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
Jennifer Reedy-Taylor Jennifer Reedy-Taylor's Edward Jones Investments Experience December 2009 - April 2010
Job Senior Office Assistant at Gundersen Lutheran Health
Industry Hospital & Health Care
Experience
Gundersen Lutheran Health August 2015 - Present
Mathy Construction Company - Sparta Shop January 2015 - July 2015
Hartland Fuel Products a division of Mathy Construction Company October 2011 - January 2015
Self Employed May 2011 - October 2011
Honda Motorwerks November 2010 - May 2011
The Waterfront Restaurant and Tavern May 2010 - November 2010
Edward Jones Investments December 2009 - April 2010
River City Ready Mix June 2004 - December 2009
Syl's Place June 2001 - December 2009
Skills
Team Leadership, People Skills, Strong Communication, Data Entry, Customer Service, Communication, Microsoft Word, Microsoft Excel, Sales, Accounts Payable, Microsoft Office, Invoicing, Strategic Planning, Accounts Receivable, Analysis, Leadership, Bookkeeping, Research, PowerPoint, Public Speaking, Accounting, Finance, Time Management, Training, Team Building, Account Reconciliation
Education
Kaplan University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Viterbo University 2005 — 2009
BBA, Business Management
Gundersen Lutheran Health August 2015 - Present
Mathy Construction Company - Sparta Shop January 2015 - July 2015
Hartland Fuel Products a division of Mathy Construction Company October 2011 - January 2015
Self Employed May 2011 - October 2011
Honda Motorwerks November 2010 - May 2011
The Waterfront Restaurant and Tavern May 2010 - November 2010
Edward Jones Investments December 2009 - April 2010
River City Ready Mix June 2004 - December 2009
Syl's Place June 2001 - December 2009
Skills
Team Leadership, People Skills, Strong Communication, Data Entry, Customer Service, Communication, Microsoft Word, Microsoft Excel, Sales, Accounts Payable, Microsoft Office, Invoicing, Strategic Planning, Accounts Receivable, Analysis, Leadership, Bookkeeping, Research, PowerPoint, Public Speaking, Accounting, Finance, Time Management, Training, Team Building, Account Reconciliation
Education
Kaplan University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Viterbo University 2005 — 2009
BBA, Business Management
Phillip Wood Phillip Wood's Edward Jones Investments Experience October 2008 - April 2010
Job Currently Hiring for Sales Position in Louisville, KY!
Industry Publishing
Experience
Pearson North America June 2014 - Present
Pearson North America July 2013 - June 2014
Pearson North America December 2011 - July 2013
Warner Chilcott April 2010 - December 2011
Edward Jones Investments October 2008 - April 2010
Yellowbook USA November 2007 - October 2008
Warner Chilcott Pharmaceuticals July 2006 - November 2007
Enterprise Rent-A-Car May 2004 - July 2006
Skills
Customer Service, B2B, Sales Operations, Management, Sales, Microsoft Office, Marketing, Public Speaking, Account Management, Selling, Strategy, Sales Management, Sales Process, Sales Presentations, Salesforce.com, Publishing
Education
Harding University 2001 — 2005
BBA, Marketing/Marketing Management, General
Pearson North America June 2014 - Present
Pearson North America July 2013 - June 2014
Pearson North America December 2011 - July 2013
Warner Chilcott April 2010 - December 2011
Edward Jones Investments October 2008 - April 2010
Yellowbook USA November 2007 - October 2008
Warner Chilcott Pharmaceuticals July 2006 - November 2007
Enterprise Rent-A-Car May 2004 - July 2006
Skills
Customer Service, B2B, Sales Operations, Management, Sales, Microsoft Office, Marketing, Public Speaking, Account Management, Selling, Strategy, Sales Management, Sales Process, Sales Presentations, Salesforce.com, Publishing
Education
Harding University 2001 — 2005
BBA, Marketing/Marketing Management, General
Kelly Juroff Kelly Juroff's Edward Jones Investments Experience January 1996 - January 2000
Job Senior Loan Officer at (574) 3028210 NMLS #136141
Industry Financial Services
Experience
Ruoff Home Mortgage March 2012 - Present
Fifth Third Bank June 2009 - March 2012
The McGwire Group, Inc July 2004 - June 2009
Ace Mortgage Funding December 2002 - June 2004
Countrywide Home Loans January 2001 - January 2002
Edward Jones Investments January 1996 - January 2000
Miles Federal Credit Union 1990 - 1996
Education
Indiana University South Bend 1996 — 1999
Bachelors, Business Accounting and Finance
Western Michigan University 1987 — 1989
Brandywine 1982 — 1986
Ruoff Home Mortgage March 2012 - Present
Fifth Third Bank June 2009 - March 2012
The McGwire Group, Inc July 2004 - June 2009
Ace Mortgage Funding December 2002 - June 2004
Countrywide Home Loans January 2001 - January 2002
Edward Jones Investments January 1996 - January 2000
Miles Federal Credit Union 1990 - 1996
Education
Indiana University South Bend 1996 — 1999
Bachelors, Business Accounting and Finance
Western Michigan University 1987 — 1989
Brandywine 1982 — 1986
Lora Loving, AAMS Lora Loving, AAMS's Edward Jones Investments Experience January 2008 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 2008 - Present
Skills
Retirement Planning, Retirement, Investment Strategies
Education
James Madison University
Bacehlor of Science, Business
Edward Jones Investments January 2008 - Present
Skills
Retirement Planning, Retirement, Investment Strategies
Education
James Madison University
Bacehlor of Science, Business
Susan Paolo Susan Paolo's Edward Jones Investments Experience July 2009 - August 2012
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Edward Jones Investments July 2009 - August 2012
Bank of America May 2006 - May 2009
National City Mortgage May 2005 - May 2006
Wells Fargo January 2004 - May 2005
Wells Fargo January 2002 - January 2004
Wells Fargo January 2000 - January 2002
Wells Fargo August 1997 - December 1999
Cuyahoga Community College August 1991 - June 1994
Education
Lake Erie College 1990 — 1991
MBA, Management
Hiram College 1982 — 1986
BA, Management / Economics
Wells Fargo Advisors August 2012 - Present
Edward Jones Investments July 2009 - August 2012
Bank of America May 2006 - May 2009
National City Mortgage May 2005 - May 2006
Wells Fargo January 2004 - May 2005
Wells Fargo January 2002 - January 2004
Wells Fargo January 2000 - January 2002
Wells Fargo August 1997 - December 1999
Cuyahoga Community College August 1991 - June 1994
Education
Lake Erie College 1990 — 1991
MBA, Management
Hiram College 1982 — 1986
BA, Management / Economics
Greg Dean Greg Dean's Edward Jones Investments Experience August 2000 - July 2001
Job Photographer/Virtual Media Specialist, Educator, Technology and Real Estate Trainer, Professional Vocalist and Trumpeter
Industry Photography
Experience
RealProMedia.com January 2012 - Present
School District of Hillsborough County August 2001 - Present
Campaigners September 2007 - September 2011
RE/MAX Realty Unlimited April 2004 - December 2006
Edward Jones Investments August 2000 - July 2001
Quincy Notre Dame High School August 1995 - June 2000
MarketSource January 1998 - January 2000
Skills
Photography, Real Estate Photography, Real Estate Virtual..., Music Education, Keyboardist, Vocalist, Trumpet, Presentations, Sales Presentations, Educational Technology, Small Business, Mac OS X, Epson, Portrait Photography, Prayer, Adobe Creative Suite, Microsoft Office, Apple iWork, Apple iLife, Digital Marketing, Social Media Marketing, Music Production, Virtual Tours, Real Estate, Social Networking, Band, Sales, Training
Education
University of South Florida 2001 — 2002
Graduate Certificate, Music Performance - Trumpet
Miami University 1987 — 1992
Bachelor, Music Education
RealProMedia.com January 2012 - Present
School District of Hillsborough County August 2001 - Present
Campaigners September 2007 - September 2011
RE/MAX Realty Unlimited April 2004 - December 2006
Edward Jones Investments August 2000 - July 2001
Quincy Notre Dame High School August 1995 - June 2000
MarketSource January 1998 - January 2000
Skills
Photography, Real Estate Photography, Real Estate Virtual..., Music Education, Keyboardist, Vocalist, Trumpet, Presentations, Sales Presentations, Educational Technology, Small Business, Mac OS X, Epson, Portrait Photography, Prayer, Adobe Creative Suite, Microsoft Office, Apple iWork, Apple iLife, Digital Marketing, Social Media Marketing, Music Production, Virtual Tours, Real Estate, Social Networking, Band, Sales, Training
Education
University of South Florida 2001 — 2002
Graduate Certificate, Music Performance - Trumpet
Miami University 1987 — 1992
Bachelor, Music Education
Corey Viet Corey Viet's Edward Jones Investments Experience May 2009 - September 2009
Job Foodservice Sales Rep at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo May 2013 - Present
PepsiCo January 2011 - May 2013
Wells Fargo Home Mortgage May 2010 - May 2011
Edward Jones Investments May 2009 - September 2009
Scheels All Sports April 2008 - November 2008
Skills
Marketing, Sales, PowerPoint, Employee Training, Key Account Development, Brand Management, Marketing Strategy, Account Management, New Business Development, Brand Development, Sales Presentations, Customer Service, Selling, Training, Microsoft Office, Microsoft Excel, Time Management, Leadership, Management
Education
The University of Kansas 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
Grand View College 2008 — 2010
Bachelors Degree in Business Administration, Marketing, Business
Kirkwood Community College 2006 — 2008
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
PepsiCo May 2013 - Present
PepsiCo January 2011 - May 2013
Wells Fargo Home Mortgage May 2010 - May 2011
Edward Jones Investments May 2009 - September 2009
Scheels All Sports April 2008 - November 2008
Skills
Marketing, Sales, PowerPoint, Employee Training, Key Account Development, Brand Management, Marketing Strategy, Account Management, New Business Development, Brand Development, Sales Presentations, Customer Service, Selling, Training, Microsoft Office, Microsoft Excel, Time Management, Leadership, Management
Education
The University of Kansas 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
Grand View College 2008 — 2010
Bachelors Degree in Business Administration, Marketing, Business
Kirkwood Community College 2006 — 2008
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Taylor Leary's Edward Jones Investments Experience September 2009 - February 2011
Job Financial Advisor at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage April 2011 - Present
Edward Jones Investments September 2009 - February 2011
Sierra Club August 2008 - December 2008
Gillespie Construction May 2006 - August 2007
Skills
Investments, Strategic Financial..., Financial Analysis, AAMS, College Savings Plans, Financial Modeling, Tax Free Income, IRAs, Microsoft Excel, Unit Investment Trusts, Public Speaking, Income for Life, Tax-advantaged..., Series 7, Traditional IRA, SEP IRA, Multi-generational..., Strategic Planning, Alternative Investments, Life Insurance, Fixed Annuities, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, 401k, Wealth, Financial Planning
Education
University of Colorado Boulder 2004 — 2009
BA, Politics, Business
Griffith University 2008 — 2008
International studies program
Presidential Brokerage April 2011 - Present
Edward Jones Investments September 2009 - February 2011
Sierra Club August 2008 - December 2008
Gillespie Construction May 2006 - August 2007
Skills
Investments, Strategic Financial..., Financial Analysis, AAMS, College Savings Plans, Financial Modeling, Tax Free Income, IRAs, Microsoft Excel, Unit Investment Trusts, Public Speaking, Income for Life, Tax-advantaged..., Series 7, Traditional IRA, SEP IRA, Multi-generational..., Strategic Planning, Alternative Investments, Life Insurance, Fixed Annuities, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, 401k, Wealth, Financial Planning
Education
University of Colorado Boulder 2004 — 2009
BA, Politics, Business
Griffith University 2008 — 2008
International studies program
Ashby Dawson Ashby Dawson's Edward Jones Investments Experience September 2008 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 2008 - Present
Edward Jones May 2004 - September 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Wealth Accumulation, Financial Analysis, Life Insurance, Strategic Financial..., Long-term Care, Portfolio Management, Investment Strategies, Roth IRA, Financial Advisory, Asset Allocation, ETFs, Variable Annuities, Separately Managed..., Securities, Financial Planners, Personal Financial..., Long Term Care Insurance, Bonds, Wealth Management..., Retirement Plan..., SEP IRA, Financial Goals, Financial Services, Investment Management, Income Protection, Trust Services
Education
Hardin-Simmons University
Bachelor's degree, Finance, General
Edward Jones Investments September 2008 - Present
Edward Jones May 2004 - September 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Wealth Accumulation, Financial Analysis, Life Insurance, Strategic Financial..., Long-term Care, Portfolio Management, Investment Strategies, Roth IRA, Financial Advisory, Asset Allocation, ETFs, Variable Annuities, Separately Managed..., Securities, Financial Planners, Personal Financial..., Long Term Care Insurance, Bonds, Wealth Management..., Retirement Plan..., SEP IRA, Financial Goals, Financial Services, Investment Management, Income Protection, Trust Services
Education
Hardin-Simmons University
Bachelor's degree, Finance, General
Kwajelyn Jackson's Edward Jones Investments Experience June 1998 - April 2002
Job Community Education & Advocacy Manager
Industry Program Development
Experience
Feminist Women's Health Center (Atlanta) June 2013 - Present
Burn Away August 2011 - October 2013
WonderRoot Community Arts Center January 2010 - March 2013
3 Dimensional Counseling Center, Inc. September 2010 - August 2011
The Bridge School July 2010 - September 2010
Diversity Awareness Partnership July 2010 - July 2010
ENCOMPASS June 2010 - July 2010
Wachovia Bank June 2001 - January 2010
Edward Jones Investments June 1998 - April 2002
Skills
Non-profits, Leadership, Fundraising, Community Development, Volunteer Management, Nonprofits, Social Media, Event Management, Public Relations, Training, Community Outreach, Program Evaluation, Event Planning, Project Management, Program Development, Program Management, Team Building, Research, Social Services, Strategic Planning, Workshop Facilitation, Grant Writing, Leadership Development, Strategy
Education
Georgia State University 2002 — 2005
Master of Science, Urban Policy Studies; Economic Planning and Development
Spelman College 1998 — 2002
Bachelor of Arts, Economics
Feminist Women's Health Center (Atlanta) June 2013 - Present
Burn Away August 2011 - October 2013
WonderRoot Community Arts Center January 2010 - March 2013
3 Dimensional Counseling Center, Inc. September 2010 - August 2011
The Bridge School July 2010 - September 2010
Diversity Awareness Partnership July 2010 - July 2010
ENCOMPASS June 2010 - July 2010
Wachovia Bank June 2001 - January 2010
Edward Jones Investments June 1998 - April 2002
Skills
Non-profits, Leadership, Fundraising, Community Development, Volunteer Management, Nonprofits, Social Media, Event Management, Public Relations, Training, Community Outreach, Program Evaluation, Event Planning, Project Management, Program Development, Program Management, Team Building, Research, Social Services, Strategic Planning, Workshop Facilitation, Grant Writing, Leadership Development, Strategy
Education
Georgia State University 2002 — 2005
Master of Science, Urban Policy Studies; Economic Planning and Development
Spelman College 1998 — 2002
Bachelor of Arts, Economics
Brian Cochrum Brian Cochrum's Edward Jones Investments Experience August 2008 - March 2011
Job Entrepreneur, Business Consultant
Industry Marketing and Advertising
Experience
Bedlam Creative Marketing Agency June 2015 - Present
Stainless Steel Tile, Inc. September 2014 - Present
Synergy Natural Resources April 2012 - July 2014
Fundamentally Sound Summer Camps May 2010 - 2013
Anson Capital Management August 2011 - April 2012
Edward Jones Investments August 2008 - March 2011
Gardner-Webb University September 2006 - August 2008
True Vine Fellowship January 2006 - May 2007
Centerview Baptist Church August 2003 - January 2006
Rotary Youth Leadership Association June 2001 - June 2005
Skills
Leadership, Entrepreneurship, Public Speaking, Training, Leadership Development, Strategic Planning, Coaching, Marketing, Business Strategy, Investments, Small Business, Strategy, Team Building, Finance, Nonprofits, Customer Satisfaction, Fundraising, Management, Budgets, Strategic Financial..., Start-ups, Executive Management, Management Consulting, Business Development, Sales, Public Relations, Analysis, Social Networking
Education
Godbold Graduate School of Business 2006 — 2008
Business Administration & Finance
M. Christopher White School of Divinity 2006 — 2008
Theological Studies & Pastoral Counselling
Gardner-Webb University 2003 — 2006
Religious Studies, Psychology & Greek
Erskine College 2002 — 2003
Biology & Chemistry
Bedlam Creative Marketing Agency June 2015 - Present
Stainless Steel Tile, Inc. September 2014 - Present
Synergy Natural Resources April 2012 - July 2014
Fundamentally Sound Summer Camps May 2010 - 2013
Anson Capital Management August 2011 - April 2012
Edward Jones Investments August 2008 - March 2011
Gardner-Webb University September 2006 - August 2008
True Vine Fellowship January 2006 - May 2007
Centerview Baptist Church August 2003 - January 2006
Rotary Youth Leadership Association June 2001 - June 2005
Skills
Leadership, Entrepreneurship, Public Speaking, Training, Leadership Development, Strategic Planning, Coaching, Marketing, Business Strategy, Investments, Small Business, Strategy, Team Building, Finance, Nonprofits, Customer Satisfaction, Fundraising, Management, Budgets, Strategic Financial..., Start-ups, Executive Management, Management Consulting, Business Development, Sales, Public Relations, Analysis, Social Networking
Education
Godbold Graduate School of Business 2006 — 2008
Business Administration & Finance
M. Christopher White School of Divinity 2006 — 2008
Theological Studies & Pastoral Counselling
Gardner-Webb University 2003 — 2006
Religious Studies, Psychology & Greek
Erskine College 2002 — 2003
Biology & Chemistry
Jason P. Lutsey Jason P. Lutsey's Edward Jones Investments Experience September 2002 - May 2004
Job Vice PresidentNew Hire Manager/Sales Financial Solutions Manager at Merrill EdgeBank of America
Industry Financial Services
Experience
Merrill Edge-Bank of America June 2014 - Present
Merrill Edge-Bank of America January 2013 - June 2014
Merrill Lynch-Bank of America July 2011 - January 2013
Pacific Coast Mortgage August 2009 - July 2011
Charles Schwab March 2008 - August 2009
Nationstar Mortgage July 2004 - January 2008
Edward Jones Investments September 2002 - May 2004
Trenton Cleaning Chemical January 1998 - July 2002
Skills
Organizational Design, Business Process Design, Talent Management, Business Process, Performance Management, Change Management, Employee Engagement, Organizational..., Onboarding, Succession Planning, Program Management, Hands-on Training, Process Improvement, Coaching, Leadership Development, Team Building, Instructional Design, Mentoring, Complaince, Problem Solving, Sales Management, Sales Management..., Customer Service..., Operations Management, Management Consulting, Call Center, Risk Management, Leadership, Call Centers, Sales, Training, Customer Service, Hiring, Management, Vendor Management, Account Management, Budgets, Human Resources, Mortgage Lending, CRM, Customer Satisfaction, Team Leadership, Executive Management, Loans, Banking, Strategy, Relationship Management, Financial Services, Customer Retention, Credit
Education
Western International University 2010 — 2011
Master of Business Administration, International Business
Eastern Michigan University
Bachelor of Business Administration, Computer Management Systems
Merrill Edge-Bank of America June 2014 - Present
Merrill Edge-Bank of America January 2013 - June 2014
Merrill Lynch-Bank of America July 2011 - January 2013
Pacific Coast Mortgage August 2009 - July 2011
Charles Schwab March 2008 - August 2009
Nationstar Mortgage July 2004 - January 2008
Edward Jones Investments September 2002 - May 2004
Trenton Cleaning Chemical January 1998 - July 2002
Skills
Organizational Design, Business Process Design, Talent Management, Business Process, Performance Management, Change Management, Employee Engagement, Organizational..., Onboarding, Succession Planning, Program Management, Hands-on Training, Process Improvement, Coaching, Leadership Development, Team Building, Instructional Design, Mentoring, Complaince, Problem Solving, Sales Management, Sales Management..., Customer Service..., Operations Management, Management Consulting, Call Center, Risk Management, Leadership, Call Centers, Sales, Training, Customer Service, Hiring, Management, Vendor Management, Account Management, Budgets, Human Resources, Mortgage Lending, CRM, Customer Satisfaction, Team Leadership, Executive Management, Loans, Banking, Strategy, Relationship Management, Financial Services, Customer Retention, Credit
Education
Western International University 2010 — 2011
Master of Business Administration, International Business
Eastern Michigan University
Bachelor of Business Administration, Computer Management Systems
Clyde Beaugrand AAI, AIS Clyde Beaugrand AAI, AIS's Edward Jones Investments Experience 2000 - 2004
Job President at Full Circle Agency Management, Inc.
