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)
Edward Jones Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Investments Salaries. You can even request information on how much does Edward Jones Investments pay if you want to. Learn about salaries, pros and cons of working for Edward Jones Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
610 Edward Jones Investments employees in database. Find out everything there's to know about Edward Jones Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Investments Employees
Employee
Years
Job
Industry
Ina Mancheva Ina Mancheva's Edward Jones Investments Experience April 2010 - November 2012
Job Vice President at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust October 2014 - Present
Merrill Lynch August 2014 - October 2014
Merrill Lynch November 2012 - 2014
EDWARD JONES INVESTMENTS April 2010 - November 2012
Bank of America October 2008 - April 2010
Citibank 2006 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services
Education
University of San Diego
BA, Liberal Arts; English & Literature
San Diego State University-California State University
Executive Financial Planning Program
U.S. Trust October 2014 - Present
Merrill Lynch August 2014 - October 2014
Merrill Lynch November 2012 - 2014
EDWARD JONES INVESTMENTS April 2010 - November 2012
Bank of America October 2008 - April 2010
Citibank 2006 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services
Education
University of San Diego
BA, Liberal Arts; English & Literature
San Diego State University-California State University
Executive Financial Planning Program
Matthew Pennino Matthew Pennino's Edward Jones Investments Experience January 2012 - July 2012
Job Staff Geologist at Byer Geotechnical, Inc
Industry Environmental Services
Experience
New York Life Insurance Company September 2014 - August 2015
IOTEC (Integrated Office Technology) July 2012 - July 2014
Edward Jones Investments January 2012 - July 2012
Education
Southern Methodist University 2007 — 2011
BA, Geology
La Canada High School 2003 — 2007
New York Life Insurance Company September 2014 - August 2015
IOTEC (Integrated Office Technology) July 2012 - July 2014
Edward Jones Investments January 2012 - July 2012
Education
Southern Methodist University 2007 — 2011
BA, Geology
La Canada High School 2003 — 2007
Torio S James, MSCJ Torio S James, MSCJ's Edward Jones Investments Experience June 2000 - November 2002
Job
Industry Law Enforcement
Experience
American Red Cross September 2014 - Present
Cobb County Sheriff's Office June 2004 - Present
Clerk of Douglas Superior Court State of Georgia August 2003 - Present
Royal Orchid Enterprise 2000 - 2015
100 Black Men of America December 2002 - May 2004
Edward Jones Investments June 2000 - November 2002
Central Michigan University/College of Extended Learning, South Regional Office March 1999 - May 2000
First North American National Bank/Circuit City Stores September 1995 - March 1999
Education
Saint Leo University 2013 — 2015
Master’s Degree, Criminal Justice with Specialization in Critical Incident Management and Forensic Science, 3.568 GPA
Saint Leo University 2011 — 2013
Bachelor of Arts (B.A.), Criminal Justice with Specialization in Homeland Security, 3.28
Saint Leo University 2010 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
American Red Cross September 2014 - Present
Cobb County Sheriff's Office June 2004 - Present
Clerk of Douglas Superior Court State of Georgia August 2003 - Present
Royal Orchid Enterprise 2000 - 2015
100 Black Men of America December 2002 - May 2004
Edward Jones Investments June 2000 - November 2002
Central Michigan University/College of Extended Learning, South Regional Office March 1999 - May 2000
First North American National Bank/Circuit City Stores September 1995 - March 1999
Education
Saint Leo University 2013 — 2015
Master’s Degree, Criminal Justice with Specialization in Critical Incident Management and Forensic Science, 3.568 GPA
Saint Leo University 2011 — 2013
Bachelor of Arts (B.A.), Criminal Justice with Specialization in Homeland Security, 3.28
Saint Leo University 2010 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Lori Ferris Lori Ferris's Edward Jones Investments Experience October 2001 - December 2005
Job Client Service Associate at Evans Investment Counsel
Industry Financial Services
Experience
Evans Investment Counsel March 2013 - Present
IPC Securities Corp October 2011 - March 2013
IPC Securities Corp December 2005 - June 2011
IPC Securities Corp December 2005 - March 2011
Edward Jones Investments October 2001 - December 2005
St. Michael's Hospital October 1990 - October 2001
Skills
Leadership, Mutual Funds, Administration, System Administration, Training
Education
Ryerson University 1987 — 1989
nursing
Evans Investment Counsel March 2013 - Present
IPC Securities Corp October 2011 - March 2013
IPC Securities Corp December 2005 - June 2011
IPC Securities Corp December 2005 - March 2011
Edward Jones Investments October 2001 - December 2005
St. Michael's Hospital October 1990 - October 2001
Skills
Leadership, Mutual Funds, Administration, System Administration, Training
Education
Ryerson University 1987 — 1989
nursing
Andre Lafrenière Andre Lafrenière's Edward Jones Investments Experience February 2007 - September 2009
Job CMO TegTab® North America | Principal Freniere Energy Advisors
Industry Construction
Experience
Teg-Tab® Ceiling Tile Labor Saver by Synergistic Solutions December 2013 - Present
FreniereEnergy Advisors, LLC September 2009 - Present
Claremont Development Authority 2011 - Present
Edward Jones Investments February 2007 - September 2009
Real Log Homes 2000 - 2007
Skills
Contract Negotiation, Budgeting, Energy, Procurement, Strategic Planning, Budgets, Marketing Strategy, New Business Development, Management, Business Planning, Marketing, Training, Strategy, Small Business, Investments, Sales, Negotiation, Business Strategy, Business Development, Leadership, Retail
Education
Plymouth State University 1985 — 1989
Business Administration, Marketing Core
Stevens High Class of 85 1981 — 1985
Teg-Tab® Ceiling Tile Labor Saver by Synergistic Solutions December 2013 - Present
FreniereEnergy Advisors, LLC September 2009 - Present
Claremont Development Authority 2011 - Present
Edward Jones Investments February 2007 - September 2009
Real Log Homes 2000 - 2007
Skills
Contract Negotiation, Budgeting, Energy, Procurement, Strategic Planning, Budgets, Marketing Strategy, New Business Development, Management, Business Planning, Marketing, Training, Strategy, Small Business, Investments, Sales, Negotiation, Business Strategy, Business Development, Leadership, Retail
Education
Plymouth State University 1985 — 1989
Business Administration, Marketing Core
Stevens High Class of 85 1981 — 1985
Susan Wright, CLU ChFC RHU REBC CSA CLTC ADPA Susan Wright, CLU ChFC RHU REBC CSA CLTC ADPA's Edward Jones Investments Experience January 1995 - January 2003
Job Owner / Ghostwriter, Insurance Promotion Services
Industry Writing and Editing
Experience
Insurance Promotion Services January 2003 - Present
Edward Jones Investments January 1995 - January 2003
Skills
Insurance, Technical Writing, Long Term Care, Fixed Annuities, Health Insurance, Long Term Care Insurance, Retirement, Retirement Planning, Disability Insurance, Strategic Financial..., Investments, Mutual Funds, Life Insurance, Employee Benefits, Term Life Insurance, Public Speaking, IRAs, Series 7, Wealth, Estate Planning, Training, Financial Planning, Small Business, Financial Services, 401k, Long-term Care
Education
St. Louis University 1990 — 1995
Master of Business Administration
Michigan State University 1985 — 1987
Bachelor of Arts, Communications
Insurance Promotion Services January 2003 - Present
Edward Jones Investments January 1995 - January 2003
Skills
Insurance, Technical Writing, Long Term Care, Fixed Annuities, Health Insurance, Long Term Care Insurance, Retirement, Retirement Planning, Disability Insurance, Strategic Financial..., Investments, Mutual Funds, Life Insurance, Employee Benefits, Term Life Insurance, Public Speaking, IRAs, Series 7, Wealth, Estate Planning, Training, Financial Planning, Small Business, Financial Services, 401k, Long-term Care
Education
St. Louis University 1990 — 1995
Master of Business Administration
Michigan State University 1985 — 1987
Bachelor of Arts, Communications
Jena McCarty's Edward Jones Investments Experience June 2011 - August 2011
Job Bank Examiner at State of Kentucky
Industry Banking
Experience
State of Kentucky March 2012 - Present
ThoroughBrewed Café August 2009 - December 2011
Edward Jones Investments June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Time Management
Education
Murray State University 2008 — 2011
Bachelor of Science, Business; Finance
State of Kentucky March 2012 - Present
ThoroughBrewed Café August 2009 - December 2011
Edward Jones Investments June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Time Management
Education
Murray State University 2008 — 2011
Bachelor of Science, Business; Finance
Michael B. Barnett Michael B. Barnett's Edward Jones Investments Experience May 2010 - January 2012
