2008 - Present
CIBC Wood Gundy January 2006 - August 2008
Edward Jones Investments July 2004 - December 2005
Lectra January 1997 - June 2004
Skills
Retirement Planning, Investments, Insurance, Asset Allocation, Portfolio Management, Mutual Funds, Coaching, Sales, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Publisher, PowerPoint, Dividend Stocks
Education
Concordia University 1987 — 1990
B.A., Economics
Sun Life Financial August 2008 - Present
CIBC Wood Gundy January 2006 - August 2008
Edward Jones Investments July 2004 - December 2005
Lectra January 1997 - June 2004
Skills
Retirement Planning, Investments, Insurance, Asset Allocation, Portfolio Management, Mutual Funds, Coaching, Sales, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Publisher, PowerPoint, Dividend Stocks
Education
Concordia University 1987 — 1990
B.A., Economics
Jason Ludwikowski Jason Ludwikowski's Edward Jones Investments Experience March 2007 - August 2007
Job Sales Director Multiple Employer Plans
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions April 2012 - October 2014
John Hancock Retirement Plan Services January 2011 - April 2012
John Hancock Retirement Plan Services April 2008 - December 2010
Edward Jones Investments March 2007 - August 2007
Ritchie Capital Management January 2003 - March 2007
Ace Hardware Corporation December 2000 - January 2003
Ace Hardware Corporation July 1999 - November 2000
Ace Hardware Corporation June 1998 - June 1999
Ace Hardware Corporation August 1996 - May 1998
Education
Aurora University 1992 — 1996
Bachelors of Arts
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions April 2012 - October 2014
John Hancock Retirement Plan Services January 2011 - April 2012
John Hancock Retirement Plan Services April 2008 - December 2010
Edward Jones Investments March 2007 - August 2007
Ritchie Capital Management January 2003 - March 2007
Ace Hardware Corporation December 2000 - January 2003
Ace Hardware Corporation July 1999 - November 2000
Ace Hardware Corporation June 1998 - June 1999
Ace Hardware Corporation August 1996 - May 1998
Education
Aurora University 1992 — 1996
Bachelors of Arts
Craig Tibbitts Craig Tibbitts's Edward Jones Investments Experience September 2000 - February 2011
Job Wealth Advisor at BANDER Investments
Industry Investment Management
Experience
BANDER Investments January 2015 - Present
Zions Wealth Advisors February 2011 - January 2015
Edward Jones Investments September 2000 - February 2011
Skills
Retirement Planning, Investment Advisory
Education
Utah State University 1987 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Brigham Young University - Idaho 1985 — 1987
Associate's degree, Business Administration and Management, General
BANDER Investments January 2015 - Present
Zions Wealth Advisors February 2011 - January 2015
Edward Jones Investments September 2000 - February 2011
Skills
Retirement Planning, Investment Advisory
Education
Utah State University 1987 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Brigham Young University - Idaho 1985 — 1987
Associate's degree, Business Administration and Management, General
William Wall William Wall's Edward Jones Investments Experience October 2002 - May 2003
Job Lean Manufacturing Specialist
Industry Management Consulting
Experience
Professional Business Strategies November 2011 - Present
Kentucky Manufacturing Assistance Center April 2008 - November 2011
Farm Credit Services April 2007 - March 2008
Inoac Automotive December 2005 - March 2007
Webasto Roof Systems January 2005 - December 2005
Toyota Boshoku Manufacturing Kentucky April 2004 - January 2005
Hitachi Automotive Products May 2003 - April 2004
Edward Jones Investments October 2002 - May 2003
Panasonic Home Appliance Company April 1995 - September 2002
Skills
Business Process..., Six Sigma, Quality Assurance, Business Strategy, SMED, Toyota Production System, Visual Management, Cellular Manufacturing, OEE, Value Stream Mapping, Material Flow, Theory of Constraints, 5S, Lean Facilitation, Lean Manufacturing, Lean Management, Lean Champion, Black Belt, ISO9001 Auditor, TS16949, Quality Auditing, Quality Management, TPM, Problem Solving, Cross-functional...
Education
Manufacturing Extension Partnership University - AMC/MEP U 2008 — 2008
Lean Manufacturing
Campbellsville University 2000 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Midway College 1998 — 2000
Bachelor of Science (BS), Organizational Leadership
San Antonio College 1990 — 1994
Associate of Applied Sciences (AAS), Engineering Technology
Professional Business Strategies November 2011 - Present
Kentucky Manufacturing Assistance Center April 2008 - November 2011
Farm Credit Services April 2007 - March 2008
Inoac Automotive December 2005 - March 2007
Webasto Roof Systems January 2005 - December 2005
Toyota Boshoku Manufacturing Kentucky April 2004 - January 2005
Hitachi Automotive Products May 2003 - April 2004
Edward Jones Investments October 2002 - May 2003
Panasonic Home Appliance Company April 1995 - September 2002
Skills
Business Process..., Six Sigma, Quality Assurance, Business Strategy, SMED, Toyota Production System, Visual Management, Cellular Manufacturing, OEE, Value Stream Mapping, Material Flow, Theory of Constraints, 5S, Lean Facilitation, Lean Manufacturing, Lean Management, Lean Champion, Black Belt, ISO9001 Auditor, TS16949, Quality Auditing, Quality Management, TPM, Problem Solving, Cross-functional...
Education
Manufacturing Extension Partnership University - AMC/MEP U 2008 — 2008
Lean Manufacturing
Campbellsville University 2000 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Midway College 1998 — 2000
Bachelor of Science (BS), Organizational Leadership
San Antonio College 1990 — 1994
Associate of Applied Sciences (AAS), Engineering Technology
Jo Evangelista-Manuel Jo Evangelista-Manuel's Edward Jones Investments Experience 2006 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones Investments 2006 - 2012
LG Electronics Manila 2002 - 2003
Education
De La Salle University 2003 — 2004
Master's degree, Marketing Communications (Units Only)
University of the Philippines 1994 — 1999
Bachelor of Arts (BA), Communication Arts
Edward Jones Investments 2006 - 2012
LG Electronics Manila 2002 - 2003
Education
De La Salle University 2003 — 2004
Master's degree, Marketing Communications (Units Only)
University of the Philippines 1994 — 1999
Bachelor of Arts (BA), Communication Arts
karen benford smith karen benford smith's Edward Jones Investments Experience November 2001 - May 2003
Job Massage Therapist at Sarasota Healing Arts
Industry Health, Wellness and Fitness
Experience
Sarasota Healing Arts June 2015 - Present
Thrive May 2013 - Present
Island Chiropractic May 2011 - May 2012
Natalie's Day Spa and Independent Contractor March 2009 - July 2011
2008 - 2009 Time Out Corporation August 2008 - March 2009
2006 2008 March 2006 - November 2008
Ann Taylor March 2006 - March 2008
Sharky's August 2003 - August 2004
Edward Jones Investments November 2001 - May 2003
2003 Edward Jones September 2001 - May 2003
Skills
Sales, Marketing, Thai Massage, Wellness, Cpr Certified, Public Speaking, Trigger Point Therapy, Reflexology, Nutrition, Holistic Health, Fitness, Personal Training, Stress Management, Treatment, Pain Management, Astrology, Italian cuisine, Therapeutic Massage, Healing
Education
University of Phoenix Axia College 2010 — 2012
Associates Degree, Associate in Health Administration
Cheonggang Academy
Diploma; Sarasota School, Massage Therapy
2008 Sarasota School of Massage 2007 — 2008
massage therapy
Sarasota School of Massage Therapy 2007 — 2008
LMT, Massage Therapy
Sarasota School of Massage Therapy 2008 2006 — 2008
Massage Therapy/Therapeutic Massage
University of Phoenix - Axia College
Associate of Arts, Health Administration
Sarasota Healing Arts June 2015 - Present
Thrive May 2013 - Present
Island Chiropractic May 2011 - May 2012
Natalie's Day Spa and Independent Contractor March 2009 - July 2011
2008 - 2009 Time Out Corporation August 2008 - March 2009
2006 2008 March 2006 - November 2008
Ann Taylor March 2006 - March 2008
Sharky's August 2003 - August 2004
Edward Jones Investments November 2001 - May 2003
2003 Edward Jones September 2001 - May 2003
Skills
Sales, Marketing, Thai Massage, Wellness, Cpr Certified, Public Speaking, Trigger Point Therapy, Reflexology, Nutrition, Holistic Health, Fitness, Personal Training, Stress Management, Treatment, Pain Management, Astrology, Italian cuisine, Therapeutic Massage, Healing
Education
University of Phoenix Axia College 2010 — 2012
Associates Degree, Associate in Health Administration
Cheonggang Academy
Diploma; Sarasota School, Massage Therapy
2008 Sarasota School of Massage 2007 — 2008
massage therapy
Sarasota School of Massage Therapy 2007 — 2008
LMT, Massage Therapy
Sarasota School of Massage Therapy 2008 2006 — 2008
Massage Therapy/Therapeutic Massage
University of Phoenix - Axia College
Associate of Arts, Health Administration
Pamela Van Kampen's Edward Jones Investments Experience November 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments November 2007 - Present
T2 Communications January 2006 - April 2007
Paragon Bank & Trust February 2004 - November 2005
Zombies Bakery, Espresso Bar & Grill 2000 - 2004
State of Arizona 1995 - 1997
Jennings, Strouss & Salmon 1983 - 1995
Skills
Retirement Planning, Series 7, IRAs, 401k Rollovers, Retirement, Fixed Annuities, Asset Allocation, 401k, Mutual Funds, Wealth Management, Strategic Financial..., Life Insurance, Bonds, Variable Annuities, Roth IRA, High Net Worth..., Series 66, Investments, Insurance, Term Life Insurance
Education
Arizona State University
Edward Jones Investments November 2007 - Present
T2 Communications January 2006 - April 2007
Paragon Bank & Trust February 2004 - November 2005
Zombies Bakery, Espresso Bar & Grill 2000 - 2004
State of Arizona 1995 - 1997
Jennings, Strouss & Salmon 1983 - 1995
Skills
Retirement Planning, Series 7, IRAs, 401k Rollovers, Retirement, Fixed Annuities, Asset Allocation, 401k, Mutual Funds, Wealth Management, Strategic Financial..., Life Insurance, Bonds, Variable Annuities, Roth IRA, High Net Worth..., Series 66, Investments, Insurance, Term Life Insurance
Education
Arizona State University
Duane Williams Duane Williams's Edward Jones Investments Experience November 2009 - February 2012
Job Dealer Services Rep for Central NC at Citizens One Auto Finance
Industry Banking
Experience
RBS Citizens Group February 2012 - Present
Edward Jones Investments November 2009 - February 2012
Flow Companies June 1991 - November 2009
Skills
Account Management, Investments, Forecasting, Financial Analysis, Credit, Financial Advisory, Sales Management, Banking, Customer Satisfaction, Sales Process, Customer Service, Strategic Financial..., Insurance, Customer Retention, Financial Services, Salesforce.com, Sales, Team Building, Finance, Strategic Planning, Marketing, Leadership, Negotiation, Management, Microsoft Excel, Sales Operations, Loans, Risk Management, Relationship Management, Credit Analysis, Process Improvement, Portfolio Management, Consumer Lending, Business Planning, Credit Risk, Retail Banking, Underwriting, Commercial Banking
Education
Appalachian State University 1985 — 1991
Bachelor of Science, Business Management
Woodland Baptist Christian School 1980 — 1985
RBS Citizens Group February 2012 - Present
Edward Jones Investments November 2009 - February 2012
Flow Companies June 1991 - November 2009
Skills
Account Management, Investments, Forecasting, Financial Analysis, Credit, Financial Advisory, Sales Management, Banking, Customer Satisfaction, Sales Process, Customer Service, Strategic Financial..., Insurance, Customer Retention, Financial Services, Salesforce.com, Sales, Team Building, Finance, Strategic Planning, Marketing, Leadership, Negotiation, Management, Microsoft Excel, Sales Operations, Loans, Risk Management, Relationship Management, Credit Analysis, Process Improvement, Portfolio Management, Consumer Lending, Business Planning, Credit Risk, Retail Banking, Underwriting, Commercial Banking
Education
Appalachian State University 1985 — 1991
Bachelor of Science, Business Management
Woodland Baptist Christian School 1980 — 1985
Robert Dhoore, Financial Advisor's Edward Jones Investments Experience January 2009 - December 2009
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
Fifth Third Bank October 2012 - May 2014
Wells Fargo Advisors August 2010 - September 2012
Wells Fargo Bank January 2010 - August 2010
Edward Jones Investments January 2009 - December 2009
Walsh Construction May 2004 - August 2008
Skills
Investments
Education
Bethel College 2004 — 2008
Business Administration, Finance and Accounting
La Porte High School
JP Morgan Securities June 2014 - Present
Fifth Third Bank October 2012 - May 2014
Wells Fargo Advisors August 2010 - September 2012
Wells Fargo Bank January 2010 - August 2010
Edward Jones Investments January 2009 - December 2009
Walsh Construction May 2004 - August 2008
Skills
Investments
Education
Bethel College 2004 — 2008
Business Administration, Finance and Accounting
La Porte High School
Ed Donner, CFP® Ed Donner, CFP®'s Edward Jones Investments Experience August 1999 - December 2003
Job CERTIFIED FINANCIAL PLANNER™ Professional at Donner Wealth Management
Industry Investment Management
Experience
Donner Wealth Management December 2005 - Present
SmithBarney Citigroup December 2003 - December 2005
Edward Jones Investments August 1999 - December 2003
Skills
Investment Management, Certified Financial..., Retirement Planning, 401k Rollovers, Financial Goals, Wealth Management..., FINRA, Wealth, Strategic Financial..., Estate Tax Planning, Business Owner Planning, Multi-generational..., Wealth Preservation...