Industry Management Consulting
Experience
Full Circle Agency Management January 2010 - Present
Allstate November 2007 - April 2010
Edward Jones Investments 2000 - 2004
Allstate Insurance Company 1994 - 1999
Allstate Insurance Company 1987 - 1994
Skills
Performance Management, Incentive Programs, Business Analysis, Insurance, Property & Casualty..., Casualty, Sales Management, Leadership, New Business Development, Team Building, Coaching, Process Improvement, Customer Retention, Operations Management, Operational Efficiency, Organizational..., Marketing Strategy, Retention Strategies, Process Management, Staff Development, Sales, Recruiting, Human Resources, Analysis, Management, Small Business, Casualty Insurance, Commercial Insurance, Life Insurance, General Insurance, Underwriting
Education
Furman University 1977 — 1980
Bachelors, Economics and Business Administration
Jesuit High School, Tampa Fl 1972 — 1976
High school
Full Circle Agency Management January 2010 - Present
Allstate November 2007 - April 2010
Edward Jones Investments 2000 - 2004
Allstate Insurance Company 1994 - 1999
Allstate Insurance Company 1987 - 1994
Skills
Performance Management, Incentive Programs, Business Analysis, Insurance, Property & Casualty..., Casualty, Sales Management, Leadership, New Business Development, Team Building, Coaching, Process Improvement, Customer Retention, Operations Management, Operational Efficiency, Organizational..., Marketing Strategy, Retention Strategies, Process Management, Staff Development, Sales, Recruiting, Human Resources, Analysis, Management, Small Business, Casualty Insurance, Commercial Insurance, Life Insurance, General Insurance, Underwriting
Education
Furman University 1977 — 1980
Bachelors, Economics and Business Administration
Jesuit High School, Tampa Fl 1972 — 1976
High school
Danielle (Dani) Pickens's Edward Jones Investments Experience February 2009 - January 2010
Job Senior Channel Manager at Nitel
Industry Telecommunications
Experience
Nitel July 2015 - Present
Windstream Communications September 2014 - July 2015
Windstream Communications February 2012 - September 2014
Windstream Communications September 2010 - February 2012
Zeytinoglu March 2010 - September 2010
Edward Jones Investments February 2009 - January 2010
Cane Capital Management, LLC May 2008 - February 2009
Skills
Excel, Administration, Credit, Microsoft Office, Customer Service, System Administration, Microsoft Excel, Marketing, Account Management, Call Centers, Analysis, Team Building, Customer Satisfaction, Telecommunications, Salesforce.com, Sales, Sales Process, Direct Sales, Solution Selling, Cold Calling, Selling, Customer Retention, Managed Services, Unified Communications, Sales Operations, VoIP, MPLS, Networking, Channel Partners, Sales Management, Co-location, Wireless, CRM, Lead Generation, Data Center, Cloud Computing, SIP Trunking, Team Leadership, Telephony, Business Development, Professional Services, SaaS, Sales Presentations, Strategic Partnerships
Education
Henderson State University 2004 — 2008
Bachelor of Arts, Psychology, Sociology
Nitel July 2015 - Present
Windstream Communications September 2014 - July 2015
Windstream Communications February 2012 - September 2014
Windstream Communications September 2010 - February 2012
Zeytinoglu March 2010 - September 2010
Edward Jones Investments February 2009 - January 2010
Cane Capital Management, LLC May 2008 - February 2009
Skills
Excel, Administration, Credit, Microsoft Office, Customer Service, System Administration, Microsoft Excel, Marketing, Account Management, Call Centers, Analysis, Team Building, Customer Satisfaction, Telecommunications, Salesforce.com, Sales, Sales Process, Direct Sales, Solution Selling, Cold Calling, Selling, Customer Retention, Managed Services, Unified Communications, Sales Operations, VoIP, MPLS, Networking, Channel Partners, Sales Management, Co-location, Wireless, CRM, Lead Generation, Data Center, Cloud Computing, SIP Trunking, Team Leadership, Telephony, Business Development, Professional Services, SaaS, Sales Presentations, Strategic Partnerships
Education
Henderson State University 2004 — 2008
Bachelor of Arts, Psychology, Sociology
Adara Ervin's Edward Jones Investments Experience June 2007 - Present
Job Edward Jones Investments, Branch Administrator
Industry Financial Services
Experience
Diamond Shine Cleaning Team, LLC 2013 - Present
Edward Jones Investments June 2007 - Present
Education
Georgia Perimeter College
Diamond Shine Cleaning Team, LLC 2013 - Present
Edward Jones Investments June 2007 - Present
Education
Georgia Perimeter College
Corey Powers Corey Powers's Edward Jones Investments Experience August 2003 - October 2005
Job Sr. Project Manager at HCL AXON
Industry Management Consulting
Experience
HCL AXON March 2013 - Present
HCL AXON September 2010 - February 2013
CSC, Inc December 2008 - September 2010
CSC April 2007 - December 2008
AEGIS Therapies / AEGIS Acute Rehab October 2005 - March 2007
Edward Jones Investments August 2003 - October 2005
The Molding Company July 1998 - June 2003
Prism Consulting Group August 1997 - June 1998
Little Tikes Commercial Play Systems (LTCPS) July 1995 - August 1997
Skills
Integration, ERP, SAP Implementation, SD, MS Project, Cross-functional Team..., Project Management, Testing, Operations Management, Leadership, Strategic Planning, Business Process..., PMO, Change Management, Business Transformation, Consulting, Data Migration, Enterprise Software, Governance, Management, Management Consulting, Manufacturing, PMP, Program Management, Requirements Analysis, Resource Management, Risk Management, SAP, SAP ERP, SAP R/3, SAP SD, SDLC, ABAP, Business Analysis, Business Intelligence, Business Process, IT Strategy, Business Process Design, Project Portfolio..., Solution Architecture
Education
Longview Community College 1974 — 1978
Van horn 1973 — 1975
HCL AXON March 2013 - Present
HCL AXON September 2010 - February 2013
CSC, Inc December 2008 - September 2010
CSC April 2007 - December 2008
AEGIS Therapies / AEGIS Acute Rehab October 2005 - March 2007
Edward Jones Investments August 2003 - October 2005
The Molding Company July 1998 - June 2003
Prism Consulting Group August 1997 - June 1998
Little Tikes Commercial Play Systems (LTCPS) July 1995 - August 1997
Skills
Integration, ERP, SAP Implementation, SD, MS Project, Cross-functional Team..., Project Management, Testing, Operations Management, Leadership, Strategic Planning, Business Process..., PMO, Change Management, Business Transformation, Consulting, Data Migration, Enterprise Software, Governance, Management, Management Consulting, Manufacturing, PMP, Program Management, Requirements Analysis, Resource Management, Risk Management, SAP, SAP ERP, SAP R/3, SAP SD, SDLC, ABAP, Business Analysis, Business Intelligence, Business Process, IT Strategy, Business Process Design, Project Portfolio..., Solution Architecture
Education
Longview Community College 1974 — 1978
Van horn 1973 — 1975
Brian Sewell Brian Sewell's Edward Jones Investments Experience 2007 - 2010
Job Owner, BOSS Investments Co
Industry Financial Services
Experience
BOSS Investments Co January 2001 - Present
FCT August 2011 - January 2013
2010 - 2011 2010 - 2011
Edward Jones Investments 2007 - 2010
Skills
Sales Management, Sales, Retirement, Mutual Funds, Investments, Financial Analysis, Retirement Planning, Segregated Funds, Wealth Management, Fixed Annuities, Investment Advisory, Financial Advisory, Wealth, Strategic Financial..., Salesforce.com, Direct Sales, Sales Process, Consulting, Process Consulting, Portfolio Management, Insurance, Finance
Education
Univeristy of Guelph 2003 — 2007
Bachelor's degree, Business Administration
Humber College 2003 — 2007
Diploma, Business Administration
BOSS Investments Co January 2001 - Present
FCT August 2011 - January 2013
2010 - 2011 2010 - 2011
Edward Jones Investments 2007 - 2010
Skills
Sales Management, Sales, Retirement, Mutual Funds, Investments, Financial Analysis, Retirement Planning, Segregated Funds, Wealth Management, Fixed Annuities, Investment Advisory, Financial Advisory, Wealth, Strategic Financial..., Salesforce.com, Direct Sales, Sales Process, Consulting, Process Consulting, Portfolio Management, Insurance, Finance
Education
Univeristy of Guelph 2003 — 2007
Bachelor's degree, Business Administration
Humber College 2003 — 2007
Diploma, Business Administration
Leighton Hart Leighton Hart's Edward Jones Investments Experience January 2001 - January 2004
Job Investment Consultant at TriSummit Investment Services / Infinex Financial Group
Industry Investment Management
Experience
TriSummit Investment Services / Infinex Financial Group February 2007 - Present
AmSouth Bank February 2004 - February 2007
Edward Jones Investments January 2001 - January 2004
Skills
Investments, Strategy, Wealth Management, Public Speaking, Marketing, Banking, Retirement Planning, Business Development, Sales, Retirement, Financial Advisory, Retail Banking, Mutual Funds, Portfolio Management, Series 63, Estate Planning, Financial Analysis, Email Marketing, Blogging, Content Marketing, Social Media Marketing
Education
King College 2006 — 2008
MBA
Presbyterian College 1994 — 1998
B.A., Political Science
H.B. Plant High School 1992 — 1994
TriSummit Investment Services / Infinex Financial Group February 2007 - Present
AmSouth Bank February 2004 - February 2007
Edward Jones Investments January 2001 - January 2004
Skills
Investments, Strategy, Wealth Management, Public Speaking, Marketing, Banking, Retirement Planning, Business Development, Sales, Retirement, Financial Advisory, Retail Banking, Mutual Funds, Portfolio Management, Series 63, Estate Planning, Financial Analysis, Email Marketing, Blogging, Content Marketing, Social Media Marketing
Education
King College 2006 — 2008
MBA
Presbyterian College 1994 — 1998
B.A., Political Science
H.B. Plant High School 1992 — 1994
Natale DiBitetto's Edward Jones Investments Experience June 2002 - May 2010
Job Academic Advisor at Southern New Hampshire University
Industry Education Management
Experience
Southern New Hampshire University September 2013 - Present
InterCoast Career Institute August 2011 - August 2013
Seacoast Career School March 2010 - June 2011
Edward Jones Investments June 2002 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, Phone Skills, Reports, Journalism
Education
Southern New Hampshire University 2012 — 2015
Master's degree, Justice Studies/Terrorism and Homeland Security
Keene State College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Pembroke Academy 2001 — 2005
High School Diploma, English/Journalism
Southern New Hampshire University September 2013 - Present
InterCoast Career Institute August 2011 - August 2013
Seacoast Career School March 2010 - June 2011
Edward Jones Investments June 2002 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Outlook, Windows, HTML, Phone Skills, Reports, Journalism
Education
Southern New Hampshire University 2012 — 2015
Master's degree, Justice Studies/Terrorism and Homeland Security
Keene State College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Pembroke Academy 2001 — 2005
High School Diploma, English/Journalism
Joyce Wilson Joyce Wilson's Edward Jones Investments Experience October 2010 - Present
Job Realtor and Branch Ofc Admin
Industry Real Estate
Experience
Edward Jones Investments October 2010 - Present
Re/Max Regency November 2001 - Present
RE//MAX Regency January 2001 - January 2011
Life in Christ Ministries August 1994 - April 2002
Virginia Tech October 1984 - October 1988
Hagin Ministries January 1982 - January 1984
Skills
REO, Real Estate, Listings, Buyer Representation, Foreclosures, Sellers, First Time Home Buyers, New Homes, Buyers, Referrals, Contract Negotiation, Selling, Single Family Homes, Investment Properties, Condos, HUD, Short Sales, Residential Homes, Rentals, Relocation, Investors, Real Estate Transactions, Marketing, Move Up Buyers, Sales, New Home Sales
Education
Buffini and Company Mentor School 2005 — 2005
Certified Mentor, Real Estate
Graduate, Realtor Institute 2003 — 2004
GRI Designation with NAR, Real Estate
Western Governors University 2011 — 2014
Bachelor of Science (B.S.), Business Management
George Mason University 2009 — 2009
Paralegal Certificate, Legal Assistant/Paralegal
Life Christian University
Bachelors, Music Ministry
Stonewall Jackson High School
High School Diploma
Edward Jones Investments October 2010 - Present
Re/Max Regency November 2001 - Present
RE//MAX Regency January 2001 - January 2011
Life in Christ Ministries August 1994 - April 2002
Virginia Tech October 1984 - October 1988
Hagin Ministries January 1982 - January 1984
Skills
REO, Real Estate, Listings, Buyer Representation, Foreclosures, Sellers, First Time Home Buyers, New Homes, Buyers, Referrals, Contract Negotiation, Selling, Single Family Homes, Investment Properties, Condos, HUD, Short Sales, Residential Homes, Rentals, Relocation, Investors, Real Estate Transactions, Marketing, Move Up Buyers, Sales, New Home Sales
Education
Buffini and Company Mentor School 2005 — 2005
Certified Mentor, Real Estate
Graduate, Realtor Institute 2003 — 2004
GRI Designation with NAR, Real Estate
Western Governors University 2011 — 2014
Bachelor of Science (B.S.), Business Management
George Mason University 2009 — 2009
Paralegal Certificate, Legal Assistant/Paralegal
Life Christian University
Bachelors, Music Ministry
Stonewall Jackson High School
High School Diploma
Edward Chaney's Edward Jones Investments Experience October 2007 - April 2011
Job Senior Cost Engineer
Industry Management Consulting
Experience
Work Management, Inc. December 2012 - Present
Work Management Inc. April 2011 - December 2012
Edward Jones Investments October 2007 - April 2011
PTP, Inc. June 1998 - October 2007
Skills
Project Control, Project Cost, Budgeting & Forecasting, Scenario Analysis, Financial Analysis, Investments, Risk Management, Financial Advisory, Retirement Planning, Wealth Management, Insurance, Asset Allocation, Mutual Funds
Education
Maryville College 1994 — 1998
BA, Environmental Studies
Hiwassee College 1992 — 1994
AA, Communications
Work Management, Inc. December 2012 - Present
Work Management Inc. April 2011 - December 2012
Edward Jones Investments October 2007 - April 2011
PTP, Inc. June 1998 - October 2007
Skills
Project Control, Project Cost, Budgeting & Forecasting, Scenario Analysis, Financial Analysis, Investments, Risk Management, Financial Advisory, Retirement Planning, Wealth Management, Insurance, Asset Allocation, Mutual Funds
Education
Maryville College 1994 — 1998
BA, Environmental Studies
Hiwassee College 1992 — 1994
AA, Communications
Scott Nissensohn Scott Nissensohn's Edward Jones Investments Experience February 2001 - August 2003
Job Sr. Analyst; Global Compliance Consumer Regulatory Relations
Industry Banking
Experience
Bank of America October 2013 - Present
Bank of America March 2013 - October 2013
Bank of America May 2012 - March 2013
Andava Properties January 2004 - December 2012
Amerisave Mortgage Corporation September 2007 - October 2010
Van Dyk Mortgage & Premier Mortgage Funding November 2005 - September 2007
Premier Mortgage Funding 2006 - 2007
Encore Bank August 2003 - August 2004
Edward Jones Investments February 2001 - August 2003
Quantum Appraisal Services, Inc April 1993 - November 2000
Skills
Financial Analysis, Banking, Analysis, Risk Management, Management, Finance, Real Estate
Education
LIU Post 1984 — 1988
BS
Long Island University, C.W. Post Campus 1984 — 1988
Bachelor's degree
Bank of America October 2013 - Present
Bank of America March 2013 - October 2013
Bank of America May 2012 - March 2013
Andava Properties January 2004 - December 2012
Amerisave Mortgage Corporation September 2007 - October 2010
Van Dyk Mortgage & Premier Mortgage Funding November 2005 - September 2007
Premier Mortgage Funding 2006 - 2007
Encore Bank August 2003 - August 2004
Edward Jones Investments February 2001 - August 2003
Quantum Appraisal Services, Inc April 1993 - November 2000
Skills
Financial Analysis, Banking, Analysis, Risk Management, Management, Finance, Real Estate
Education
LIU Post 1984 — 1988
BS
Long Island University, C.W. Post Campus 1984 — 1988
Bachelor's degree
Michael Shirley, AAMS, LUTCF Michael Shirley, AAMS, LUTCF's Edward Jones Investments Experience September 2007 - June 2012
Job Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Edward Jones Investments September 2007 - June 2012
Lighthouse World Mortgage Company 2000 - 2007
Nations Mortgage Lenders, LLC 1997 - 2000
Skills
401k, Fixed Annuities, Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Informal Business..., Deferred Compensation..., 403b, Executive Benefits..., Salary Continuation, Split Dollar Plans, Wellness Programs, SEP IRAs, Simple IRAs, Charitable Giving, Key Person Insurance, Estate Planning, Income Protection, IRAs Traditional, IRAs Roth, Wealth Accumulation, Tax Deferred Savings, Pension Plans, Financial Needs Analysis, Variable Annuities, Supplemental Retirement..., Survivor Income, Disability Income..., Long-Term Care Insurance, Term Life Insurance, Universal Life Insurance, College Funding..., Dental Insurance, Asset Allocation, Mutual Funds, Series 7, Series 66, Portfolio Management, Disability Insurance, Financial Advisory, Retirement, Health Insurance, Small Business, Mortgage Lending, Simple IRA, Universal Life, Deferred Compensation, SEP IRA, Saving for Education
Education
College of Financial Planning
AAMS
Evangel University
Life Underwriter Training Council
LUTCF
Principal Financial Group June 2012 - Present
Edward Jones Investments September 2007 - June 2012
Lighthouse World Mortgage Company 2000 - 2007
Nations Mortgage Lenders, LLC 1997 - 2000
Skills
401k, Fixed Annuities, Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Informal Business..., Deferred Compensation..., 403b, Executive Benefits..., Salary Continuation, Split Dollar Plans, Wellness Programs, SEP IRAs, Simple IRAs, Charitable Giving, Key Person Insurance, Estate Planning, Income Protection, IRAs Traditional, IRAs Roth, Wealth Accumulation, Tax Deferred Savings, Pension Plans, Financial Needs Analysis, Variable Annuities, Supplemental Retirement..., Survivor Income, Disability Income..., Long-Term Care Insurance, Term Life Insurance, Universal Life Insurance, College Funding..., Dental Insurance, Asset Allocation, Mutual Funds, Series 7, Series 66, Portfolio Management, Disability Insurance, Financial Advisory, Retirement, Health Insurance, Small Business, Mortgage Lending, Simple IRA, Universal Life, Deferred Compensation, SEP IRA, Saving for Education
Education
College of Financial Planning
AAMS
Evangel University
Life Underwriter Training Council
LUTCF
Elizabeth McQuaide's Edward Jones Investments Experience July 2008 - April 2009
Job Program Manager at CLEAResult Family of Companies
Industry Utilities
Experience
CLEAResult Family of Companies October 2013 - Present
Honeywell July 2011 - October 2013
Dollar Energy Fund August 2009 - July 2011
Edward Jones Investments July 2008 - April 2009
Callaghan's Irish Pub August 2005 - June 2008
Skills
Persuasive and..., Marketing Strategy, Business Development, Employee..., Performance Mentoring, Program Management, Account Management, Strategy, Marketing, Operations Management, Budgets, Leadership, Management, Project Management, Strategic Planning, Microsoft Office, Product Marketing, Microsoft Excel
Education
Indiana University of Pennsylvania 1999 — 2003
BS, Psychology
Seton Hill University
MBA, Business Administration
CLEAResult Family of Companies October 2013 - Present
Honeywell July 2011 - October 2013
Dollar Energy Fund August 2009 - July 2011
Edward Jones Investments July 2008 - April 2009
Callaghan's Irish Pub August 2005 - June 2008
Skills
Persuasive and..., Marketing Strategy, Business Development, Employee..., Performance Mentoring, Program Management, Account Management, Strategy, Marketing, Operations Management, Budgets, Leadership, Management, Project Management, Strategic Planning, Microsoft Office, Product Marketing, Microsoft Excel
Education
Indiana University of Pennsylvania 1999 — 2003
BS, Psychology
Seton Hill University
MBA, Business Administration
Dennis Shelley Dennis Shelley's Edward Jones Investments Experience October 2011 - November 2012
Job ADT Security
Industry Security and Investigations
Experience
ADT December 2014 - Present
Ragain Financial January 2013 - August 2014
Edward Jones Investments October 2011 - November 2012
Autolux Detailing Services, LLC September 2003 - August 2011
International Securities Exchange February 2001 - June 2003
GoCargo.com March 2000 - February 2001
Henderson Brothers, Inc April 1987 - March 2000
General Nutrition Centers, Inc June 1993 - July 1995
Skills
Equities, Market Planning, Trading Floor, Options, long term investments,..., Series 7, Customer Service, Investments, Securities, Trading, Series 63, Wealth Management, Finance, Equity Trading, Bonds, Portfolio Management, Fixed Income, Mutual Funds, Strategy
Education
LIU Post 1985 — 1986
ADT December 2014 - Present
Ragain Financial January 2013 - August 2014
Edward Jones Investments October 2011 - November 2012
Autolux Detailing Services, LLC September 2003 - August 2011
International Securities Exchange February 2001 - June 2003
GoCargo.com March 2000 - February 2001
Henderson Brothers, Inc April 1987 - March 2000
General Nutrition Centers, Inc June 1993 - July 1995
Skills
Equities, Market Planning, Trading Floor, Options, long term investments,..., Series 7, Customer Service, Investments, Securities, Trading, Series 63, Wealth Management, Finance, Equity Trading, Bonds, Portfolio Management, Fixed Income, Mutual Funds, Strategy
Education
LIU Post 1985 — 1986
Fred Jackson, CFP, AAMS Fred Jackson, CFP, AAMS's Edward Jones Investments Experience June 1986 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 1986 - Present
Ormond-Jackson Scales Rentals Inc 1982 - 1986
Atlantic Richfield 1974 - 1982
ConocoPhillips January 1973 - September 1974
Skills
Certified Financial..., Holistic Financial..., Retirement Planning, Saving for Education, Legacy Planning, Life Insurance, Long-term Care, Investment Advisory...
Education
Houston Baptist University - College of Business and Economics 1977 — 1979
Master of Business Administration (MBA)
University of Oklahoma, Engineering 1968 — 1973
BS, Chemical Engineering
New Providence High School 1964 — 1968
Edward Jones Investments June 1986 - Present
Ormond-Jackson Scales Rentals Inc 1982 - 1986
Atlantic Richfield 1974 - 1982
ConocoPhillips January 1973 - September 1974
Skills
Certified Financial..., Holistic Financial..., Retirement Planning, Saving for Education, Legacy Planning, Life Insurance, Long-term Care, Investment Advisory...