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2012 - Present
Edward Jones Investments May 2010 - January 2012
Education
Southern Illinois University, Carbondale
Bachelor's degree, Business
Hilliard Lyons January 2012 - Present
Edward Jones Investments May 2010 - January 2012
Education
Southern Illinois University, Carbondale
Bachelor's degree, Business
Gary Handzel Gary Handzel's Edward Jones Investments Experience March 2002 - April 2005
Job Program Manager, GrantWriter, NonProfit Management
Industry Nonprofit Organization Management
Experience
Get in the Act! Arts in Action September 2009 - Present
Wells Fargo Private Client Services April 2005 - April 2009
Edward Jones Investments March 2002 - April 2005
Skills
Non-profits, Project Management, Community Outreach, Press Releases, Strategic Planning, Management, Strategy, Social Media, Microsoft Office, Program Management, Customer Service, Grant Writing, Nonprofits, Finance
Education
Foundation Center-San Francisco
Proposal Writing - Marilyn Hoyt, Instructor
The Grant Professor 2010 — 2012
Grant Writing and Sustainability - Phil Johncock, Instructor
Oakton Community College
Economics
Professional Designation
Nevada Insurance License
Professional Designation
California Insurance License
Get in the Act! Arts in Action September 2009 - Present
Wells Fargo Private Client Services April 2005 - April 2009
Edward Jones Investments March 2002 - April 2005
Skills
Non-profits, Project Management, Community Outreach, Press Releases, Strategic Planning, Management, Strategy, Social Media, Microsoft Office, Program Management, Customer Service, Grant Writing, Nonprofits, Finance
Education
Foundation Center-San Francisco
Proposal Writing - Marilyn Hoyt, Instructor
The Grant Professor 2010 — 2012
Grant Writing and Sustainability - Phil Johncock, Instructor
Oakton Community College
Economics
Professional Designation
Nevada Insurance License
Professional Designation
California Insurance License
Sheena Gregson's Edward Jones Investments Experience May 2009 - August 2010
Job Senior Product Manager at Mirantis
Industry Information Technology and Services
Experience
Mirantis April 2015 - Present
Rackspace, the Open Cloud Company April 2014 - March 2015
Rackspace, the Open Cloud Company December 2012 - April 2014
Rackspace, the Open Cloud Company January 2012 - December 2012
Labatt Food Service August 2010 - December 2011
Edward Jones Investments May 2009 - August 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Business Analysis, PowerPoint, Microsoft Office, Analysis, Insurance, Research, Customer Service, Leadership, Microsoft Word, Process Improvement, Testing, Software Development, Software Project..., Software Documentation, Agile Methodologies, Business Process, Sales, Visio, Program Management, Training, Marketing, Time Management, Management, Scrum, Bacon
Education
Southwestern University 2005 — 2009
Bachelor of Arts, Mathematics and Spanish
Universidad de Málaga 2008 — 2008
Mirantis April 2015 - Present
Rackspace, the Open Cloud Company April 2014 - March 2015
Rackspace, the Open Cloud Company December 2012 - April 2014
Rackspace, the Open Cloud Company January 2012 - December 2012
Labatt Food Service August 2010 - December 2011
Edward Jones Investments May 2009 - August 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Business Analysis, PowerPoint, Microsoft Office, Analysis, Insurance, Research, Customer Service, Leadership, Microsoft Word, Process Improvement, Testing, Software Development, Software Project..., Software Documentation, Agile Methodologies, Business Process, Sales, Visio, Program Management, Training, Marketing, Time Management, Management, Scrum, Bacon
Education
Southwestern University 2005 — 2009
Bachelor of Arts, Mathematics and Spanish
Universidad de Málaga 2008 — 2008
Amaju Etchie Amaju Etchie's Edward Jones Investments Experience May 2007 - August 2007
Job Business Consultant II at Wells Fargo Merchant Services
Industry Financial Services
Experience
Wells Fargo Merchant Services February 2014 - Present
Wells Fargo Bank August 2010 - January 2014
Wells Fargo Financial June 2009 - August 2010
Edward Jones Investments May 2007 - August 2007
Skills
Loans, Mortgage Lending, Banking, Retail Banking, Consumer Lending, Credit, Loan Origination, Cross Selling, Credit Analysis, Financial Analysis, Finance
Education
San Jose State University 2005 — 2009
Bachelor of Science, Finance
Wells Fargo Merchant Services February 2014 - Present
Wells Fargo Bank August 2010 - January 2014
Wells Fargo Financial June 2009 - August 2010
Edward Jones Investments May 2007 - August 2007
Skills
Loans, Mortgage Lending, Banking, Retail Banking, Consumer Lending, Credit, Loan Origination, Cross Selling, Credit Analysis, Financial Analysis, Finance
Education
San Jose State University 2005 — 2009
Bachelor of Science, Finance
Emily C Smith Emily C Smith's Edward Jones Investments Experience January 2004 - October 2006
Job Human Resources Generalist at Huntsman
Industry Chemicals
Experience
Huntsman October 2012 - Present
Lufkin Industries October 2006 - October 2012
Lufkin Industries October 2008 - January 2011
Lufkin Industries October 2006 - October 2008
Edward Jones Investments January 2004 - October 2006
Skills
Petroleum, SAP, Budgets, Employee Relations, Team Building, Strategic Planning, Microsoft Excel, Microsoft Office, Process Improvement, Training, Analysis, Outlook, Operations Management, Project Planning, Forecasting, Energy, Leadership, Customer Service, Teamwork, Microsoft Word, PowerPoint
Education
Stephen F. Austin State University 2003 — 2006
BBA, Marketing
Huntsman October 2012 - Present
Lufkin Industries October 2006 - October 2012
Lufkin Industries October 2008 - January 2011
Lufkin Industries October 2006 - October 2008
Edward Jones Investments January 2004 - October 2006
Skills
Petroleum, SAP, Budgets, Employee Relations, Team Building, Strategic Planning, Microsoft Excel, Microsoft Office, Process Improvement, Training, Analysis, Outlook, Operations Management, Project Planning, Forecasting, Energy, Leadership, Customer Service, Teamwork, Microsoft Word, PowerPoint
Education
Stephen F. Austin State University 2003 — 2006
BBA, Marketing
Kerri Lytle Cannon's Edward Jones Investments Experience July 2001 - May 2003
Job Ambitious, successful, loyal Business Development Specialist
Industry Construction
Experience
Cannon Cattle Co. January 2014 - Present
Shelter September 2008 - June 2014
BOKF Corp October 2006 - September 2008
Pitney Bowes, INC May 2003 - October 2006
Edward Jones Investments July 2001 - May 2003
Skills
Risk Management, Process Improvement, Vendor Management, Management, Business Analysis, Leadership, Sales Management, Banking, Team Building, Account Management, Strategic Planning, Training, Business Process..., New Business Development, Business Continuity..., Outside Sales, Sales & Marketing..., Marketing Management, Managerial Finance, Marketing, Customer Service
Education
Southeastern Oklahoma State University 2007 — 2009
M.B.A., Finance & Accounting
Southeastern Oklahoma State University 2000 — 2003
B.B.A. with Distinction, Finance
Cannon Cattle Co. January 2014 - Present
Shelter September 2008 - June 2014
BOKF Corp October 2006 - September 2008
Pitney Bowes, INC May 2003 - October 2006
Edward Jones Investments July 2001 - May 2003
Skills
Risk Management, Process Improvement, Vendor Management, Management, Business Analysis, Leadership, Sales Management, Banking, Team Building, Account Management, Strategic Planning, Training, Business Process..., New Business Development, Business Continuity..., Outside Sales, Sales & Marketing..., Marketing Management, Managerial Finance, Marketing, Customer Service
Education
Southeastern Oklahoma State University 2007 — 2009
M.B.A., Finance & Accounting
Southeastern Oklahoma State University 2000 — 2003
B.B.A. with Distinction, Finance
Rachel Artiste's Edward Jones Investments Experience November 2003 - May 2005
Job Registered Quality Assurance Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
BANK OF AMERICA/MERRILL LYNCH July 2013 - September 2014
Bank of America Merrill Lynch August 2007 - June 2013
The CBORD Group, Inc. April 2007 - June 2007
Lawrence J. Knickerbocker, Esq. June 2004 - February 2006
EDWARD JONES INVESTMENTS November 2003 - May 2005
Skills
Fixed Income, Mutual Funds, Investments, Finance, Trading, Financial Services, Financial Risk, Account Reconciliation, Accounting, Marketing, Time Management, Series 7, Data Entry, Equities, Securities, Bloomberg, Middle Office
Education
SUNY Cortland 2000 — 2004
BS, Childhood Education
Dryden High School 1996 — 2000
Bank of America Merrill Lynch October 2014 - Present
BANK OF AMERICA/MERRILL LYNCH July 2013 - September 2014
Bank of America Merrill Lynch August 2007 - June 2013
The CBORD Group, Inc. April 2007 - June 2007
Lawrence J. Knickerbocker, Esq. June 2004 - February 2006
EDWARD JONES INVESTMENTS November 2003 - May 2005
Skills