Education
Arizona State University
Bachelor of Science (BS), Finance, General
College of Financial Planning 2001 — 2003
CERTIFIED FINANCIAL PLANNER™ Professional
Donner Wealth Management December 2005 - Present
SmithBarney Citigroup December 2003 - December 2005
Edward Jones Investments August 1999 - December 2003
Skills
Investment Management, Certified Financial..., Retirement Planning, 401k Rollovers, Financial Goals, Wealth Management..., FINRA, Wealth, Strategic Financial..., Estate Tax Planning, Business Owner Planning, Multi-generational..., Wealth Preservation...
Education
Arizona State University
Bachelor of Science (BS), Finance, General
College of Financial Planning 2001 — 2003
CERTIFIED FINANCIAL PLANNER™ Professional
Chris Passante Chris Passante's Edward Jones Investments Experience January 2002 - January 2004
Job Assistant Director Key Accounts at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement January 2010 - Present
Prudential Retirement January 2008 - January 2010
CUNA Mutual Group January 2005 - January 2008
METLIFE INVESTMENTS January 2004 - January 2005
EDWARD JONES INVESTMENTS January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1996 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - January 1998
BANKBOSTON/BAYBANK January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategy, Training, Retirement Planning, Sales, 401k, Management, Retirement, Investments, Insurance, Mutual Funds, Relationship Management, Financial Services
Education
Babson College 2003 — 2008
M.B.A, Finance
Dickinson College 1990 — 1993
B.A, Economics
Prudential Retirement January 2010 - Present
Prudential Retirement January 2008 - January 2010
CUNA Mutual Group January 2005 - January 2008
METLIFE INVESTMENTS January 2004 - January 2005
EDWARD JONES INVESTMENTS January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1996 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - January 1998
BANKBOSTON/BAYBANK January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategy, Training, Retirement Planning, Sales, 401k, Management, Retirement, Investments, Insurance, Mutual Funds, Relationship Management, Financial Services
Education
Babson College 2003 — 2008
M.B.A, Finance
Dickinson College 1990 — 1993
B.A, Economics
karole brandon karole brandon's Edward Jones Investments Experience June 2008 - July 2012
Job Client Service Coordinator and Marketing Director
Industry Financial Services
Experience
Ameriprise Financial January 2014 - Present
KM Professional Investments July 2012 - January 2014
Edward Jones Investments June 2008 - July 2012
Skills
Office Management, Administrative..., Spreadsheets, Office Administration, Calendars, Travel Arrangements, Customer Service, Invoicing, Microsoft Excel, Confidentiality, Accounts Receivable, Executive Support, Insurance, Payroll, Accounts Payable, Expense Reports, Marketing, Team Building, Data Entry, Calendaring, Event Management, Sales, Public Speaking, Event Planning, Social Networking
Education
Arkansas State University 1994 — 1998
Bachelor of Applied Science (BASc), Psychology, Human Resources
Arkansas State University
Psychology & Human Resources
Ameriprise Financial January 2014 - Present
KM Professional Investments July 2012 - January 2014
Edward Jones Investments June 2008 - July 2012
Skills
Office Management, Administrative..., Spreadsheets, Office Administration, Calendars, Travel Arrangements, Customer Service, Invoicing, Microsoft Excel, Confidentiality, Accounts Receivable, Executive Support, Insurance, Payroll, Accounts Payable, Expense Reports, Marketing, Team Building, Data Entry, Calendaring, Event Management, Sales, Public Speaking, Event Planning, Social Networking
Education
Arkansas State University 1994 — 1998
Bachelor of Applied Science (BASc), Psychology, Human Resources
Arkansas State University
Psychology & Human Resources
Lauren (Claudia) Gouffault's Edward Jones Investments Experience 2001 - 2003
Job Head of Customer Success at Bluecore
Industry Internet
Experience
Bluecore May 2014 - March 2015
Olapic, Inc. January 2014 - May 2014
HookLogic, Inc. October 2011 - March 2013
Shopzilla March 2010 - January 2012
PowerReviews 2007 - March 2010
PowerReviews September 2006 - September 2007
Cabot Investment Properties January 2004 - August 2006
Thomson Reuters October 2003 - December 2004
Edward Jones Investments 2001 - 2003
Skills
E-commerce, Online Advertising, Analytics, Web Analytics, SEO, Strategic Partnerships, Start-ups, SaaS, Email Marketing, Mobile Devices, Multi-channel Marketing, Social Media Marketing, Marketing Strategy, Enterprise Software, Entrepreneurship, CRM
Education
Boston College 1997 — 2001
Psychology
Bluecore May 2014 - March 2015
Olapic, Inc. January 2014 - May 2014
HookLogic, Inc. October 2011 - March 2013
Shopzilla March 2010 - January 2012
PowerReviews 2007 - March 2010
PowerReviews September 2006 - September 2007
Cabot Investment Properties January 2004 - August 2006
Thomson Reuters October 2003 - December 2004
Edward Jones Investments 2001 - 2003
Skills
E-commerce, Online Advertising, Analytics, Web Analytics, SEO, Strategic Partnerships, Start-ups, SaaS, Email Marketing, Mobile Devices, Multi-channel Marketing, Social Media Marketing, Marketing Strategy, Enterprise Software, Entrepreneurship, CRM
Education
Boston College 1997 — 2001
Psychology
Heather Kelley Heather Kelley's Edward Jones Investments Experience October 2008 - January 2009
Job Principal at V2 Marketing & President, Harlem Board of Ed.
Industry Marketing and Advertising
Experience
American Advertising Federation District 6 June 2015 - Present
V2 Marketing Communications August 2010 - Present
Harlem Consolidated School District June 2006 - Present
DJ Properties, LLC February 2009 - September 2010
Edward Jones Investments October 2008 - January 2009
Rock Valley Credit Union January 1993 - October 2008
Education
Concordia University-Wisconsin
Business Administration
Credit Union National Association
Credit Union Compliance Expert
Lemontree Consulting/University of Phoenix
Marketing
Rock Valley College
American Advertising Federation District 6 June 2015 - Present
V2 Marketing Communications August 2010 - Present
Harlem Consolidated School District June 2006 - Present
DJ Properties, LLC February 2009 - September 2010
Edward Jones Investments October 2008 - January 2009
Rock Valley Credit Union January 1993 - October 2008
Education
Concordia University-Wisconsin
Business Administration
Credit Union National Association
Credit Union Compliance Expert
Lemontree Consulting/University of Phoenix
Marketing
Rock Valley College
Brian Dunkin's Edward Jones Investments Experience January 2004 - October 2007
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Michele Grandlich Michele Grandlich's Edward Jones Investments Experience December 2006 - December 2008
Job Real Estate Professional
Industry Real Estate
Experience
Grand Properties Group, LLC - Whitten Realty June 2011 - Present
NAI MLG Commercial November 2008 - March 2011
Edward Jones Investments December 2006 - December 2008
First Realty GMAC 2005 - December 2008
Skills
Real Estate Transactions, Relocation, Brokerage, Management, Real Estate, Marketing, Commercial Real Estate, Selling, Residential Homes, Sellers, Contract Negotiation, Property Management
Education
Arizona State University 1988 — 1990
B.S. - Business, Finance, Marketing, Management
UW Whitewater
Grand Properties Group, LLC - Whitten Realty June 2011 - Present
NAI MLG Commercial November 2008 - March 2011
Edward Jones Investments December 2006 - December 2008
First Realty GMAC 2005 - December 2008
Skills
Real Estate Transactions, Relocation, Brokerage, Management, Real Estate, Marketing, Commercial Real Estate, Selling, Residential Homes, Sellers, Contract Negotiation, Property Management
Education
Arizona State University 1988 — 1990
B.S. - Business, Finance, Marketing, Management
UW Whitewater
Kory Blastic Kory Blastic's Edward Jones Investments Experience March 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments March 2008 - Present
Education
Central Michigan University 2004 — 2007
MSA, Leadership
Northwood University 1998 — 2000
BBA, Marketing/Management
Edward Jones Investments March 2008 - Present
Education
Central Michigan University 2004 — 2007
MSA, Leadership
Northwood University 1998 — 2000
BBA, Marketing/Management
Deanna (Casey) Conheeny Deanna (Casey) Conheeny's Edward Jones Investments Experience 2002 - 2002
Job Associate Director, Advocacy at AARP
Industry
Experience
AARP 2010 - Present
Fort Adams Trust 2003 - 2005
Conheeny Management Ltd 2000 - 2003
Edward Jones Investments 2002 - 2002
MetLife 1977 - 1999
Texas Instruments 1974 - 1977
Skills
Rotary International,..., Museum of Newport Irish..., Ladies Ancient Order of..., Bike Newport, Board of..., Mosaic Club of Newport..., Gooseberry Beach, Inc,..., Newport County..., Volunteer Management, Microsoft Office, Community Organizing, Nonprofits, Microsoft Excel, Program Development
Education
Leadership Rhode Island
Gamma II Class Graduate
Case Western Reserve University 1973 — 1974
MS Management, Management Information Systems
Manhattanville College 1968 — 1972
Bachelor of Arts (B.A.), Mathematics
AARP 2010 - Present
Fort Adams Trust 2003 - 2005
Conheeny Management Ltd 2000 - 2003
Edward Jones Investments 2002 - 2002
MetLife 1977 - 1999
Texas Instruments 1974 - 1977
Skills
Rotary International,..., Museum of Newport Irish..., Ladies Ancient Order of..., Bike Newport, Board of..., Mosaic Club of Newport..., Gooseberry Beach, Inc,..., Newport County..., Volunteer Management, Microsoft Office, Community Organizing, Nonprofits, Microsoft Excel, Program Development
Education
Leadership Rhode Island
Gamma II Class Graduate
Case Western Reserve University 1973 — 1974
MS Management, Management Information Systems
Manhattanville College 1968 — 1972
Bachelor of Arts (B.A.), Mathematics
Caroline Sundholm's Edward Jones Investments Experience May 2009 - December 2009
Job 2017 MBA Candidate
Industry Higher Education
Experience
U.S. House of Representatives November 2013 - August 2015
U.S. House of Representatives July 2012 - October 2013
U.S. House of Representatives August 2010 - July 2012
Edward Jones Investments May 2009 - December 2009
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Asbury College 2007 — 2010
Bachelor of Arts, Business Management; Finance & Public Policy
U.S. House of Representatives November 2013 - August 2015
U.S. House of Representatives July 2012 - October 2013
U.S. House of Representatives August 2010 - July 2012
Edward Jones Investments May 2009 - December 2009
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Asbury College 2007 — 2010
Bachelor of Arts, Business Management; Finance & Public Policy
Eric Zaruba Eric Zaruba's Edward Jones Investments Experience June 2009 - September 2009
Job Fidelity Investments
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
Marco Cesario Marco Cesario's Edward Jones Investments Experience June 2010 - Present
Job at
Industry Financial Services
Experience
Edward Jones Investments June 2010 - Present
McAuley Financial Services April 2008 - July 2010
CIBC Wealth Management October 2006 - February 2008
TD Waterhouse Canada February 2000 - October 2006
Education
Dalhousie University 1995 — 1999
Bsc.