Education
Houston Baptist University - College of Business and Economics 1977 — 1979
Master of Business Administration (MBA)
University of Oklahoma, Engineering 1968 — 1973
BS, Chemical Engineering
New Providence High School 1964 — 1968
Amber Mincey Amber Mincey's Edward Jones Investments Experience April 2011 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments April 2011 - Present
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, 401k, Portfolio Management, Securities, Insurance, Disability Insurance, Asset Managment, Financial Analysis, Financial Planning
Education
Frank Phillips College
Biology/Biological Sciences, General
Edward Jones Investments April 2011 - Present
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, 401k, Portfolio Management, Securities, Insurance, Disability Insurance, Asset Managment, Financial Analysis, Financial Planning
Education
Frank Phillips College
Biology/Biological Sciences, General
Jenna Kicinski Jenna Kicinski's Edward Jones Investments Experience May 2009 - July 2012
Job Buyer at Haas Group International
Industry Chemicals
Experience
Haas Group International December 2014 - Present
ZINA International, LLC October 2012 - November 2014
Bracket July 2012 - October 2012
Edward Jones Investments May 2009 - July 2012
Gettysburg College August 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Research, Customer Service, Public Speaking, Social Media, Data Entry, Critical Thinking, Data Analysis, Facebook, Human Resources, Time Management, Fundraising, PeopleSoft, Non-profits, Clinical Trials, Clinical Data Management, Reports, Outlook
Education
Gettysburg College 2008 — 2012
Bachelor of Arts, Sociology
B. Reed Henderson High School 2004 — 2008
Haas Group International December 2014 - Present
ZINA International, LLC October 2012 - November 2014
Bracket July 2012 - October 2012
Edward Jones Investments May 2009 - July 2012
Gettysburg College August 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Research, Customer Service, Public Speaking, Social Media, Data Entry, Critical Thinking, Data Analysis, Facebook, Human Resources, Time Management, Fundraising, PeopleSoft, Non-profits, Clinical Trials, Clinical Data Management, Reports, Outlook
Education
Gettysburg College 2008 — 2012
Bachelor of Arts, Sociology
B. Reed Henderson High School 2004 — 2008
Clarence Stuart's Edward Jones Investments Experience July 2010 - December 2011
Job Mutual Fund Operations Senior Team Leader at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Edward Jones February 2013 - Present
Edward Jones December 2011 - March 2013
Edward Jones Investments July 2010 - December 2011
Edward Jones Investments January 2008 - June 2010
Indiana University April 2005 - December 2007
Indiana University Residential Program & Services August 2005 - December 2005
Providence Communications May 2005 - August 2005
Skills
Leadership, Recruiting, Advertising, Interviews, Higher Education, Series 7, Public Speaking, Event Planning, Financial Services, Management, Training, Team Building, Data Analysis, Leadership Development, Process Improvement, Access, Project Management, Microsoft Excel, Research, Sales, Strategy, College Recruiting, Social Networking, Team Leadership, Marketing, Time Management
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Continuing Studies
Edward Jones June 2014 - Present
Edward Jones February 2013 - Present
Edward Jones December 2011 - March 2013
Edward Jones Investments July 2010 - December 2011
Edward Jones Investments January 2008 - June 2010
Indiana University April 2005 - December 2007
Indiana University Residential Program & Services August 2005 - December 2005
Providence Communications May 2005 - August 2005
Skills
Leadership, Recruiting, Advertising, Interviews, Higher Education, Series 7, Public Speaking, Event Planning, Financial Services, Management, Training, Team Building, Data Analysis, Leadership Development, Process Improvement, Access, Project Management, Microsoft Excel, Research, Sales, Strategy, College Recruiting, Social Networking, Team Leadership, Marketing, Time Management
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Continuing Studies
Marcia Kennedy's Edward Jones Investments Experience August 2011 - October 2013
Job Business Owner at Kennedy Financial Planning & Investments
Industry Financial Services
Experience
Kennedy Financial Planning & Investments August 2014 - Present
COUNTRY Financial® March 2014 - August 2014
Edward Jones Investments August 2011 - October 2013
Aflac March 2004 - August 2011
Skills
Financial Services, Life Insurance
Education
Emporia State University 1973 — 1977
Business Administration and Management, General
Kennedy Financial Planning & Investments August 2014 - Present
COUNTRY Financial® March 2014 - August 2014
Edward Jones Investments August 2011 - October 2013
Aflac March 2004 - August 2011
Skills
Financial Services, Life Insurance
Education
Emporia State University 1973 — 1977
Business Administration and Management, General
Jessica West Jessica West's Edward Jones Investments Experience January 2010 - June 2013
Job Swain & Associates
Industry Commercial Real Estate
Experience
Swain & Associates November 2013 - Present
Wells Fargo June 2013 - November 2013
Edward Jones Investments January 2010 - June 2013
Intracoastal Realty January 2003 - January 2010
Skills
Fixed Annuities, Investments, Retirement Planning, Asset Management, Mutual Funds, Real Estate Transactions, Single Family Homes, Short Sales, Sellers, Property Management
Education
Johnston Community College 1999 — 2001
Associate of Arts (AA), Business Administration, Management and Operations, 3.9 GPA
Swain & Associates November 2013 - Present
Wells Fargo June 2013 - November 2013
Edward Jones Investments January 2010 - June 2013
Intracoastal Realty January 2003 - January 2010
Skills
Fixed Annuities, Investments, Retirement Planning, Asset Management, Mutual Funds, Real Estate Transactions, Single Family Homes, Short Sales, Sellers, Property Management
Education
Johnston Community College 1999 — 2001
Associate of Arts (AA), Business Administration, Management and Operations, 3.9 GPA
Hannah Sterngast's Edward Jones Investments Experience 2002 - 2006
Job Asst Director Women's Division Institutional Advancement Albert Einstein College of Medicine
Industry Events Services
Experience
Albert Einstein College of Medicine September 2012 - Present
Glaser Companies December 2010 - September 2012
Army Navy Country Club December 2006 - March 2010
Edward Jones Investments 2002 - 2006
Skills
Event Management, Event Planning, Marketing, Marketing Communications, Recruiting, Management, Leadership, Business Development, Customer Service, Advertising, Strategic Planning, Marketing Strategy, Team Building, Account Management, Negotiation, Contract Negotiation, Small Business, Social Networking, Fundraising, Networking, Understanding of and..., Career Coaching, Behavioral Interviewing, Scouting and Targeting..., Hospitality, Business Networking, Social Media Marketing, Building Relationships, Trade Shows, Brand Awareness, Public Relations, Strategic Partnerships, Customer Retention, Staff Management, Budget, Marketing Management, Sales, Training, Corporate Events, Public Speaking, Hospitality Management, Relationship Management, Meeting Planning, Brand Management, Vendor Management, Market Research, Email Marketing, Non-profits, Volunteer Management, College Recruiting
Education
Oakland University
BA, Communications
Macomb Community College
Certificate, Conference and Court Reporting
Albert Einstein College of Medicine September 2012 - Present
Glaser Companies December 2010 - September 2012
Army Navy Country Club December 2006 - March 2010
Edward Jones Investments 2002 - 2006
Skills
Event Management, Event Planning, Marketing, Marketing Communications, Recruiting, Management, Leadership, Business Development, Customer Service, Advertising, Strategic Planning, Marketing Strategy, Team Building, Account Management, Negotiation, Contract Negotiation, Small Business, Social Networking, Fundraising, Networking, Understanding of and..., Career Coaching, Behavioral Interviewing, Scouting and Targeting..., Hospitality, Business Networking, Social Media Marketing, Building Relationships, Trade Shows, Brand Awareness, Public Relations, Strategic Partnerships, Customer Retention, Staff Management, Budget, Marketing Management, Sales, Training, Corporate Events, Public Speaking, Hospitality Management, Relationship Management, Meeting Planning, Brand Management, Vendor Management, Market Research, Email Marketing, Non-profits, Volunteer Management, College Recruiting
Education
Oakland University
BA, Communications
Macomb Community College
Certificate, Conference and Court Reporting
Alyn Rumbold, CFP Alyn Rumbold, CFP's Edward Jones Investments Experience May 2002 - August 2014
Job Certified Financial Planner at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. August 2014 - Present
Industrial Development Authority, City of Flagstaff August 2013 - Present
The Literacy Center of Northern Arizona August 2011 - Present
Hozhoni Foundation May 2004 - Present
Edward Jones Investments May 2002 - August 2014
Edward Jones 2002 - August 2014
Edward Jones 2002 - 2014
Flagstaff Family YMCA November 2011 - December 2013
The Hozhoni Foundation June 2005 - July 2013
American Express Financial Advisors August 1992 - May 2002
Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning
Education
Fuller Theological Seminary 1991 — 1992
Theology
Northern Arizona University 1981 — 1985
B.A., English, Finance
Raymond James Financial Inc. August 2014 - Present
Industrial Development Authority, City of Flagstaff August 2013 - Present
The Literacy Center of Northern Arizona August 2011 - Present
Hozhoni Foundation May 2004 - Present
Edward Jones Investments May 2002 - August 2014
Edward Jones 2002 - August 2014
Edward Jones 2002 - 2014
Flagstaff Family YMCA November 2011 - December 2013
The Hozhoni Foundation June 2005 - July 2013
American Express Financial Advisors August 1992 - May 2002
Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning
Education
Fuller Theological Seminary 1991 — 1992
Theology
Northern Arizona University 1981 — 1985
B.A., English, Finance
Cheryn Watkins Cheryn Watkins's Edward Jones Investments Experience March 1995 - June 2000
Job Disaster Services Coordinator at LA County Emergency Medical Services
Industry Hospital & Health Care
Experience
LA County Emergency Medical Services November 2011 - Present
Olive View-UCLA Medical Center March 2010 - Present
NDMS November 2001 - January 2012
Santa Barbara County Public Health Department August 2005 - July 2007
Northridge Hospital January 2005 - July 2005
Little Company of Mary Hospital March 2002 - March 2003
Edward Jones Investments March 1995 - June 2000
Skills
Public Health, Emergency Management, ACLS, Healthcare, Telemetry, Nursing, Public Speaking, EMS
Education
University of Southern California 2000 — 2003
BSN, Nursing
Emory University 1978 — 1982
BA, Economics
LA County Emergency Medical Services November 2011 - Present
Olive View-UCLA Medical Center March 2010 - Present
NDMS November 2001 - January 2012
Santa Barbara County Public Health Department August 2005 - July 2007
Northridge Hospital January 2005 - July 2005
Little Company of Mary Hospital March 2002 - March 2003
Edward Jones Investments March 1995 - June 2000
Skills
Public Health, Emergency Management, ACLS, Healthcare, Telemetry, Nursing, Public Speaking, EMS
Education
University of Southern California 2000 — 2003
BSN, Nursing
Emory University 1978 — 1982
BA, Economics
Devon Brady Devon Brady's Edward Jones Investments Experience January 2009 - September 2009
Job U8 Ice Hockey Coordinator at University of Denver Jr. Pioneers
Industry Food & Beverages
Experience
University of Denver August 2010 - Present
Jimmy John's March 2010 - Present
Edward Jones Investments January 2009 - September 2009
University of Arizona Student Union August 2007 - June 2008
Colorado Department of Transportation May 2006 - August 2007
Hamline University September 2005 - May 2006
Skills
Time Management, Microsoft Excel, PowerPoint, Customer Service, Inventory Management, Outlook, Leadership, People Skills, Customer Satisfaction, Marketing, Microsoft Word, Data Entry, Finance, Microsoft Office, Critical Thinking, Process Scheduler, Training, Teamwork, Management
Education
University of Arizona 2006 — 2008
Bachelor of Arts, Economics, Business Management
Hamline University 2004 — 2006
Bachelor of Arts (B.A.), Business Management
University of Denver August 2010 - Present
Jimmy John's March 2010 - Present
Edward Jones Investments January 2009 - September 2009
University of Arizona Student Union August 2007 - June 2008
Colorado Department of Transportation May 2006 - August 2007
Hamline University September 2005 - May 2006
Skills
Time Management, Microsoft Excel, PowerPoint, Customer Service, Inventory Management, Outlook, Leadership, People Skills, Customer Satisfaction, Marketing, Microsoft Word, Data Entry, Finance, Microsoft Office, Critical Thinking, Process Scheduler, Training, Teamwork, Management
Education
University of Arizona 2006 — 2008
Bachelor of Arts, Economics, Business Management
Hamline University 2004 — 2006
Bachelor of Arts (B.A.), Business Management
Brad Thompson Brad Thompson's Edward Jones Investments Experience June 2009 - March 2011
Job LION, 9k, Independent Heritage Living Trust Agent, hiskfs@gmail.com
Industry Financial Services
Experience
Heritage Living Trust May 2011 - Present
H&R Block December 2008 - April 2012
Edward Jones Investments June 2009 - March 2011
Self Employed Insurance Broker May 2008 - May 2009
Van Kampen Investments (Morgan Stanley) June 1999 - March 2008
Northwestern Mutual Life March 1998 - June 1999
Northwestern Mutual Life January 1995 - March 1998
Skills
Series 7, Series 63, Series 6, Series 65, Michigan & Illinois..., Investments, Retirement Planning, Asset Allocation, Independent Financial..., Financial Advisory, Mutual Funds, ETFs, Retirement, Retirement Plan..., 401k, 401k Rollovers, Wealth Management, Variable Annuities
Education
Tax Training School of H&R Block 2008 — 2008
Tax
The American College 1996 — 1997
Chartered Life Underwriter (CLU) 6 of 10 classes
Northern Illinois University 1993 — 1994
BS, Finance
Sauk Valley Community College 1991 — 1993
AS, Business
Maranatha Baptist University 1989 — 1991
Math
Heritage Living Trust May 2011 - Present
H&R Block December 2008 - April 2012
Edward Jones Investments June 2009 - March 2011
Self Employed Insurance Broker May 2008 - May 2009
Van Kampen Investments (Morgan Stanley) June 1999 - March 2008
Northwestern Mutual Life March 1998 - June 1999
Northwestern Mutual Life January 1995 - March 1998
Skills
Series 7, Series 63, Series 6, Series 65, Michigan & Illinois..., Investments, Retirement Planning, Asset Allocation, Independent Financial..., Financial Advisory, Mutual Funds, ETFs, Retirement, Retirement Plan..., 401k, 401k Rollovers, Wealth Management, Variable Annuities
Education
Tax Training School of H&R Block 2008 — 2008
Tax
The American College 1996 — 1997
Chartered Life Underwriter (CLU) 6 of 10 classes
Northern Illinois University 1993 — 1994
BS, Finance
Sauk Valley Community College 1991 — 1993
AS, Business
Maranatha Baptist University 1989 — 1991
Math
Brandelle Palmer's Edward Jones Investments Experience May 2004 - February 2005
Job Project Manager at Michigan Herbal Remedies
Industry Electrical/Electronic Manufacturing
Experience
Michigan Herbal Remedies March 2015 - Present
Amphenol Borisch Technologies April 2008 - March 2015
Amphenol Borisch Technologies July 2013 - September 2014
Chemical Bank March 2007 - April 2008
Chemical Bank February 2005 - March 2007
Edward Jones Investments May 2004 - February 2005
Edward Jones Investments November 1999 - May 2004
Skills
Program Management, Management, Budget, Marketing, Time Management, Budgets, CRM, Customer Satisfaction, Aerospace, Training, Sales, Microsoft Office, Cross-functional Team..., Customer Service, Microsoft Word, Process Improvement, Lean Manufacturing, Continuous Improvement
Education
Grand Valley State University 2002 — 2004
MPA, Public Administration
Grand Valley State University 1995 — 1999
BS, Advertising & Public Relations
Michigan Herbal Remedies March 2015 - Present
Amphenol Borisch Technologies April 2008 - March 2015
Amphenol Borisch Technologies July 2013 - September 2014
Chemical Bank March 2007 - April 2008
Chemical Bank February 2005 - March 2007
Edward Jones Investments May 2004 - February 2005
Edward Jones Investments November 1999 - May 2004
Skills
Program Management, Management, Budget, Marketing, Time Management, Budgets, CRM, Customer Satisfaction, Aerospace, Training, Sales, Microsoft Office, Cross-functional Team..., Customer Service, Microsoft Word, Process Improvement, Lean Manufacturing, Continuous Improvement
Education
Grand Valley State University 2002 — 2004
MPA, Public Administration
Grand Valley State University 1995 — 1999
BS, Advertising & Public Relations
Shane Crocker's Edward Jones Investments Experience January 2004 - January 2006
Job V.P. Business Development
Industry Hospital & Health Care
Experience
Conifer Health Solutions May 2011 - Present
Ernst & Young June 2010 - May 2011
Tenet Healthcare / CMS LA January 2009 - July 2010
University of Texas Medical Branch (UTMB) January 2008 - January 2009
Bank of America January 2006 - January 2008
Chase 2008 - 2008
Edward Jones Investments January 2004 - January 2006
The Kirchman Corporation January 2003 - January 2004
Community Bank of Louisiana January 2001 - January 2003
Skills
Managed Care, Medicare, Health Insurance, Health Policy, Healthcare, Healthcare Consulting, Healthcare Management, Performance Improvement, Physicians, Strategic Planning, Healthcare Industry, Healthcare Information..., Medicaid
Education
Louisiana Tech University 1997 — 2001
Bachelor of Science, Finance
Conifer Health Solutions May 2011 - Present
Ernst & Young June 2010 - May 2011
Tenet Healthcare / CMS LA January 2009 - July 2010
University of Texas Medical Branch (UTMB) January 2008 - January 2009
Bank of America January 2006 - January 2008
Chase 2008 - 2008
Edward Jones Investments January 2004 - January 2006
The Kirchman Corporation January 2003 - January 2004
Community Bank of Louisiana January 2001 - January 2003
Skills
Managed Care, Medicare, Health Insurance, Health Policy, Healthcare, Healthcare Consulting, Healthcare Management, Performance Improvement, Physicians, Strategic Planning, Healthcare Industry, Healthcare Information..., Medicaid
Education
Louisiana Tech University 1997 — 2001
Bachelor of Science, Finance
Berni Sallac Berni Sallac's Edward Jones Investments Experience June 2010 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Telecommunications
Experience
Edward Jones Investments June 2010 - Present
EDS July 2006 - February 2009
MBNA 2001 - 2006
Conectiv 2000 - 2000
Keystone Mercy Health Plan 1990 - 1999
Southco, manufacturer of industrial fasteners 1979 - 1990
Skills
Vendor Management, Program Management, CRM, Cross-functional Team..., Management, Process Improvement, Leadership, Telecommunications, Project Management, Training, Software Documentation, Security, Team Leadership, Project Planning, Start-ups
Education
Widener University 1980 — 1990
BS, Business Management - Evening/Weekend Classes
Goldey Beacom College 1976 — 1978
Edward Jones Investments June 2010 - Present
EDS July 2006 - February 2009
MBNA 2001 - 2006
Conectiv 2000 - 2000
Keystone Mercy Health Plan 1990 - 1999
Southco, manufacturer of industrial fasteners 1979 - 1990
Skills
Vendor Management, Program Management, CRM, Cross-functional Team..., Management, Process Improvement, Leadership, Telecommunications, Project Management, Training, Software Documentation, Security, Team Leadership, Project Planning, Start-ups
Education
Widener University 1980 — 1990
BS, Business Management - Evening/Weekend Classes
Goldey Beacom College 1976 — 1978
Christopher Gergen Christopher Gergen's Edward Jones Investments Experience November 2006 - April 2007
Job Owner, Armour Consulting
Industry Nonprofit Organization Management
Experience
Armour Consulting May 2008 - Present
Panasonic Avionics Corporation August 2007 - April 2008
Edward Jones Investments November 2006 - April 2007
United States Navy October 2001 - November 2006
Education
Louisiana State University 1995 — 1996
Pre-Law
Liberty University 1994 — 1995
General
Armour Consulting May 2008 - Present
Panasonic Avionics Corporation August 2007 - April 2008
Edward Jones Investments November 2006 - April 2007
United States Navy October 2001 - November 2006
Education
Louisiana State University 1995 — 1996
Pre-Law
Liberty University 1994 — 1995
General
Adrian Van Mierlo Adrian Van Mierlo's Edward Jones Investments Experience February 2007 - Present
Job Financial Advisor Making sense of investing
Industry Investment Management
Experience
Edward Jones Investments February 2007 - Present
Skills
Financial Planning, Investment Management, Life & Living Benefits..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Valuation, Due Diligence, Corporate Finance, Mergers, Financial Reporting, Accounting, Financial Advisory, Wealth Management, Finance, Private Equity
Education
University of Toronto - Rotman School of Management 2001 — 2004
MBA, Portfolio Management
Kettering University 1984 — 1989
B.Sc Engr, Manufacturing Systems Engr
Edward Jones Investments February 2007 - Present
Skills
Financial Planning, Investment Management, Life & Living Benefits..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Valuation, Due Diligence, Corporate Finance, Mergers, Financial Reporting, Accounting, Financial Advisory, Wealth Management, Finance, Private Equity
Education
University of Toronto - Rotman School of Management 2001 — 2004
MBA, Portfolio Management
Kettering University 1984 — 1989
B.Sc Engr, Manufacturing Systems Engr
Erin Sailor Erin Sailor's Edward Jones Investments Experience June 2008 - August 2011
Job Special Education Teacher at Frederick Douglas Academy II
Industry Education Management
Experience
Frederick Douglas Academy II August 2013 - Present
Teach For America November 2012 - Present
CENTER FOR COMMUNITY SERVICE & JUSTICE, LOYOLA UNIVERSITY September 2012 - May 2013
Health Leads September 2011 - May 2013
Health Leads, Boston May 2011 - August 2011
EDWARD JONES INVESTMENTS June 2008 - August 2011
PHON-A-THON, LOYOLA UNIVERSITY October 2010 - May 2011
Health Leads, Baltimore September 2010 - May 2011
THE PROVIDER ENTERPRISES, INC May 2010 - August 2010
LAW OFFICE OF PARNELL & MCKAY June 2008 - August 2008
Skills
Volunteer Management, Community Outreach, Program Development, Grant Writing, Non-profits, Fundraising, Stata, Qualitative Research, Research, Public Speaking, Public Health, Program Evaluation, Event Planning, Social Media, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Pivot Tables, PowerPoint, Writing, Communication, Adaptability, Team Building, Team Leadership, Team Management, History, Sociology, Helping Clients Succeed, Community Resource..., Public Benefits, Reflection, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Non-profit Leadership, Teaching, Special Education, Nonprofits
Education
Fordham University 2013 — 2015
Master of Education (MEd), Education/Teaching of Individuals in Secondary Special Education Programs
Loyola College in Maryland 2009 — 2013
Bachelor of Arts (B.A.), History, 3.66 Cum Laude
Londonderry High School 2005 — 2009
High School Diploma, 4.01
Frederick Douglas Academy II August 2013 - Present
Teach For America November 2012 - Present
CENTER FOR COMMUNITY SERVICE & JUSTICE, LOYOLA UNIVERSITY September 2012 - May 2013
Health Leads September 2011 - May 2013
Health Leads, Boston May 2011 - August 2011
EDWARD JONES INVESTMENTS June 2008 - August 2011
PHON-A-THON, LOYOLA UNIVERSITY October 2010 - May 2011
Health Leads, Baltimore September 2010 - May 2011
THE PROVIDER ENTERPRISES, INC May 2010 - August 2010
LAW OFFICE OF PARNELL & MCKAY June 2008 - August 2008
Skills
Volunteer Management, Community Outreach, Program Development, Grant Writing, Non-profits, Fundraising, Stata, Qualitative Research, Research, Public Speaking, Public Health, Program Evaluation, Event Planning, Social Media, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Pivot Tables, PowerPoint, Writing, Communication, Adaptability, Team Building, Team Leadership, Team Management, History, Sociology, Helping Clients Succeed, Community Resource..., Public Benefits, Reflection, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Non-profit Leadership, Teaching, Special Education, Nonprofits
Education
Fordham University 2013 — 2015
Master of Education (MEd), Education/Teaching of Individuals in Secondary Special Education Programs
Loyola College in Maryland 2009 — 2013
Bachelor of Arts (B.A.), History, 3.66 Cum Laude
Londonderry High School 2005 — 2009
High School Diploma, 4.01
David Hershman, AAMS® David Hershman, AAMS®'s Edward Jones Investments Experience October 2006 - October 2011
Job LPL Financial
Industry Financial Services
Experience
LPL Financial November 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - November 2014
Edward Jones Investments October 2006 - October 2011
Education
The University of Tennessee at Chattanooga 2000 — 2002
Lambuth University 1998 — 2000
LPL Financial November 2014 - Present
Ameriprise Financial Services, Inc. October 2011 - November 2014
Edward Jones Investments October 2006 - October 2011
Education
The University of Tennessee at Chattanooga 2000 — 2002
Lambuth University 1998 — 2000
Jake Bouvy's Edward Jones Investments Experience April 2011 - August 2012
Job Artist Management & Development
Industry Music
Experience
Independent Artist Representation December 2011 - Present
Epkey Tennis May 2012 - August 2012
Edward Jones Investments April 2011 - August 2012
Skills
Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Music Industry, Music Videos, Tennis, Coaching, Spanish, Microsoft Office, Microsoft Word, PowerPoint, Twitter, Facebook, Facebook Marketing, YouTube, Email, Public Relations, Strategic Planning, Online Advertising, Video, Management Consulting, Design Consulting, Product Design..., Image Consultation, Marketing, Advertising, Teaching
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Marketing
Independent Artist Representation December 2011 - Present
Epkey Tennis May 2012 - August 2012
Edward Jones Investments April 2011 - August 2012
Skills
Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Music Industry, Music Videos, Tennis, Coaching, Spanish, Microsoft Office, Microsoft Word, PowerPoint, Twitter, Facebook, Facebook Marketing, YouTube, Email, Public Relations, Strategic Planning, Online Advertising, Video, Management Consulting, Design Consulting, Product Design..., Image Consultation, Marketing, Advertising, Teaching
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Marketing
Andrea (Guinn) McKee Andrea (Guinn) McKee's Edward Jones Investments Experience May 2009 - August 2009
Job Strategic Marketing & Event Planning Services
Industry Marketing and Advertising
Experience
The Pink Bride April 2012 - Present
McKee Occasions December 2011 - Present
Self-Employed November 2009 - 2015
Historic Bleak House December 2011 - July 2012
Edfinancial Services January 2012 - April 2012
Tennessee State Bank June 2011 - August 2011
East Tennessee State University August 2008 - June 2011
Edward Jones Investments May 2009 - August 2009
Various May 2004 - August 2008
Skills
Community Organizing, Grassroots Campaigning, Creative Writing, Blogging, Attention To Detail, Event Planning, Event Marketing, Sales Force..., Microsoft Office, AS400, Virtual Teams, Cross-functional Team..., Marketing Management, Social Media Marketing, Marketing Communications, Corporate Finance, Real Estate Finance, Healthcare Marketing, Marketing Strategy, Accounts Payable, Accounts Receivable, Budget Analysis, Event Management, Social Media, Advertising, Public Relations, Budgeting, Marketing, Weddings, Budgets, Customer Service, Management, Research, Microsoft Excel, PowerPoint, Public Speaking, Analysis, Social Networking, Retail, Team Leadership, Finance, Sales, Project Planning, Fundraising, Customer Satisfaction, Time Management, Creative Direction, Small Business, Critical Thinking, Leadership
Education
University of Tennessee-Knoxville 2011 — 2011
Professional Certificate, Certified Wedding Coordinator
East Tennessee State University 2007 — 2011
Bachelor of Business Administration, Marketing, Finance, 3.9 GPA
Tusculum College 2006 — 2007
The Pink Bride April 2012 - Present
McKee Occasions December 2011 - Present
Self-Employed November 2009 - 2015
Historic Bleak House December 2011 - July 2012
Edfinancial Services January 2012 - April 2012
Tennessee State Bank June 2011 - August 2011
East Tennessee State University August 2008 - June 2011
Edward Jones Investments May 2009 - August 2009
Various May 2004 - August 2008
Skills
Community Organizing, Grassroots Campaigning, Creative Writing, Blogging, Attention To Detail, Event Planning, Event Marketing, Sales Force..., Microsoft Office, AS400, Virtual Teams, Cross-functional Team..., Marketing Management, Social Media Marketing, Marketing Communications, Corporate Finance, Real Estate Finance, Healthcare Marketing, Marketing Strategy, Accounts Payable, Accounts Receivable, Budget Analysis, Event Management, Social Media, Advertising, Public Relations, Budgeting, Marketing, Weddings, Budgets, Customer Service, Management, Research, Microsoft Excel, PowerPoint, Public Speaking, Analysis, Social Networking, Retail, Team Leadership, Finance, Sales, Project Planning, Fundraising, Customer Satisfaction, Time Management, Creative Direction, Small Business, Critical Thinking, Leadership
Education
University of Tennessee-Knoxville 2011 — 2011
Professional Certificate, Certified Wedding Coordinator
East Tennessee State University 2007 — 2011
Bachelor of Business Administration, Marketing, Finance, 3.9 GPA
Tusculum College 2006 — 2007
Ken Sheng, MBA's Edward Jones Investments Experience April 2014 - June 2015
Job AVP, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 美林 June 2015 - Present
Edward Jones Investments April 2014 - June 2015
Advance Academy USA 2013 - 2014
Whirlpool Corporation May 2012 - August 2012
Sears Holdings Corporation February 2011 - July 2011
Sears Holdings Corporation June 2008 - February 2011
Sears Holdings Corporation February 2008 - June 2008
Ameriprise Financial Services, Inc. August 2007 - December 2007
State Farm Insurance May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Market Research, PowerPoint, Marketing, Competitive Analysis, Customer Service, Microsoft Office, Social Media, Project Management, Finance, Marketing Strategy, Strategic Planning, Analytics, Sales, Microsoft Word, Change Management, Consulting, Contract Negotiation, Leadership Development, Business Strategy, Public Speaking, Market Analysis, Business Analysis, Social Media Marketing, Strategy, Analysis, Forecasting, Cross-functional Team..., Product Management, Business Development, Team Leadership, Management, Business Planning, Teamwork, Leadership, Pricing, Marketing Research, Process Improvement, Brand Management, Entrepreneurship, Product Development, Sales Management, Time Management, CRM, E-commerce, Financial Planning, Financial Services
Education
University of Southern California 2004 — 2007
Bachelor, Finance and Management
Indiana University - Kelley School of Business 2011 — 2013
MBA, Marketing, Business Analytics, and Finance Minor
Kelley School of Business, Indiana University 2011 — 2013
Master, Business Administration; Marketing and Business Analysis Dual Major and Finance Minor
Merrill Lynch 美林 June 2015 - Present
Edward Jones Investments April 2014 - June 2015
Advance Academy USA 2013 - 2014
Whirlpool Corporation May 2012 - August 2012
Sears Holdings Corporation February 2011 - July 2011
Sears Holdings Corporation June 2008 - February 2011
Sears Holdings Corporation February 2008 - June 2008
Ameriprise Financial Services, Inc. August 2007 - December 2007
State Farm Insurance May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Market Research, PowerPoint, Marketing, Competitive Analysis, Customer Service, Microsoft Office, Social Media, Project Management, Finance, Marketing Strategy, Strategic Planning, Analytics, Sales, Microsoft Word, Change Management, Consulting, Contract Negotiation, Leadership Development, Business Strategy, Public Speaking, Market Analysis, Business Analysis, Social Media Marketing, Strategy, Analysis, Forecasting, Cross-functional Team..., Product Management, Business Development, Team Leadership, Management, Business Planning, Teamwork, Leadership, Pricing, Marketing Research, Process Improvement, Brand Management, Entrepreneurship, Product Development, Sales Management, Time Management, CRM, E-commerce, Financial Planning, Financial Services
Education
University of Southern California 2004 — 2007
Bachelor, Finance and Management
Indiana University - Kelley School of Business 2011 — 2013
MBA, Marketing, Business Analytics, and Finance Minor
Kelley School of Business, Indiana University 2011 — 2013
Master, Business Administration; Marketing and Business Analysis Dual Major and Finance Minor
Blevian Moore Blevian Moore's Edward Jones Investments Experience March 2003 - April 2006
Job Executive Director at South Holland Business Association
Industry Government Relations
Experience
South Holland Business Association October 2007 - Present
Coldwell Banker February 2006 - Present
Edward Jones Investments March 2003 - April 2006
Michael W. Coffield & Associates February 1999 - August 2001
Skills
Community Relations, Marketing Communications, Event Management, Real Estate, Referrals, First Time Home Buyers, Sellers, Investment Properties, Foreclosures, Residential Homes, Real Estate Transactions, New Home Sales, Buyer Representation, Selling, Single Family Homes, Listings
Education
Governors State University 2012 — 2014
Working on MPA Degree, Master's Public Administration
Governors State University 2009 — 2011
Bachelors Business Management, Business Management
South Suburban College 2006 — 2009
Associates, Business Management/Liberal Arts
South Holland Business Association October 2007 - Present
Coldwell Banker February 2006 - Present
Edward Jones Investments March 2003 - April 2006
Michael W. Coffield & Associates February 1999 - August 2001
Skills
Community Relations, Marketing Communications, Event Management, Real Estate, Referrals, First Time Home Buyers, Sellers, Investment Properties, Foreclosures, Residential Homes, Real Estate Transactions, New Home Sales, Buyer Representation, Selling, Single Family Homes, Listings
Education
Governors State University 2012 — 2014
Working on MPA Degree, Master's Public Administration
Governors State University 2009 — 2011
Bachelors Business Management, Business Management
South Suburban College 2006 — 2009
Associates, Business Management/Liberal Arts
Christi Garcia Christi Garcia's Edward Jones Investments Experience May 2008 - May 2011
Job Senior Business Banking and Loan Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
LPL Financial 2011 - April 2013
Edward Jones Investments May 2008 - May 2011
US Bank Corp November 2005 - May 2008
Exit Realty February 2002 - November 2007
Aerosoles 2000 - 2002
Macys 1998 - 2000
San Benito County Office of Education 1995 - 1998
Skills
Investments, Wealth Accumulation, Wealth Preservation..., IRA Rollovers, Retirement Income..., 401 K Rollovers, Financial Management, Asset Management, Financial Advisory, Retirement Planning, Annuities, College Savings Plans, Retirement Plan..., Long Term Care, Term Life Insurance, Whole Life, Stocks, Stock Management, Bonds, Mutual Funds, Asset Allocation, Financial Analysis, Wealth Preservation, Wealth Management, tax free bonds, account consolidation, Roth IRA, 403B, Managed Accounts, Managing Accounts, Asset Managment, IRAs, Fixed Annuities, Retirement, Long-term Care, Mortgage Lending, 401k, Portfolio Management, Financial Services, Finance, Wealth Management..., Wealth, Strategic Financial..., Long Term Care Insurance, Life Insurance, Series 7
Education
Gilroy High School 1991 — 1995
Business, Marketing
Kaplan University
Securities, Finance and Financial Management Services
Wells Fargo April 2013 - Present
LPL Financial 2011 - April 2013
Edward Jones Investments May 2008 - May 2011
US Bank Corp November 2005 - May 2008
Exit Realty February 2002 - November 2007
Aerosoles 2000 - 2002
Macys 1998 - 2000
San Benito County Office of Education 1995 - 1998
Skills
Investments, Wealth Accumulation, Wealth Preservation..., IRA Rollovers, Retirement Income..., 401 K Rollovers, Financial Management, Asset Management, Financial Advisory, Retirement Planning, Annuities, College Savings Plans, Retirement Plan..., Long Term Care, Term Life Insurance, Whole Life, Stocks, Stock Management, Bonds, Mutual Funds, Asset Allocation, Financial Analysis, Wealth Preservation, Wealth Management, tax free bonds, account consolidation, Roth IRA, 403B, Managed Accounts, Managing Accounts, Asset Managment, IRAs, Fixed Annuities, Retirement, Long-term Care, Mortgage Lending, 401k, Portfolio Management, Financial Services, Finance, Wealth Management..., Wealth, Strategic Financial..., Long Term Care Insurance, Life Insurance, Series 7
Education
Gilroy High School 1991 — 1995
Business, Marketing
Kaplan University
Securities, Finance and Financial Management Services
Elsa Brown Elsa Brown's Edward Jones Investments Experience November 2008 - August 2009
Job Recent College Graduate from Eastern Illinois University
Industry Financial Services
Experience
Tower Dining Services September 2009 - January 2011
Edward Jones Investments November 2008 - August 2009
Curves September 2007 - August 2009
Small's Food Store May 2007 - August 2007
Education
Eastern Illinois University 2009 — 2010
Bachelors of Science, Finance
John A. Logan Community College 2007 — 2008
Associates of Arts, Business Administration and Accounting
Tower Dining Services September 2009 - January 2011
Edward Jones Investments November 2008 - August 2009
Curves September 2007 - August 2009
Small's Food Store May 2007 - August 2007
Education
Eastern Illinois University 2009 — 2010
Bachelors of Science, Finance
John A. Logan Community College 2007 — 2008
Associates of Arts, Business Administration and Accounting
Val St Germain CFP® Val St Germain CFP®'s Edward Jones Investments Experience January 2008 - July 2010
Job Estate and Financial Planning Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
TD Wealth Private Investment Advice July 2010 - April 2015
Brain Injury Association of Canada January 2010 - January 2011
Edward Jones Investments January 2008 - July 2010
Canadian Football League June 1994 - November 2007
Skills
Retirement, Estate Planning, Wealth, Financial Planning, Investments, Insurance, Wealth Management, Retirement Planning, Critical Illness, Disability Insurance, Employee Benefits, Finance, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Management, Mortgage Lending, Securities, Strategic Financial...