Fixed Income, Mutual Funds, Investments, Finance, Trading, Financial Services, Financial Risk, Account Reconciliation, Accounting, Marketing, Time Management, Series 7, Data Entry, Equities, Securities, Bloomberg, Middle Office
Education
SUNY Cortland 2000 — 2004
BS, Childhood Education
Dryden High School 1996 — 2000
Fred Huang Fred Huang's Edward Jones Investments Experience November 2007 - September 2008
Job Middleware Sales at Oracle
Industry Computer Software
Experience
Oracle July 2014 - Present
Oracle July 2012 - June 2014
JP Morgan Chase August 2009 - July 2012
AT&T April 2009 - July 2009
Edward Jones Investments November 2007 - September 2008
Beat the Bookstore August 2005 - November 2007
Skills
Salesforce.com, Banking, Program Management, Cold Calling, Sales, Account Management, Customer Service, Solution Selling
Education
San Jose State University
Bachelor of Science in Business, Finance
oak ridge
Oracle July 2014 - Present
Oracle July 2012 - June 2014
JP Morgan Chase August 2009 - July 2012
AT&T April 2009 - July 2009
Edward Jones Investments November 2007 - September 2008
Beat the Bookstore August 2005 - November 2007
Skills
Salesforce.com, Banking, Program Management, Cold Calling, Sales, Account Management, Customer Service, Solution Selling
Education
San Jose State University
Bachelor of Science in Business, Finance
oak ridge
Kathy Welch's Edward Jones Investments Experience October 2001 - June 2008
Job Asst. General Manager at Larry North Fitness at Solana
Industry Recreational Facilities and Services
Experience
Larry North Fitness at Solana January 2014 - Present
Health Fitness Corporation July 2013 - Present
Grand Homes April 2013 - June 2013
Hurst-Euless-Bedford Chamber of Commerce June 2009 - April 2013
Colleyville Chamber of Commerce June 2008 - June 2009
Edward Jones Investments October 2001 - June 2008
Wyeth August 1986 - May 1992
Verizon August 1983 - April 1984
Software Services January 1983 - July 1983
Case IH October 1975 - January 1983
Skills
Public Relations, Fundraising, Advertising, Public Speaking, Event Planning, Marketing, Budgets, Social Media, Strategic Planning, Non-profits, Media Relations, Newsletters, Marketing Communications, Sponsorship, Event Management, Leadership Development, Sales, Nonprofits, Social Media Marketing, Leadership, Marketing Strategy, Online Marketing, Small Business, Account Management, Social Networking, Customer Service, Blogging, New Business Development, Training, Email Marketing, Team Building, Entrepreneurship, Online Advertising, Management, Facebook, Salesforce.com
Education
Missouri State University 1975 — 1978
BS, Business Communications
Glendale High School Springfield, Mo 1967 — 1970
Larry North Fitness at Solana January 2014 - Present
Health Fitness Corporation July 2013 - Present
Grand Homes April 2013 - June 2013
Hurst-Euless-Bedford Chamber of Commerce June 2009 - April 2013
Colleyville Chamber of Commerce June 2008 - June 2009
Edward Jones Investments October 2001 - June 2008
Wyeth August 1986 - May 1992
Verizon August 1983 - April 1984
Software Services January 1983 - July 1983
Case IH October 1975 - January 1983
Skills
Public Relations, Fundraising, Advertising, Public Speaking, Event Planning, Marketing, Budgets, Social Media, Strategic Planning, Non-profits, Media Relations, Newsletters, Marketing Communications, Sponsorship, Event Management, Leadership Development, Sales, Nonprofits, Social Media Marketing, Leadership, Marketing Strategy, Online Marketing, Small Business, Account Management, Social Networking, Customer Service, Blogging, New Business Development, Training, Email Marketing, Team Building, Entrepreneurship, Online Advertising, Management, Facebook, Salesforce.com
Education
Missouri State University 1975 — 1978
BS, Business Communications
Glendale High School Springfield, Mo 1967 — 1970
Justine Monte Justine Monte's Edward Jones Investments Experience November 2007 - Present
Job Senior Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments November 2007 - Present
Education
Old Dominion University
Bachelor of Science, Human Service Counseling degree
Edward Jones Investments November 2007 - Present
Education
Old Dominion University
Bachelor of Science, Human Service Counseling degree
Drew Mantel Drew Mantel's Edward Jones Investments Experience March 2003 - Present
Job Financial Advisor at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments March 2003 - Present
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Asset Allocation, Retirement, Financial Advisory, Series 63, Fixed Annuities
Education
Miami University 1991 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Edward Jones Investments March 2003 - Present
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Asset Allocation, Retirement, Financial Advisory, Series 63, Fixed Annuities
Education
Miami University 1991 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Javier Rosario Javier Rosario's Edward Jones Investments Experience June 2009 - December 2009
Job Sr. Project Manager @ Snow Commerce
Industry Internet
Experience
Snow Commerce, LLC October 2013 - Present
JRM Branding LLC July 2012 - Present
The Silly Squad 2014 - 2015
JPMorgan Chase Bank, NA March 2010 - October 2013
eWeb Designz, LLC November 2009 - May 2012
Edward Jones Investments June 2009 - December 2009
Isla Lab Products Corp August 2008 - May 2009
Skills
Project Management, Product Management, E-commerce, Analytics, API Integrations, Photoshop, Business Development, Marketing, Brand Development, Front-end Development, Graphic Design, Product Merchandising, Google Analytics, Social Media, Microsoft Office, Integrity, Bilingual-Spanish, Communication, Collaboration, Accountability, Magento, WordPress, Risk Management, Financials, Web Design, Communications, Email Marketing
Education
Springfield College 2004 — 2008
Bachelor of Science, Business Administration - Finance & Economics
Springfield College 2004 — 2008
Associate of Arts (AA), Fine and Studio Arts
Snow Commerce, LLC October 2013 - Present
JRM Branding LLC July 2012 - Present
The Silly Squad 2014 - 2015
JPMorgan Chase Bank, NA March 2010 - October 2013
eWeb Designz, LLC November 2009 - May 2012
Edward Jones Investments June 2009 - December 2009
Isla Lab Products Corp August 2008 - May 2009
Skills
Project Management, Product Management, E-commerce, Analytics, API Integrations, Photoshop, Business Development, Marketing, Brand Development, Front-end Development, Graphic Design, Product Merchandising, Google Analytics, Social Media, Microsoft Office, Integrity, Bilingual-Spanish, Communication, Collaboration, Accountability, Magento, WordPress, Risk Management, Financials, Web Design, Communications, Email Marketing
Education
Springfield College 2004 — 2008
Bachelor of Science, Business Administration - Finance & Economics
Springfield College 2004 — 2008
Associate of Arts (AA), Fine and Studio Arts
Debbie Lindgren Debbie Lindgren's Edward Jones Investments Experience February 2005 - June 2006
Job Administrative Assistant/Human Resources Professional
Industry Human Resources
Experience
Metropolitan Council of the Twin Cities July 2012 - Present
Lakes Entertainment, Inc. June 2006 - March 2009
Edward Jones Investments February 2005 - June 2006
Clark Consulting April 2000 - September 2004
Skills
MS Outlook 2007, MS Word 2007, MS Project 2007, Excel, PowerPoint, Visio, Quickbooks, Quicken, Oracle, Documentum, 10 Key, Outlook, Word, Administrative Support, Accounts Payable, Billing, Typing, Data Entry, Accounts Receivable, Administration, Microsoft Office, Customer Service, Scheduling, ADP, Teamwork, Adobe Acrobat, Insurance, Problem Solving, Payroll, Fax, Microsoft Office 2007, Event Planning, Telephone Skills, Windows, Office Equipment, Spreadsheets, Office Management, Invoicing, Office Administration, Confidentiality, Time Management, Expenses, Internet Research, Internet Explorer, General Office Duties, Reconciliation, Project Coordination, Scanners, MS Office Suite, Records Management
Education
Northwestern College 2004 — 2006
Associates Degree, General Studies
Metropolitan Council of the Twin Cities July 2012 - Present
Lakes Entertainment, Inc. June 2006 - March 2009
Edward Jones Investments February 2005 - June 2006
Clark Consulting April 2000 - September 2004
Skills
MS Outlook 2007, MS Word 2007, MS Project 2007, Excel, PowerPoint, Visio, Quickbooks, Quicken, Oracle, Documentum, 10 Key, Outlook, Word, Administrative Support, Accounts Payable, Billing, Typing, Data Entry, Accounts Receivable, Administration, Microsoft Office, Customer Service, Scheduling, ADP, Teamwork, Adobe Acrobat, Insurance, Problem Solving, Payroll, Fax, Microsoft Office 2007, Event Planning, Telephone Skills, Windows, Office Equipment, Spreadsheets, Office Management, Invoicing, Office Administration, Confidentiality, Time Management, Expenses, Internet Research, Internet Explorer, General Office Duties, Reconciliation, Project Coordination, Scanners, MS Office Suite, Records Management
Education
Northwestern College 2004 — 2006
Associates Degree, General Studies
Anthony Egeln Anthony Egeln's Edward Jones Investments Experience December 1996 - January 2004
Job Owner, Northeast Florida Woman's Journals, Inc.