Edward Jones Investments June 2010 - Present
McAuley Financial Services April 2008 - July 2010
CIBC Wealth Management October 2006 - February 2008
TD Waterhouse Canada February 2000 - October 2006
Education
Dalhousie University 1995 — 1999
Bsc.
Anne Dunn Causey Anne Dunn Causey's Edward Jones Investments Experience May 2009 - August 2013
Job Insurance Representative
Industry Insurance
Experience
Transamerica Life Insurance Company January 2015 - Present
Edward Jones Investments May 2009 - August 2013
Skills
Investments, Mutual Funds, Customer Service, Finance, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Financial Services, Financial Analysis, Life Insurance, Insurance, Retirement, Fixed Annuities, Bloomberg, Series 7, Financial Modeling
Education
Averett University 1972 — 1973
Administrative Assistant and Secretarial Science, General
Martinsville High School 1968 — 1972
HSD, Socializing, partying, dating . . . oh yeah . . . studied some
Transamerica Life Insurance Company January 2015 - Present
Edward Jones Investments May 2009 - August 2013
Skills
Investments, Mutual Funds, Customer Service, Finance, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Financial Services, Financial Analysis, Life Insurance, Insurance, Retirement, Fixed Annuities, Bloomberg, Series 7, Financial Modeling
Education
Averett University 1972 — 1973
Administrative Assistant and Secretarial Science, General
Martinsville High School 1968 — 1972
HSD, Socializing, partying, dating . . . oh yeah . . . studied some
Jack Fuller's Edward Jones Investments Experience January 2004 - January 2005
Job Vice President / Owner at Flagship Manufacturing
Industry Electrical/Electronic Manufacturing
Experience
BK Technical Consulting February 2009 - January 2011
Heraeus Quartz America LLC October 2006 - January 2009
NxEdge LLC January 2005 - November 2005
Edward Jones Investments January 2004 - January 2005
ZiLOG January 1996 - December 2003
National Semiconductor June 1985 - January 1996
Skills
SPC, Cycle Time Reduction, Theory of Constraints, Lean Manufacturing, Six Sigma, Manufacturing, Budgets, Yield, Cross-functional Team..., Semiconductors, Continuous Improvement, Start-ups, Product Development, Electronics, Design of Experiments, Leadership, Supply Chain Management, Management, Procurement, Supply Chain, Process Engineering, P&L Management, Purchasing, Product Management, Process Improvement, Program Management, Sales, Automation, R&D, Engineering Management, Product Marketing, Strategy, Operations Management, Materials Management, Team Building
Education
University of Phoenix 1998 — 2001
MBA, Technology Management
Arkansas State University 1975 — 1979
BS, Management
BK Technical Consulting February 2009 - January 2011
Heraeus Quartz America LLC October 2006 - January 2009
NxEdge LLC January 2005 - November 2005
Edward Jones Investments January 2004 - January 2005
ZiLOG January 1996 - December 2003
National Semiconductor June 1985 - January 1996
Skills
SPC, Cycle Time Reduction, Theory of Constraints, Lean Manufacturing, Six Sigma, Manufacturing, Budgets, Yield, Cross-functional Team..., Semiconductors, Continuous Improvement, Start-ups, Product Development, Electronics, Design of Experiments, Leadership, Supply Chain Management, Management, Procurement, Supply Chain, Process Engineering, P&L Management, Purchasing, Product Management, Process Improvement, Program Management, Sales, Automation, R&D, Engineering Management, Product Marketing, Strategy, Operations Management, Materials Management, Team Building
Education
University of Phoenix 1998 — 2001
MBA, Technology Management
Arkansas State University 1975 — 1979
BS, Management
Dawnmarie Oyler's Edward Jones Investments Experience September 2007 - May 2008
Job Executive Services Specialist at E*Trade Financial
Industry Financial Services
Experience
Stampin' Up! November 2008 - January 2012
Etrade Financial June 2010 - March 2011
Flagstar Bank August 2009 - June 2010
Events by Dawn May 2006 - December 2008
Edward Jones Investments September 2007 - May 2008
Altametrics October 2006 - August 2007
ChoicePoint January 2003 - June 2006
Atlanta Outdoor Club August 2001 - May 2004
Flavia Beverage Systems July 2000 - December 2002
Datachem Laboratories June 1993 - March 2000
Education
Emory University 2005 — 2005
Continuing Education
Cornell University 2004 — 2004
Employee Relations
Harding University 1987 — 1991
BS, Biology, Chemistry
Central Baptist College 1986 — 1987
None, Biology
Stampin' Up! November 2008 - January 2012
Etrade Financial June 2010 - March 2011
Flagstar Bank August 2009 - June 2010
Events by Dawn May 2006 - December 2008
Edward Jones Investments September 2007 - May 2008
Altametrics October 2006 - August 2007
ChoicePoint January 2003 - June 2006
Atlanta Outdoor Club August 2001 - May 2004
Flavia Beverage Systems July 2000 - December 2002
Datachem Laboratories June 1993 - March 2000
Education
Emory University 2005 — 2005
Continuing Education
Cornell University 2004 — 2004
Employee Relations
Harding University 1987 — 1991
BS, Biology, Chemistry
Central Baptist College 1986 — 1987
None, Biology
Byron Hawkins, CISSP, MBA's Edward Jones Investments Experience July 2002 - December 2005
Job Sr. Manager at EY
Industry Financial Services
Experience
EY March 2011 - Present
Deloitte & Touche January 2006 - March 2011
Edward Jones Investments July 2002 - December 2005
Deloitte & Touche June 2000 - July 2002
Ernst & Young June 1997 - June 2000
Skills
Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, CISSP, Risk Management, Information Security, Identity Management, Computer Security, Security, Risk Assessment, Application Security, Governance, Disaster Recovery, Vulnerability Management, Security Audits, Business Process..., Financial Risk, Computer Forensics, Business Continuity, Information Technology, Security Awareness, Security Architecture..., PCI DSS, Vulnerability Assessment, Information Security..., IT Risk Management, Management, ISO 27001, Network Security, Penetration Testing, CISA, SAS70, Privacy Law, Data Privacy, COSO, CISM, COBIT, ITGC, Sarbanes-Oxley, GRC, Business Continuity..., Internal Audit, Operational Risk...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Managerial Finance
Saint Louis University 1994 — 1997
B.S. Business Administration, Accounting and MIS
MICDS 1987 — 1991
EY March 2011 - Present
Deloitte & Touche January 2006 - March 2011
Edward Jones Investments July 2002 - December 2005
Deloitte & Touche June 2000 - July 2002
Ernst & Young June 1997 - June 2000
Skills
Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, CISSP, Risk Management, Information Security, Identity Management, Computer Security, Security, Risk Assessment, Application Security, Governance, Disaster Recovery, Vulnerability Management, Security Audits, Business Process..., Financial Risk, Computer Forensics, Business Continuity, Information Technology, Security Awareness, Security Architecture..., PCI DSS, Vulnerability Assessment, Information Security..., IT Risk Management, Management, ISO 27001, Network Security, Penetration Testing, CISA, SAS70, Privacy Law, Data Privacy, COSO, CISM, COBIT, ITGC, Sarbanes-Oxley, GRC, Business Continuity..., Internal Audit, Operational Risk...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Managerial Finance
Saint Louis University 1994 — 1997
B.S. Business Administration, Accounting and MIS
MICDS 1987 — 1991
Becky Munnecke's Edward Jones Investments Experience October 2001 - October 2004
Job Dental Hygienist
Industry Hospital & Health Care
Experience
Family Dentistry, Dr John Work & Dr Russell Carlson January 2010 - Present
Dental Impressions January 2010 - November 2013
Ankeny Aesthetic Dentistry 2006 - 2008
Edward Jones Investments October 2001 - October 2004
Education
Des Moines Area Community College 2004 — 2006
AAS, Dental Hygiene
Family Dentistry, Dr John Work & Dr Russell Carlson January 2010 - Present
Dental Impressions January 2010 - November 2013
Ankeny Aesthetic Dentistry 2006 - 2008
Edward Jones Investments October 2001 - October 2004
Education
Des Moines Area Community College 2004 — 2006
AAS, Dental Hygiene
Komal Sanghvi, MBA's Edward Jones Investments Experience September 2009 - April 2010
Job Finance
Industry Financial Services
Experience
Aalaap - band and school of music January 2011 - Present
Citi January 2011 - December 2011
Alliance Hospitality Inc. April 2010 - January 2011
EDWARD JONES- INVESTMENTS September 2009 - April 2010
Capital University May 2009 - April 2010
JPMorgan Chase January 2006 - February 2007
Calcutta Belting Company June 2002 - December 2005
Skills
Financial Analysis, Portfolio Management, Accounting, Hedge Funds, Asset Allocation, Accounts Payable, Derivatives, Risk Management, Financial Reporting, Financial Statements, Finance, Corporate Finance, Credit Risk, Fund Administration, Asset Management, Accounts Receivable, Strategic Financial..., Analysis, Forecasting, Competitive Analysis, Banking
Education
Capital University 2008 — 2010
MBA, Finance
Indian Business Academy 2004 — 2006
Post Graduate Diploma, Business (2004-2006); Finance
Calcutta University 2001 — 2004
Bachelors of Commerce; honors, Accounting and Economics
Aalaap - band and school of music January 2011 - Present
Citi January 2011 - December 2011
Alliance Hospitality Inc. April 2010 - January 2011
EDWARD JONES- INVESTMENTS September 2009 - April 2010
Capital University May 2009 - April 2010
JPMorgan Chase January 2006 - February 2007
Calcutta Belting Company June 2002 - December 2005
Skills
Financial Analysis, Portfolio Management, Accounting, Hedge Funds, Asset Allocation, Accounts Payable, Derivatives, Risk Management, Financial Reporting, Financial Statements, Finance, Corporate Finance, Credit Risk, Fund Administration, Asset Management, Accounts Receivable, Strategic Financial..., Analysis, Forecasting, Competitive Analysis, Banking
Education
Capital University 2008 — 2010
MBA, Finance
Indian Business Academy 2004 — 2006
Post Graduate Diploma, Business (2004-2006); Finance
Calcutta University 2001 — 2004
Bachelors of Commerce; honors, Accounting and Economics
Steven Higgins's Edward Jones Investments Experience February 2006 - September 2010
Job Financial Advisor & Principal Higgins & DeYoung Wealth Strategies
Industry Financial Services
Experience
Higgins & DeYoung Wealth Strategies - Raymond James Financial Services, Inc. September 2010 - Present
Edward Jones Investments February 2006 - September 2010
Country Insurance & Financial Services August 2002 - January 2006
Skills
Retirement Planning, Strategic Financial..., Securities, Investments, Estate Planning, Investment Strategies, Financial Planners, Wealth Management, Finance, Financial Planning, Investment Advisory, Mutual Funds, Financial Advisory, Insurance, Life Insurance..., Financial Services
Education
North Dakota State University 1998 — 2001
College for Financial Planning
Higgins & DeYoung Wealth Strategies - Raymond James Financial Services, Inc. September 2010 - Present
Edward Jones Investments February 2006 - September 2010
Country Insurance & Financial Services August 2002 - January 2006
Skills
Retirement Planning, Strategic Financial..., Securities, Investments, Estate Planning, Investment Strategies, Financial Planners, Wealth Management, Finance, Financial Planning, Investment Advisory, Mutual Funds, Financial Advisory, Insurance, Life Insurance..., Financial Services
Education
North Dakota State University 1998 — 2001
College for Financial Planning