Education
McGill University 1990 — 1994
B.Ed, English & History
Notre Dame HS, Ottawa 1988 — 1990
Sun Life Financial June 2015 - Present
TD Wealth Private Investment Advice July 2010 - April 2015
Brain Injury Association of Canada January 2010 - January 2011
Edward Jones Investments January 2008 - July 2010
Canadian Football League June 1994 - November 2007
Skills
Retirement, Estate Planning, Wealth, Financial Planning, Investments, Insurance, Wealth Management, Retirement Planning, Critical Illness, Disability Insurance, Employee Benefits, Finance, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Management, Mortgage Lending, Securities, Strategic Financial...
Education
McGill University 1990 — 1994
B.Ed, English & History
Notre Dame HS, Ottawa 1988 — 1990
Hilary Fagnani Hilary Fagnani's Edward Jones Investments Experience February 2002 - May 2005
Job Mendham Capital Management Investment Consultant
Industry Investment Management
Experience
Mendham Capital Management May 2005 - Present
Edward Jones Investments February 2002 - May 2005
Johnson & Johnson February 1980 - December 1990
Skills
Retirement Planning, Investment Advisory, Personal Finance, Risk Management, Asset Management
Education
Fairleigh Dickinson University 1982 — 1984
Business
Wake Forest University 1974 — 1978
BA, Speech Communications
Mendham Capital Management May 2005 - Present
Edward Jones Investments February 2002 - May 2005
Johnson & Johnson February 1980 - December 1990
Skills
Retirement Planning, Investment Advisory, Personal Finance, Risk Management, Asset Management
Education
Fairleigh Dickinson University 1982 — 1984
Business
Wake Forest University 1974 — 1978
BA, Speech Communications
Dave Connelly's Edward Jones Investments Experience June 2001 - Present
Job Financial Advisor at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments June 2001 - Present
Dublin City Schools September 1995 - June 2001
Skills
Business Strategy, Strategic Financial..., Finance, Retirement Planning, Retirement, Series 7, Estate Planning, Mutual Funds, Sales, Wealth Management, Investments, Life Insurance, Small Business, Marketing, Team Building, Public Speaking, Succession Planning, Uniform Combined State..., Leadership, Fundraising, Coaching
Education
Miami University 1990 — 1994
BS
Edward Jones Investments June 2001 - Present
Dublin City Schools September 1995 - June 2001
Skills
Business Strategy, Strategic Financial..., Finance, Retirement Planning, Retirement, Series 7, Estate Planning, Mutual Funds, Sales, Wealth Management, Investments, Life Insurance, Small Business, Marketing, Team Building, Public Speaking, Succession Planning, Uniform Combined State..., Leadership, Fundraising, Coaching
Education
Miami University 1990 — 1994
BS
Andrew Nollman, AIF® Andrew Nollman, AIF®'s Edward Jones Investments Experience September 2005 - January 2009
Job "My burning desire is to help YOU Comfortably Retire"
Industry Financial Services
Experience
Rose City Financial Services, LLC February 2009 - Present
Edward Jones Investments September 2005 - January 2009
Comfort Suites April 2003 - September 2005
Education
Johnson & Wales University 1989 — 1993
BS, Hospitality Management
Norwich Free Academy 1986 — 1989
Rose City Financial Services, LLC February 2009 - Present
Edward Jones Investments September 2005 - January 2009
Comfort Suites April 2003 - September 2005
Education
Johnson & Wales University 1989 — 1993
BS, Hospitality Management
Norwich Free Academy 1986 — 1989
Rob Pelissier Rob Pelissier's Edward Jones Investments Experience April 2005 - Present
Job Financial Advisor EDWARD JONES INVESTMENTS
Industry Investment Management
Experience
Edward Jones Investments April 2005 - Present
Optimist International 2010 - 2011
Sysco Foods January 1995 - April 2005
McKibbon Brothers Inc. January 1984 - January 1995
Education
Georgia State University 1988 — 1989
BBA, Marketing
Macon Jr College 1986 — 1988
Associate, Business Administration
Middle Georgia State University 1986 — 1988
Miller Elementary Warner Robins, Ga
Edward Jones Investments April 2005 - Present
Optimist International 2010 - 2011
Sysco Foods January 1995 - April 2005
McKibbon Brothers Inc. January 1984 - January 1995
Education
Georgia State University 1988 — 1989
BBA, Marketing
Macon Jr College 1986 — 1988
Associate, Business Administration
Middle Georgia State University 1986 — 1988
Miller Elementary Warner Robins, Ga
Kellen Wilkins's Edward Jones Investments Experience June 2011 - August 2011
Job Investment Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
YieldMo February 2014 - March 2014
Edward Jones Investments June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Fixed Income, Leveraged Finance, Valuation, Unix, C++ Language
Education
Florida Agricultural and Mechanical University 2009 — 2013
B.S., Business Administration
J.P. Morgan June 2014 - Present
YieldMo February 2014 - March 2014
Edward Jones Investments June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Fixed Income, Leveraged Finance, Valuation, Unix, C++ Language
Education
Florida Agricultural and Mechanical University 2009 — 2013
B.S., Business Administration
Michael J. Langevin AAMS Michael J. Langevin AAMS's Edward Jones Investments Experience September 2001 - October 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Edward Jones Investments September 2001 - October 2011
Michael J. Langevin Consulting & Publishing January 1995 - September 2001
Shockley Communications January 1992 - March 2000
Skills
Consulting, Management/Supervision, Direct Marketing, Writing, Research, Sales, Broadcast Management
Education
Metropolitan State University 1987 — 1989
Bachelor's Degree, Business/Marketing
Inver Hills Community College 1985 — 1986
Associate's Degree, pre-business
Brown Institute 1978 — 1979
Certificate, Radio/TV Broadcasting
Park Sr. High 1974 — 1977
High School Diploma
Wells Fargo Advisors October 2011 - Present
Edward Jones Investments September 2001 - October 2011
Michael J. Langevin Consulting & Publishing January 1995 - September 2001
Shockley Communications January 1992 - March 2000
Skills
Consulting, Management/Supervision, Direct Marketing, Writing, Research, Sales, Broadcast Management
Education
Metropolitan State University 1987 — 1989
Bachelor's Degree, Business/Marketing
Inver Hills Community College 1985 — 1986
Associate's Degree, pre-business
Brown Institute 1978 — 1979
Certificate, Radio/TV Broadcasting
Park Sr. High 1974 — 1977
High School Diploma
Kyle Wiser Kyle Wiser's Edward Jones Investments Experience January 2011 - September 2011
Job Medical Student at UTHSC
Industry Medical Practice
Experience
UTHSC August 2012 - Present
Clayton Bank and Trust August 2011 - June 2012
Edward Jones Investments January 2011 - September 2011
Wiser Lumber Company, LLC May 2005 - August 2011
Clayton Team August 2009 - December 2010
Skills
Portfolio Management, Equities, Strategic Financial..., Finance, Credit, Cash Flow, Bonds, Financial Statement..., Microsoft Excel, Microsoft Office, Customer Service, Budgets, PowerPoint, Microsoft Word, Credit Analysis
Education
University of Tennessee-Health Science Center 2012 — 2016
Doctor of Medicine (M.D.)
Freed-Hardeman University 2011 — 2012
MBA, Corporate Responsibility
Freed-Hardeman University 2007 — 2011
BBA, Finance
UTHSC August 2012 - Present
Clayton Bank and Trust August 2011 - June 2012
Edward Jones Investments January 2011 - September 2011
Wiser Lumber Company, LLC May 2005 - August 2011
Clayton Team August 2009 - December 2010
Skills
Portfolio Management, Equities, Strategic Financial..., Finance, Credit, Cash Flow, Bonds, Financial Statement..., Microsoft Excel, Microsoft Office, Customer Service, Budgets, PowerPoint, Microsoft Word, Credit Analysis
Education
University of Tennessee-Health Science Center 2012 — 2016
Doctor of Medicine (M.D.)
Freed-Hardeman University 2011 — 2012
MBA, Corporate Responsibility
Freed-Hardeman University 2007 — 2011
BBA, Finance
Ken Caldwell Ken Caldwell's Edward Jones Investments Experience October 2000 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments October 2000 - Present
TRW Inc. February 1982 - May 2000
Skills
Fixed Annuities, Securities, Estate Planning, Investment Strategies, Insurance, Investments, Retirement
Education
Duke University - Fuqua School of Business 1995 — 1995
Advanced Management Program
Iowa State University 1966 — 1972
BS, Industrial Administration
Edward Jones Investments October 2000 - Present
TRW Inc. February 1982 - May 2000
Skills
Fixed Annuities, Securities, Estate Planning, Investment Strategies, Insurance, Investments, Retirement
Education
Duke University - Fuqua School of Business 1995 — 1995
Advanced Management Program
Iowa State University 1966 — 1972
BS, Industrial Administration
Brad Easter Brad Easter's Edward Jones Investments Experience June 2004 - May 2008
Job Sales Representative at Shoup Manufacturing Company
Industry Farming
Experience
Shoup Manufacturing Company December 2013 - Present
Illinois Small Business Development Center October 2011 - December 2013
Shorewood Area Chamber of Commerce April 2011 - October 2011
First National Bank May 2008 - May 2011
Edward Jones Investments June 2004 - May 2008
Frontier Financial Consultants April 2002 - May 2004
Skills
New Business Development, Economic Development, Event Planning, Financial Planning, Non-profits, Marketing Strategy, Personal Finance, Investments, Business Planning, Mortgage, Loans, Strategic Planning, Start-ups, Small Business, Banking, Public Speaking, Investment Strategies, Financial Analysis, Credit, Business Strategy, Risk Management, Portfolio Management, Insurance, Asset Management, Budgeting, Fundraising, Customer Relations, Small Business Lending, Series 7, Strategy Development, Strategic Financial..., Budgets, Nonprofits, Leadership, Customer Service, CRM, Training, Executive Management, Marketing, Finance, Commercial Lending, Cash Management, Customer Retention, Cross Selling, Accounting, Time Management, Mortgage Lending
Education
Eastern Illinois University 1993 — 1999
BA, Speech Communicatoins
Shoup Manufacturing Company December 2013 - Present
Illinois Small Business Development Center October 2011 - December 2013
Shorewood Area Chamber of Commerce April 2011 - October 2011
First National Bank May 2008 - May 2011
Edward Jones Investments June 2004 - May 2008
Frontier Financial Consultants April 2002 - May 2004
Skills
New Business Development, Economic Development, Event Planning, Financial Planning, Non-profits, Marketing Strategy, Personal Finance, Investments, Business Planning, Mortgage, Loans, Strategic Planning, Start-ups, Small Business, Banking, Public Speaking, Investment Strategies, Financial Analysis, Credit, Business Strategy, Risk Management, Portfolio Management, Insurance, Asset Management, Budgeting, Fundraising, Customer Relations, Small Business Lending, Series 7, Strategy Development, Strategic Financial..., Budgets, Nonprofits, Leadership, Customer Service, CRM, Training, Executive Management, Marketing, Finance, Commercial Lending, Cash Management, Customer Retention, Cross Selling, Accounting, Time Management, Mortgage Lending
Education
Eastern Illinois University 1993 — 1999
BA, Speech Communicatoins
Cliff Thorne's Edward Jones Investments Experience August 2005 - April 2006
Job Business Development at System Service & Engineering
Industry Facilities Services
Experience
System Service and Engineering, Inc. March 2015 - Present
Peaden Companies June 2010 - March 2015
Regions Bank May 2006 - May 2010
Edward Jones Investments August 2005 - April 2006
Florida State University Panama City 2003 - 2005
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Finance, Process Scheduler, Public Speaking, Sales Management, Forecasting, Coaching, Team Building, Financial Modeling, Strategic Planning, Leadership, Contract Negotiation, Sales, Management
Education
Florida State University 2003 — 2005
Bachelor of Science, Business Administration
Gulf Coast Community College 2000 — 2003
Associate of Arts, Pre-Business
System Service and Engineering, Inc. March 2015 - Present
Peaden Companies June 2010 - March 2015
Regions Bank May 2006 - May 2010
Edward Jones Investments August 2005 - April 2006
Florida State University Panama City 2003 - 2005
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Finance, Process Scheduler, Public Speaking, Sales Management, Forecasting, Coaching, Team Building, Financial Modeling, Strategic Planning, Leadership, Contract Negotiation, Sales, Management
Education
Florida State University 2003 — 2005
Bachelor of Science, Business Administration
Gulf Coast Community College 2000 — 2003
Associate of Arts, Pre-Business
John Currier Goodson John Currier Goodson's Edward Jones Investments Experience 1992 - 2000
Job Managing Principal, Goodson Wealth Management
Industry Investment Management
Experience
Myers Point at Sewanee 2004 - Present
Goodson Wealth Management March 2000 - Present
Wachovia Securities Financial Network November 2000 - March 2009
Edward Jones Investments 1992 - 2000
Skills
Investments, Real Estate, Wealth Management, Sales, Fundraising, Strategic Planning, Management, Entrepreneurship, Finance, Financial Services, Budgets, Financial Analysis, Business Planning, Portfolio Management, Small Business, Strategic Financial..., Business Strategy, Marketing Strategy, Start-ups, New Business Development, Team Building, Mergers & Acquisitions, Luxury
Education
The University of Dallas 1985 — 1988
MBA, Business Management
Louisiana State University 1979 — 1983
BS, Business Management
Myers Point at Sewanee 2004 - Present
Goodson Wealth Management March 2000 - Present
Wachovia Securities Financial Network November 2000 - March 2009
Edward Jones Investments 1992 - 2000
Skills
Investments, Real Estate, Wealth Management, Sales, Fundraising, Strategic Planning, Management, Entrepreneurship, Finance, Financial Services, Budgets, Financial Analysis, Business Planning, Portfolio Management, Small Business, Strategic Financial..., Business Strategy, Marketing Strategy, Start-ups, New Business Development, Team Building, Mergers & Acquisitions, Luxury
Education
The University of Dallas 1985 — 1988
MBA, Business Management
Louisiana State University 1979 — 1983
BS, Business Management
Deborah McQueen Deborah McQueen's Edward Jones Investments Experience 2010 - Present
Job Edward Jones Investments Branch Office Administrator
Industry Financial Services
Experience
Edward Jones Investments 2010 - Present
Fidelity Investments 2005 - 2008
CCB/National Commerce Financial Corp January 2000 - January 2004
CCB/National Commerce Financial Corp January 1999 - January 2000
Central Carolina Bank January 1994 - January 1999
Education
DeVry University
Bachelor of Science, Technical Management; Technical Communication
Durham Technical College
Associate Applied Science Degree, Business Information Systems Technology
Edward Jones Investments 2010 - Present
Fidelity Investments 2005 - 2008
CCB/National Commerce Financial Corp January 2000 - January 2004
CCB/National Commerce Financial Corp January 1999 - January 2000
Central Carolina Bank January 1994 - January 1999
Education
DeVry University
Bachelor of Science, Technical Management; Technical Communication
Durham Technical College
Associate Applied Science Degree, Business Information Systems Technology
Andrew Brake, MBA's Edward Jones Investments Experience May 2004 - July 2008
Job Healthcare Professional (Registered Nurse) & Entrepreneur
Industry Hospital & Health Care
Experience
Cone Health July 2014 - Present
Stick9 June 1997 - Present
Cone Health May 2011 - July 2014
VALIC May 2009 - July 2011
Edward Jones Investments May 2004 - July 2008
Optometry Practice January 1998 - May 2004
Skills
Hospitals, Nursing, Healthcare, Medical Terminology, Nursing Care, Long-term Care, Palliative Care, Healthcare Information..., Healthcare Management, EMR, HIPAA, Epic Systems, Medicare, Home Care, Medical/Surgical, Managed Care, Case Managment, Cultural Transformation, Administrative Work, General Business..., Retirement Planning, Graphic Design, Signage, Clinical Research, Cpr Certified, BLS, Medicaid, EHR, CPR Certified
Education
Fayetteville State University 2014 — 2016
Bachelor’s Degree, B.S. - Nursing
Guilford Technical Community College 2012 — 2014
Associate’s Degree, Nursing
University of North Carolina at Greensboro 2001 — 2003
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 1997 — 2001
Bachelor’s Degree, B.S. - Biology & Pre-Medical, Minor: Business
West Forsyth High School 1994 — 1997
High School Diploma
Cone Health July 2014 - Present
Stick9 June 1997 - Present
Cone Health May 2011 - July 2014
VALIC May 2009 - July 2011
Edward Jones Investments May 2004 - July 2008
Optometry Practice January 1998 - May 2004
Skills
Hospitals, Nursing, Healthcare, Medical Terminology, Nursing Care, Long-term Care, Palliative Care, Healthcare Information..., Healthcare Management, EMR, HIPAA, Epic Systems, Medicare, Home Care, Medical/Surgical, Managed Care, Case Managment, Cultural Transformation, Administrative Work, General Business..., Retirement Planning, Graphic Design, Signage, Clinical Research, Cpr Certified, BLS, Medicaid, EHR, CPR Certified
Education
Fayetteville State University 2014 — 2016
Bachelor’s Degree, B.S. - Nursing
Guilford Technical Community College 2012 — 2014
Associate’s Degree, Nursing
University of North Carolina at Greensboro 2001 — 2003
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro 1997 — 2001
Bachelor’s Degree, B.S. - Biology & Pre-Medical, Minor: Business
West Forsyth High School 1994 — 1997
High School Diploma
douglas cloutier douglas cloutier's Edward Jones Investments Experience October 2011 - April 2012
Job Senior Mortgage Banker at Quicken Loans
Industry Marketing and Advertising
Experience
Quicken Loans June 2013 - Present
Michigan Elite Umpire Association April 2008 - June 2014
Penn Station East Coast Subs September 2010 - May 2013
Edward Jones October 2011 - April 2012
EDWARD JONES INVESTMENTS October 2011 - April 2012
Edward Jones October 2011 - April 2012
Macomb Monthly December 2009 - October 2011
Macomb monthly January 2008 - September 2010
Skills
Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Service Industries, Solution Orientated
Education
Northwood University 2010 — 2013
Bachelor's degree, Marketing
Northwood University 2009 — 2013
Bachelor of Marketing
Macomb Community College 2008 — 2009
Quicken Loans June 2013 - Present
Michigan Elite Umpire Association April 2008 - June 2014
Penn Station East Coast Subs September 2010 - May 2013
Edward Jones October 2011 - April 2012
EDWARD JONES INVESTMENTS October 2011 - April 2012
Edward Jones October 2011 - April 2012
Macomb Monthly December 2009 - October 2011
Macomb monthly January 2008 - September 2010
Skills
Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Service Industries, Solution Orientated
Education
Northwood University 2010 — 2013
Bachelor's degree, Marketing
Northwood University 2009 — 2013
Bachelor of Marketing
Macomb Community College 2008 — 2009
Dan Rockenbach Dan Rockenbach's Edward Jones Investments Experience July 2009 - September 2010
Job Head of Growth at Swipecast
Industry Apparel & Fashion
Experience
Swipecast August 2015 - Present
[ WORKING TITLE ] Documentary October 2014 - Present
Google August 2012 - October 2014
Wildfire, a division of Google February 2012 - August 2012
Wildfire, a division of Google October 2010 - February 2012
Edward Jones Investments July 2009 - September 2010
Skills
Strategic Partnerships, Fashion, Business Development, Start-ups, Fashion Photography, Strategy, Digital Media, Marketing Strategy, Brand Development, Integrated Marketing, Contract Negotiation, Marketing, Business Planning, Sales, Online Marketing, Digital Strategy, New Business Development, Product Development, Digital Marketing, Online Advertising, Advertising, Email Marketing, Mobile Marketing, Business Strategy, Strategic Planning, Marketing Communications, Deal Structure, Marketing Management, Direct Marketing, E-commerce, Selling, Mobile Advertising, Analytics, Entrepreneurship, Direct Sales, Mobile Applications, Competitive Analysis, Product Marketing, Leadership, Social Media Marketing, Social Media, Social Networking, SaaS, CRM, Sports Marketing, Real Estate, Film Production, Documentaries, Film, Photography
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business, Public Policy Analysis
University of Virginia
Semester at Sea, Latin America
Swipecast August 2015 - Present
[ WORKING TITLE ] Documentary October 2014 - Present
Google August 2012 - October 2014
Wildfire, a division of Google February 2012 - August 2012
Wildfire, a division of Google October 2010 - February 2012
Edward Jones Investments July 2009 - September 2010
Skills
Strategic Partnerships, Fashion, Business Development, Start-ups, Fashion Photography, Strategy, Digital Media, Marketing Strategy, Brand Development, Integrated Marketing, Contract Negotiation, Marketing, Business Planning, Sales, Online Marketing, Digital Strategy, New Business Development, Product Development, Digital Marketing, Online Advertising, Advertising, Email Marketing, Mobile Marketing, Business Strategy, Strategic Planning, Marketing Communications, Deal Structure, Marketing Management, Direct Marketing, E-commerce, Selling, Mobile Advertising, Analytics, Entrepreneurship, Direct Sales, Mobile Applications, Competitive Analysis, Product Marketing, Leadership, Social Media Marketing, Social Media, Social Networking, SaaS, CRM, Sports Marketing, Real Estate, Film Production, Documentaries, Film, Photography
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business, Public Policy Analysis
University of Virginia
Semester at Sea, Latin America
Gerald Black Gerald Black's Edward Jones Investments Experience May 2012 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments May 2012 - Present
MTPCS, LLC DBA Cellular One February 2011 - March 2012
MTPCS, LLC DBA Cellular One May 2009 - February 2011
Alltel Wireless February 2007 - November 2008
Alltel Wireless August 2003 - February 2007
Alltel Wireless June 2002 - August 2003
Skills
Leadership, Management, Training, Team Building, Customer Retention, Sales Process, Selling, Sales, Retail, Recruiting, Hiring, Coaching, Forecasting, Performance Management, Direct Sales, Customer Experience, Customer Service, Customer Satisfaction, Inventory Management, Organizational..., Cold Calling, Applicant Tracking...