Industry Publishing
Experience
Northeast Florida Woman's Journals, Inc. February 2009 - Present
Edward Jones Investments December 1996 - January 2004
United States Navy November 1980 - December 1996
Skills
Public Speaking, Public Relations, Social Media, Customer Service, Team Building, Marketing Communications, Marketing Strategy, Healthcare, Small Business, Strategic Planning, Entrepreneurship, Marketing, New Business Development, Online Advertising
Education
Rutgers College, Rutgers University
BA, Business Administration
Rutgers University-New Brunswick
Bachelor's degree, Business Administration
Northeast Florida Woman's Journals, Inc. February 2009 - Present
Edward Jones Investments December 1996 - January 2004
United States Navy November 1980 - December 1996
Skills
Public Speaking, Public Relations, Social Media, Customer Service, Team Building, Marketing Communications, Marketing Strategy, Healthcare, Small Business, Strategic Planning, Entrepreneurship, Marketing, New Business Development, Online Advertising
Education
Rutgers College, Rutgers University
BA, Business Administration
Rutgers University-New Brunswick
Bachelor's degree, Business Administration
Richard Singleton, CMFC, AIF Richard Singleton, CMFC, AIF's Edward Jones Investments Experience January 2005 - May 2011
Job Investment Advisor Representative/Financial Advisor/Benefit Consultant at Singleton Financial Group
Industry Financial Services
Experience
Singleton Financial Group May 2011 - Present
Edward Jones Investments January 2005 - May 2011
State of Rhode Island January 2005 - January 2009
Group Benefit Advisors, Inc. February 1995 - January 2005
United Healthcare of NE March 1986 - October 1995
Unum February 1978 - June 1986
Skills
Employee benefit expert, Financial..., Series 7 Licensed, Chartered Mutual Fund..., Accredited Investment..., Series 6,63 and 66..., Town Moderator,..., Former State..., Engaging Public Speaker, Former executive,..., Worksite Wellness Expert, Employee Benefits, Fiduciary, Series 7, Insurance, Financial Advisory, Investment Advisory, Retirement Planning, Portfolio Management, Strategic Financial..., Health Insurance, Disability Insurance, 401k, Finance, Securities, Long-term Care, Retirement, Estate Planning, Mutual Funds, Financial Planners, Mergers & Acquisitions, Investments, Life Insurance, Series 63, Wealth Management, Fixed Annuities, Asset Allocation, Investment Strategies, Strategic Planning
Education
Northeastern University 1996 — 1999
MBA (pending), Business, Management, Marketing, and Related Support Services
Northeastern University 1971 — 1976
Bachelor of Science (BS), Business
Singleton Financial Group May 2011 - Present
Edward Jones Investments January 2005 - May 2011
State of Rhode Island January 2005 - January 2009
Group Benefit Advisors, Inc. February 1995 - January 2005
United Healthcare of NE March 1986 - October 1995
Unum February 1978 - June 1986
Skills
Employee benefit expert, Financial..., Series 7 Licensed, Chartered Mutual Fund..., Accredited Investment..., Series 6,63 and 66..., Town Moderator,..., Former State..., Engaging Public Speaker, Former executive,..., Worksite Wellness Expert, Employee Benefits, Fiduciary, Series 7, Insurance, Financial Advisory, Investment Advisory, Retirement Planning, Portfolio Management, Strategic Financial..., Health Insurance, Disability Insurance, 401k, Finance, Securities, Long-term Care, Retirement, Estate Planning, Mutual Funds, Financial Planners, Mergers & Acquisitions, Investments, Life Insurance, Series 63, Wealth Management, Fixed Annuities, Asset Allocation, Investment Strategies, Strategic Planning
Education
Northeastern University 1996 — 1999
MBA (pending), Business, Management, Marketing, and Related Support Services
Northeastern University 1971 — 1976
Bachelor of Science (BS), Business
Elizabeth Stanford's Edward Jones Investments Experience January 1997 - May 1998
Job Government Administration Professional
Industry Government Administration
Experience
Boyd County Property Valuation Administration 2010 - 2011
Ashland Independent Schools July 2006 - February 2010
Ashland Independent Schools June 2006 - February 2010
Day Treatment Classroom July 2000 - June 2006
Edward Jones Investments January 1997 - May 1998
Dunn-Kelley January 1991 - August 1996
Skills
Customer Service, Data Entry, Microsoft Office, Report Writing, Office Management, Accounts Payable, Accounts Receivable, Record Keeping
Education
Kentucky Behavior Institute
Morehead State University 1987 — 1990
Bachelor of Arts (B.A.), English/Sociology
Boyd County Property Valuation Administration 2010 - 2011
Ashland Independent Schools July 2006 - February 2010
Ashland Independent Schools June 2006 - February 2010
Day Treatment Classroom July 2000 - June 2006
Edward Jones Investments January 1997 - May 1998
Dunn-Kelley January 1991 - August 1996
Skills
Customer Service, Data Entry, Microsoft Office, Report Writing, Office Management, Accounts Payable, Accounts Receivable, Record Keeping
Education
Kentucky Behavior Institute
Morehead State University 1987 — 1990
Bachelor of Arts (B.A.), English/Sociology
Shannon Raines, CRPS®'s Edward Jones Investments Experience March 1998 - May 2001
Job Financial Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 2009 - Present
Ameriprise Financial June 2004 - September 2009
NatCity Investments Inc August 2002 - June 2004
Edward Jones Investments March 1998 - May 2001
Education
University of Kentucky
B.B.A., Finance, Management
Murray State University
M.B.A., Master of Business in Finance
Hilliard Lyons September 2009 - Present
Ameriprise Financial June 2004 - September 2009
NatCity Investments Inc August 2002 - June 2004
Edward Jones Investments March 1998 - May 2001
Education
University of Kentucky
B.B.A., Finance, Management
Murray State University
M.B.A., Master of Business in Finance
Paul Abernathy Paul Abernathy's Edward Jones Investments Experience August 1999 - August 2005
Job Nuclear Protective Services Planning and Projects Fleet Project Manager at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation June 2013 - Present
HKA Associates/Duke Energy Corporation June 2008 - June 2013
Mutual of America August 2005 - May 2008
Edward Jones Investments August 1999 - August 2005
Jeffrey's Manufacturing Solutions, Inc January 1997 - August 1999
Diversified Insta-Parts, Inc January 1995 - January 1997
Skills
Project Planning, Cost, PMP, Scheduling, Estimating, Project Execution, Risk Mitigation, Risk Analysis, Contingency Planning, Contract Negotiation, Contract Management, Business Analysis, Business Case..., DCS, Customer Relations, Product Development, MS Project, Risk Management, Program Management, Project Delivery, Process Improvement, Earned Value Management, Process Engineering, Cross-functional Team..., Change Management, Stakeholder Management, Resource Management, Team Leadership, Business Process..., Project Implementation, Vendor Management, Problem Solving, Budgeting, Procurement, CRM, Management, Leadership, Training, Team Building, Business Development, Project Management
Education
North Carolina State University 1990 — 1994
Bachelor of Science, Animal Science
Duke Energy Corporation June 2013 - Present
HKA Associates/Duke Energy Corporation June 2008 - June 2013
Mutual of America August 2005 - May 2008
Edward Jones Investments August 1999 - August 2005
Jeffrey's Manufacturing Solutions, Inc January 1997 - August 1999
Diversified Insta-Parts, Inc January 1995 - January 1997
Skills
Project Planning, Cost, PMP, Scheduling, Estimating, Project Execution, Risk Mitigation, Risk Analysis, Contingency Planning, Contract Negotiation, Contract Management, Business Analysis, Business Case..., DCS, Customer Relations, Product Development, MS Project, Risk Management, Program Management, Project Delivery, Process Improvement, Earned Value Management, Process Engineering, Cross-functional Team..., Change Management, Stakeholder Management, Resource Management, Team Leadership, Business Process..., Project Implementation, Vendor Management, Problem Solving, Budgeting, Procurement, CRM, Management, Leadership, Training, Team Building, Business Development, Project Management
Education
North Carolina State University 1990 — 1994
Bachelor of Science, Animal Science
Kyle Lehman Kyle Lehman's Edward Jones Investments Experience July 2010 - October 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Northside Chrysler October 2012 - February 2013
Edward Jones July 2010 - October 2012
Edward Jones Investments July 2010 - October 2012