Paul LaGreca's Edward Jones Investments Experience February 2003 - October 2008
Job President & LPL Registered Principal
Industry Investment Management
Experience
LaGreca Wealth Management October 2008 - Present
Edward Jones Investments February 2003 - October 2008
Harborside Healthcare 2001 - 2003
Skills
Investments, Mutual Funds, Securities, Finance, Fixed Annuities, Bonds, Life Insurance, Pensions, Financial Markets, IRAs, Long Term Care Insurance, FINRA
Education
Bentley University 1998 — 2001
LaGreca Wealth Management October 2008 - Present
Edward Jones Investments February 2003 - October 2008
Harborside Healthcare 2001 - 2003
Skills
Investments, Mutual Funds, Securities, Finance, Fixed Annuities, Bonds, Life Insurance, Pensions, Financial Markets, IRAs, Long Term Care Insurance, FINRA
Education
Bentley University 1998 — 2001
Kate Goleba's Edward Jones Investments Experience May 1999 - December 2006
Job Vice President, Client Services Manager
Industry Financial Services
Experience
AMG Funds January 2007 - Present
Edward Jones Investments May 1999 - December 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Asset Allocation, Investment Strategies, Separately Managed..., Equities, Series 63, Series 65, Series 24, Uniform Combined State..., Investment Advisory, Wealth Management, Series 6, Retirement Planning, Alternative Investments, Asset Management, Fixed Income
Education
DePaul University 1997 — 2001
BS, Finance
AMG Funds January 2007 - Present
Edward Jones Investments May 1999 - December 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Asset Allocation, Investment Strategies, Separately Managed..., Equities, Series 63, Series 65, Series 24, Uniform Combined State..., Investment Advisory, Wealth Management, Series 6, Retirement Planning, Alternative Investments, Asset Management, Fixed Income
Education
DePaul University 1997 — 2001
BS, Finance
Jim Kreitler's Edward Jones Investments Experience June 2003 - Present
Job FInancial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 2003 - Present
ABN Amro July 1995 - June 2003
CIBC World Maarkets July 1993 - June 1995
Manufacturers Hanover Ttrust Company June 1991 - June 1993
Education
Columbia University - School of International and Public Affairs 1989 — 1991
M.A., International Political Economy
Hamilton College 1981 — 1985
Edward Jones Investments June 2003 - Present
ABN Amro July 1995 - June 2003
CIBC World Maarkets July 1993 - June 1995
Manufacturers Hanover Ttrust Company June 1991 - June 1993
Education
Columbia University - School of International and Public Affairs 1989 — 1991
M.A., International Political Economy
Hamilton College 1981 — 1985
Eddie Williamson's Edward Jones Investments Experience 2006 - Present
Job Financial Advisor at Edward Jones Investments , AAMS
Industry Financial Services
Experience
Edward Jones Investments 2006 - Present
ISP Sports 2004 - 2006
ESPN 2000 - 2004
Education
Baylor University
Edward Jones Investments 2006 - Present
ISP Sports 2004 - 2006
ESPN 2000 - 2004
Education
Baylor University
Rachel Stein's Edward Jones Investments Experience January 2014 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Higher Education
Experience
Congregation Beth El of Montgomery County January 2015 - Present
Edward Jones Investments January 2014 - Present
Rachel's Rarities April 2011 - Present
Tools In The Shed Tutoring July 2007 - Present
CentroNia August 2012 - March 2013
Servicemembers Opportunity Colleges January 2010 - August 2012
Congregation Beth El of Montgomery County August 2009 - June 2012
Lowell School August 2007 - August 2009
Cooke Center For Learning and Development October 2006 - August 2007
Future Leaders Institute Charter School July 2005 - January 2006
Skills
Curriculum Design, Teachers, Learning Disabilities, Teaching, Curriculum Development, Special Education, Lesson Planning, Non-profits, Tutoring, Community Outreach, Fundraising, Grant Writing, Higher Education, Editing, Literacy, Leadership, Nonprofits, Differentiated...
Education
City University of New York-Hunter College 2004 — 2007
Special Education--Learning Disabilities
Teachers College of Columbia University 1999 — 2003
MA, Curriculum & Teaching--Elementary Education
Brandeis University 1993 — 1997
BA, Psychology; Elementary Education
Congregation Beth El of Montgomery County January 2015 - Present
Edward Jones Investments January 2014 - Present
Rachel's Rarities April 2011 - Present
Tools In The Shed Tutoring July 2007 - Present
CentroNia August 2012 - March 2013
Servicemembers Opportunity Colleges January 2010 - August 2012
Congregation Beth El of Montgomery County August 2009 - June 2012
Lowell School August 2007 - August 2009
Cooke Center For Learning and Development October 2006 - August 2007
Future Leaders Institute Charter School July 2005 - January 2006
Skills
Curriculum Design, Teachers, Learning Disabilities, Teaching, Curriculum Development, Special Education, Lesson Planning, Non-profits, Tutoring, Community Outreach, Fundraising, Grant Writing, Higher Education, Editing, Literacy, Leadership, Nonprofits, Differentiated...
Education
City University of New York-Hunter College 2004 — 2007
Special Education--Learning Disabilities
Teachers College of Columbia University 1999 — 2003
MA, Curriculum & Teaching--Elementary Education
Brandeis University 1993 — 1997
BA, Psychology; Elementary Education
Chrissy LaFreniere's Edward Jones Investments Experience September 2000 - March 2011
Job Licensed Mental Health Counselor at Circles of Care
Industry Mental Health Care
Experience
Circles of Care 2010 - Present
Edward Jones Investments September 2000 - March 2011
Skills
CBT, Group Therapy, Crisis Intervention, Mental Health Counseling, Psychology, Public Speaking, Family Therapy, Case Managment, Psychotherapy, Adolescents, Mental Health
Education
Barry University 2011 — 2014
PhD in Counseling, Concentration on Marriage and Family
Webster University 2008 — 2010
Masters, Counseling
University of Central Florida 2006 — 2008
Bachelor of Arts, Psychology
Circles of Care 2010 - Present
Edward Jones Investments September 2000 - March 2011
Skills
CBT, Group Therapy, Crisis Intervention, Mental Health Counseling, Psychology, Public Speaking, Family Therapy, Case Managment, Psychotherapy, Adolescents, Mental Health
Education
Barry University 2011 — 2014
PhD in Counseling, Concentration on Marriage and Family
Webster University 2008 — 2010
Masters, Counseling
University of Central Florida 2006 — 2008
Bachelor of Arts, Psychology
Matt Fishbune's Edward Jones Investments Experience 2006 - 2013
Job Vice President at Private Equity Group
Industry Venture Capital & Private Equity
Experience
Private Equity Group 2013 - Present
Edward Jones Investments 2006 - 2013
Cygnus Atratus, LLC 2004 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Wisconsin-Madison
BS, Economics
Private Equity Group 2013 - Present
Edward Jones Investments 2006 - 2013
Cygnus Atratus, LLC 2004 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Wisconsin-Madison
BS, Economics
Ronda Antilla's Edward Jones Investments Experience December 1999 - October 2000
Job Experienced Project Management Professional
Industry Management Consulting
Experience
JB Hunt Transport Services, Inc. March 2014 - Present
121 Digital Marketing September 2013 - Present
Clarity Consultants February 2013 - June 2013
Nilfisk-Advance June 2012 - December 2012
IVESCO LLC February 2012 - May 2012
Great Dane Trailers June 2011 - February 2012
Antilla Associates August 2008 - June 2009
Fedex 2001 - 2008
Edward Jones Investments December 1999 - October 2000
Baxter Healthcare October 1998 - December 1999
Skills
Certified Project..., Inventory Control, Six Sigma, MBA, Process Improvement, Program Management, Cross-functional Team..., SAP, Management, Leadership, Project Management, Supply Chain Management, Project Planning, Strategy, Budgets, Purchasing, ERP, Supply Chain, Strategic Planning, Procurement, Operations Management, Contract Negotiation, Logistics, Human Resources, Analysis, Warehousing, Manufacturing, Forecasting, Continuous Improvement, Inventory Management, Visio, Change Management, Process Engineering, Lean Manufacturing, Team Building, Access, Team Leadership, Negotiation, Business Process, Vendor Management, Business Process..., SharePoint, Customer Service, Sales Operations, Transportation, Software Documentation, Marketing, Training, Pricing, Business Analysis
Education
Christian Brothers University 1988 — 1993
MBA, Business Mgmt/Finance
JB Hunt Transport Services, Inc. March 2014 - Present
121 Digital Marketing September 2013 - Present
Clarity Consultants February 2013 - June 2013
Nilfisk-Advance June 2012 - December 2012
IVESCO LLC February 2012 - May 2012
Great Dane Trailers June 2011 - February 2012
Antilla Associates August 2008 - June 2009
Fedex 2001 - 2008
Edward Jones Investments December 1999 - October 2000
Baxter Healthcare October 1998 - December 1999
Skills
Certified Project..., Inventory Control, Six Sigma, MBA, Process Improvement, Program Management, Cross-functional Team..., SAP, Management, Leadership, Project Management, Supply Chain Management, Project Planning, Strategy, Budgets, Purchasing, ERP, Supply Chain, Strategic Planning, Procurement, Operations Management, Contract Negotiation, Logistics, Human Resources, Analysis, Warehousing, Manufacturing, Forecasting, Continuous Improvement, Inventory Management, Visio, Change Management, Process Engineering, Lean Manufacturing, Team Building, Access, Team Leadership, Negotiation, Business Process, Vendor Management, Business Process..., SharePoint, Customer Service, Sales Operations, Transportation, Software Documentation, Marketing, Training, Pricing, Business Analysis
Education
Christian Brothers University 1988 — 1993
MBA, Business Mgmt/Finance
Judy Durand's Edward Jones Investments Experience March 2013 - June 2013
Job Manager at The Old Grist Mill Tavern
Industry Marketing and Advertising
Experience
The Old Grist Mill Tavern July 2014 - Present
j durand business solutions October 2007 - December 2014
Edward Jones Investments March 2013 - June 2013
The Allied Group January 1998 - January 2006
WIMCO Printing Company January 1995 - January 1998
Mercury Print & Mail January 1994 - January 1995
Mercury Print and Mail 1994 - 1995
The Colad Group January 1992 - January 1994
M&F Case Company January 1990 - January 1992
People's Bank, N.A January 1984 - January 1988
Skills
Marketing, Public Speaking, Marketing Strategy, Marketing Communications, Exemplary Customer..., New Business Development, Customer Service, Budgets, Sales Management, Direct Mail, Sales, Project Management, Social Media Marketing, Strategic Planning, Team Building, Sales Operations, Account Management, Corporate Gifts, Social Networking, Management, Direct Marketing, Strategy, Public Relations, Fundraising, Small Business, Direct Sales, Business Development, Training, Packaging, B2B, Offset Printing, Leadership, Brand Development, Team Leadership, Business Strategy, Newsletters, Time Management, Trade Shows, Event Planning, Integrated Marketing, Online Marketing, Entrepreneurship, Start-ups, SEO, Advertising, Social Media, Selling, Lead Generation, Email Marketing, Coaching
Education
Bryant University
Business, Management, Marketing, and Related Support Services
Rhode Island College
Accounting, Marketing and Business Courses
The Old Grist Mill Tavern July 2014 - Present
j durand business solutions October 2007 - December 2014
Edward Jones Investments March 2013 - June 2013
The Allied Group January 1998 - January 2006