Education
Henderson State University 1994 — 1999
Bachelor of Arts
University of Maryland College Park 1995 — 1997
Gonzaga University
Organizational Leadership
Edward Jones Investments May 2012 - Present
MTPCS, LLC DBA Cellular One February 2011 - March 2012
MTPCS, LLC DBA Cellular One May 2009 - February 2011
Alltel Wireless February 2007 - November 2008
Alltel Wireless August 2003 - February 2007
Alltel Wireless June 2002 - August 2003
Skills
Leadership, Management, Training, Team Building, Customer Retention, Sales Process, Selling, Sales, Retail, Recruiting, Hiring, Coaching, Forecasting, Performance Management, Direct Sales, Customer Experience, Customer Service, Customer Satisfaction, Inventory Management, Organizational..., Cold Calling, Applicant Tracking...
Education
Henderson State University 1994 — 1999
Bachelor of Arts
University of Maryland College Park 1995 — 1997
Gonzaga University
Organizational Leadership
Michael H. MacLean's Edward Jones Investments Experience March 2006 - November 2008
Job MBA | MFP® Master Financial Planner™
Industry Financial Services
Experience
MACLEAN & Co. Financial Planning 2014 - Present
Edward Jones Investments March 2006 - November 2008
Fifth Third Bank July 2004 - January 2006
Clarkston Motors, Inc March 1998 - June 2004
Olde Discount Stockbrokers January 1997 - November 1997
Education
Kettering University 2012 — 2014
Master of Business Administration (M.B.A.), Global Leadership
Siena Heights University
Bachelor's Degree, Occupational Studies, Business Administration and Management.
St Clair County Community College
Associate's Degree, Mechatronics, Robotics, and Automation Engineering
MACLEAN & Co. Financial Planning 2014 - Present
Edward Jones Investments March 2006 - November 2008
Fifth Third Bank July 2004 - January 2006
Clarkston Motors, Inc March 1998 - June 2004
Olde Discount Stockbrokers January 1997 - November 1997
Education
Kettering University 2012 — 2014
Master of Business Administration (M.B.A.), Global Leadership
Siena Heights University
Bachelor's Degree, Occupational Studies, Business Administration and Management.
St Clair County Community College
Associate's Degree, Mechatronics, Robotics, and Automation Engineering
Dan Kratzke Dan Kratzke's Edward Jones Investments Experience June 2011 - September 2011
Job Software Support at Pos Technology Inc
Industry Information Technology and Services
Experience
Pos Technology Inc February 2015 - Present
Tir Na Nog November 2011 - January 2015
Edward Jones Investments June 2011 - September 2011
Manchesters Grill September 2007 - September 2010
Manchesters Grill January 1999 - January 2007
Skills
Management, Payroll, Account Reconciliation, Banking, Finance, Financial Analysis, Sales, Customer Satisfaction, Restaurants, Customer Service, Accounts Payable, Budgets
Education
North Carolina State University 1996 — 1999
BS, Business Management; Finance
Georgia Institute of Technology 1990 — 1993
Engineering, Biochemistry; Calculus, and Physics
Pos Technology Inc February 2015 - Present
Tir Na Nog November 2011 - January 2015
Edward Jones Investments June 2011 - September 2011
Manchesters Grill September 2007 - September 2010
Manchesters Grill January 1999 - January 2007
Skills
Management, Payroll, Account Reconciliation, Banking, Finance, Financial Analysis, Sales, Customer Satisfaction, Restaurants, Customer Service, Accounts Payable, Budgets
Education
North Carolina State University 1996 — 1999
BS, Business Management; Finance
Georgia Institute of Technology 1990 — 1993
Engineering, Biochemistry; Calculus, and Physics
Adam Hensen Adam Hensen's Edward Jones Investments Experience July 2007 - April 2008
Job Benefits Consultant at Hays Companies
Industry Insurance
Experience
Hays Companies May 2015 - Present
IPS Advisors May 2012 - May 2015
University of North Texas July 2009 - June 2012
ISC Group April 2008 - July 2010
University of North Texas January 2010 - May 2010
Edward Jones Investments July 2007 - April 2008
Financial Freedom of America April 2006 - May 2007
Blockbuster Video, December 2003 - April 2006
Skills
Employee Benefits, Bayesian statistics, Risk Management, Statistical Modeling, Mathematics, Financial Sales
Education
University of North Texas 2009 — 2012
Mathematics, Mathematics, Actuarial Sciences
DeVry University 2005 — 2006
None, Computer Science and business
Hays Companies May 2015 - Present
IPS Advisors May 2012 - May 2015
University of North Texas July 2009 - June 2012
ISC Group April 2008 - July 2010
University of North Texas January 2010 - May 2010
Edward Jones Investments July 2007 - April 2008
Financial Freedom of America April 2006 - May 2007
Blockbuster Video, December 2003 - April 2006
Skills
Employee Benefits, Bayesian statistics, Risk Management, Statistical Modeling, Mathematics, Financial Sales
Education
University of North Texas 2009 — 2012
Mathematics, Mathematics, Actuarial Sciences
DeVry University 2005 — 2006
None, Computer Science and business
Morena Calvo Morena Calvo's Edward Jones Investments Experience May 2007 - August 2010
Job Spanish>English Translator
Industry Translation and Localization
Experience
Bleacher Report August 2011 - Present
Morena Calvo Translations May 2011 - Present
Bleacher Report February 2011 - May 2011
Kent State University August 2010 - May 2011
Edward Jones Investments May 2007 - August 2010
Kent State University January 2010 - May 2010
Schwebel Room October 2009 - May 2010
Pitzer College August 2008 - May 2009
California Cultural and Social September 2005 - December 2008
Baskin Robbins August 2004 - August 2008
Skills
English, Translation, Proofreading, Localization, Editing, Teaching, Intercultural..., Event Planning, Linguistics, Internationalization, Writing, Teaching English as a..., Foreign Languages, Spanish, French, Qualitative Research
Education
Kent State University 2009 — 2011
MA, Translation Studies- Spanish
Pitzer College 2005 — 2009
BA, Romance Languages
Universidad de Leon
Romance Languages
Bleacher Report August 2011 - Present
Morena Calvo Translations May 2011 - Present
Bleacher Report February 2011 - May 2011
Kent State University August 2010 - May 2011
Edward Jones Investments May 2007 - August 2010
Kent State University January 2010 - May 2010
Schwebel Room October 2009 - May 2010
Pitzer College August 2008 - May 2009
California Cultural and Social September 2005 - December 2008
Baskin Robbins August 2004 - August 2008
Skills
English, Translation, Proofreading, Localization, Editing, Teaching, Intercultural..., Event Planning, Linguistics, Internationalization, Writing, Teaching English as a..., Foreign Languages, Spanish, French, Qualitative Research
Education
Kent State University 2009 — 2011
MA, Translation Studies- Spanish
Pitzer College 2005 — 2009
BA, Romance Languages
Universidad de Leon
Romance Languages
Fred Swank Fred Swank's Edward Jones Investments Experience July 2015 - Present
Job Financial Advisor Edward Jones Investments
Industry Insurance
Experience
Edward Jones - Investments July 2015 - Present
Skills
Customer Service, Insurance, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Strategic Planning, Team Building
Education
Eastern Michigan University
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (B.A.)
Edward Jones - Investments July 2015 - Present
Skills
Customer Service, Insurance, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Strategic Planning, Team Building
Education
Eastern Michigan University
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (B.A.)
Rick Kincheloe Rick Kincheloe's Edward Jones Investments Experience July 2011 - Present
Job Edward Jones Financial Advisor AAMS® Serving Families►Retirement Income Plans►401k Rollovers►Asset Preservation
Industry Financial Services
Experience
Edward Jones Investments July 2011 - Present
Skills
Retirement Planning, 401k Rollovers, Retirement Income..., Financial Strategies, Social Security, Life Insurance
Education
Eastern Illinois University 1992 — 1996
Bachelor's Degree, Finance and Financial Management Services
Edward Jones Investments July 2011 - Present
Skills
Retirement Planning, 401k Rollovers, Retirement Income..., Financial Strategies, Social Security, Life Insurance
Education
Eastern Illinois University 1992 — 1996
Bachelor's Degree, Finance and Financial Management Services
Sherry Fitzpatrick Sherry Fitzpatrick's Edward Jones Investments Experience December 2007 - December 2011
Job Office Manager at Fitzpatrick Financial Services, Inc./Raymond James
Industry Financial Services
Experience
Fitzpatrick Financial Services, Inc / Raymond James August 2012 - Present
Edward Jones Investments December 2007 - December 2011
Chariton Community School District March 2009 - June 2009
Albia Community School District September 2004 - June 2007
Martensdale-St. Marys Community School District June 1991 - January 1993
Chariton Community School District June 1987 - June 1991
Administrative Data Processing Center January 1985 - May 1987
First State Bank 1983 - 1986
Education
Iowa State University 1983 — 1987
Bachelor's Degree, Family and Consumer Sciences/Human Sciences
Fitzpatrick Financial Services, Inc / Raymond James August 2012 - Present
Edward Jones Investments December 2007 - December 2011
Chariton Community School District March 2009 - June 2009
Albia Community School District September 2004 - June 2007
Martensdale-St. Marys Community School District June 1991 - January 1993
Chariton Community School District June 1987 - June 1991
Administrative Data Processing Center January 1985 - May 1987
First State Bank 1983 - 1986
Education
Iowa State University 1983 — 1987
Bachelor's Degree, Family and Consumer Sciences/Human Sciences
Courtney Keen's Edward Jones Investments Experience May 2006 - August 2006
Job Business Professional and Real Estate Investor
Industry Government Administration
Experience
CYK Properties LLC October 2013 - Present
The Wealth Factory Inc. October 2012 - Present
Department of Defense, Lackland AFB February 2013 - Present
Department of Defense, Wright Patterson AFB August 2009 - January 2013
Accenture May 2008 - August 2008
Prudential Financial May 2007 - August 2007
Edward Jones Investments May 2006 - August 2006
Skills
Government Contracting, FAR, DoD, Government Procurement, Security Clearance, Defense Contracting, Strategic Planning, Process Improvement, Government, Financial Analysis, Air Force, Contract Management, Microsoft Office, Risk Management, Analysis, Proposal Writing, Defense, Contract Negotiation, Microsoft Excel
Education
Hampton University 2008 — 2009
MBA, Business Administration
Hampton University 2004 — 2008
Bachelors, Business Administration, Accounting
Sandy Creek HS 2000 — 2004
Diploma, Everything
CYK Properties LLC October 2013 - Present
The Wealth Factory Inc. October 2012 - Present
Department of Defense, Lackland AFB February 2013 - Present
Department of Defense, Wright Patterson AFB August 2009 - January 2013
Accenture May 2008 - August 2008
Prudential Financial May 2007 - August 2007
Edward Jones Investments May 2006 - August 2006
Skills
Government Contracting, FAR, DoD, Government Procurement, Security Clearance, Defense Contracting, Strategic Planning, Process Improvement, Government, Financial Analysis, Air Force, Contract Management, Microsoft Office, Risk Management, Analysis, Proposal Writing, Defense, Contract Negotiation, Microsoft Excel
Education
Hampton University 2008 — 2009
MBA, Business Administration
Hampton University 2004 — 2008
Bachelors, Business Administration, Accounting
Sandy Creek HS 2000 — 2004
Diploma, Everything
Nam Duong's Edward Jones Investments Experience 2007 - August 2009
Job Investment Advisor at BB&T Investments
Industry Investment Management
Experience
BB&T Investment Services September 2009 - Present
Edward Jones Investments 2007 - August 2009
Skills
Investment Management, Wealth Management, Stock Trading, Investment Planning, Equity Trading, Corporate Bond Trading, Municipal Bond Trading, Mutual Fund Portfolio..., Investment Advisory..., Retirement Planning, 401k Rollovers, Life Insurance Planning, Managed Money Advisory..., Variable Annuities, Fixed Annuities, Indexed Annuities, Unit Investment Trusts, Investments, Life Insurance, Banking, Credit, Asset Management
Education
University of Mary Washington 2003 — 2007
Bachelor's degree, Biology/Biological Sciences, General
Fairleigh Dickinson University
Bachelor's degree, Business Administration and Individualized Studies
BB&T Investment Services September 2009 - Present
Edward Jones Investments 2007 - August 2009
Skills
Investment Management, Wealth Management, Stock Trading, Investment Planning, Equity Trading, Corporate Bond Trading, Municipal Bond Trading, Mutual Fund Portfolio..., Investment Advisory..., Retirement Planning, 401k Rollovers, Life Insurance Planning, Managed Money Advisory..., Variable Annuities, Fixed Annuities, Indexed Annuities, Unit Investment Trusts, Investments, Life Insurance, Banking, Credit, Asset Management
Education
University of Mary Washington 2003 — 2007
Bachelor's degree, Biology/Biological Sciences, General
Fairleigh Dickinson University
Bachelor's degree, Business Administration and Individualized Studies
Angelina Crusat Angelina Crusat's Edward Jones Investments Experience October 2007 - July 2011
Job Office Assistant V at Kua O Ka La NCPCS
Industry Primary/Secondary Education
Experience
Hooulu Lahui June 2014 - January 2015
Hawaii Island Workforce & Economic Development Ohana November 2013 - April 2014
Family Support Hawai'iResponsible for tracking, correcting, submitting and supporting staff with com October 2012 - March 2013
Edward Jones Investments October 2007 - July 2011
Mokulele Airlines April 2009 - October 2009
Hawaiian Telcom December 2004 - October 2007
GNC April 2004 - December 2004
AT&T Mobility October 2001 - April 2004
Bank of Hawaii January 2000 - January 2001
Skills
Training, Time Management, Management, Sales, Call Centers, Invoicing, Program Management, Office Equipment, Accounting, Banking, Customer Service, Outlook, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Cash Flow, Microsoft Word, Event Planning
Education
Hawaii Community College 1992 — 1995
Sales & Marketing
Kamehameha Schools 1990 — 1992
High School Diploma
Kamehameha Schools - Kapalama 1990 — 1992
Churchill County High School 1988 — 1989
HS Diploma, college prep
Hooulu Lahui June 2014 - January 2015
Hawaii Island Workforce & Economic Development Ohana November 2013 - April 2014
Family Support Hawai'iResponsible for tracking, correcting, submitting and supporting staff with com October 2012 - March 2013
Edward Jones Investments October 2007 - July 2011
Mokulele Airlines April 2009 - October 2009
Hawaiian Telcom December 2004 - October 2007
GNC April 2004 - December 2004
AT&T Mobility October 2001 - April 2004
Bank of Hawaii January 2000 - January 2001
Skills
Training, Time Management, Management, Sales, Call Centers, Invoicing, Program Management, Office Equipment, Accounting, Banking, Customer Service, Outlook, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Cash Flow, Microsoft Word, Event Planning
Education
Hawaii Community College 1992 — 1995
Sales & Marketing
Kamehameha Schools 1990 — 1992
High School Diploma
Kamehameha Schools - Kapalama 1990 — 1992
Churchill County High School 1988 — 1989
HS Diploma, college prep
Peter Leuthold's Edward Jones Investments Experience May 2009 - August 2009
Job Mutual Funds Analyst at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers July 2013 - Present
Morgan Stanley August 2012 - July 2013
J.P. Morgan March 2012 - August 2012
Argus Information and Advisory Services LLC April 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Edward Jones Investments May 2009 - August 2009
Skills
Financial Analysis, Fundamental Analysis, Equities, Finance, Fixed Income, Investments, Portfolio Management, Structured Finance, Hedge Funds
Education
Iona College
Hagan School of Business, Economics, and Legal Environment Studies, Bachelor of Business Administration with a concentration in Finance
Iona Preparatory High School 2003 — 2007
Regents Diploma with Advanced Distinction
Cohen & Steers July 2013 - Present
Morgan Stanley August 2012 - July 2013
J.P. Morgan March 2012 - August 2012
Argus Information and Advisory Services LLC April 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Edward Jones Investments May 2009 - August 2009
Skills
Financial Analysis, Fundamental Analysis, Equities, Finance, Fixed Income, Investments, Portfolio Management, Structured Finance, Hedge Funds
Education
Iona College
Hagan School of Business, Economics, and Legal Environment Studies, Bachelor of Business Administration with a concentration in Finance
Iona Preparatory High School 2003 — 2007
Regents Diploma with Advanced Distinction
Steve Arends's Edward Jones Investments Experience August 2010 - October 2014
Job Financial & Wealth Manager
Industry Financial Services
Experience
Edward Jones Investments August 2010 - October 2014
AT&T January 2003 - August 2009
Skills
Business Planning, Sales, Process Improvement, Cross-functional Team..., Account Management, Finance, Marketing Strategy, New Business Development, Salesforce.com, Strategic Planning, Business Analysis, Vendor Management
Education
Friends University
Bachelor of Arts, Management
Edward Jones Investments August 2010 - October 2014
AT&T January 2003 - August 2009
Skills
Business Planning, Sales, Process Improvement, Cross-functional Team..., Account Management, Finance, Marketing Strategy, New Business Development, Salesforce.com, Strategic Planning, Business Analysis, Vendor Management
Education
Friends University
Bachelor of Arts, Management
Melissa Rourke's Edward Jones Investments Experience January 2009 - August 2010
Job Controller at Valley Honda and Valley VW
Industry Accounting
Experience
Valley Honda and Valley VW March 2011 - Present
Valley Honda, Valley VW, and Valley RV March 2011 - May 2012
Edward Jones Investments January 2009 - August 2010
Baugher Chevrolet-Buick, Inc March 1994 - October 2008
Skills
Customer Service, Accounting, Team Building, Business Planning, Inventory Management, Forecasting, Customer Satisfaction, Financial Analysis, Budgets
Education
National Automobile Dealers Candidate Academy 2002 — 2003
Dealership Management Graduate
Johnson & Wales University 1991 — 1993
B.S, Hospitality Management
Radford University 1988 — 1991
Business
Valley Honda and Valley VW March 2011 - Present
Valley Honda, Valley VW, and Valley RV March 2011 - May 2012
Edward Jones Investments January 2009 - August 2010
Baugher Chevrolet-Buick, Inc March 1994 - October 2008
Skills
Customer Service, Accounting, Team Building, Business Planning, Inventory Management, Forecasting, Customer Satisfaction, Financial Analysis, Budgets
Education
National Automobile Dealers Candidate Academy 2002 — 2003
Dealership Management Graduate
Johnson & Wales University 1991 — 1993
B.S, Hospitality Management
Radford University 1988 — 1991
Business
Blake Parker Blake Parker's Edward Jones Investments Experience May 1998 - April 2002
Job President at Anchor Franchise Advisors
Industry Staffing and Recruiting
Experience
Anchor Franchise Advisors February 2015 - Present
Gannett Direct Mail Solutions/Clipper Magazine March 2010 - November 2014
Griffin Financial Services March 2006 - April 2010
Washington Mutual Bank November 2002 - March 2006
Edward Jones Investments May 1998 - April 2002
Pacific West Mortgage February 1993 - July 1998
U.S. Mortgage Network May 1988 - June 1993
Alpha Beta Markets, Inc. February 1971 - May 1988
Skills
Leadership, Public Relations, Brand Management, Selling, First Time Home Buyers, Investment Properties, Marketing, Social Media Marketing, New Business Development, Account Management, Investments, Lead Generation, Advertising, Microsoft Excel, Digital Marketing, Cold Calling, Management, Sales, Marketing Strategy, Email Marketing, Negotiation, Advertising Sales, Social Media, Team Building, Sales Presentations, Online Advertising, Entrepreneurship, Real Estate, Marketing Communications, Referrals, Real Estate Transactions, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Training
Education
Fullerton College 1972 — 1974
Business, Management, Marketing, and Related Support Services
Brea Olinda High School 1968 — 1971
Anchor Franchise Advisors February 2015 - Present
Gannett Direct Mail Solutions/Clipper Magazine March 2010 - November 2014
Griffin Financial Services March 2006 - April 2010
Washington Mutual Bank November 2002 - March 2006
Edward Jones Investments May 1998 - April 2002
Pacific West Mortgage February 1993 - July 1998
U.S. Mortgage Network May 1988 - June 1993
Alpha Beta Markets, Inc. February 1971 - May 1988
Skills
Leadership, Public Relations, Brand Management, Selling, First Time Home Buyers, Investment Properties, Marketing, Social Media Marketing, New Business Development, Account Management, Investments, Lead Generation, Advertising, Microsoft Excel, Digital Marketing, Cold Calling, Management, Sales, Marketing Strategy, Email Marketing, Negotiation, Advertising Sales, Social Media, Team Building, Sales Presentations, Online Advertising, Entrepreneurship, Real Estate, Marketing Communications, Referrals, Real Estate Transactions, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Training
Education
Fullerton College 1972 — 1974
Business, Management, Marketing, and Related Support Services
Brea Olinda High School 1968 — 1971
Dan Keils Dan Keils's Edward Jones Investments Experience May 2012 - March 2013
Job General Manager at Dodie's Cajun Diner
Industry Restaurants
Experience
Dodie's Cajun Diner March 2012 - Present
Edward Jones Investments May 2012 - March 2013
Fish City Grill November 2003 - September 2012
Texas Land and Cattle February 1998 - November 2004
Red Lobster, Darden Restaurants June 1986 - February 1998
Skills
New Store, Training & Development, Inventory Management, Cost Control, Cost Management, Customer Relations, Vendor Relations, Employee Relations, Employee Training, Customer Service, Restaurant Management, Income Statement, Hiring, Restaurants, Strategic Financial..., Food & Beverage, P&L, Menu Development, Multi-unit, Food Service, Hospitality, Food, Team Building, Management, Customer Satisfaction, Profit, Budgets, Culinary Skills, Training, Hospitality Management, Leadership, Catering, Multi-Unit, Sales, Strategic Planning, Marketing, Time Management
Education
Kaplan College-Dallas 2012 — 2012
Mesquite High School 1983 — 1987
Dodie's Cajun Diner March 2012 - Present
Edward Jones Investments May 2012 - March 2013
Fish City Grill November 2003 - September 2012
Texas Land and Cattle February 1998 - November 2004
Red Lobster, Darden Restaurants June 1986 - February 1998
Skills
New Store, Training & Development, Inventory Management, Cost Control, Cost Management, Customer Relations, Vendor Relations, Employee Relations, Employee Training, Customer Service, Restaurant Management, Income Statement, Hiring, Restaurants, Strategic Financial..., Food & Beverage, P&L, Menu Development, Multi-unit, Food Service, Hospitality, Food, Team Building, Management, Customer Satisfaction, Profit, Budgets, Culinary Skills, Training, Hospitality Management, Leadership, Catering, Multi-Unit, Sales, Strategic Planning, Marketing, Time Management
Education