Plateau Electric Inc April 2009 - July 2010
Suddenlink Communications April 2007 - April 2009
Skills
Financial Advisory, Financial Planning, Electrical Engineering, Computer Hardware, Computer Repair, A+ Certified, Broadband Networks, IP Networking, Network Operations, Computer Science, Cell Phone Repair, Mobile Communications, Broadband Technician, Cat5, Cable Modems, DSL, Wireless Networking, Office Management, Electrician, Web Design, eBay, Microsoft Office, Dreamweaver, JavaScript
Education
Mountain State University 2006 — 2007
Information Technology
Mountain State University
Bachelor of Science, Information Technology & Business Management
West Virginia Institute of Technology
Bachelor of Science, Electrical Engineering & Computer Science
Greater Beckley Christian School 2000 — 2005
High School Diploma
West Virginia University Institute of Technology
Associate's degree, Electrical Engineering / Computer Science
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Northside Chrysler October 2012 - February 2013
Edward Jones July 2010 - October 2012
Edward Jones Investments July 2010 - October 2012
Plateau Electric Inc April 2009 - July 2010
Suddenlink Communications April 2007 - April 2009
Skills
Financial Advisory, Financial Planning, Electrical Engineering, Computer Hardware, Computer Repair, A+ Certified, Broadband Networks, IP Networking, Network Operations, Computer Science, Cell Phone Repair, Mobile Communications, Broadband Technician, Cat5, Cable Modems, DSL, Wireless Networking, Office Management, Electrician, Web Design, eBay, Microsoft Office, Dreamweaver, JavaScript
Education
Mountain State University 2006 — 2007
Information Technology
Mountain State University
Bachelor of Science, Information Technology & Business Management
West Virginia Institute of Technology
Bachelor of Science, Electrical Engineering & Computer Science
Greater Beckley Christian School 2000 — 2005
High School Diploma
West Virginia University Institute of Technology
Associate's degree, Electrical Engineering / Computer Science
Brian Talent Brian Talent's Edward Jones Investments Experience March 2001 - March 2004
Job Real Estate Broker, Amerivest Realty
Industry Real Estate
Experience
Amerivest Realty of Portland April 2011 - Present
Real Estate Online Realtors May 2004 - March 2011
Edward Jones Investments March 2001 - March 2004
Media Pak February 1990 - November 1991
Kmart Apparel Corporation October 1984 - August 1989
Skills
Sales, Management, Lead Generation, Real Estate, Investment Properties, Investments, Selling, Residential Homes, Property Management, Small Business, Contract Negotiation, Negotiation, Marketing, Sales Operations, Customer Service, Mortgage Lending, Strategic Planning, Microsoft Office, Public Speaking, Microsoft Excel, Business Strategy, Foreclosures, Short Sales, First Time Home Buyers, Investors, Condos, Relocation, REO, Referrals, Sellers
Education
Oregon State University 1980 — 1984
Bachelor of Science, Business Administration
Oregon State University
Amerivest Realty of Portland April 2011 - Present
Real Estate Online Realtors May 2004 - March 2011
Edward Jones Investments March 2001 - March 2004
Media Pak February 1990 - November 1991
Kmart Apparel Corporation October 1984 - August 1989
Skills
Sales, Management, Lead Generation, Real Estate, Investment Properties, Investments, Selling, Residential Homes, Property Management, Small Business, Contract Negotiation, Negotiation, Marketing, Sales Operations, Customer Service, Mortgage Lending, Strategic Planning, Microsoft Office, Public Speaking, Microsoft Excel, Business Strategy, Foreclosures, Short Sales, First Time Home Buyers, Investors, Condos, Relocation, REO, Referrals, Sellers
Education
Oregon State University 1980 — 1984
Bachelor of Science, Business Administration
Oregon State University
Rod Laurenz Rod Laurenz's Edward Jones Investments Experience July 2002 - June 2011
Job Laurenz Financial Corp. A Registered Investment Advisor
Industry Investment Management
Experience
Laurenz Financial Corp. - A Registered Investment Advisor May 2011 - Present
Brookline Adult & Community Education April 2014 - Present
Boston Center for Adult Education September 2009 - Present
Cambridge Center for Adult Education January 2006 - Present
Edward Jones Investments July 2002 - June 2011
Dow Chemical 1998 - 2001
Education
Michigan State Univeristy - College of Engineering, Honors College
BS, Biosystems Engineering
Michigan State University - The Eli Broad Graduate School of Management
MBA, Finance
Laurenz Financial Corp. - A Registered Investment Advisor May 2011 - Present
Brookline Adult & Community Education April 2014 - Present
Boston Center for Adult Education September 2009 - Present
Cambridge Center for Adult Education January 2006 - Present
Edward Jones Investments July 2002 - June 2011
Dow Chemical 1998 - 2001
Education
Michigan State Univeristy - College of Engineering, Honors College
BS, Biosystems Engineering
Michigan State University - The Eli Broad Graduate School of Management
MBA, Finance
E. Denis Roden, MBA E. Denis Roden, MBA's Edward Jones Investments Experience June 2008 - January 2010
Job Axia Home Loans
Industry Financial Services
Experience
Mason-McDuffie Mortgage Corporation March 2015 - Present
Axia Home Loans September 2014 - March 2015
New Equities Mortgage Corporation July 2011 - September 2014
Edward Jones Investments June 2008 - January 2010
Compass Financial Associates March 2002 - June 2008
Skills
Working With Realtors, Managing the Lending..., Strategic Planning, Management, Loans, Construction Loans, FHA, 401k Rollovers, Real Estate Economics, Financial Modeling, Real Estate, Business Development, Selling, Finance, Refinance, Mortgage Lending, New Business Development, Retirement Planning, Wealth Management, Strategic Financial..., Financial Analysis, Public Speaking, Accounting, Budgets, Investment Properties, Employee Relations, Valuation, Equities, Marketing, First Time Home Buyers, College Savings Plans, Negotiation, Coaching, Training, 529 Plans, Saving for Education, Uniform Combined State..., Banking, Recruiting, Performance Management, Sales Management, Insurance, Team Building, Mutual Funds, Customer Service, Investments, Account Management, Risk Management
Education
San Jose State University 1999 — 2001
MBA, Business Administration
San Jose State University 1976 — 1978
BS, Business Administration, Real Estate
Mason-McDuffie Mortgage Corporation March 2015 - Present
Axia Home Loans September 2014 - March 2015
New Equities Mortgage Corporation July 2011 - September 2014
Edward Jones Investments June 2008 - January 2010
Compass Financial Associates March 2002 - June 2008
Skills
Working With Realtors, Managing the Lending..., Strategic Planning, Management, Loans, Construction Loans, FHA, 401k Rollovers, Real Estate Economics, Financial Modeling, Real Estate, Business Development, Selling, Finance, Refinance, Mortgage Lending, New Business Development, Retirement Planning, Wealth Management, Strategic Financial..., Financial Analysis, Public Speaking, Accounting, Budgets, Investment Properties, Employee Relations, Valuation, Equities, Marketing, First Time Home Buyers, College Savings Plans, Negotiation, Coaching, Training, 529 Plans, Saving for Education, Uniform Combined State..., Banking, Recruiting, Performance Management, Sales Management, Insurance, Team Building, Mutual Funds, Customer Service, Investments, Account Management, Risk Management
Education
San Jose State University 1999 — 2001
MBA, Business Administration
San Jose State University 1976 — 1978
BS, Business Administration, Real Estate
Brian Howland, CFP® Brian Howland, CFP®'s Edward Jones Investments Experience February 2007 - September 2008
Job Paraplanner, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
J.P. Morgan August 2011 - December 2011
PNC BANK (formerly National City Bank) October 2008 - February 2011
EDWARD JONES INVESTMENTS February 2007 - September 2008
THE SOUTHWESTERN COMPANY May 2003 - July 2006
Skills
Financial Planning, Retirement Planning, Retirement Income..., Finance, Retirement, Developing Client..., Wealth Transfer, Wealth Preservation, Life Insurance, Investment Advisory, Estate Planning, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Asset Management, 401k
Education
Miami University
Bachelor of Arts
Ameriprise Financial Services, Inc. January 2012 - Present
J.P. Morgan August 2011 - December 2011
PNC BANK (formerly National City Bank) October 2008 - February 2011
EDWARD JONES INVESTMENTS February 2007 - September 2008