WIMCO Printing Company January 1995 - January 1998
Mercury Print & Mail January 1994 - January 1995
Mercury Print and Mail 1994 - 1995
The Colad Group January 1992 - January 1994
M&F Case Company January 1990 - January 1992
People's Bank, N.A January 1984 - January 1988
Skills
Marketing, Public Speaking, Marketing Strategy, Marketing Communications, Exemplary Customer..., New Business Development, Customer Service, Budgets, Sales Management, Direct Mail, Sales, Project Management, Social Media Marketing, Strategic Planning, Team Building, Sales Operations, Account Management, Corporate Gifts, Social Networking, Management, Direct Marketing, Strategy, Public Relations, Fundraising, Small Business, Direct Sales, Business Development, Training, Packaging, B2B, Offset Printing, Leadership, Brand Development, Team Leadership, Business Strategy, Newsletters, Time Management, Trade Shows, Event Planning, Integrated Marketing, Online Marketing, Entrepreneurship, Start-ups, SEO, Advertising, Social Media, Selling, Lead Generation, Email Marketing, Coaching
Education
Bryant University
Business, Management, Marketing, and Related Support Services
Rhode Island College
Accounting, Marketing and Business Courses
Tony Kieffer, CFP(R)'s Edward Jones Investments Experience June 2004 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 2004 - Present
Skills
Mutual Funds, IRAs, 401k Rollovers, Small Business, Life Insurance, Retirement Planning, Series 7, Retirement, Investments, Series 63, Strategic Financial...
Education
Colorado State University 2000 — 2004
B.S., Political Science and Economics
Durham University 2002 — 2003
global political economy
Edward Jones Investments June 2004 - Present
Skills
Mutual Funds, IRAs, 401k Rollovers, Small Business, Life Insurance, Retirement Planning, Series 7, Retirement, Investments, Series 63, Strategic Financial...
Education
Colorado State University 2000 — 2004
B.S., Political Science and Economics
Durham University 2002 — 2003
global political economy
Jack Meece's Edward Jones Investments Experience November 2003 - March 2012
Job Managing Partner at Knox Wealth Partners
Industry Financial Services
Experience
Knox Wealth Partners of LPL Financial October 2014 - Present
Owner/LPL Financial Advisor May 2012 - September 2014
Edward Jones Investments November 2003 - March 2012
Skills
Series 7, Series 66, Life and Health..., Accredited Asset..., Strategic Financial..., Wealth Accumulation..., Risk Management, Estate Planning, Income Replacement..., Uniform Combined State..., Financial Goals, IRAs, 401k Rollovers, Wealth Management, Retirement Planning, Investments
Education
University of Tennessee-Knoxville 1997 — 2001
Bachelor of Science (B.S.), Communications
College for Financial Planning
AAMS
Knox Wealth Partners of LPL Financial October 2014 - Present
Owner/LPL Financial Advisor May 2012 - September 2014
Edward Jones Investments November 2003 - March 2012
Skills
Series 7, Series 66, Life and Health..., Accredited Asset..., Strategic Financial..., Wealth Accumulation..., Risk Management, Estate Planning, Income Replacement..., Uniform Combined State..., Financial Goals, IRAs, 401k Rollovers, Wealth Management, Retirement Planning, Investments
Education
University of Tennessee-Knoxville 1997 — 2001
Bachelor of Science (B.S.), Communications
College for Financial Planning
AAMS
Chassity Smith-Cannon's Edward Jones Investments Experience July 1999 - Present
Job Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments July 1999 - Present
Cha'Mere' Electic Boutique November 2012 - Present
Cannon Properties July 2010 - Present
Dazzle Me Boutique July 2010 - November 2012
Wells Fargo Financial August 1996 - June 1999
Skills
Leadership, Management, Entrepreneurship, Financial Analysis, Finance, Real Estate, Retail, Training, Recruiting, Sales, Budgets, Marketing, Customer Service, Event Planning, Social Media, Team Building, Public Relations, Microsoft Office, Social Media Marketing, Public Speaking, Strategic Planning, Event Management, Small Business, Credit, Negotiation, Advertising, Social Networking, Loans, Credit Counseling, Budgeting, Fundraising
Education
Penn State University 1992 — 1993
Bachelor of Science (BS), Fashion/Apparel Design, 4.0
The University of Southern Mississippi 1990 — 1992
The University of the Arts
Associates, Fashion Design and Merchandising
Copiah-Lincoln Community College 1990 — 1991
Various
Edward Jones Investments July 1999 - Present
Cha'Mere' Electic Boutique November 2012 - Present
Cannon Properties July 2010 - Present
Dazzle Me Boutique July 2010 - November 2012
Wells Fargo Financial August 1996 - June 1999
Skills
Leadership, Management, Entrepreneurship, Financial Analysis, Finance, Real Estate, Retail, Training, Recruiting, Sales, Budgets, Marketing, Customer Service, Event Planning, Social Media, Team Building, Public Relations, Microsoft Office, Social Media Marketing, Public Speaking, Strategic Planning, Event Management, Small Business, Credit, Negotiation, Advertising, Social Networking, Loans, Credit Counseling, Budgeting, Fundraising
Education
Penn State University 1992 — 1993
Bachelor of Science (BS), Fashion/Apparel Design, 4.0
The University of Southern Mississippi 1990 — 1992
The University of the Arts
Associates, Fashion Design and Merchandising
Copiah-Lincoln Community College 1990 — 1991
Various
Casi Kostecki's Edward Jones Investments Experience January 2005 - January 2012
Job Entrepreneur at Casi K Enterprises
Industry Financial Services
Experience
Casi K Enterprises June 2012 - Present
Edward Jones Investments January 2005 - January 2012
Skills
Web Development
Education
City University of New York-Hunter College 1960 — 1964
Bachelor's degree, Geography
Casi K Enterprises June 2012 - Present
Edward Jones Investments January 2005 - January 2012
Skills
Web Development
Education
City University of New York-Hunter College 1960 — 1964
Bachelor's degree, Geography
Mary Ellen Dreutzer's Edward Jones Investments Experience January 1995 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments January 1995 - Present
Skills
Event Planning
Education
Carroll University 1984 — 1988
BS, Psychology & Communication
Edward Jones Investments January 1995 - Present
Skills
Event Planning
Education
Carroll University 1984 — 1988
BS, Psychology & Communication
Bill Lockhart's Edward Jones Investments Experience July 2001 - Present
Job Financial Adviser, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments July 2001 - Present
Napa Sunrise Rotary Club 2001 - Present
Junior Achievement 2004 - 2011
AUSTAR Ppty, Australia 1995 - 1999
Skills
Musician, Teaching, Public Speaking, Strategic Planning, Customer Service, Business Strategy, Small Business, Retirement Planning, Investment Advisory, Wealth Management, Research, Budgets, Business Development, Business Planning, Coaching, Entrepreneurship, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Investments, Life Insurance, Marketing Strategy, Microsoft Excel, Retirement, Risk Management, Sales, Series 7, Strategic Financial..., Theatre, Time Management, Motivational Speaking, Sales Management
Education
College of Financial Planning 2009 — 2010
Accredited Asset Management Specialist, Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 1972 — 1976
BA, AAMS, Finance and Marketing
Edward Jones Investments July 2001 - Present
Napa Sunrise Rotary Club 2001 - Present
Junior Achievement 2004 - 2011
AUSTAR Ppty, Australia 1995 - 1999
Skills
Musician, Teaching, Public Speaking, Strategic Planning, Customer Service, Business Strategy, Small Business, Retirement Planning, Investment Advisory, Wealth Management, Research, Budgets, Business Development, Business Planning, Coaching, Entrepreneurship, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Investments, Life Insurance, Marketing Strategy, Microsoft Excel, Retirement, Risk Management, Sales, Series 7, Strategic Financial..., Theatre, Time Management, Motivational Speaking, Sales Management
Education
College of Financial Planning 2009 — 2010
Accredited Asset Management Specialist, Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 1972 — 1976
BA, AAMS, Finance and Marketing
Dianna Davis's Edward Jones Investments Experience July 2003 - March 2004
Job Senior Fee Based Account Administration Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2010 - Present
HOGAN FINANCIAL MANAGEMENT January 2009 - April 2010
J.P. Morgan April 2007 - October 2008
Goldman Sachs via Mandrill Media Group July 2005 - April 2007
Goldman Sachs July 2005 - March 2007
DIANNA DAVIS June 2004 - March 2005
EDWARD JONES INVESTMENTS July 2003 - March 2004
BANK OF NEW January 1999 - January 2003
Skills
Finance, Banking
Education
Cornell College
Bachelor, Special Studies; Economics, Business, and Art
Robert W. Baird & Co. November 2010 - Present
HOGAN FINANCIAL MANAGEMENT January 2009 - April 2010
J.P. Morgan April 2007 - October 2008
Goldman Sachs via Mandrill Media Group July 2005 - April 2007
Goldman Sachs July 2005 - March 2007
DIANNA DAVIS June 2004 - March 2005
EDWARD JONES INVESTMENTS July 2003 - March 2004
BANK OF NEW January 1999 - January 2003
Skills
Finance, Banking
Education
Cornell College
Bachelor, Special Studies; Economics, Business, and Art
Dianna Wilson's Edward Jones Investments Experience October 1987 - October 1994
Job Senior Technical Writer/Business Process Consultant at
Industry Health, Wellness and Fitness
Experience
Camillus Security September 2004 - Present
Wings of Healing January 1999 - August 2010
Edward Jones Investments October 1987 - October 1994
United Bank of Denver, N.A. 1986 - 1993
Skills
Training, Team Building, Coaching, Accounts Payable, ISO 27001, Microsoft Word, Microsoft Excel, Marketing, Project Management, Editing, Technical Writing, Social Media Marketing, Public Speaking, Social Networking, Healthcare, Customer Service, Social Media, Nonprofits, Microsoft Office, Small Business, PowerPoint, Strategic Planning
Education
Boulder College of Massage Therapy 1999 — 2001
AOS, Extensive studies in massage therapy and body modalities, Graduated with Honors
Western Kentucky University 1979 — 1982
Major: English & Psychology
Boulder College of Massage Therapy
Associates of Occupational Sciences, A
Camillus Security September 2004 - Present
Wings of Healing January 1999 - August 2010
Edward Jones Investments October 1987 - October 1994
United Bank of Denver, N.A. 1986 - 1993
Skills
Training, Team Building, Coaching, Accounts Payable, ISO 27001, Microsoft Word, Microsoft Excel, Marketing, Project Management, Editing, Technical Writing, Social Media Marketing, Public Speaking, Social Networking, Healthcare, Customer Service, Social Media, Nonprofits, Microsoft Office, Small Business, PowerPoint, Strategic Planning
Education
Boulder College of Massage Therapy 1999 — 2001
AOS, Extensive studies in massage therapy and body modalities, Graduated with Honors
Western Kentucky University 1979 — 1982
Major: English & Psychology
Boulder College of Massage Therapy
Associates of Occupational Sciences, A
Jeff Burdick's Edward Jones Investments Experience January 2006 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 2006 - Present
AstraZeneca Pharmaceuticals 2001 - 2005
AstraMerck 1990 - 1993
Skills
Strategic Financial..., Long-term Care, Institutional Sales, Investments, Strategic Planning, Insurance, Asset Allocation, Budgets, Portfolio Management, Wealth Management, Sales, Retirement Planning, Series 7, Finance, Mutual Funds, Project Management, Product Launch, Financial Risk, Uniform Combined State...