Kaplan College-Dallas 2012 — 2012
Mesquite High School 1983 — 1987
John Stamper MBA John Stamper MBA's Edward Jones Investments Experience October 2001 - December 2003
Job CEO \ Co Founder of Dental Exchange, Inc
Industry Internet
Experience
Fortune Management "Extraordinary Practice, Extraordinary Life" June 2015 - Present
Dental Exchange, Inc September 2014 - Present
Mortenson Family Dental August 2012 - January 2015
Brasseler USA January 2004 - March 2012
Edward Jones Investments October 2001 - December 2003
US Navy January 1993 - August 2001
Skills
Sales Compensation..., Sales Process, Budget Preparation, Sales Forecasting, Sales Metric Design, Sales Management, Sales Skills Training, Employee Hiring, Inside Sales, Thinking Outside The Box, Medical Devices
Education
Kent State University 2007 — 2009
Master of Business Administration, M.B.A., 3.8
University of Phoenix 1999 — 2001
Bachelor's degree, Business Management, 3.78
Cuyahoga Falls High School 1988 — 1992
High School Diploma
Fortune Management "Extraordinary Practice, Extraordinary Life" June 2015 - Present
Dental Exchange, Inc September 2014 - Present
Mortenson Family Dental August 2012 - January 2015
Brasseler USA January 2004 - March 2012
Edward Jones Investments October 2001 - December 2003
US Navy January 1993 - August 2001
Skills
Sales Compensation..., Sales Process, Budget Preparation, Sales Forecasting, Sales Metric Design, Sales Management, Sales Skills Training, Employee Hiring, Inside Sales, Thinking Outside The Box, Medical Devices
Education
Kent State University 2007 — 2009
Master of Business Administration, M.B.A., 3.8
University of Phoenix 1999 — 2001
Bachelor's degree, Business Management, 3.78
Cuyahoga Falls High School 1988 — 1992
High School Diploma
Tressie Odom Tressie Odom's Edward Jones Investments Experience August 1998 - July 2000
Job Account Consultant Respiratory Medical Device
Industry Medical Devices
Experience
Halyard Health (formerly Kimberly-Clark Healthcare) May 2011 - Present
Metrex Research October 2008 - May 2011
iS Clinical June 2006 - June 2008
Nationwide Retirement Solutions August 2000 - July 2006
Edward Jones Investments August 1998 - July 2000
Avon Products Inc. August 1983 - July 1998
Skills
Medical Devices, Sales Operations, Selling, Hospitals, Sales Management, New Business Development, Sales Process, Contract Negotiation, Key Account Management, Sales, Strategic Planning, Capital Equipment, Marketing, Disposables, Operating Room, Market Development, Product Launch, Healthcare, Sales Presentations, Cold Calling, Business Development, Selling Skills, Management, Training
Education
Kaplan University 2000 — 2004
Bachelor of Science, Business Management
Halyard Health (formerly Kimberly-Clark Healthcare) May 2011 - Present
Metrex Research October 2008 - May 2011
iS Clinical June 2006 - June 2008
Nationwide Retirement Solutions August 2000 - July 2006
Edward Jones Investments August 1998 - July 2000
Avon Products Inc. August 1983 - July 1998
Skills
Medical Devices, Sales Operations, Selling, Hospitals, Sales Management, New Business Development, Sales Process, Contract Negotiation, Key Account Management, Sales, Strategic Planning, Capital Equipment, Marketing, Disposables, Operating Room, Market Development, Product Launch, Healthcare, Sales Presentations, Cold Calling, Business Development, Selling Skills, Management, Training
Education
Kaplan University 2000 — 2004
Bachelor of Science, Business Management
Cynthia Mahana's Edward Jones Investments Experience May 2010 - April 2011
Job Admin Assistant
Industry Banking
Experience
American Bank of Texas April 2013 - Present
Austin College April 2011 - April 2013
Austin College April 2011 - April 2013
JP Higgins, Ltd. December 2010 - May 2011
Edward Jones Investments May 2010 - April 2011
Texas Instruments September 1978 - October 2010
Texas Instruments Incorporated September 1978 - October 2010
Skills
Outlook, Office Administration, Certified..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Concur
Education
Grayson County College 1987 — 1997
Associate of Arts (AA), Elementary Education and Teaching
American Bank of Texas April 2013 - Present
Austin College April 2011 - April 2013
Austin College April 2011 - April 2013
JP Higgins, Ltd. December 2010 - May 2011
Edward Jones Investments May 2010 - April 2011
Texas Instruments September 1978 - October 2010
Texas Instruments Incorporated September 1978 - October 2010
Skills
Outlook, Office Administration, Certified..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Concur
Education
Grayson County College 1987 — 1997
Associate of Arts (AA), Elementary Education and Teaching
Brent Braaksma Brent Braaksma's Edward Jones Investments Experience October 2008 - November 2012
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2012 - Present
Edward Jones Investments October 2008 - November 2012
Hilliard Lyons June 2008 - October 2008
Fifth Third Securities November 2001 - May 2008
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Agricultural Business, Economics - second major
Northwest Iowa Community College 1997 — 1998
LPL Financial November 2012 - Present
Edward Jones Investments October 2008 - November 2012
Hilliard Lyons June 2008 - October 2008
Fifth Third Securities November 2001 - May 2008
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Agricultural Business, Economics - second major
Northwest Iowa Community College 1997 — 1998
Kenneth Stafford Kenneth Stafford's Edward Jones Investments Experience February 2000 - May 2002
Job Sales Manager/Trainer at American Medical Systems
Industry Medical Devices
Experience
American Medical Systems April 2005 - Present
Pfizer May 2002 - March 2005
Edward Jones Investments February 2000 - May 2002
Skills
Urology, Medical Devices, Operating Room, Hospitals, Selling, Territory, Surgery, OB/GYN, Consultative Selling, Sales Management, Surgeons, Cold Calling, Forecasting, Customer Relations, Sales Process, Healthcare, Strategic Planning, Customer Service, Sales, Cardiology, Training, Salesforce.com, Sales Operations, Market Development, Gynecology, Marketing Strategy, Surgical Instruments, Team Building, Product Launch, Sales Effectiveness, Sales Force Development, Management, Pharmaceutical Sales, Capital Equipment, Medical Sales, Disposables, Leadership
Education
Eastern New Mexico University 1995 — 1998
Finance and Business Administration, BBA
Military Service 1992 — 1998
CTO, Communications
American Medical Systems April 2005 - Present
Pfizer May 2002 - March 2005
Edward Jones Investments February 2000 - May 2002
Skills
Urology, Medical Devices, Operating Room, Hospitals, Selling, Territory, Surgery, OB/GYN, Consultative Selling, Sales Management, Surgeons, Cold Calling, Forecasting, Customer Relations, Sales Process, Healthcare, Strategic Planning, Customer Service, Sales, Cardiology, Training, Salesforce.com, Sales Operations, Market Development, Gynecology, Marketing Strategy, Surgical Instruments, Team Building, Product Launch, Sales Effectiveness, Sales Force Development, Management, Pharmaceutical Sales, Capital Equipment, Medical Sales, Disposables, Leadership
Education
Eastern New Mexico University 1995 — 1998
Finance and Business Administration, BBA
Military Service 1992 — 1998
CTO, Communications
Laurie Leininger Laurie Leininger's Edward Jones Investments Experience 2000 - 2003
Job Program Assistant, Office of the Provost at University of WisconsinMadison
Industry Higher Education
Experience
University of Wisconsin-Madison December 2012 - Present
University of Wisconsin April 2008 - December 2012
DaneVest Capital, LLC March 2007 - April 2008
Bryn Mawr College 2005 - 2007
Warren Wilson College 2003 - 2004
Edward Jones Investments 2000 - 2003
Charter Media 1996 - 2000
Iowa State University - Ames Laboratory, USDOE 1989 - 1996
Skills
Event Planning, Liasoning, Communication Skills, Interpersonal Savvy, Microsoft Office, Copywriting, Proofreading, Travel Arrangements, Organizational..., Multi Tasking, 401k Rollovers, Creative Writing, Higher Education, Facebook, Fundraising
Education
Iowa State University 1988 — 1994
BFA, Visual Studies
Gilbert High School
University of Wisconsin-Madison December 2012 - Present
University of Wisconsin April 2008 - December 2012
DaneVest Capital, LLC March 2007 - April 2008
Bryn Mawr College 2005 - 2007
Warren Wilson College 2003 - 2004
Edward Jones Investments 2000 - 2003
Charter Media 1996 - 2000
Iowa State University - Ames Laboratory, USDOE 1989 - 1996
Skills
Event Planning, Liasoning, Communication Skills, Interpersonal Savvy, Microsoft Office, Copywriting, Proofreading, Travel Arrangements, Organizational..., Multi Tasking, 401k Rollovers, Creative Writing, Higher Education, Facebook, Fundraising
Education
Iowa State University 1988 — 1994
BFA, Visual Studies
Gilbert High School
Cedric Blair's Edward Jones Investments Experience September 2010 - May 2011
Job Financial Services Representative at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2011 - Present
Edward Jones Investments September 2010 - May 2011
Gwinnett County Public Schools January 2007 - May 2010
Detroit Public Schools January 2000 - January 2006
J.V. Educational Services January 2001 - January 2003
Best Buy, Inc January 1999 - January 2003
Jackson State University January 1998 - January 1999
National Weather Service January 1996 - January 1998
Skills
Financial Advice, Mathematics, Education, Estate Planning, Community Outreach, Investment Advisory..., Mutual Funds, Series 7, Strategic Financial..., Retirement, Retirement Planning, Asset Allocation, Personal Finance, Investments, Finance, Financial Services, Financial Advisory
Education
Georgia Professional Standards Commission
Mathematics, Science, Social Studies K
Marygrove College 1999 — 2001
M.A. General Masters, Mathematics; Education
Jackson State University 1993 — 1997
B.S, Meteorology
E*TRADE Financial 2011 - Present
Edward Jones Investments September 2010 - May 2011
Gwinnett County Public Schools January 2007 - May 2010
Detroit Public Schools January 2000 - January 2006
J.V. Educational Services January 2001 - January 2003
Best Buy, Inc January 1999 - January 2003
Jackson State University January 1998 - January 1999
National Weather Service January 1996 - January 1998
Skills
Financial Advice, Mathematics, Education, Estate Planning, Community Outreach, Investment Advisory..., Mutual Funds, Series 7, Strategic Financial..., Retirement, Retirement Planning, Asset Allocation, Personal Finance, Investments, Finance, Financial Services, Financial Advisory
Education
Georgia Professional Standards Commission
Mathematics, Science, Social Studies K
Marygrove College 1999 — 2001
M.A. General Masters, Mathematics; Education
Jackson State University 1993 — 1997
B.S, Meteorology
Ben Triffo Ben Triffo's Edward Jones Investments Experience May 2008 - August 2008
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo 2011 - Present
Teach for America March 2010 - February 2011
National Student Leadership Conference May 2009 - August 2009
Edward Jones Investments May 2008 - August 2008
Education
Gonzaga University 2006 — 2010
B.A., Economics
Wells Fargo 2011 - Present
Teach for America March 2010 - February 2011
National Student Leadership Conference May 2009 - August 2009
Edward Jones Investments May 2008 - August 2008
Education
Gonzaga University 2006 — 2010
B.A., Economics
Allyn McNaughton Allyn McNaughton's Edward Jones Investments Experience 2008 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2008 - Present
Arzel Zoning Technology 2000 - 2007
Skills
Customer Service, Strategic Planning, Investments, Team Building, Financial Advisory, Retirement, Sales, Marketing, Finance, Financial Services
Education
Lakeland Community College 1995 — 1998
Business Management, Finance
Lakeland Community College 1995 — 1997
Edward Jones Investments 2008 - Present
Arzel Zoning Technology 2000 - 2007
Skills
Customer Service, Strategic Planning, Investments, Team Building, Financial Advisory, Retirement, Sales, Marketing, Finance, Financial Services
Education
Lakeland Community College 1995 — 1998
Business Management, Finance
Lakeland Community College 1995 — 1997
Brian J. Middaugh (B.J.) Brian J. Middaugh (B.J.)'s Edward Jones Investments Experience 2007 - 2010
Job Program Budget Analyst at State of Hawaii
Industry Government Administration
Experience
State of Hawaii May 2013 - Present
New Generation Presents April 2010 - May 2013
Edward Jones Investments 2007 - 2010
EmailADollar 2006 - 2007
9thXchange 2004 - 2006
Oasis Pottery Painting Studio 2001 - 2006
American Blind & Wallpaper Factory 1998 - 2001
Skills
Business Development, Management, Social Media, Marketing Strategy, Entrepreneurship, Strategic Planning, Management Consulting, Business Strategy, Team Building, New Business Development, Online Advertising, Coaching, Employee Benefits, Business Analysis, Cross-functional Team..., Integration, Social Media Marketing, E-commerce, Software Development
Education
Eastern Michigan University
Bachelors Degree, Business Administration
Schoolcraft Community College
Associates Degree, Science
State of Hawaii May 2013 - Present
New Generation Presents April 2010 - May 2013
Edward Jones Investments 2007 - 2010
EmailADollar 2006 - 2007
9thXchange 2004 - 2006
Oasis Pottery Painting Studio 2001 - 2006
American Blind & Wallpaper Factory 1998 - 2001
Skills
Business Development, Management, Social Media, Marketing Strategy, Entrepreneurship, Strategic Planning, Management Consulting, Business Strategy, Team Building, New Business Development, Online Advertising, Coaching, Employee Benefits, Business Analysis, Cross-functional Team..., Integration, Social Media Marketing, E-commerce, Software Development
Education
Eastern Michigan University
Bachelors Degree, Business Administration
Schoolcraft Community College
Associates Degree, Science
Paula Lister Paula Lister's Edward Jones Investments Experience September 2009 - October 2014
Job Insurance
Industry Financial Services
Experience
Asset Plan Partners November 2014 - Present
Edward Jones Investments September 2009 - October 2014
Phoenix Life Insurance Company March 2003 - June 2008
Skills
Mutual Funds, Series 7, Insurance, Retirement Planning, Sales
Education
Golden West College 1977 — 1981
Asset Plan Partners November 2014 - Present
Edward Jones Investments September 2009 - October 2014
Phoenix Life Insurance Company March 2003 - June 2008
Skills
Mutual Funds, Series 7, Insurance, Retirement Planning, Sales
Education
Golden West College 1977 — 1981
Brad Scarlett's Edward Jones Investments Experience May 2010 - August 2010
Job Equity Compensation Specialist at Red Hat
Industry Computer Software
Experience
Red Hat July 2014 - Present
Fun2Ref June 2013 - August 2014
Red Hat October 2013 - June 2014
The Fidelity Bank February 2013 - September 2013
The Fidelity Bank January 2011 - February 2013
Edward Jones Investments May 2010 - August 2010
Greenville Auto Auction February 2010 - May 2010
Apple Auto Insurance May 2006 - May 2007
Skills
Customer Service, Banking, Accounts Payable, Access, Sales, Finance, Personal Banking, Small Business, Apple OS, Microsoft Office, Microsoft Excel, Equity Compensation, Data Reconciliation, Stock Administration, Equity Vesting
Education
East Carolina University - College of Business 2006 — 2010
Bachelor of Science, Business Administration, Finance
Cary High School
Red Hat July 2014 - Present
Fun2Ref June 2013 - August 2014
Red Hat October 2013 - June 2014
The Fidelity Bank February 2013 - September 2013
The Fidelity Bank January 2011 - February 2013
Edward Jones Investments May 2010 - August 2010
Greenville Auto Auction February 2010 - May 2010
Apple Auto Insurance May 2006 - May 2007
Skills
Customer Service, Banking, Accounts Payable, Access, Sales, Finance, Personal Banking, Small Business, Apple OS, Microsoft Office, Microsoft Excel, Equity Compensation, Data Reconciliation, Stock Administration, Equity Vesting
Education
East Carolina University - College of Business 2006 — 2010
Bachelor of Science, Business Administration, Finance
Cary High School
Allen Reiling's Edward Jones Investments Experience January 2008 - September 2009
Job Senior Business Analyst Consultant at NTT DATA
Industry Information Technology and Services
Experience
NTT DATA July 2012 - Present
Everence Financial Services September 2009 - May 2012
Edward Jones Investments January 2008 - September 2009
State Farm Insurance January 1998 - January 2008
Town of Normal Police Department September 1992 - January 1998
Indiana National Guard July 1990 - October 1992
United State Army July 1987 - July 1990
Skills
Investments, Business Analysis, Insurance, Fixed Annuities, Life Insurance, Risk Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Asset Managment, Variable Annuities, FINRA, Training, Business Requirements, Requirements Gathering, Analysis, Waterfall, Technical Analysis, Functional Requirements, Business Process, Property, SDLC, Business Process..., Financial Services, User Acceptance Testing, Data Analysis, Customer Service, Project Management, Management, Process Improvement
Education
Indiana State University 1990 — 1992
Bachelor of Science, Criminology
NTT DATA July 2012 - Present
Everence Financial Services September 2009 - May 2012
Edward Jones Investments January 2008 - September 2009
State Farm Insurance January 1998 - January 2008
Town of Normal Police Department September 1992 - January 1998
Indiana National Guard July 1990 - October 1992
United State Army July 1987 - July 1990
Skills
Investments, Business Analysis, Insurance, Fixed Annuities, Life Insurance, Risk Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Asset Managment, Variable Annuities, FINRA, Training, Business Requirements, Requirements Gathering, Analysis, Waterfall, Technical Analysis, Functional Requirements, Business Process, Property, SDLC, Business Process..., Financial Services, User Acceptance Testing, Data Analysis, Customer Service, Project Management, Management, Process Improvement
Education
Indiana State University 1990 — 1992
Bachelor of Science, Criminology
Bruce Lau's Edward Jones Investments Experience PilotTrans World Airlines/AmericanDecember 1996 - January 2003
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments PilotTrans World Airlines/AmericanDecember 1996 - January 2003
Education
East Carolina University - College of Business 1984 — 1988
Edward Jones Investments PilotTrans World Airlines/AmericanDecember 1996 - January 2003
Education
East Carolina University - College of Business 1984 — 1988
Lance Hill's Edward Jones Investments Experience February 2008 - July 2012
Job Regional Vice President Transamerica Financial Services
Industry Investment Management
Experience
Transamerica September 2014 - Present
Invesco August 2012 - August 2014
Edward Jones Investments February 2008 - July 2012
Skills
Investments, Series 7, Sales, AAMS, Mutual Funds, Bonds, Tax Free Income, Unit Investment Trusts, Securities, Asset Allocation, Finance, Financial Services, Portfolio Management, Retirement
Education
Louisiana State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Louisiana Tech University 2003 — 2006
Transamerica September 2014 - Present
Invesco August 2012 - August 2014
Edward Jones Investments February 2008 - July 2012
Skills
Investments, Series 7, Sales, AAMS, Mutual Funds, Bonds, Tax Free Income, Unit Investment Trusts, Securities, Asset Allocation, Finance, Financial Services, Portfolio Management, Retirement
Education
Louisiana State University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Louisiana Tech University 2003 — 2006
Lisa Duke's Edward Jones Investments Experience August 2000 - Present
Job Financial Advisor at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments August 2000 - Present
Education
Indiana University Bloomington 1983 — 1988
Edward Jones Investments August 2000 - Present
Education
Indiana University Bloomington 1983 — 1988
Rene (Henson) Bana's Edward Jones Investments Experience November 2009 - October 2011
Job Team Leader for the Financial Advisor Career Development Solutions Desk at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
Edward Jones Investments November 2009 - October 2011
Staybridge Suites - Columbia February 2008 - July 2009
Staybridge Suites - O'Fallon/Chesterfield March 2005 - December 2007
Staybridge Suites - Schaumburg, IL October 2003 - March 2005
Summerfield Suites September 1999 - October 2003
Skills
Securities Licensed, Team Leadership, Customer Service, Profit & Loss Management, Customer Relations, Coaching, P&L, Budgeting, Team Building, Hiring, Hospitality, Revenue Management, Problem Solving, Hotels, Budgets, Revenue Analysis, FINRA Securities..., Customer Satisfaction, Income Statement, Management, P, Sales, Securities
Education
Drury University 1991 — 1994
MBA
Thunderbird School of Global Management 1992 — 1993
MIM, German Language emphasis
William Woods University 1985 — 1989
BA, International Studies
Edward Jones January 2012 - Present
Edward Jones Investments November 2009 - October 2011
Staybridge Suites - Columbia February 2008 - July 2009
Staybridge Suites - O'Fallon/Chesterfield March 2005 - December 2007
Staybridge Suites - Schaumburg, IL October 2003 - March 2005
Summerfield Suites September 1999 - October 2003
Skills
Securities Licensed, Team Leadership, Customer Service, Profit & Loss Management, Customer Relations, Coaching, P&L, Budgeting, Team Building, Hiring, Hospitality, Revenue Management, Problem Solving, Hotels, Budgets, Revenue Analysis, FINRA Securities..., Customer Satisfaction, Income Statement, Management, P, Sales, Securities
Education
Drury University 1991 — 1994
MBA
Thunderbird School of Global Management 1992 — 1993
MIM, German Language emphasis
William Woods University 1985 — 1989
BA, International Studies
Dan Vagle's Edward Jones Investments Experience May 2002 - May 2006
Job Project Manager AVP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
JPMorgan Chase June 2010 - August 2012
JPMorgan Chase September 2008 - September 2010
JPMorgan Chase January 2007 - August 2008
Edward Jones Investments May 2002 - May 2006
Skills
Business Analysis, Banking, Documentation, Investments, Credit, Project Management, Organization, Software Documentation, Analysis, Process Improvement, Marketing, Change Management, Management, Finance, Strategic Planning
Education
Robert Morris University 2009 — 2010
MBA, Management
Hope College 2000 — 2003
BA, Management
JPMorgan Chase August 2012 - Present
JPMorgan Chase June 2010 - August 2012
JPMorgan Chase September 2008 - September 2010
JPMorgan Chase January 2007 - August 2008
Edward Jones Investments May 2002 - May 2006
Skills
Business Analysis, Banking, Documentation, Investments, Credit, Project Management, Organization, Software Documentation, Analysis, Process Improvement, Marketing, Change Management, Management, Finance, Strategic Planning
Education
Robert Morris University 2009 — 2010
MBA, Management
Hope College 2000 — 2003
BA, Management
Mike Stuckey's Edward Jones Investments Experience February 2005 - August 2006
Job Senior Network Engineer
Industry Information Technology and Services
Experience
Radius Global Solutions October 2013 - September 2015
Monsanto October 2006 - October 2013
Edward Jones Investments February 2005 - August 2006