THE SOUTHWESTERN COMPANY May 2003 - July 2006
Skills
Financial Planning, Retirement Planning, Retirement Income..., Finance, Retirement, Developing Client..., Wealth Transfer, Wealth Preservation, Life Insurance, Investment Advisory, Estate Planning, Financial Analysis, Portfolio Management, Investments, Asset Allocation, Asset Management, 401k
Education
Miami University
Bachelor of Arts
ABBY SIZELOVE ABBY SIZELOVE's Edward Jones Investments Experience June 2005 - July 2005
Job at BS & W Solutions
Industry Oil & Energy
Experience
BS & W Solutions February 2011 - Present
Farm Service Agency May 2010 - February 2011
Eli Lilly and Company June 2007 - October 2009
Oklahoma State University Spears School of Business 2006 - 2007
Enterprise Rent-A-Car May 2006 - August 2006
Edward Jones Investments June 2005 - July 2005
Education
Oklahoma State University 2003 — 2006
bachelors of science in business administration, Marketing, Finance
BS & W Solutions February 2011 - Present
Farm Service Agency May 2010 - February 2011
Eli Lilly and Company June 2007 - October 2009
Oklahoma State University Spears School of Business 2006 - 2007
Enterprise Rent-A-Car May 2006 - August 2006
Edward Jones Investments June 2005 - July 2005
Education
Oklahoma State University 2003 — 2006
bachelors of science in business administration, Marketing, Finance
Michael Bernhard's Edward Jones Investments Experience February 2008 - October 2008
Job Consulting Group Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney January 2010 - October 2011
Edward Jones Investments February 2008 - October 2008
Smith Barney 2006 - 2007
Joliet Country Club June 2002 - September 2005
Skills
Equities, Investments, Retirement Planning, Mutual Funds
Education
Olivet Nazarene University 2004 — 2007
BA, Finance/ Economics, Business Administration
Lincoln Way Central High School 2000 — 2004
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney January 2010 - October 2011
Edward Jones Investments February 2008 - October 2008
Smith Barney 2006 - 2007
Joliet Country Club June 2002 - September 2005
Skills
Equities, Investments, Retirement Planning, Mutual Funds
Education
Olivet Nazarene University 2004 — 2007
BA, Finance/ Economics, Business Administration
Lincoln Way Central High School 2000 — 2004
Bob Cummiskey Bob Cummiskey's Edward Jones Investments Experience 2007 - 2010
Job President, Portfolio Management of Vermont LLC
Industry Financial Services
Experience
Cori Ridge, Inc - Sugar Lodge September 2001 - Present
Edward Jones Investments 2007 - 2010
Honeywell 1998 - 2001
AlliedSignal 1995 - 1998
Arthur Andersen & Co. 1991 - 1995
Arthur Andersen & Co. 1989 - 1991
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Accounting, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Business Process..., Management Consulting, Finance, Mergers & Acquisitions, Managerial Finance, Business Development
Education
Rutgers University-New Brunswick 1985 — 1989
B.S., Accounting and Finance
Cori Ridge, Inc - Sugar Lodge September 2001 - Present
Edward Jones Investments 2007 - 2010
Honeywell 1998 - 2001
AlliedSignal 1995 - 1998
Arthur Andersen & Co. 1991 - 1995
Arthur Andersen & Co. 1989 - 1991
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Accounting, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Business Process..., Management Consulting, Finance, Mergers & Acquisitions, Managerial Finance, Business Development
Education
Rutgers University-New Brunswick 1985 — 1989
B.S., Accounting and Finance
Shannon Wagner Shannon Wagner's Edward Jones Investments Experience May 2004 - May 2006
Job Social Media Marketing Manager at PBM Products
Industry Retail
Experience
Perrigo Company plc August 2007 - Present
Musictoday October 2006 - August 2007
Morgan Stanley June 2006 - September 2006
Mount Saint Mary’s University Sports Information January 2006 - May 2006
Edward Jones Investments May 2004 - May 2006
WMTB 89.9 September 2002 - May 2006
Skills
Wordpress, Adobe Creative Suite, Microsoft Office, HTML, Facebook, Twitter, Google Analytics, Google Adwords, Google+, Email Marketing, Social Media Marketing, Advertising, Blogging, Social Networking, Photoshop, Press Releases, Newsletters, WordPress, Marketing Communications, Website Development, Marketing Strategy, Social Media, YouTube, Editing, Marketing, Brand Development, Web Design, Dreamweaver, Copywriting
Education
Mount St. Mary's University 2002 — 2006
BS, Business - Sports Management
Perrigo Company plc August 2007 - Present
Musictoday October 2006 - August 2007
Morgan Stanley June 2006 - September 2006
Mount Saint Mary’s University Sports Information January 2006 - May 2006
Edward Jones Investments May 2004 - May 2006
WMTB 89.9 September 2002 - May 2006
Skills
Wordpress, Adobe Creative Suite, Microsoft Office, HTML, Facebook, Twitter, Google Analytics, Google Adwords, Google+, Email Marketing, Social Media Marketing, Advertising, Blogging, Social Networking, Photoshop, Press Releases, Newsletters, WordPress, Marketing Communications, Website Development, Marketing Strategy, Social Media, YouTube, Editing, Marketing, Brand Development, Web Design, Dreamweaver, Copywriting
Education
Mount St. Mary's University 2002 — 2006
BS, Business - Sports Management
Duane Porter Duane Porter's Edward Jones Investments Experience August 1999 - October 2002
Job Regional Program Manager, CUSO Financial Services / Sorrento Pacific Financial Services
Industry Investment Management
Experience
CUSO Financial Services, LP February 2014 - Present
CUNA Brokerage Services, Inc. January 2011 - December 2013
CUNA Brokerage Services, Inc January 2010 - December 2010
CUNA Brokerage Services, Inc. May 2008 - January 2010
CUNA Brokerage Services, Inc. located at: Mid Oregon Credit Union October 2002 - May 2008
Edward Jones Investments August 1999 - October 2002
Duane Porter Insurance April 1996 - August 1999
Wal-Mart Stores Inc. September 1993 - April 1996
Education
Western CUNA Management School 2008 — 2010
Diploma of Completion, Credit Union Management
Southern Oregon University 1990 — 1993
Technology, Economics, Mathematics
CUSO Financial Services, LP February 2014 - Present
CUNA Brokerage Services, Inc. January 2011 - December 2013
CUNA Brokerage Services, Inc January 2010 - December 2010
CUNA Brokerage Services, Inc. May 2008 - January 2010
CUNA Brokerage Services, Inc. located at: Mid Oregon Credit Union October 2002 - May 2008
Edward Jones Investments August 1999 - October 2002
Duane Porter Insurance April 1996 - August 1999
Wal-Mart Stores Inc. September 1993 - April 1996
Education
Western CUNA Management School 2008 — 2010
Diploma of Completion, Credit Union Management
Southern Oregon University 1990 — 1993
Technology, Economics, Mathematics
T Benjamin Airey T Benjamin Airey's Edward Jones Investments Experience September 2007 - June 2008
Job Investment Advisor | Financial Advisor | Business Owner
Industry Financial Services
Experience
PFS Investments July 2010 - Present
iClean LLC January 2010 - Present
Baby Bens Coffee House September 2012 - July 2014
Edward Jones Investments September 2007 - June 2008
Fidelity Investments April 2006 - September 2007
HSBC Bank/Beneficial Finance September 2004 - April 2006
Unicel Wireless June 1999 - June 2004
Skills
Retirement Planning, Financial Services, Sales, IRAs, Investments, Strategic Planning, 401k, Strategic Financial..., Account Management, Customer Service, Small Business, Business Development, Insurance, Management, New Business Development, Strategy, Financial Planning, Finance, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2005
Bachelors, Prelaw/Finance
Open Bible Academy 1991 — 1997
PFS Investments July 2010 - Present
iClean LLC January 2010 - Present
Baby Bens Coffee House September 2012 - July 2014
Edward Jones Investments September 2007 - June 2008
Fidelity Investments April 2006 - September 2007
HSBC Bank/Beneficial Finance September 2004 - April 2006
Unicel Wireless June 1999 - June 2004
Skills
Retirement Planning, Financial Services, Sales, IRAs, Investments, Strategic Planning, 401k, Strategic Financial..., Account Management, Customer Service, Small Business, Business Development, Insurance, Management, New Business Development, Strategy, Financial Planning, Finance, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2005
Bachelors, Prelaw/Finance
Open Bible Academy 1991 — 1997
Elizabeth Kazar Hendricks Elizabeth Kazar Hendricks's Edward Jones Investments Experience May 2009 - June 2014
Job Seasoned Human Resources professional with diverse experience in various indutries.