Education
Idaho State University 1984 — 1987
MBA
Brigham Young University 1981 — 1984
B.S., Finance
Edward Jones Investments January 2006 - Present
AstraZeneca Pharmaceuticals 2001 - 2005
AstraMerck 1990 - 1993
Skills
Strategic Financial..., Long-term Care, Institutional Sales, Investments, Strategic Planning, Insurance, Asset Allocation, Budgets, Portfolio Management, Wealth Management, Sales, Retirement Planning, Series 7, Finance, Mutual Funds, Project Management, Product Launch, Financial Risk, Uniform Combined State...
Education
Idaho State University 1984 — 1987
MBA
Brigham Young University 1981 — 1984
B.S., Finance
Tony Toombs's Edward Jones Investments Experience April 1996 - June 2001
Job Financial Advisor
Industry Financial Services
Experience
WealthSpan Financial Group March 2015 - Present
Royal Alliance Associates INC March 2005 - July 2014
Hartford Equity Sales Company, Inc September 2003 - March 2005
Raymond James Financial - Jansson Financial Services June 2001 - September 2003
Edward Jones Investments April 1996 - June 2001
Atlanta Motor Lines October 1994 - March 1996
Education
Kennesaw State University 1986 — 1989
BBA, Finance
Columbia State Community College 1985 — 1986
Roswell High School 1980 — 1985
High School Diploma
WealthSpan Financial Group March 2015 - Present
Royal Alliance Associates INC March 2005 - July 2014
Hartford Equity Sales Company, Inc September 2003 - March 2005
Raymond James Financial - Jansson Financial Services June 2001 - September 2003
Edward Jones Investments April 1996 - June 2001
Atlanta Motor Lines October 1994 - March 1996
Education
Kennesaw State University 1986 — 1989
BBA, Finance
Columbia State Community College 1985 — 1986
Roswell High School 1980 — 1985
High School Diploma
Don Barton MBA / BSN / RRT's Edward Jones Investments Experience January 1995 - January 1997
Job Director of Purchasing and Supply Chain Solutions at Major Hospital
Industry Hospital & Health Care
Experience
Major Health Partners June 2001 - Present
Major Hospital June 2001 - Present
Major Health Partners January 2001 - Present
Major Hospital June 2004 - August 2006
Major Hospital June 2001 - August 2006
Major Hospital March 2003 - August 2004
Major Hospital January 2001 - May 2003
Edward Jones Investments January 1995 - January 1997
St. Francis Hospital January 1986 - January 1995
Education
Indiana Wesleyan University 2006 — 2008
MBA, Business with Health Care Administration Concentration
Indiana University-Purdue University at Indianapolis 2000 — 2003
BSN, Nursing
Ball State University 1984 — 1986
ASN, Cardio-Pulmonary Sciences / Respiratory Therapy
Ball State University
Associate of Science, Cardio-Respiratory Sciences
Indiana University
Bachelors, Science Nursing
Indiana Wesleyan University
Masters of Business Administration (MBA) September 2008, Health Care Administration
Major Health Partners June 2001 - Present
Major Hospital June 2001 - Present
Major Health Partners January 2001 - Present
Major Hospital June 2004 - August 2006
Major Hospital June 2001 - August 2006
Major Hospital March 2003 - August 2004
Major Hospital January 2001 - May 2003
Edward Jones Investments January 1995 - January 1997
St. Francis Hospital January 1986 - January 1995
Education
Indiana Wesleyan University 2006 — 2008
MBA, Business with Health Care Administration Concentration
Indiana University-Purdue University at Indianapolis 2000 — 2003
BSN, Nursing
Ball State University 1984 — 1986
ASN, Cardio-Pulmonary Sciences / Respiratory Therapy
Ball State University
Associate of Science, Cardio-Respiratory Sciences
Indiana University
Bachelors, Science Nursing
Indiana Wesleyan University
Masters of Business Administration (MBA) September 2008, Health Care Administration
Dr. David La Rue's Edward Jones Investments Experience January 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments January 2010 - Present
American Innovative Resources 1989 - Present
Degussa 1993 - 2005
Central Soya-Stutts 1990 - 1993
Skills
Agriculture, Government, Agribusiness, Management, Operations Management, Strategic Planning, Educational Leadership, Mining, Forestry, Innovation Consulting, Sustainable Agriculture, Animal Nutrition, Swine, Beef Cattle, Poultry, Goats, Sheep, Marketing, Business Strategy, Fixed Annuities, Mutual Funds, Business Planning, Real Estate, Budgets, Project Planning, Risk Management, AAMS, Investments, Saving for Education, Finance, SEP IRA, Farms, Insurance, Commodity, Mergers & Acquisitions, Tax Free Income, International Business, Entrepreneurship, Rollovers, Strategy, Water Resources, Exotic Animals, Amino Acids, Mineral Nutrition, Range Management, Physiology
Education
Texas A&M University 1981 — 1985
Ph.D., M.S., Animal Nutrition & Physiology
California Polytechnic State University-San Luis Obispo 1977 — 1981
B.S., Animal Sciences
Hemet HS
Edward Jones Investments January 2010 - Present
American Innovative Resources 1989 - Present
Degussa 1993 - 2005
Central Soya-Stutts 1990 - 1993
Skills
Agriculture, Government, Agribusiness, Management, Operations Management, Strategic Planning, Educational Leadership, Mining, Forestry, Innovation Consulting, Sustainable Agriculture, Animal Nutrition, Swine, Beef Cattle, Poultry, Goats, Sheep, Marketing, Business Strategy, Fixed Annuities, Mutual Funds, Business Planning, Real Estate, Budgets, Project Planning, Risk Management, AAMS, Investments, Saving for Education, Finance, SEP IRA, Farms, Insurance, Commodity, Mergers & Acquisitions, Tax Free Income, International Business, Entrepreneurship, Rollovers, Strategy, Water Resources, Exotic Animals, Amino Acids, Mineral Nutrition, Range Management, Physiology
Education
Texas A&M University 1981 — 1985
Ph.D., M.S., Animal Nutrition & Physiology
California Polytechnic State University-San Luis Obispo 1977 — 1981
B.S., Animal Sciences
Hemet HS
Aileen Wilson's Edward Jones Investments Experience September 2010 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones Investments September 2010 - Present
The Dow Chemical Company January 2006 - September 2010
Kelly Services June 2002 - January 2006
Brazosport Memorial Hospital May 2001 - May 2002
The Dow Chemical Company May 2000 - May 2001
Skills
Administrative..., Administrative Functions, Administrative..., Administrative..., Administrative Processes, Administrative Work, Certified..., Customer-focused Service, Easily Adaptable, Exceptionally well..., Expense Reports, General Administrative..., Human Resources, Labor Relations, Large-scale Event..., Mentoring New Hires, Microsoft Office 2007, Multi Tasking, Notary Public, Note Taking, Office Management, Peer Mentoring, People-oriented, PeopleSoft, QuickBooks, Recruiting, Safety, Skilled Multi-tasker, Team Leadership, Trade Shows, Travel Arrangements, Treasurers, Volunteering, Workforce Planning, Chemical Industry, Investment Management..., Calendaring, Leadership, Calendars, Data Entry, Large Scale Events, Management, Office Administration, Administrative..., Customer Service
Education
Brazosport College
Associate of Applied Science, Office Management
Edward Jones Investments September 2010 - Present
The Dow Chemical Company January 2006 - September 2010
Kelly Services June 2002 - January 2006
Brazosport Memorial Hospital May 2001 - May 2002
The Dow Chemical Company May 2000 - May 2001
Skills
Administrative..., Administrative Functions, Administrative..., Administrative..., Administrative Processes, Administrative Work, Certified..., Customer-focused Service, Easily Adaptable, Exceptionally well..., Expense Reports, General Administrative..., Human Resources, Labor Relations, Large-scale Event..., Mentoring New Hires, Microsoft Office 2007, Multi Tasking, Notary Public, Note Taking, Office Management, Peer Mentoring, People-oriented, PeopleSoft, QuickBooks, Recruiting, Safety, Skilled Multi-tasker, Team Leadership, Trade Shows, Travel Arrangements, Treasurers, Volunteering, Workforce Planning, Chemical Industry, Investment Management..., Calendaring, Leadership, Calendars, Data Entry, Large Scale Events, Management, Office Administration, Administrative..., Customer Service
Education
Brazosport College
Associate of Applied Science, Office Management
Debbie Knapp's Edward Jones Investments Experience January 2004 - October 2004
Job Consumer Loan Underwriter at Pacific Cascade Federal Credit Union
Industry Banking
Experience
Pacific Cascade Federal Credit Union May 2013 - Present
Pacific Cascade Federal Credit Union August 2012 - May 2013
Telesis Community Credit Union March 2011 - May 2012
Telesis Community Credit Union September 2006 - September 2010
Telesis Community Credit Union January 2006 - September 2006
Countrywide Home Loans June 2005 - January 2006
Countrywide Home Loans February 2005 - June 2005
PeopleQuest Inc October 2004 - February 2005
Edward Jones Investments January 2004 - October 2004
Chetco Federal Credit Union January 2001 - November 2003
Skills
Loans, Banking, Customer Service, Microsoft Excel, Microsoft Word, Credit, Human Resources, Microsoft Office, Mortgage Lending, Loan Origination, Credit Unions, Management, Policy, Strategic Planning, Process Improvement, Team Building, Budgets, Coaching, Training, Commercial Lending, Marketing, Risk Management, Mortgage Banking, Sales, Business Development, Consumer Lending, Bank Secrecy Act, Call Centers, Retail Banking
Education
College of the Redwoods 1985 — 1986
Pacific Cascade Federal Credit Union May 2013 - Present
Pacific Cascade Federal Credit Union August 2012 - May 2013
Telesis Community Credit Union March 2011 - May 2012
Telesis Community Credit Union September 2006 - September 2010
Telesis Community Credit Union January 2006 - September 2006
Countrywide Home Loans June 2005 - January 2006
Countrywide Home Loans February 2005 - June 2005
PeopleQuest Inc October 2004 - February 2005
Edward Jones Investments January 2004 - October 2004
Chetco Federal Credit Union January 2001 - November 2003
Skills
Loans, Banking, Customer Service, Microsoft Excel, Microsoft Word, Credit, Human Resources, Microsoft Office, Mortgage Lending, Loan Origination, Credit Unions, Management, Policy, Strategic Planning, Process Improvement, Team Building, Budgets, Coaching, Training, Commercial Lending, Marketing, Risk Management, Mortgage Banking, Sales, Business Development, Consumer Lending, Bank Secrecy Act, Call Centers, Retail Banking
Education
College of the Redwoods 1985 — 1986
Brand Hosford's Edward Jones Investments Experience January 2013 - July 2013
Job Senior Credit Portfolio Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation March 2014 - Present
U.S. Financial Services and Banking July 2013 - March 2014
Edward Jones Investments January 2013 - July 2013
US Bank National Association February 2003 - July 2012