WAN Technology August 1997 - January 2005
Cisco - Juniper - Adtran - Fortinet - Dell - Network Protocols October 1900 - January 1997
Skills
•Continuing studies at..., •Have CISCO CCNA, CCNP..., •Passed the Cisco CCIE..., •Passed QoS test..., •Passed BGP test..., Network Administration, Troubleshooting, Switches, Firewalls, Visio, Routers, VPN, Routing, Disaster Recovery, WAN, VoIP, IT Management, Data Center, Cisco Routers, OSPF, BGP, EIGRP, QoS, Routing Protocols, VLAN, Cisco Technologies, Networking, Telecommunications, Security, Network Security, TCP/IP, Network Engineering, Network Design, RIP, Cisco Certified, DNS, DHCP, Technical Support, Integration, Information Security, IP
Education
Fairmont State University 1969 — 1975
Bachelor of Science (BS), Engineering Technology, Electrical Electronics
Radius Global Solutions October 2013 - September 2015
Monsanto October 2006 - October 2013
Edward Jones Investments February 2005 - August 2006
WAN Technology August 1997 - January 2005
Cisco - Juniper - Adtran - Fortinet - Dell - Network Protocols October 1900 - January 1997
Skills
•Continuing studies at..., •Have CISCO CCNA, CCNP..., •Passed the Cisco CCIE..., •Passed QoS test..., •Passed BGP test..., Network Administration, Troubleshooting, Switches, Firewalls, Visio, Routers, VPN, Routing, Disaster Recovery, WAN, VoIP, IT Management, Data Center, Cisco Routers, OSPF, BGP, EIGRP, QoS, Routing Protocols, VLAN, Cisco Technologies, Networking, Telecommunications, Security, Network Security, TCP/IP, Network Engineering, Network Design, RIP, Cisco Certified, DNS, DHCP, Technical Support, Integration, Information Security, IP
Education
Fairmont State University 1969 — 1975
Bachelor of Science (BS), Engineering Technology, Electrical Electronics
Angela Garrett's Edward Jones Investments Experience January 2005 - December 2007
Job MSR Compliance and Management System Representative at IMS Electronics Recycling
Industry Financial Services
Experience
IMS Electronics Recycling May 2014 - Present
AFG Strategic Planning Group 2008 - Present
Greater Lithonia Chamber of Commerce 2007 - 2011
Edward Jones Investments January 2005 - December 2007
Risk Management Alternatives 2000 - 2005
RMA 2000 - 2004
Draper and Associates May 1997 - April 2000
Metropolitan Atlanta Olympic Games Authority (MAOGA) 1991 - 1997
Skills
Investments, Portfolio Management, Risk Management, Business Development, Mutual Funds, Strategic Financial..., Call Centers, Management, Project Planning, Cross-functional Team..., Project Management, Microsoft Office, Investment Strategies, Strategic Planning, Customer Satisfaction, Sales, Public Speaking, Retirement Planning, Finance, Customer Service, Time Management, New Business Development, Small Business, Series 7, Insurance, Financial Services
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA, Finance
Keller Graduate School of Management of DeVry University 1994 — 1997
MSM, Political Science
University of Tennessee-Knoxville 1975 — 1980
BA, Political Science
IMS Electronics Recycling May 2014 - Present
AFG Strategic Planning Group 2008 - Present
Greater Lithonia Chamber of Commerce 2007 - 2011
Edward Jones Investments January 2005 - December 2007
Risk Management Alternatives 2000 - 2005
RMA 2000 - 2004
Draper and Associates May 1997 - April 2000
Metropolitan Atlanta Olympic Games Authority (MAOGA) 1991 - 1997
Skills
Investments, Portfolio Management, Risk Management, Business Development, Mutual Funds, Strategic Financial..., Call Centers, Management, Project Planning, Cross-functional Team..., Project Management, Microsoft Office, Investment Strategies, Strategic Planning, Customer Satisfaction, Sales, Public Speaking, Retirement Planning, Finance, Customer Service, Time Management, New Business Development, Small Business, Series 7, Insurance, Financial Services
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA, Finance
Keller Graduate School of Management of DeVry University 1994 — 1997
MSM, Political Science
University of Tennessee-Knoxville 1975 — 1980
BA, Political Science
Matthew Gildea's Edward Jones Investments Experience May 2010 - September 2010
Job Book Team Business Director at JosephBeth Booksellers
Industry Retail
Experience
Joseph-Beth Booksellers September 2010 - Present
Edward Jones Investments May 2010 - September 2010
Hastings Entertainment, Inc May 2006 - April 2010
Borders Group, Inc October 2005 - May 2006
Borders Group, Inc June 2004 - October 2005
Borders and Waldenbooks January 2000 - September 2005
Borders Group, Inc January 2003 - June 2004
Borders Group, Inc August 2001 - January 2003
Borders Group, Inc January 2000 - January 2003
Borders Group, Inc August 1993 - January 2000
Skills
Retail, Inventory Management, Books, Business Planning, Retail Management, Vendor Relations, Category Management, P&L Management, Marketing, Leadership, Management, Strategy, Marketing Strategy, Profit, Training, Employee Training, Store Management, Customer Satisfaction, Inventory Control, Change Management, Merchandising, Sales
Education
Hollins University 1991 — 1992
MFA
St. John's College 1978 — 1981
Joseph-Beth Booksellers September 2010 - Present
Edward Jones Investments May 2010 - September 2010
Hastings Entertainment, Inc May 2006 - April 2010
Borders Group, Inc October 2005 - May 2006
Borders Group, Inc June 2004 - October 2005
Borders and Waldenbooks January 2000 - September 2005
Borders Group, Inc January 2003 - June 2004
Borders Group, Inc August 2001 - January 2003
Borders Group, Inc January 2000 - January 2003
Borders Group, Inc August 1993 - January 2000
Skills
Retail, Inventory Management, Books, Business Planning, Retail Management, Vendor Relations, Category Management, P&L Management, Marketing, Leadership, Management, Strategy, Marketing Strategy, Profit, Training, Employee Training, Store Management, Customer Satisfaction, Inventory Control, Change Management, Merchandising, Sales
Education
Hollins University 1991 — 1992
MFA
St. John's College 1978 — 1981
Jan Dik's Edward Jones Investments Experience Vice PresidentFirst ChicagoAugust 1988 - August 1997
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Vice PresidentFirst ChicagoAugust 1988 - August 1997
First Chicago 1988 - 1997
Education
The University of Chicago Booth School of Business 1988 — 1989
Grinnell College 1980 — 1984
Edward Jones Investments Vice PresidentFirst ChicagoAugust 1988 - August 1997
First Chicago 1988 - 1997
Education
The University of Chicago Booth School of Business 1988 — 1989
Grinnell College 1980 — 1984
Monika Hohn Duke's Edward Jones Investments Experience 1997 - 2001
Job Executive Assistant at Capitol Auto Group
Industry Automotive
Experience
Capitol Auto Group September 2012 - Present
Capitol Auto Group 2001 - November 2012
Edward Jones Investments 1997 - 2001
Skills
Sales, Customer Service, Marketing, Nonprofits, Public Speaking, Leadership Development, Team Building, Microsoft Office, Social Media
Education
Iowa State University 1992 — 1996
Capitol Auto Group September 2012 - Present
Capitol Auto Group 2001 - November 2012
Edward Jones Investments 1997 - 2001
Skills
Sales, Customer Service, Marketing, Nonprofits, Public Speaking, Leadership Development, Team Building, Microsoft Office, Social Media
Education
Iowa State University 1992 — 1996
Carla Cumpston's Edward Jones Investments Experience August 2002 - September 2014
Job Certified Financial Planner
Industry Investment Management
Experience
Palo Alto Chamber of Commerce December 2008 - December 2014
Palo Alto Business Referral Network October 2006 - September 2014
Edward Jones Investments August 2002 - September 2014
Financial Planning Forum 2007 - 2013
Palo Alto Chamber of Commerce 2008 - 2009
Banc of America Capital Management February 2001 - May 2002
Bank of America 1993 - May 2002
Skills
Investments, Portfolio Management, Retirement, Wealth Management, Small Business, Investment Advisory, Estate Planning, Investment Strategies, Series 63, Relationship Management, Strategic Financial..., Financial Advisory, Banking, Credit, 401k Rollovers, Strategic Planning
Education
Linfield College
Bachelor's degree, Business Administration and Management, General
Cleveland High School, Portland, OR
University of Oregon
Palo Alto Chamber of Commerce December 2008 - December 2014
Palo Alto Business Referral Network October 2006 - September 2014
Edward Jones Investments August 2002 - September 2014
Financial Planning Forum 2007 - 2013
Palo Alto Chamber of Commerce 2008 - 2009
Banc of America Capital Management February 2001 - May 2002
Bank of America 1993 - May 2002
Skills
Investments, Portfolio Management, Retirement, Wealth Management, Small Business, Investment Advisory, Estate Planning, Investment Strategies, Series 63, Relationship Management, Strategic Financial..., Financial Advisory, Banking, Credit, 401k Rollovers, Strategic Planning
Education
Linfield College
Bachelor's degree, Business Administration and Management, General
Cleveland High School, Portland, OR
University of Oregon
Bryan Dunphy's Edward Jones Investments Experience April 2010 - Present
Job Financial Investments at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments April 2010 - Present
QSP/TIME INC. 2006 - 2010
Education
Fordham University 1987 — 1991
Edward Jones Investments April 2010 - Present
QSP/TIME INC. 2006 - 2010
Education
Fordham University 1987 — 1991
Kathy Cuneo's Edward Jones Investments Experience April 2013 - Present
Job Business Development Specialist
Industry Nonprofit Organization Management
Experience
Edward Jones Investments April 2013 - Present
The Vineyard Golf Course January 2008 - April 2013
Jordan and Kyra Memorial Foundation January 2008 - April 2013
Dare 2 Dream Animal Rescue February 1990 - January 2008
Freestyle Funware June 1986 - January 1989
Dayton-Hudson Corporation June 1980 - June 1986
Brookwood Golf Course February 1978 - September 1978
Lake Hefner Golf Course February 1977 - September 1977
Skills
Strategic Planning, Marketing Strategy, Sales Management, Marketing, Customer Service, Leadership, Management, Sales, Fundraising
Education
Ferris State University 1977 — 1980
Bachelor of Science (B.S.), Marketing
Edward Jones Investments April 2013 - Present
The Vineyard Golf Course January 2008 - April 2013
Jordan and Kyra Memorial Foundation January 2008 - April 2013
Dare 2 Dream Animal Rescue February 1990 - January 2008
Freestyle Funware June 1986 - January 1989
Dayton-Hudson Corporation June 1980 - June 1986
Brookwood Golf Course February 1978 - September 1978
Lake Hefner Golf Course February 1977 - September 1977
Skills
Strategic Planning, Marketing Strategy, Sales Management, Marketing, Customer Service, Leadership, Management, Sales, Fundraising
Education
Ferris State University 1977 — 1980
Bachelor of Science (B.S.), Marketing
Patty Bonaguro's Edward Jones Investments Experience November 2000 - August 2004
Job Chemical Sales at Meyer Laboratory
Industry Chemicals
Experience
Meyer Laboratory August 2004 - Present
Edward Jones Investments November 2000 - August 2004
Olde Discount Stockbrokers January 1995 - November 2000
Education
Illinois State University 1991 — 1995
Finance, Accounting, Marketing
Meyer Laboratory August 2004 - Present
Edward Jones Investments November 2000 - August 2004
Olde Discount Stockbrokers January 1995 - November 2000
Education
Illinois State University 1991 — 1995
Finance, Accounting, Marketing
Dawn Tatum's Edward Jones Investments Experience April 2002 - December 2002
Job Office Manager Dade City Dental at Premier Community Healthcare Group
Industry Medical Practice
Experience
Premier Community Healthcare Group October 2012 - Present
Pediatric Dentistry of Westchase March 2011 - February 2012
Coast Dental June 2010 - March 2011
Dawn Ray Tatum September 2007 - August 2010
United Way of Gallia County (OHIO) April 2005 - February 2006
Holzer Health Systems December 2002 - January 2005
Edward Jones Investments April 2002 - December 2002
US Army May 1980 - June 2001
Skills
Healthcare, Non-profits, Program Management, Training, Management, Hospitals, Coaching, Human Resources, Start-ups, Public Speaking, Healthcare Management, Customer Service, Employee Relations, Strategic Planning, Program Development
Education
Ohio University 2005 — 2007
MPA, Public Administration
Almeda University 2003 — 2005
MBA, Business Management
US Army Command & General Staff College 1999 — 2001
MS, Military Science
Marshall University 1976 — 1980
BA, Political Science/International Affairs
Premier Community Healthcare Group October 2012 - Present
Pediatric Dentistry of Westchase March 2011 - February 2012
Coast Dental June 2010 - March 2011
Dawn Ray Tatum September 2007 - August 2010
United Way of Gallia County (OHIO) April 2005 - February 2006
Holzer Health Systems December 2002 - January 2005
Edward Jones Investments April 2002 - December 2002
US Army May 1980 - June 2001
Skills
Healthcare, Non-profits, Program Management, Training, Management, Hospitals, Coaching, Human Resources, Start-ups, Public Speaking, Healthcare Management, Customer Service, Employee Relations, Strategic Planning, Program Development
Education
Ohio University 2005 — 2007
MPA, Public Administration
Almeda University 2003 — 2005
MBA, Business Management
US Army Command & General Staff College 1999 — 2001
MS, Military Science
Marshall University 1976 — 1980
BA, Political Science/International Affairs
Bryan Crabtree's Edward Jones Investments Experience September 2004 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 2004 - Present
Education
Illinois Wesleyan University
Edward Jones Investments September 2004 - Present
Education
Illinois Wesleyan University
Cheryl McNeil's Edward Jones Investments Experience March 1999 - Present
Job Manager at Archyouhungry, LLC
Industry Food & Beverages
Experience
Archyouhungry, LLC January 2005 - Present
Edward Jones Investments March 1999 - Present
Coro Leadership Center - St. Louis 2001 - 2001
Ernst & Young September 1994 - March 1999
Skills
Accounting, Financial Reporting, GAAP, General Ledger, Microsoft Excel, CPA, Account Reconciliation, QuickBooks, PeopleSoft, Small Business, Microsoft Word, Leadership
Education
Jackson State University 1990 — 1994
B.B.A, Accounting
Archyouhungry, LLC January 2005 - Present
Edward Jones Investments March 1999 - Present
Coro Leadership Center - St. Louis 2001 - 2001
Ernst & Young September 1994 - March 1999
Skills
Accounting, Financial Reporting, GAAP, General Ledger, Microsoft Excel, CPA, Account Reconciliation, QuickBooks, PeopleSoft, Small Business, Microsoft Word, Leadership
Education
Jackson State University 1990 — 1994
B.B.A, Accounting
Angela DiSanto's Edward Jones Investments Experience June 2001 - December 2006
Job Vice President, Strategy Consultant
Industry Banking
Experience
Wells Fargo, Commercial Banking April 2013 - Present
Wells Fargo, Merchant Services June 2012 - April 2013
Wells Fargo, Commercial Banking May 2010 - May 2012
Wells Fargo, Wealth Management September 2008 - May 2010
State Farm Insurance January 2007 - August 2008
Edward Jones Investments June 2001 - December 2006
LaBranche & Co. November 2000 - June 2001
Skills
Leadership, Strategy, Marketing, Cross-functional Team..., Lead Generation, Management, Product Management, Integrated Marketing, Finance, Sales
Education
Greenville College 1997 — 2001
Bachelor of Science, Business Management
Wells Fargo, Commercial Banking April 2013 - Present
Wells Fargo, Merchant Services June 2012 - April 2013
Wells Fargo, Commercial Banking May 2010 - May 2012
Wells Fargo, Wealth Management September 2008 - May 2010
State Farm Insurance January 2007 - August 2008
Edward Jones Investments June 2001 - December 2006
LaBranche & Co. November 2000 - June 2001
Skills
Leadership, Strategy, Marketing, Cross-functional Team..., Lead Generation, Management, Product Management, Integrated Marketing, Finance, Sales
Education
Greenville College 1997 — 2001
Bachelor of Science, Business Management
Brad Metz's Edward Jones Investments Experience June 2006 - May 2009
Job Coowner ARK Financial Services, LLC
Industry Financial Services
Experience
ARK Financial Services, LLC June 2009 - Present
Edward Jones Investments June 2006 - May 2009
Education
Illinois Wesleyan University 1987 — 1991
B.S., Accounting
ARK Financial Services, LLC June 2009 - Present
Edward Jones Investments June 2006 - May 2009
Education
Illinois Wesleyan University 1987 — 1991
B.S., Accounting
Angela Dinkle's Edward Jones Investments Experience February 2007 - Present
Job OnCall Branch Office Administrator at EDward Jones Investments
Industry Financial Services
Experience
EDward Jones Investments February 2007 - Present
U.S. Army (Retired) June 1998 - January 2007
US Navy (Retired) September 1974 - June 1998
Skills
Outlook, Public Speaking, Nonprofits, Event Planning, Microsoft Word, Marketing, Non-profits, Customer Service, Leadership, Fundraising, Strategic Planning, Volunteer Management, Leadership Development, Training, Team Building
Education
James Madison University 1969 — 1973
Bachelor of Science, Elementary Education
EDward Jones Investments February 2007 - Present
U.S. Army (Retired) June 1998 - January 2007
US Navy (Retired) September 1974 - June 1998
Skills
Outlook, Public Speaking, Nonprofits, Event Planning, Microsoft Word, Marketing, Non-profits, Customer Service, Leadership, Fundraising, Strategic Planning, Volunteer Management, Leadership Development, Training, Team Building
Education
James Madison University 1969 — 1973
Bachelor of Science, Elementary Education
Brenda Cronin's Edward Jones Investments Experience October 2012 - Present
Job Financial Advisor Talent Acquisition at Edward Jones
Industry Human Resources
Experience
Edward Jones Investments October 2012 - Present
Schnuck Markets, Inc. January 2012 - December 2012
Professional Employment Group November 2011 - October 2012
Simmons Law Firm June 2006 - November 2009
Airport Terminal Services May 2000 - June 2006
Skills
Employee Relations, Employee Benefits, HRIS, Outlook, Microsoft Excel, Teamwork, Leadership Development, Employment Law, Talent Management, Performance Management, Benefits Administration, Talent Acquisition, Accident Investigation, Coaching Staff, Conflict Resolution, Background Checks, Drug Free Workplace, Employee Orientations, OSHA, Safety Programs, Workers' Compensation..., Unemployment Claims, EEOC, ADEA, ADA compliance, FMLA, COBRA, HIPAA, Government Reports, State & Federal Laws, DOT Compliance, FAA, Generalist Duties, HR Policies, Distribution Center..., Employee Handbooks, Pharmacy Technicians, Coaching, New Hire Orientations, Onboarding
Education
Lindenwood University 1986 — 1991
B.A., Human Resource Management
Edward Jones Investments October 2012 - Present
Schnuck Markets, Inc. January 2012 - December 2012
Professional Employment Group November 2011 - October 2012
Simmons Law Firm June 2006 - November 2009
Airport Terminal Services May 2000 - June 2006
Skills
Employee Relations, Employee Benefits, HRIS, Outlook, Microsoft Excel, Teamwork, Leadership Development, Employment Law, Talent Management, Performance Management, Benefits Administration, Talent Acquisition, Accident Investigation, Coaching Staff, Conflict Resolution, Background Checks, Drug Free Workplace, Employee Orientations, OSHA, Safety Programs, Workers' Compensation..., Unemployment Claims, EEOC, ADEA, ADA compliance, FMLA, COBRA, HIPAA, Government Reports, State & Federal Laws, DOT Compliance, FAA, Generalist Duties, HR Policies, Distribution Center..., Employee Handbooks, Pharmacy Technicians, Coaching, New Hire Orientations, Onboarding
Education
Lindenwood University 1986 — 1991
B.A., Human Resource Management
Cathy Byrnside's Edward Jones Investments Experience May 2005 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments May 2005 - Present
Coca Cola Bottling Company Consolidated (CCBCC) 1999 - 2005
Skills
Credit, Fixed Annuities, Insurance, Employee Benefits, Banking, Strategic Financial..., Small Business, Financial Services, Financial Analysis, Investments, Customer Service, Retirement Planning, Strategic Planning, Series 7, Sales Management, Sales, Budgets, Marketing, Risk Management, Microsoft Office, Finance, Forecasting, Asset Allocation, Saving for Education, Marketing Strategy, Financial Advisory, Asset Management, Mutual Funds, 401k Rollovers, Mortgage Lending, Wealth Management, Series 63, Retirement, Financial Planning, Social Media, Social Media Marketing
Education
Marshall University
Edward Jones Investments May 2005 - Present
Coca Cola Bottling Company Consolidated (CCBCC) 1999 - 2005
Skills
Credit, Fixed Annuities, Insurance, Employee Benefits, Banking, Strategic Financial..., Small Business, Financial Services, Financial Analysis, Investments, Customer Service, Retirement Planning, Strategic Planning, Series 7, Sales Management, Sales, Budgets, Marketing, Risk Management, Microsoft Office, Finance, Forecasting, Asset Allocation, Saving for Education, Marketing Strategy, Financial Advisory, Asset Management, Mutual Funds, 401k Rollovers, Mortgage Lending, Wealth Management, Series 63, Retirement, Financial Planning, Social Media, Social Media Marketing
Education
Marshall University
Nate O'Steen's Edward Jones Investments Experience October 1996 - July 1997
Job Managing Partner at NearSide Distribution Asset Services (DAS)
Industry Investment Management
Experience
NearSide Distribution Asset Services (DAS) August 2014 - Present
Nate O'Steen, Sole Proprietor September 2001 - August 2014
ADS Distribution Services, Inc. May 1999 - September 2001
Orbitex Management, Inc. July 1997 - May 1999
Edward Jones Investments October 1996 - July 1997
Putnam Investments October 1994 - October 1996
Putnam Investments August 1990 - October 1994
Skills
Economics, Strategic Planning, Securities, Retirement, Strategic Financial..., Financial Modeling, Business Strategy, Retirement Planning, Mutual Funds, Wealth Management, Retirement Savings, Business Development, Management Consulting, Microsoft Excel, Investment Advisory, Income Protection, New Business Development, Equities, Project Management, Strategy, Wealth, Financial Advisory, Pensions, Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Hamilton College 1986 — 1990
BA, French & Economics
NearSide Distribution Asset Services (DAS) August 2014 - Present
Nate O'Steen, Sole Proprietor September 2001 - August 2014
ADS Distribution Services, Inc. May 1999 - September 2001
Orbitex Management, Inc. July 1997 - May 1999
Edward Jones Investments October 1996 - July 1997
Putnam Investments October 1994 - October 1996
Putnam Investments August 1990 - October 1994
Skills
Economics, Strategic Planning, Securities, Retirement, Strategic Financial..., Financial Modeling, Business Strategy, Retirement Planning, Mutual Funds, Wealth Management, Retirement Savings, Business Development, Management Consulting, Microsoft Excel, Investment Advisory, Income Protection, New Business Development, Equities, Project Management, Strategy, Wealth, Financial Advisory, Pensions, Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Hamilton College 1986 — 1990
BA, French & Economics
Jerome Rhoads's Edward Jones Investments Experience November 2001 - April 2002
Job Project Manager at ElementResidential, Inc.