Industry Financial Services
Experience
Summit Equities Inc. August 2015 - Present
Edward Jones Investments May 2009 - June 2014
Collier Services November 2001 - December 2005
IBJ Whitehall Financial Group February 1993 - April 2001
Willcox Reinsurance Inc. December 1990 - February 1993
Skills
Investments, Asset Management, Financial Planning, Portfolio Analysis, Series 7, Series 63, Recruitment, Temporary Staffing, Benefits Design and..., 401(k) Administration, Extensive Employee..., Management Coaching, Training and Development, Performance Management
Education
Susquehanna University 1983 — 1987
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna University
Bachelor of Arts (BA), Communication and Media Studies
Summit Equities Inc. August 2015 - Present
Edward Jones Investments May 2009 - June 2014
Collier Services November 2001 - December 2005
IBJ Whitehall Financial Group February 1993 - April 2001
Willcox Reinsurance Inc. December 1990 - February 1993
Skills
Investments, Asset Management, Financial Planning, Portfolio Analysis, Series 7, Series 63, Recruitment, Temporary Staffing, Benefits Design and..., 401(k) Administration, Extensive Employee..., Management Coaching, Training and Development, Performance Management
Education
Susquehanna University 1983 — 1987
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna University
Bachelor of Arts (BA), Communication and Media Studies
marcie olson marcie olson's Edward Jones Investments Experience February 2006 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2006 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Olivet Nazarene University 1997 — 2001
Bachelor of Applied Science (BASc), Business Administration and Management, General
Edward Jones Investments February 2006 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Olivet Nazarene University 1997 — 2001
Bachelor of Applied Science (BASc), Business Administration and Management, General
Robert M (Bob) Dillon, CPA Robert M (Bob) Dillon, CPA's Edward Jones Investments Experience January 1998 - January 2000
Job CPA/Computer Software/Hardware Professional
Industry Accounting
Experience
Robert M Dillon, CPA January 2002 - Present
RBC WEALTH MANAGEMENT September 2013 - January 2014
Tyler Museum of Art June 2010 - October 2010
East Texas Food Bank April 2007 - June 2010
First Wall Street Corp. January 2001 - November 2001
First Union Securities January 2000 - January 2001
Edward Jones Investments January 1998 - January 2000
Robert M Dillon, CPA January 1983 - January 1998
Harden & Tyson, CPA's January 1982 - January 1983
Offshore Technology Conference July 1980 - July 1982
Skills
CRM, Leadership, Management, Finance, Budgets, Payroll, IT Solutions and..., Computer Repair, Computer Hardware, Accounting, Vendor Management, Financial Analysis, Training, Time Management, Program Management, Public Speaking, Customer Service, Strategic Planning, Microsoft Office, Marketing, Public Relations, Team Building
Education
Southern Methodist University
BBA-Accounting, Accounting; Management
Highland Park High School
High School Diploma
Robert M Dillon, CPA January 2002 - Present
RBC WEALTH MANAGEMENT September 2013 - January 2014
Tyler Museum of Art June 2010 - October 2010
East Texas Food Bank April 2007 - June 2010
First Wall Street Corp. January 2001 - November 2001
First Union Securities January 2000 - January 2001
Edward Jones Investments January 1998 - January 2000
Robert M Dillon, CPA January 1983 - January 1998
Harden & Tyson, CPA's January 1982 - January 1983
Offshore Technology Conference July 1980 - July 1982
Skills
CRM, Leadership, Management, Finance, Budgets, Payroll, IT Solutions and..., Computer Repair, Computer Hardware, Accounting, Vendor Management, Financial Analysis, Training, Time Management, Program Management, Public Speaking, Customer Service, Strategic Planning, Microsoft Office, Marketing, Public Relations, Team Building
Education
Southern Methodist University
BBA-Accounting, Accounting; Management
Highland Park High School
High School Diploma
Alex Heartfield, MBA Alex Heartfield, MBA's Edward Jones Investments Experience October 2000 - May 2003
Job Controller at Richeson Management Company
Industry Management Consulting
Experience
Richeson Management Corporation August 2012 - Present
PGS Solutions March 2012 - Present
First State Bank March 2011 - April 2012
GreenTree Environmental Consultants June 2010 - November 2010
First Financial Bankshares, Inc. December 2007 - June 2010
Guaranty Bank September 2004 - December 2007
Guaranty Bank May 2003 - September 2004
Edward Jones Investments October 2000 - May 2003
Skills
Banking, Investments, Business Planning, Mortgage Lending, Small Business, Financial Analysis, Insurance, Credit Analysis, Entrepreneurship, New Business Development, Business Strategy, Public Relations, Analysis, Credit, Risk Management, Management Consulting, Financial Reporting, Financial Statement..., Financial Modeling, Business Analysis, Break-even Analysis, Project Management, Business Development, Business Acquisition, Auditing, Compliance, Consolidated Financial..., Compilation Of..., Mergers & Acquisitions, Branch Management, Financial Statements, Management, Bank Management, Bank Operations, Commercial Lending, Consumer Lending, Construction Loans, Training, Mentoring, Coaching, Public Speaking, Sales Presentations, Sales, Sales Management, Registered Investment..., Investment Products, Retirement Planning
Education
Sam Houston State University 2007 — 2009
MBA, Finance
Texas A&M University 1992 — 2000
B.S. Degree, Agricultural Economics
Richeson Management Corporation August 2012 - Present
PGS Solutions March 2012 - Present
First State Bank March 2011 - April 2012
GreenTree Environmental Consultants June 2010 - November 2010
First Financial Bankshares, Inc. December 2007 - June 2010
Guaranty Bank September 2004 - December 2007
Guaranty Bank May 2003 - September 2004
Edward Jones Investments October 2000 - May 2003
Skills
Banking, Investments, Business Planning, Mortgage Lending, Small Business, Financial Analysis, Insurance, Credit Analysis, Entrepreneurship, New Business Development, Business Strategy, Public Relations, Analysis, Credit, Risk Management, Management Consulting, Financial Reporting, Financial Statement..., Financial Modeling, Business Analysis, Break-even Analysis, Project Management, Business Development, Business Acquisition, Auditing, Compliance, Consolidated Financial..., Compilation Of..., Mergers & Acquisitions, Branch Management, Financial Statements, Management, Bank Management, Bank Operations, Commercial Lending, Consumer Lending, Construction Loans, Training, Mentoring, Coaching, Public Speaking, Sales Presentations, Sales, Sales Management, Registered Investment..., Investment Products, Retirement Planning
Education
Sam Houston State University 2007 — 2009
MBA, Finance
Texas A&M University 1992 — 2000
B.S. Degree, Agricultural Economics
Robin Schween Robin Schween's Edward Jones Investments Experience January 2008 - February 2010
Job Senior Associate
Industry Real Estate
Experience
National Valuation Consultants, Inc. March 2010 - Present
Castle Oaks Covenant Church April 2010 - February 2015
Creekside Covenant Church September 2008 - February 2010
Edward Jones Investments January 2008 - February 2010
Mercer Island Covenant Church February 2004 - January 2008
Skills
Appraisals, Commercial Real Estate
Education
Seattle Pacific University 2002 — 2006
Bachelor's Degree, English Literature, Professional Writing, Music, Pre-Law
National Valuation Consultants, Inc. March 2010 - Present
Castle Oaks Covenant Church April 2010 - February 2015
Creekside Covenant Church September 2008 - February 2010
Edward Jones Investments January 2008 - February 2010
Mercer Island Covenant Church February 2004 - January 2008
Skills
Appraisals, Commercial Real Estate
Education
Seattle Pacific University 2002 — 2006
Bachelor's Degree, English Literature, Professional Writing, Music, Pre-Law
Janet Kramer Janet Kramer's Edward Jones Investments Experience October 2002 - Present
Job Sr Branch Office Admin @ Edward Jones
Industry Financial Services
Experience
Edward Jones Investments October 2002 - Present
NatraLife September 2013 - Present
Westmont College August 1995 - October 2002
Skills
Mentoring, Social Media, Public Speaking, Customer Service, Management, Strategic Planning, Social Media Marketing, Event Management, Online Marketing, Nonprofits, Team Building, Event Planning, Small Business, Entrepreneurship, Research, Non-profits, Healthcare, Time Management, Fundraising, Leadership, Social Networking, Coaching, Team Leadership, Budgets, Online Advertising, Marketing, Account Management, Advertising, Marketing Communications, Networking, Sales, Training
Education
Santa Barbara City College 2000 — 2001
General
Mt. San Antonio College 1981 — 1984
Voice & piano
Lyons Township High School 1967 — 1971