Wachovia Bank November 1999 - February 2003
First Union National Bank March 1996 - November 1999
PNC Bank September 1991 - March 1996
Skills
Portfolio Management, Credit Analysis, Corporate Lending, Commercial Lending, Loans, Risk Management, Securitization, CDO, Team Mgmt, Business Development, Structured Finance, Finance, Fixed Income, Financial Analysis, Financial Risk, Financial Services, Relationship Mgmt, Commercial Banking, Series 7, Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University
Bachelor of Arts (B.A.), Economics
Regions Financial Corporation March 2014 - Present
U.S. Financial Services and Banking July 2013 - March 2014
Edward Jones Investments January 2013 - July 2013
US Bank National Association February 2003 - July 2012
Wachovia Bank November 1999 - February 2003
First Union National Bank March 1996 - November 1999
PNC Bank September 1991 - March 1996
Skills
Portfolio Management, Credit Analysis, Corporate Lending, Commercial Lending, Loans, Risk Management, Securitization, CDO, Team Mgmt, Business Development, Structured Finance, Finance, Fixed Income, Financial Analysis, Financial Risk, Financial Services, Relationship Mgmt, Commercial Banking, Series 7, Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University
Bachelor of Arts (B.A.), Economics
Sean McClay's Edward Jones Investments Experience November 2005 - June 2009
Job Owner/ Chief Investment Officer at STM Asset Management
Industry Investment Management
Experience
STM Asset Management June 2009 - Present
Edward Jones Investments November 2005 - June 2009
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Strategic Financial..., Retirement, Series 63, Estate Planning, Financial Analysis, Finance, Financial Modeling, Risk Management
Education
Auburn University 1996 — 2000
BS, Finance
Chelsea High School 1992 — 1996
STM Asset Management June 2009 - Present
Edward Jones Investments November 2005 - June 2009
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Strategic Financial..., Retirement, Series 63, Estate Planning, Financial Analysis, Finance, Financial Modeling, Risk Management
Education
Auburn University 1996 — 2000
BS, Finance
Chelsea High School 1992 — 1996
Trey Kerr's Edward Jones Investments Experience December 2007 - September 2008
Job Police Officer
Industry Law Enforcement
Experience
Haltom City August 2010 - Present
Ahern Rentals September 2009 - January 2011
United Rentals September 2008 - September 2009
Edward Jones Investments December 2007 - September 2008
United Rentals April 2006 - December 2007
at&t May 1997 - April 2006
United States Army Reserve March 1997 - June 2000
Miller Dist. Of Dallas January 1997 - May 1997
United States Army March 1994 - December 1996
Education
Austin Peay State University
Dallas County Community College
Business
Tarrant County College
Business
Haltom City August 2010 - Present
Ahern Rentals September 2009 - January 2011
United Rentals September 2008 - September 2009
Edward Jones Investments December 2007 - September 2008
United Rentals April 2006 - December 2007
at&t May 1997 - April 2006
United States Army Reserve March 1997 - June 2000
Miller Dist. Of Dallas January 1997 - May 1997
United States Army March 1994 - December 1996
Education
Austin Peay State University
Dallas County Community College
Business
Tarrant County College
Business
Sandy Whitehead's Edward Jones Investments Experience May 2014 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments May 2014 - Present
Edward Jones July 2007 - June 2014
Menard, Inc. March 2008 - November 2010
Peoria Public Schools February 2006 - May 2008
Sioux City Community Schools September 2003 - August 2005
At Home 1995 - 2003
North Country Hospital June 1993 - April 1995
American Cancer Society May 1984 - August 1992
Skills
Sales, Management, Public Relations, Time Management, Customer Service, Public Speaking
Education
Brigham Young University 1979 — 1983
MHEd, Community Health Education, 3.8 GPA
Westbrook College 1976 — 1978
Associate of Science (A.S.), Medical/Clinical Assistant, 3.1 GPA
Edward Jones Investments May 2014 - Present
Edward Jones July 2007 - June 2014
Menard, Inc. March 2008 - November 2010
Peoria Public Schools February 2006 - May 2008
Sioux City Community Schools September 2003 - August 2005
At Home 1995 - 2003
North Country Hospital June 1993 - April 1995
American Cancer Society May 1984 - August 1992
Skills
Sales, Management, Public Relations, Time Management, Customer Service, Public Speaking
Education
Brigham Young University 1979 — 1983
MHEd, Community Health Education, 3.8 GPA
Westbrook College 1976 — 1978
Associate of Science (A.S.), Medical/Clinical Assistant, 3.1 GPA
Scott Matteson's Edward Jones Investments Experience February 2010 - November 2010
Job Extension educator
Industry Financial Services
Experience
Michigan State University Extension May 2014 - Present
First Federal of Northern Michigan April 2012 - January 2014
Moran Iron Works, Inc. May 2011 - 2012
Moran Iron Works, Inc. May 2011 - 2012
Edward Jones Investments February 2010 - November 2010
Northeast Michigan Affordable Housing February 2009 - February 2010
Premium Sound Inc February 2007 - February 2009
Omni Metalcraft Corp January 1995 - January 2006
Skills
Customer Service, Process Scheduler, Team Building, Microsoft Office, Project Management, Time Management, Inventory Management, Negotiation, Management, Project Planning, Microsoft Excel, Training, Sales Management, Human Resources, Analysis, Sales, Team Leadership, Public Speaking, Nonprofits, Strategic Planning, Leadership Development, Leadership
Education
Northwood University 2008 — 2010
Master, Business Administration, 3.55
Northwood University 2007 — 2008
Bachelor, Business Administration
Alpena Community College
Associate; Associate, Applied Science - Drafting & Design; Applied Science - Concrete Technology
Michigan State University Extension May 2014 - Present
First Federal of Northern Michigan April 2012 - January 2014
Moran Iron Works, Inc. May 2011 - 2012
Moran Iron Works, Inc. May 2011 - 2012
Edward Jones Investments February 2010 - November 2010
Northeast Michigan Affordable Housing February 2009 - February 2010
Premium Sound Inc February 2007 - February 2009
Omni Metalcraft Corp January 1995 - January 2006
Skills
Customer Service, Process Scheduler, Team Building, Microsoft Office, Project Management, Time Management, Inventory Management, Negotiation, Management, Project Planning, Microsoft Excel, Training, Sales Management, Human Resources, Analysis, Sales, Team Leadership, Public Speaking, Nonprofits, Strategic Planning, Leadership Development, Leadership
Education
Northwood University 2008 — 2010
Master, Business Administration, 3.55
Northwood University 2007 — 2008
Bachelor, Business Administration
Alpena Community College
Associate; Associate, Applied Science - Drafting & Design; Applied Science - Concrete Technology
Linda Lumbra's Edward Jones Investments Experience January 2005 - January 2009
Job Office Manager at Phoenix Physical Therapy, PLC
Industry Financial Services
Experience
Phoenix Physical Therapy, PLC April 2014 - Present
Vermont Associates January 2012 - Present
Spherion Staffing January 2010 - January 2011
Ameriprise Financial January 2010 - January 2011
Edward Jones Investments January 2005 - January 2009
Valley Snack Service January 1992 - January 2005
Skills
Administrative..., Office Administration, Customer Service, Outlook, Event Planning, Microsoft Excel, Data Entry, Retirement Planning, Microsoft Office, PowerPoint, Mutual Funds, Employee Benefits, Series 7, Microsoft Word, Investments, 401k, Insurance, Payroll, Time Management, Wealth Management, Public Speaking
Education
Community College of Vermont
Business
Winooski High School
High School Diploma
Phoenix Physical Therapy, PLC April 2014 - Present
Vermont Associates January 2012 - Present
Spherion Staffing January 2010 - January 2011
Ameriprise Financial January 2010 - January 2011
Edward Jones Investments January 2005 - January 2009
Valley Snack Service January 1992 - January 2005
Skills
Administrative..., Office Administration, Customer Service, Outlook, Event Planning, Microsoft Excel, Data Entry, Retirement Planning, Microsoft Office, PowerPoint, Mutual Funds, Employee Benefits, Series 7, Microsoft Word, Investments, 401k, Insurance, Payroll, Time Management, Wealth Management, Public Speaking
Education
Community College of Vermont
Business
Winooski High School
High School Diploma
Jonathan Dvorak's Edward Jones Investments Experience January 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments January 2010 - Present
Thompson Construction August 2009 - January 2010
Carr, Riggs & Ingram, LLC February 2009 - July 2009
Education
Auburn University 2006 — 2008
BSBA, Accounting
Edward Jones Investments January 2010 - Present
Thompson Construction August 2009 - January 2010
Carr, Riggs & Ingram, LLC February 2009 - July 2009
Education
Auburn University 2006 — 2008
BSBA, Accounting
Valerie Graves's Edward Jones Investments Experience June 2008 - Present
Job Senior Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 2008 - Present
Cornerstone Presbyterian Church May 1998 - May 2008
Education
Clemson University
English literature
Edward Jones Investments June 2008 - Present
Cornerstone Presbyterian Church May 1998 - May 2008
Education
Clemson University
English literature
Matt Plocher's Edward Jones Investments Experience July 2001 - January 2007
Job Coal/Diesel Trader at Ameren Energy Marketing
Industry Utilities
Experience
Ameren Energy Marketing June 2012 - Present
Ameren Energy Marketing January 2011 - Present
Ameren Energy Fuels & Services August 2008 - December 2010
Ameren UE January 2007 - August 2008
Edward Jones Investments July 2001 - January 2007
Skills
Contract Negotiation, Energy, Finance, Financial Markets, Fixed Income, Leadership, Hedging, Management, Marketing, Microsoft Excel, Natural Gas, Negotiation, Options, Analysis, Bonds, Coal, Commodity, Commodity Markets, Contract Management, Power Generation, Power Plants, Power Trading, Process Improvement, Procurement, Project Planning, Risk Management, Sales, Sarbanes-Oxley Act, Trading
Education
Bradley 1997 — 2001
Bradley University
Bachelor of Science, Business Finance; Business and Administration
Ameren Energy Marketing June 2012 - Present
Ameren Energy Marketing January 2011 - Present
Ameren Energy Fuels & Services August 2008 - December 2010
Ameren UE January 2007 - August 2008
Edward Jones Investments July 2001 - January 2007
Skills