Industry Construction
Experience
Element-Residential, Inc. July 2013 - Present
Terrene Ventures July 2012 - July 2013
SHEA HOMES/TRILOGY July 2002 - August 2012
EDWARD JONES INVESTMENTS November 2001 - April 2002
CAMBRIA HOMES September 2000 - September 2001
Skills
Homebuilding, Construction Management, Construction, Value Engineering, Residential Homes, Contract Management, Change Orders, Real Estate, Process Scheduler, Contractors, Pre-construction, Contract Negotiation, Project Bidding, New Home Construction, Subcontracting, Purchasing, Renovation, AutoCAD
Education
University of Washington 2011 — 2012
Certificate, Construction/Project Management
Washington State University 1997 — 1999
Bachelor of Arts, Communications/Business
Highline College 1995 — 1997
Associate of Arts (AA), General Studies
Element-Residential, Inc. July 2013 - Present
Terrene Ventures July 2012 - July 2013
SHEA HOMES/TRILOGY July 2002 - August 2012
EDWARD JONES INVESTMENTS November 2001 - April 2002
CAMBRIA HOMES September 2000 - September 2001
Skills
Homebuilding, Construction Management, Construction, Value Engineering, Residential Homes, Contract Management, Change Orders, Real Estate, Process Scheduler, Contractors, Pre-construction, Contract Negotiation, Project Bidding, New Home Construction, Subcontracting, Purchasing, Renovation, AutoCAD
Education
University of Washington 2011 — 2012
Certificate, Construction/Project Management
Washington State University 1997 — 1999
Bachelor of Arts, Communications/Business
Highline College 1995 — 1997
Associate of Arts (AA), General Studies
Cesar Castaneda's Edward Jones Investments Experience September 2005 - March 2006
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement December 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - December 2014
OneAmerica Financial Partners Inc. January 2008 - December 2014
John Hancock Financial Services May 2006 - January 2008
Edward Jones Investments September 2005 - March 2006
Charles Schwab October 1999 - September 2005
Scudder Kemper Investments January 1998 - October 1999
Education
Elmhurst College 1992 — 1997
BS, International Business and Economics
EMPOWER Retirement December 2014 - Present
OneAmerica Financial Partners Inc. April 2013 - December 2014
OneAmerica Financial Partners Inc. January 2008 - December 2014
John Hancock Financial Services May 2006 - January 2008
Edward Jones Investments September 2005 - March 2006
Charles Schwab October 1999 - September 2005
Scudder Kemper Investments January 1998 - October 1999
Education
Elmhurst College 1992 — 1997
BS, International Business and Economics
jerry ostrander's Edward Jones Investments Experience Financial AdvisorEdward Jones2003 - 2010
Job financial advisor at edward jones investments
Industry Financial Services
Experience
edward jones investments Financial AdvisorEdward Jones2003 - 2010
Applied Aerospace Structures Corporation January 1991 - June 1999
Applied Aerospace Structures Corp 1991 - 1999
Education
Golden Gate University
Master's, Business Administration
University of Wisconsin-Madison
Bachelor's, Mechanical Engineering
edward jones investments Financial AdvisorEdward Jones2003 - 2010
Applied Aerospace Structures Corporation January 1991 - June 1999
Applied Aerospace Structures Corp 1991 - 1999
Education
Golden Gate University
Master's, Business Administration
University of Wisconsin-Madison
Bachelor's, Mechanical Engineering
Kathy Lilley's Edward Jones Investments Experience 2000 - 2002
Job Security at Sea Island Company
Industry Hospitality
Experience
Sea Island Company Purchasing ExpeditorSea Island Company2002 - 2005
Edward Jones Investments 2000 - 2002
Teletech, Qwest 1999 - 2001
Michigan National Bank 1992 - 1999
Lansing State Journal 1991 - 1993
Education
Michigan State University 1990 — 1993
Bachelors, Communication
Lansing Community College 1988 — 1991
Sea Island Company Purchasing ExpeditorSea Island Company2002 - 2005
Edward Jones Investments 2000 - 2002
Teletech, Qwest 1999 - 2001
Michigan National Bank 1992 - 1999
Lansing State Journal 1991 - 1993
Education
Michigan State University 1990 — 1993
Bachelors, Communication
Lansing Community College 1988 — 1991
Cindy Nourie's Edward Jones Investments Experience May 2008 - July 2009
Job FSC at PNC Bank
Industry Financial Services
Experience
PNC Bank July 2010 - Present
Edward Jones Investments May 2008 - July 2009
Skills
Banking
Education
Goldey-Beacom College 1970 — 1972
Associate Degree, Business
PNC Bank July 2010 - Present
Edward Jones Investments May 2008 - July 2009
Skills
Banking
Education
Goldey-Beacom College 1970 — 1972
Associate Degree, Business
Katherine Childerhose's Edward Jones Investments Experience January 2010 - Present
Job Financial Advisor at
Industry Paper & Forest Products
Experience
Edward Jones Investments January 2010 - Present
KML Windows June 2007 - July 2010
KML Windows December 2006 - June 2007
KML Windows April 2006 - December 2006
Cooper Standard Automotive October 2002 - April 2006
Skills
Customer Service, Strategic Planning, Continuous Improvement, Process Improvement, Microsoft Office, Public Speaking, Product Development, Lean Manufacturing, Program Management, Change Management
Education
Kettering University 1998 — 2003
B.Sc., Management
Edward Jones Investments January 2010 - Present
KML Windows June 2007 - July 2010
KML Windows December 2006 - June 2007
KML Windows April 2006 - December 2006
Cooper Standard Automotive October 2002 - April 2006
Skills
Customer Service, Strategic Planning, Continuous Improvement, Process Improvement, Microsoft Office, Public Speaking, Product Development, Lean Manufacturing, Program Management, Change Management
Education
Kettering University 1998 — 2003
B.Sc., Management
Dorothy Figiel's Edward Jones Investments Experience June 2010 - August 2010
Job Associate
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Edward Jones Investments June 2010 - August 2010
Georgetown University August 2005 - July 2009
The Washington Post May 2007 - August 2007
Skills
Investments, Valuation, Finance, Management, Financial Modeling, Financial Analysis, Credit, Data Analysis, Analysis, Strategy
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
Georgetown University 2004 — 2008
BSBA, Finance, International Business, Psychology
Credit Suisse July 2011 - Present
Edward Jones Investments June 2010 - August 2010
Georgetown University August 2005 - July 2009
The Washington Post May 2007 - August 2007
Skills
Investments, Valuation, Finance, Management, Financial Modeling, Financial Analysis, Credit, Data Analysis, Analysis, Strategy
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
Georgetown University 2004 — 2008
BSBA, Finance, International Business, Psychology
Amanda Sepe's Edward Jones Investments Experience October 2006 - August 2007
Job Sr. Deployment Manager at Tealium
Industry Internet
Experience
Tealium February 2014 - Present
Tealium February 2013 - January 2014
Tealium April 2012 - January 2013
ARS National Services April 2011 - December 2011
ARS National Services June 2010 - July 2011
Moffat Financial Group October 2007 - January 2010
Edward Jones Investments October 2006 - August 2007
Morgan Stanley Investments March 2005 - June 2006
ContinuedEd.com September 2002 - March 2005
ContinuedEd.com October 2001 - August 2002
Skills
Management, Customer Service, Microsoft Excel, Account Management, Microsoft Office, Marketing, Web Analytics, Online Marketing, SEO, E-commerce, SEM, Project Management, SaaS, Email Marketing, Sales, Salesforce.com, Online Advertising, Social Media Marketing, Digital Marketing, CRM, Analytics, Lead Generation
Education
DeVry University
Bachelors of Science, Technical Management; Accounting
Tealium February 2014 - Present
Tealium February 2013 - January 2014
Tealium April 2012 - January 2013
ARS National Services April 2011 - December 2011
ARS National Services June 2010 - July 2011
Moffat Financial Group October 2007 - January 2010
Edward Jones Investments October 2006 - August 2007
Morgan Stanley Investments March 2005 - June 2006
ContinuedEd.com September 2002 - March 2005
ContinuedEd.com October 2001 - August 2002
Skills
Management, Customer Service, Microsoft Excel, Account Management, Microsoft Office, Marketing, Web Analytics, Online Marketing, SEO, E-commerce, SEM, Project Management, SaaS, Email Marketing, Sales, Salesforce.com, Online Advertising, Social Media Marketing, Digital Marketing, CRM, Analytics, Lead Generation
Education
DeVry University
Bachelors of Science, Technical Management; Accounting
Jeff Ganz's Edward Jones Investments Experience April 2013 - January 2014
Job Attorney
Industry Financial Services
Experience
St. Cloud State University Library January 2014 - May 2014
Edward Jones Investments April 2013 - January 2014
Wolters Kluwer Financial Services September 1996 - April 2013
Minnesota Army National Guard August 1988 - June 1991
Education
Hamline University School of Law
JD, Law
University of Wisconsin-Milwaukee
MLIS, Library Science
St. Cloud State University
B.S., Speech Communication
St. Cloud State University Library January 2014 - May 2014
Edward Jones Investments April 2013 - January 2014
Wolters Kluwer Financial Services September 1996 - April 2013
Minnesota Army National Guard August 1988 - June 1991
Education
Hamline University School of Law
JD, Law
University of Wisconsin-Milwaukee
MLIS, Library Science
St. Cloud State University
B.S., Speech Communication
Rhonda Fink's Edward Jones Investments Experience Independent Dist.ZIja InternationalApril 2012 - Present
Job Sr. Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Independent Dist.ZIja InternationalApril 2012 - Present
Education
Liberty University
Edward Jones Investments Independent Dist.ZIja InternationalApril 2012 - Present
Education
Liberty University
Ken Hoisington's Edward Jones Investments Experience March 2010 - August 2010
Job Owner and operator at Beach engraving
Industry Retail
Experience
Beach engraving June 2013 - Present
USA DISCOUNTERS April 2011 - May 2013
North America October 2010 - April 2011
Edward Jones Investments March 2010 - August 2010
Harbor Freight Tools April 2001 - March 2010
Kmart Corporation January 1987 - April 2001
Skills
Training, Leadership, Management, Retail, Employee Training, Merchandising, Sales, Time Management, Human Resources, Customer Service, Sales Management, Interviews, Budgets, Process Improvement, Profit, Product Marketing, Store Management, Loss Prevention, Visual Merchandising, Big Box
Education
Fort Lewis College 1982 — 1987
BA, Business
Fort Lewis College 1982 — 1986
Bachelor of Arts, Business Management and Marketing
Beach engraving June 2013 - Present
USA DISCOUNTERS April 2011 - May 2013
North America October 2010 - April 2011
Edward Jones Investments March 2010 - August 2010
Harbor Freight Tools April 2001 - March 2010
Kmart Corporation January 1987 - April 2001
Skills
Training, Leadership, Management, Retail, Employee Training, Merchandising, Sales, Time Management, Human Resources, Customer Service, Sales Management, Interviews, Budgets, Process Improvement, Profit, Product Marketing, Store Management, Loss Prevention, Visual Merchandising, Big Box
Education
Fort Lewis College 1982 — 1987
BA, Business
Fort Lewis College 1982 — 1986
Bachelor of Arts, Business Management and Marketing
Neil Dela Cruz's Edward Jones Investments Experience January 2008 - May 2010
Job Advisor at MDL Group
Industry Real Estate
Experience
MDL Group June 2013 - Present
Marcus & Millichap October 2012 - June 2013
Edward Jones Investments January 2008 - May 2010
Skills
Finance, Commercial Real Estate, Commercial Leasing, Commercial Real Estate..., Commercial Real Estate..., Real Estate, Investment Properties, Brokerage, Asset Management, Portfolio Management, Valuation, Financial Analysis, Series 7, Strategic Financial..., Investment Advisory, Financial Modeling, Investment Strategies
Education
Hawaii Pacific University
Accounting
Phoenix College
BA, Finance
MDL Group June 2013 - Present
Marcus & Millichap October 2012 - June 2013
Edward Jones Investments January 2008 - May 2010
Skills
Finance, Commercial Real Estate, Commercial Leasing, Commercial Real Estate..., Commercial Real Estate..., Real Estate, Investment Properties, Brokerage, Asset Management, Portfolio Management, Valuation, Financial Analysis, Series 7, Strategic Financial..., Investment Advisory, Financial Modeling, Investment Strategies
Education
Hawaii Pacific University
Accounting
Phoenix College
BA, Finance
Derek Scupin's Edward Jones Investments Experience January 2008 - October 2010
Job Business Systems Analyst
Industry Human Resources
Experience
Fidelity Investments September 2011 - May 2013
Edward Jones Investments January 2008 - October 2010
Edward Jones Investments May 2004 - January 2008
Edward Jones Investments March 2004 - May 2004
Skills
Software Documentation, SQL, Databases, Analysis, Testing, Program Management, Quality Assurance, Data Warehousing, Troubleshooting, Training, Java, Leadership, SDLC, Business Analysis, Visio, PeopleSoft, Oracle, Process Improvement
Education
Webster University 2009 — 2011
Masters, Information Technology Management
Chandler/Gilbert Community College 2008 — 2009
N/A, Information Technology
Lindenwood University 1997 — 2001
Bachelors of Arts degree, an; Graphic Design
Fidelity Investments September 2011 - May 2013
Edward Jones Investments January 2008 - October 2010
Edward Jones Investments May 2004 - January 2008
Edward Jones Investments March 2004 - May 2004
Skills
Software Documentation, SQL, Databases, Analysis, Testing, Program Management, Quality Assurance, Data Warehousing, Troubleshooting, Training, Java, Leadership, SDLC, Business Analysis, Visio, PeopleSoft, Oracle, Process Improvement
Education
Webster University 2009 — 2011
Masters, Information Technology Management
Chandler/Gilbert Community College 2008 — 2009
N/A, Information Technology
Lindenwood University 1997 — 2001
Bachelors of Arts degree, an; Graphic Design
Krista Duffin's Edward Jones Investments Experience August 2008 - April 2010
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Edward Jones Investments August 2008 - April 2010
JPMorgan Chase January 2007 - July 2008
Brookstone May 2006 - January 2007
Education
Eastern Michigan University
Business/Corporate Communications
Fidelity Investments May 2010 - Present
Edward Jones Investments August 2008 - April 2010
JPMorgan Chase January 2007 - July 2008
Brookstone May 2006 - January 2007
Education
Eastern Michigan University
Business/Corporate Communications
Rhett Bedwell's Edward Jones Investments Experience April 2009 - December 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Edward Jones Investments April 2009 - December 2012
Skills
Retirement Planning, Insurance, Retirement, 401k Rollovers, IRAs, Life Insurance, Investments, Saving for Education, Mutual Funds
Education
John Brown University
BA, Organizational Management
Wells Fargo Advisors, LLC December 2012 - Present
Edward Jones Investments April 2009 - December 2012
Skills
Retirement Planning, Insurance, Retirement, 401k Rollovers, IRAs, Life Insurance, Investments, Saving for Education, Mutual Funds
Education
John Brown University
BA, Organizational Management
Lisa Petruolo's Edward Jones Investments Experience February 2006 - October 2013
Job Service Accountant at Piedmont Service Group
Industry Financial Services
Experience
Piedmont Service Group October 2013 - Present
EDWARD JONES INVESTMENTS February 2006 - October 2013
HOME August 2002 - February 2006
OFFICE FURNITURE January 2001 - July 2002
ALFRED WILLIAMS AND COMPANY June 1998 - October 2000
TITAN ATLANTIC GROUP August 1997 - June 1998
IKON Office Solutions July 1996 - August 1997
WACHOVIA BANK OF N.C February 1988 - July 1996
Skills
Training, Management, Time Management, Administrative..., Human Resources, Sales, Invoicing, Process Scheduler, Banking, New Business Development, Finance, Proposal Writing, Cold Calling, Fax
Education
East Carolina University
Garner Senior High School
Piedmont Service Group October 2013 - Present
EDWARD JONES INVESTMENTS February 2006 - October 2013
HOME August 2002 - February 2006
OFFICE FURNITURE January 2001 - July 2002
ALFRED WILLIAMS AND COMPANY June 1998 - October 2000
TITAN ATLANTIC GROUP August 1997 - June 1998
IKON Office Solutions July 1996 - August 1997
WACHOVIA BANK OF N.C February 1988 - July 1996
Skills
Training, Management, Time Management, Administrative..., Human Resources, Sales, Invoicing, Process Scheduler, Banking, New Business Development, Finance, Proposal Writing, Cold Calling, Fax
Education
East Carolina University
Garner Senior High School
Rachael Gaffney's Edward Jones Investments Experience May 2003 - March 2007
Job Staff Accountant at UMR Division of United Health Group
Industry Accounting
Experience
UMR - Division of United Health Group September 2010 - Present
Beam Global Spirits and WIne August 2007 - December 2009
Edward Jones Investments May 2003 - March 2007
National City Bank August 1998 - February 2003
Skills
Account Reconciliation, General Ledger, Microsoft Excel, Accounting, Financial Statements, Journal Entries, Financial Reporting, Auditing, Accounts Payable, Accounts Receivable, SAP, Invoicing, Inventory Management, Great Plains Software, Inventory Control, Quality Auditing, Inventory Controls, Compliance Audits, Internal Controls, Financial Accounting
Education
Eastern Kentucky University 2011 — 2013
Master of Business Administration (MBA), Accounting Option
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.), Accounting
UMR - Division of United Health Group September 2010 - Present
Beam Global Spirits and WIne August 2007 - December 2009
Edward Jones Investments May 2003 - March 2007
National City Bank August 1998 - February 2003
Skills
Account Reconciliation, General Ledger, Microsoft Excel, Accounting, Financial Statements, Journal Entries, Financial Reporting, Auditing, Accounts Payable, Accounts Receivable, SAP, Invoicing, Inventory Management, Great Plains Software, Inventory Control, Quality Auditing, Inventory Controls, Compliance Audits, Internal Controls, Financial Accounting
Education
Eastern Kentucky University 2011 — 2013
Master of Business Administration (MBA), Accounting Option
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.), Accounting
Brian Fike, CPA's Edward Jones Investments Experience June 2001 - December 2001
Job Hedge Fund Operations
Industry Accounting
Experience
Citi November 2014 - Present
CBUA/OHSAA 2009 - Present
Zink Foodservice Group June 2014 - October 2014
Fairfield Homes September 2013 - May 2014
Citi March 2010 - September 2013
Citi November 2006 - February 2010
Citi September 2005 - November 2006
Citi March 2005 - September 2005
Citi August 2003 - March 2005
Edward Jones Investments June 2001 - December 2001
Skills
Securities, Accounting, Process Improvement, Compliance, AML, Banking, Equities, Fixed Income, Investments, Portfolio Management, Financial Services, Financial Reporting, Account Reconciliation, Auditing
Education
Keller Graduate School of Management 2007 — 2010
Master, Accounting and Financial Management; CPA Emphasis
Miami University 1995 — 1999
B.A, Political Science
Citi November 2014 - Present
CBUA/OHSAA 2009 - Present
Zink Foodservice Group June 2014 - October 2014
Fairfield Homes September 2013 - May 2014
Citi March 2010 - September 2013
Citi November 2006 - February 2010
Citi September 2005 - November 2006
Citi March 2005 - September 2005
Citi August 2003 - March 2005
Edward Jones Investments June 2001 - December 2001
Skills
Securities, Accounting, Process Improvement, Compliance, AML, Banking, Equities, Fixed Income, Investments, Portfolio Management, Financial Services, Financial Reporting, Account Reconciliation, Auditing
Education
Keller Graduate School of Management 2007 — 2010
Master, Accounting and Financial Management; CPA Emphasis
Miami University 1995 — 1999
B.A, Political Science
Susan Prosser's Edward Jones Investments Experience July 2009 - February 2010
Job Experienced Regulatory and Compliance Officer / Engineering Technician
Industry Oil & Energy
Experience
Kismet Properties, Inc. August 2011 - Present
Prudential Ada Realtors November 2007 - Present
Titan Specialties, LTD August 2010 - August 2011
Edward Jones Investments July 2009 - February 2010
Longfellow Energy, LP July 2008 - July 2009
Riata Energy / Longfellow Energy May 1998 - July 2009
Northwest TX Hospital System November 2007 - January 2008
Prudential Ada Realtors November 2006 - January 2008
Riata Energy, Inc May 1998 - October 2006
Mitchell & Co Realtors November 1999 - August 2006
Skills
Buyer Representation, Real Estate, Relocation, Sellers, Short Sales, Investment Properties, Listings, First Time Home Buyers, Single Family Homes, Referrals, Real Estate Transactions, Residential Homes, Investors, Condos, Foreclosures, REO, New Home Sales
Education
Amarillo College 2005 — 2006
N/A, LVN Nursing Curriculum
Houston Community College 1984 — 1984
N/A, Real Estate
Houston Community College
Cleary College
Graduate of School, Business; accounting
Cleary College
Graduate of School, Business; accounting
Multiple online MCE Courses
Marketing / Real Estate
The Real Estate School
The Real Estate School
Kismet Properties, Inc. August 2011 - Present
Prudential Ada Realtors November 2007 - Present
Titan Specialties, LTD August 2010 - August 2011
Edward Jones Investments July 2009 - February 2010
Longfellow Energy, LP July 2008 - July 2009
Riata Energy / Longfellow Energy May 1998 - July 2009
Northwest TX Hospital System November 2007 - January 2008
Prudential Ada Realtors November 2006 - January 2008
Riata Energy, Inc May 1998 - October 2006
Mitchell & Co Realtors November 1999 - August 2006
Skills
Buyer Representation, Real Estate, Relocation, Sellers, Short Sales, Investment Properties, Listings, First Time Home Buyers, Single Family Homes, Referrals, Real Estate Transactions, Residential Homes, Investors, Condos, Foreclosures, REO, New Home Sales
Education
Amarillo College 2005 — 2006
N/A, LVN Nursing Curriculum
Houston Community College 1984 — 1984
N/A, Real Estate
Houston Community College
Cleary College
Graduate of School, Business; accounting
Cleary College
Graduate of School, Business; accounting
Multiple online MCE Courses
Marketing / Real Estate
The Real Estate School
The Real Estate School
Matthew Fields's Edward Jones Investments Experience 1999 - November 2003
Job Vice President/Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2012 - Present
Bank of America Merrill Lynch November 2003 - May 2012
Edward Jones Investments 1999 - November 2003
Skills
Estate Planning, Financial Planning, Investments, Retirement Income..., Asset Protection, Wealth Preservation and..., Wealth Management..., Strategic Financial..., Financial Advisory, Retirement, Fixed Annuities, Finance, Asset Allocation, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Series 7, 401k, Series 63
Education
Lewis and Clark College 1996 — 1999
Master of Arts, Counseling Psychology
University of Puget Sound 1991 — 1995
Bachelor of Arts, Psychology
Robert W. Baird & Co. May 2012 - Present
Bank of America Merrill Lynch November 2003 - May 2012
Edward Jones Investments 1999 - November 2003
Skills
Estate Planning, Financial Planning, Investments, Retirement Income..., Asset Protection, Wealth Preservation and..., Wealth Management..., Strategic Financial..., Financial Advisory, Retirement, Fixed Annuities, Finance, Asset Allocation, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Series 7, 401k, Series 63
Education
Lewis and Clark College 1996 — 1999
Master of Arts, Counseling Psychology
University of Puget Sound 1991 — 1995
Bachelor of Arts, Psychology
Oraine Munda's Edward Jones Investments Experience August 2013 - Present
Job Financial Advisor at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments August 2013 - Present
Hyatt Hotels Corporation September 2011 - August 2013
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Edward Jones Investments August 2013 - Present
Hyatt Hotels Corporation September 2011 - August 2013
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kelcey Rock's Edward Jones Investments Experience June 2008 - July 2009
Job Loan Officer at Magnolia Bank
Industry Banking
Experience
Magnolia Bank April 2014 - Present
South Central Bank October 2009 - April 2014
Edward Jones Investments June 2008 - July 2009
Health and Education Federal Credit Union August 2005 - June 2008
Skills
Small Business Lending, Commercial Banking, Loans, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Microsoft Office, SBA, Finance, Budgets, Credit, Sales, Mortgage Banking, Refinance, Retail Banking, Residential Mortgages, Mortgage Underwriting, FHA
Education
McKendree University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Colorado Boulder 2012 — 2014
Graduate School of Banking, Graduate School of Banking
Kentucky Bankers Association 2010 — 2012
Kentucky General Banking School, Commercial Lending School
University of Kentucky 2003 — 2008
Bachelor of Science (B.S.), Agricultural Economics
Magnolia Bank April 2014 - Present
South Central Bank October 2009 - April 2014
Edward Jones Investments June 2008 - July 2009
Health and Education Federal Credit Union August 2005 - June 2008
Skills
Small Business Lending, Commercial Banking, Loans, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Microsoft Office, SBA, Finance, Budgets, Credit, Sales, Mortgage Banking, Refinance, Retail Banking, Residential Mortgages, Mortgage Underwriting, FHA
Education
McKendree University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Colorado Boulder 2012 — 2014
Graduate School of Banking, Graduate School of Banking
Kentucky Bankers Association 2010 — 2012
Kentucky General Banking School, Commercial Lending School
University of Kentucky 2003 — 2008
Bachelor of Science (B.S.), Agricultural Economics
Richard Laird III's Edward Jones Investments Experience November 1988 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments November 1988 - Present
Education
Lehigh University 1969 — 1973
BS, Accounting
Edward Jones Investments November 1988 - Present
Education
Lehigh University 1969 — 1973
BS, Accounting
BRITTA PRITCHETT's Edward Jones Investments Experience August 2005 - Present
Job Marketing Coordinator
Industry Financial Services
Experience
Edward Jones Investments August 2005 - Present
CREATIVE TENT INTERNATIONAL August 2004 - March 2005
INDEPENDENT October 2003 - July 2004
EDSON-FOULKE GUEST RANCH BED & BREAKFAST, Gazelle, CA June 2001 - December 2003
QUANTUM CORPORATION October 1999 - June 2001
QUANTUM CORPORATION, Milpitas, California 1998 - 1999
QUANTUM CORPORATION, Milpitas, California 1996 - 1998
KLÖCKNER NAMASCO CORPORATION, New York, Tampa FL 1994 - 1996
KLÖCKNER & CO. AG, Duisburg, Germany August 1992 - June 1994
Education
European Business School Oestrich-Winkel 1988 — 1992
Master of Science, Business & Administration, Marketing
Wirtschaftswissenschaftliche Schule Luebeck, Germany 1985 — 1987
BA Accounting, Accounting, Tax Law
Edward Jones Investments August 2005 - Present
CREATIVE TENT INTERNATIONAL August 2004 - March 2005
INDEPENDENT October 2003 - July 2004
EDSON-FOULKE GUEST RANCH BED & BREAKFAST, Gazelle, CA June 2001 - December 2003
QUANTUM CORPORATION October 1999 - June 2001
QUANTUM CORPORATION, Milpitas, California 1998 - 1999
QUANTUM CORPORATION, Milpitas, California 1996 - 1998
KLÖCKNER NAMASCO CORPORATION, New York, Tampa FL 1994 - 1996
KLÖCKNER & CO. AG, Duisburg, Germany August 1992 - June 1994
Education
European Business School Oestrich-Winkel 1988 — 1992
Master of Science, Business & Administration, Marketing
Wirtschaftswissenschaftliche Schule Luebeck, Germany 1985 — 1987
BA Accounting, Accounting, Tax Law
Joshua Kinsey's Edward Jones Investments Experience April 2010 - August 2010
Job AVP, Commercial Portfolio Manager at EverBank
Industry Banking
Experience
EverBank December 2014 - Present
The Jacksonville Bank January 2011 - December 2014
Edward Jones Investments April 2010 - August 2010
Tandem Uehling January 2010 - March 2010
Skills
Credit, Loans, Portfolio Management, Financial Risk, Finance, Management, Cash Flow, Valuation, Auditing, Commercial Lending, Internal Audit, Commercial Banking, Banking, Underwriting, Credit Analysis
Education
Jacksonville University 2006 — 2009
Bachelor of Science, Finance
Oglethorpe University 2005 — 2006
EverBank December 2014 - Present
The Jacksonville Bank January 2011 - December 2014
Edward Jones Investments April 2010 - August 2010
Tandem Uehling January 2010 - March 2010
Skills
Credit, Loans, Portfolio Management, Financial Risk, Finance, Management, Cash Flow, Valuation, Auditing, Commercial Lending, Internal Audit, Commercial Banking, Banking, Underwriting, Credit Analysis
Education
Jacksonville University 2006 — 2009
Bachelor of Science, Finance
Oglethorpe University 2005 — 2006
Jeffery Hufford's Edward Jones Investments Experience June 2006 - October 2007
Job Information Technology Specialist at Veterans Administration Regional Office
Industry Information Technology and Services
Experience
Veterans Administration Regional Office March 2010 - Present
Veterans Medical Hospitial Salt Lake City February 2009 - March 2010
Farmers Insurance February 2008 - January 2009
Edward Jones Investments June 2006 - October 2007
United States Air Force August 1986 - August 2006
Education
Broadview University 2010 — 2012
IT
Kaplan University 2005 — 2008
BS, Finance
Community College of the Air Force 1986 — 1995
Associates, Electrical/Mechanical/Instructor Technologies
Veterans Administration Regional Office March 2010 - Present
Veterans Medical Hospitial Salt Lake City February 2009 - March 2010
Farmers Insurance February 2008 - January 2009
Edward Jones Investments June 2006 - October 2007
United States Air Force August 1986 - August 2006
Education
Broadview University 2010 — 2012
IT
Kaplan University 2005 — 2008
BS, Finance
Community College of the Air Force 1986 — 1995
Associates, Electrical/Mechanical/Instructor Technologies
Dean Stein, AAMS®'s Edward Jones Investments Experience August 2006 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments August 2006 - Present
Wells Fargo Home Mortgage 2000 - 2005
MRI 1996 - 1998
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Fixed Annuities, Investment Advisory, College Savings Plans, Wealth Accumulation, Mutual Funds, Roth IRA, Strategic Financial..., Long Term Care Insurance, 401k, Insurance
Education
Humboldt State University 1984 — 1988
History
Ramona High School 1981 — 1984
Edward Jones Investments August 2006 - Present
Wells Fargo Home Mortgage 2000 - 2005
MRI 1996 - 1998
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Fixed Annuities, Investment Advisory, College Savings Plans, Wealth Accumulation, Mutual Funds, Roth IRA, Strategic Financial..., Long Term Care Insurance, 401k, Insurance
Education
Humboldt State University 1984 — 1988
History
Ramona High School 1981 — 1984
Brett Wilwert's Edward Jones Investments Experience January 2006 - December 2006
Job Technical Support Supervisor at 3M
Industry Consumer Goods
Experience
3M March 2014 - Present
JPMorgan Chase January 2007 - March 2014
Edward Jones Investments January 2006 - December 2006
JPMorgan Chase January 2004 - January 2006
WLUW 88.7 FM January 2002 - January 2006
Education
Loyola University Chicago 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
3M March 2014 - Present
JPMorgan Chase January 2007 - March 2014
Edward Jones Investments January 2006 - December 2006
JPMorgan Chase January 2004 - January 2006
WLUW 88.7 FM January 2002 - January 2006
Education
Loyola University Chicago 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
William O. Coleman III's Edward Jones Investments Experience January 2013 - August 2013
Job Licensed Risk Consultant at OIAFG
Industry Insurance
Experience
Ohio Insurance and Financial Group, Inc. October 2014 - Present
BM2 Freight Services August 2013 - August 2014
Edward Jones Investments January 2013 - August 2013
Liberty Mutual Insurance November 2010 - November 2011
Skills
General Sales Skills, Property & Casualty..., Written and Verbal..., Computer Proficiency, Customer Oriented, Microsoft Office, Business Process..., Customer Satisfaction, Logistics, Leadership, Account Management, Sales Management, Management
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Agricultural Economics
Miami University 2008 — 2009
Highlands High School
Ohio Insurance and Financial Group, Inc. October 2014 - Present
BM2 Freight Services August 2013 - August 2014
Edward Jones Investments January 2013 - August 2013
Liberty Mutual Insurance November 2010 - November 2011
Skills
General Sales Skills, Property & Casualty..., Written and Verbal..., Computer Proficiency, Customer Oriented, Microsoft Office, Business Process..., Customer Satisfaction, Logistics, Leadership, Account Management, Sales Management, Management
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Agricultural Economics
Miami University 2008 — 2009
Highlands High School
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
union bank of switzerland
DLJ
Swiss Bank Corporation