Contract Negotiation, Energy, Finance, Financial Markets, Fixed Income, Leadership, Hedging, Management, Marketing, Microsoft Excel, Natural Gas, Negotiation, Options, Analysis, Bonds, Coal, Commodity, Commodity Markets, Contract Management, Power Generation, Power Plants, Power Trading, Process Improvement, Procurement, Project Planning, Risk Management, Sales, Sarbanes-Oxley Act, Trading
Education
Bradley 1997 — 2001
Bradley University
Bachelor of Science, Business Finance; Business and Administration
Wendy Beserra's Edward Jones Investments Experience 1998 - Present
Job Financial Advisor/ Wealth Manager at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 1998 - Present
Western New Mexico University March 1984 - July 1990
Skills
Wealth Management, Retirement Income..., Investment Advisory, Financial Planning
Education
New Mexico State University
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Arizona State University 1965 — 1969
Bachelor of Arts (B.A.), English Education
Loyola Chicago, Rome Center 1967 — 1968
Western New Mexico University
Master of Arts (MA), English Literature (British and Commonwealth)
Edward Jones Investments 1998 - Present
Western New Mexico University March 1984 - July 1990
Skills
Wealth Management, Retirement Income..., Investment Advisory, Financial Planning
Education
New Mexico State University
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
Arizona State University 1965 — 1969
Bachelor of Arts (B.A.), English Education
Loyola Chicago, Rome Center 1967 — 1968
Western New Mexico University
Master of Arts (MA), English Literature (British and Commonwealth)
Matt Plocher's Edward Jones Investments Experience July 2001 - January 2007
Job General Executive Emissions Control Commodities at Ameren
Industry Utilities
Experience
Ameren Energy Marketing June 2012 - Present
Ameren January 2011 - May 2012
Ameren Energy Fuels & Services August 2008 - December 2010
Ameren UE January 2007 - August 2008
Edward Jones Investments July 2001 - January 2007
Skills
Energy Markets
Education
Bradley University
Bachelor of Science, Business Finance; Business and Administration
Ameren Energy Marketing June 2012 - Present
Ameren January 2011 - May 2012
Ameren Energy Fuels & Services August 2008 - December 2010
Ameren UE January 2007 - August 2008
Edward Jones Investments July 2001 - January 2007
Skills
Energy Markets
Education
Bradley University
Bachelor of Science, Business Finance; Business and Administration
James Goodnight's Edward Jones Investments Experience January 2010 - April 2010
Job Manager at Family Video
Industry Retail
Experience
Family Video June 2012 - Present
Albion College August 2007 - May 2011
Edward Jones Investments January 2010 - April 2010
Education
Albion College 2007 — 2011
Bachelor of Arts, Economics & Management and Music
Family Video June 2012 - Present
Albion College August 2007 - May 2011
Edward Jones Investments January 2010 - April 2010
Education
Albion College 2007 — 2011
Bachelor of Arts, Economics & Management and Music
Scott Christian's Edward Jones Investments Experience May 2005 - April 2008
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2009 - November 2011
Allstate Investments, LLC, September 2008 - May 2009
Edward Jones Investments May 2005 - April 2008
Charles Schwab 1999 - 2001
Skills
Retirement Planning, Mutual Funds
Education
Arizona State University
BS, Sociology
VALIC May 2009 - November 2011
Allstate Investments, LLC, September 2008 - May 2009
Edward Jones Investments May 2005 - April 2008
Charles Schwab 1999 - 2001
Skills
Retirement Planning, Mutual Funds
Education
Arizona State University
BS, Sociology
Ellen Skye's Edward Jones Investments Experience March 2010 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments March 2010 - Present
Commercial Real Estate Tax Analysts, Inc August 1994 - March 2010
Navistar, Inc September 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, English, Outlook, Windows, Public Speaking, Editing, Negotiation, Photography
Education
Boston University 1968 — 1972
Bachelor of Fine Arts (BFA), Theater
Edward Jones Investments March 2010 - Present
Commercial Real Estate Tax Analysts, Inc August 1994 - March 2010
Navistar, Inc September 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, English, Outlook, Windows, Public Speaking, Editing, Negotiation, Photography
Education
Boston University 1968 — 1972
Bachelor of Fine Arts (BFA), Theater
Kathy Cristaldi's Edward Jones Investments Experience August 2007 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments August 2007 - Present
Skills
Series 7, Mutual Funds, Administrative..., Office Management, Retirement Planning, Securities, Office Administration, Insurance, Spreadsheets, Outlook, Investments, Retirement
Education
Daytona Beach Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Paralegal Studies
County College of Morris 1996 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Edward Jones Investments August 2007 - Present
Skills
Series 7, Mutual Funds, Administrative..., Office Management, Retirement Planning, Securities, Office Administration, Insurance, Spreadsheets, Outlook, Investments, Retirement
Education
Daytona Beach Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Paralegal Studies
County College of Morris 1996 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ling Xu's Edward Jones Investments Experience May 2011 - May 2011
Job Financial Services Assurance at EY
Industry Accounting
Experience
EY August 2015 - Present
Boston College Law School September 2013 - June 2015
EY June 2014 - August 2014
Bullhorn May 2013 - August 2013
Bullhorn September 2012 - December 2012
Materion Corporation July 2011 - January 2012
Edward Jones Investments May 2011 - May 2011
Skills
Market Research, Customer Service, Microsoft Excel, Financial Reporting, PowerPoint, CRM, Technical Documentation, Social Media, Morningstar, Lotus, Engineering..., Data Entry, Financial Analysis, Financial Accounting, Internal Audit, Microsoft Word
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.)
Acton-Boxborough Regional High School
EY August 2015 - Present
Boston College Law School September 2013 - June 2015
EY June 2014 - August 2014
Bullhorn May 2013 - August 2013
Bullhorn September 2012 - December 2012
Materion Corporation July 2011 - January 2012
Edward Jones Investments May 2011 - May 2011
Skills
Market Research, Customer Service, Microsoft Excel, Financial Reporting, PowerPoint, CRM, Technical Documentation, Social Media, Morningstar, Lotus, Engineering..., Data Entry, Financial Analysis, Financial Accounting, Internal Audit, Microsoft Word
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.)
Acton-Boxborough Regional High School
Ashlee Wilson's Edward Jones Investments Experience February 2006 - Present
Job Family Heritage Life, personal sales agent
Industry Insurance
Experience
Family Heritage Life August 2012 - Present
Edward Jones Investments February 2006 - Present
Skills
Protecting Families, Insurance, Preparing for the future, Term Life Insurance, Microsoft Excel, Life Insurance
Education
Del Mar College
Family Heritage Life August 2012 - Present
Edward Jones Investments February 2006 - Present
Skills
Protecting Families, Insurance, Preparing for the future, Term Life Insurance, Microsoft Excel, Life Insurance
Education
Del Mar College
Curtis Hicks's Edward Jones Investments Experience May 2004 - May 2007
Job Sales Consultant at AmeriPride Services
Industry Facilities Services
Experience
AmeriPride Services March 2012 - Present
Wichita Business Journal May 2007 - March 2012
Edward Jones Investments May 2004 - May 2007
Skills
Sales Presentations, Sales Process, Fact Finding, Building Relationships, Mathematics, Account Management, Investment Strategies, Analytics, Customer Service, Sales Management, Motivated self-starter, Self Management, Organization, Flexibility, Working Smarter, Competitive, Reasoning Skills, Qualifying Prospects, Negotiation, Cold Calling, Customer Satisfaction, Sales Operations, B2B, Team Building, Contract Negotiation, Direct Sales, New Business Development, Marketing Strategy, Relationship Building
Education
Butler County Community College
Cowley College
AmeriPride Services March 2012 - Present
Wichita Business Journal May 2007 - March 2012
Edward Jones Investments May 2004 - May 2007
Skills
Sales Presentations, Sales Process, Fact Finding, Building Relationships, Mathematics, Account Management, Investment Strategies, Analytics, Customer Service, Sales Management, Motivated self-starter, Self Management, Organization, Flexibility, Working Smarter, Competitive, Reasoning Skills, Qualifying Prospects, Negotiation, Cold Calling, Customer Satisfaction, Sales Operations, B2B, Team Building, Contract Negotiation, Direct Sales, New Business Development, Marketing Strategy, Relationship Building
Education
Butler County Community College
Cowley College
Joe Greenway's Edward Jones Investments Experience September 2008 - August 2009
Job Territory Manager Worthington Industries
Industry Mining & Metals
Experience
Worthington Steel November 2009 - Present
Worthington Steel November 2009 - December 2011
Edward Jones Investments September 2008 - August 2009
Skills
Customer Service, Contract Negotiation, Microsoft Office, Oracle Applications, Price Forecasting, Personnel Management, Account Management, Sales Management, Management, Problem Solving, Lean Office, Lean Thinking, Logistics, International Sales
Education
Asbury College 2005 — 2009
Bachelor of Arts, Business Management
Worthington Steel November 2009 - Present
Worthington Steel November 2009 - December 2011
Edward Jones Investments September 2008 - August 2009
Skills
Customer Service, Contract Negotiation, Microsoft Office, Oracle Applications, Price Forecasting, Personnel Management, Account Management, Sales Management, Management, Problem Solving, Lean Office, Lean Thinking, Logistics, International Sales
Education
Asbury College 2005 — 2009
Bachelor of Arts, Business Management
Steve Pennock's Edward Jones Investments Experience November 2006 - July 2008
Job lawless Harley Davidson, finance Mgr
Industry Automotive
Experience
Lawless Harley Davidson Sales/financemain street rvMarch 2011 - March 2014
Kemptons Travel town 2008 - 2012
Edward Jones Investments November 2006 - July 2008
Skills
Finance/ Sales, Finance
Education
Colorado Technical University
Electrical, Electronic and Communications Engineering Technology/Technician
Scotsdale School of Real Estate
Lawless Harley Davidson Sales/financemain street rvMarch 2011 - March 2014
Kemptons Travel town 2008 - 2012
Edward Jones Investments November 2006 - July 2008
Skills
Finance/ Sales, Finance
Education
Colorado Technical University
Electrical, Electronic and Communications Engineering Technology/Technician
Scotsdale School of Real Estate
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
union bank of switzerland
DLJ
Swiss Bank Corporation