Edward Jones Investments October 2002 - Present
NatraLife September 2013 - Present
Westmont College August 1995 - October 2002
Skills
Mentoring, Social Media, Public Speaking, Customer Service, Management, Strategic Planning, Social Media Marketing, Event Management, Online Marketing, Nonprofits, Team Building, Event Planning, Small Business, Entrepreneurship, Research, Non-profits, Healthcare, Time Management, Fundraising, Leadership, Social Networking, Coaching, Team Leadership, Budgets, Online Advertising, Marketing, Account Management, Advertising, Marketing Communications, Networking, Sales, Training
Education
Santa Barbara City College 2000 — 2001
General
Mt. San Antonio College 1981 — 1984
Voice & piano
Lyons Township High School 1967 — 1971
Charles Tompkins, CFP's Edward Jones Investments Experience October 1999 - April 2005
Job President at Tompkins Wealth Management
Industry Financial Services
Experience
Tompkins Wealth Management April 2005 - Present
Edward Jones Investments October 1999 - April 2005
Greenwich Country Day School August 1994 - July 1998
Skills
Teacher, Soccer coach, Hockey coach, Wealth Management, Strategic Financial..., IRAs, Securities, FINRA, Financial Services, Investments, Public Speaking, Due Diligence, Retirement Planning, Retirement, Finance, Small Business, Mutual Funds, Investment Advisory
Education
Middlebury College 1996 — 1998
MA, Spanish
University of Vermont 1987 — 1991
BA, Political Science, French
Tompkins Wealth Management April 2005 - Present
Edward Jones Investments October 1999 - April 2005
Greenwich Country Day School August 1994 - July 1998
Skills
Teacher, Soccer coach, Hockey coach, Wealth Management, Strategic Financial..., IRAs, Securities, FINRA, Financial Services, Investments, Public Speaking, Due Diligence, Retirement Planning, Retirement, Finance, Small Business, Mutual Funds, Investment Advisory
Education
Middlebury College 1996 — 1998
MA, Spanish
University of Vermont 1987 — 1991
BA, Political Science, French
Jami Wolfe Jami Wolfe's Edward Jones Investments Experience 2002 - 2007
Job Senior Vice President at Colarelli, Meyer & Associates
Industry Management Consulting
Experience
Colarelli, Meyer & Associates January 2012 - Present
CMA (Colarelli, Meyer & Associates) December 2011 - Present
CMA (Colarelli, Meyer & Associates) January 2008 - December 2011
Edward Jones Investments 2002 - 2007
Accenture January 1999 - June 2002
Skills
Executive Coaching, Psychological Assessment, Talent Management, Leadership Development, Organizational..., Performance Management, Coaching, Talent Assessment, Team Management, Business Strategy, Succession Planning, Organizational..., Change Management, Management Consulting, Employee Engagement, Strategic Planning, Team Building, Organizational Design, Workforce Planning, Organizational Change, Mentoring, Job Analysis, Interviewing, Talent Development, Culture Change, Change Leadership, Performance Improvement, Conflict Resolution, Career Development, Management Development, Executive Development, 360 Feedback, Strategy Development
Education
Saint Louis University 2004 — 2007
PhD, Industrial Organizational Psychology
Purdue University 1996 — 1998
MS, Industrial-Organizational Psychology
William Woods University 1993 — 1996
BA, Psychology & Business
Hazelwood Central High School 1989 — 1993
Westminster College (MO)
Colarelli, Meyer & Associates January 2012 - Present
CMA (Colarelli, Meyer & Associates) December 2011 - Present
CMA (Colarelli, Meyer & Associates) January 2008 - December 2011
Edward Jones Investments 2002 - 2007
Accenture January 1999 - June 2002
Skills
Executive Coaching, Psychological Assessment, Talent Management, Leadership Development, Organizational..., Performance Management, Coaching, Talent Assessment, Team Management, Business Strategy, Succession Planning, Organizational..., Change Management, Management Consulting, Employee Engagement, Strategic Planning, Team Building, Organizational Design, Workforce Planning, Organizational Change, Mentoring, Job Analysis, Interviewing, Talent Development, Culture Change, Change Leadership, Performance Improvement, Conflict Resolution, Career Development, Management Development, Executive Development, 360 Feedback, Strategy Development
Education
Saint Louis University 2004 — 2007
PhD, Industrial Organizational Psychology
Purdue University 1996 — 1998
MS, Industrial-Organizational Psychology
William Woods University 1993 — 1996
BA, Psychology & Business
Hazelwood Central High School 1989 — 1993
Westminster College (MO)
Kyle Waters Kyle Waters's Edward Jones Investments Experience 1999 - 2000
Job Insurance and Finance Instructor
Industry Education Management
Experience
Educational Training Resources August 2011 - Present
Manchester Board of Education January 2009 - June 2011
Countrywide Bank June 2007 - January 2009
Don Bohn Automotive 2001 - 2007
Edward Jones Investments 1999 - 2000
The Hartford 1993 - 1998
Skills
Management, Sales, Credit, Special Education, Education, Adult Education, Finance, Leadership, Sales Process, Investments, Analysis
Education
Quinnipiac University School of Law 1996 — 1999
Wheaton College (MA) 1989 — 1993
Educational Training Resources August 2011 - Present
Manchester Board of Education January 2009 - June 2011
Countrywide Bank June 2007 - January 2009
Don Bohn Automotive 2001 - 2007
Edward Jones Investments 1999 - 2000
The Hartford 1993 - 1998
Skills
Management, Sales, Credit, Special Education, Education, Adult Education, Finance, Leadership, Sales Process, Investments, Analysis
Education
Quinnipiac University School of Law 1996 — 1999
Wheaton College (MA) 1989 — 1993
Jeremy Newton, CFP® Jeremy Newton, CFP®'s Edward Jones Investments Experience September 2001 - July 2006
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
LPL Financial July 2006 - Present
Edward Jones Investments September 2001 - July 2006
Radiate, Inc. October 1997 - July 2001
Siemens Energy & Automation May 1997 - October 1997
Skills
Investment Management, Investments, Strategic Financial..., Retirement Planning, Business Development, Entrepreneurship, Strategic Planning, New Business Development, Asset Managment, 401k, Wealth Management, Finance, Insurance, Series 7, Portfolio Management, Retirement, Series 63, Life Insurance, Securities, Financial Modeling, Personal Finance, Investment Strategies, Estate Planning, Mutual Funds, Fixed Annuities, Asset Management, Investment Advisory, Stocks, Variable Annuities, Financial Services, FINRA, Trading, Bonds, Financial Advisory, Financial Analysis
Education
Rose-Hulman Institute of Technology 1993 — 1997
BS, Computer Science & Economics
Southern Methodist University 1995 — 1995
Business and Economics coursework
LPL Financial July 2006 - Present
Edward Jones Investments September 2001 - July 2006
Radiate, Inc. October 1997 - July 2001
Siemens Energy & Automation May 1997 - October 1997
Skills
Investment Management, Investments, Strategic Financial..., Retirement Planning, Business Development, Entrepreneurship, Strategic Planning, New Business Development, Asset Managment, 401k, Wealth Management, Finance, Insurance, Series 7, Portfolio Management, Retirement, Series 63, Life Insurance, Securities, Financial Modeling, Personal Finance, Investment Strategies, Estate Planning, Mutual Funds, Fixed Annuities, Asset Management, Investment Advisory, Stocks, Variable Annuities, Financial Services, FINRA, Trading, Bonds, Financial Advisory, Financial Analysis
Education
Rose-Hulman Institute of Technology 1993 — 1997
BS, Computer Science & Economics
Southern Methodist University 1995 — 1995
Business and Economics coursework
Chris Key, AAMS's Edward Jones Investments Experience June 2004 - December 2010
Job LPL Financial Advisor and Managing Partner, Aspect Financial
Industry Financial Services
Experience
Aspect Financial, LLC December 2010 - Present
Edward Jones Investments June 2004 - December 2010
Skills
401k Rollovers, Strategic Financial..., IRAs, Retirement, 401k, Fixed Annuities, Series 7, Retirement Planning, Wealth Accumulation, Investment Strategies, Asset Allocation, Long-term Care, Estate Planning, Uniform Combined State..., Mutual Funds, Wealth, Small Business, Portfolio Management, Financial Planners
Education
North Carolina State University 1992 — 1998
BS, Business Management
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
Certified Financial Advisor
FINRA
Series 24 General Securities Principal
Aspect Financial, LLC December 2010 - Present
Edward Jones Investments June 2004 - December 2010
Skills
401k Rollovers, Strategic Financial..., IRAs, Retirement, 401k, Fixed Annuities, Series 7, Retirement Planning, Wealth Accumulation, Investment Strategies, Asset Allocation, Long-term Care, Estate Planning, Uniform Combined State..., Mutual Funds, Wealth, Small Business, Portfolio Management, Financial Planners
Education
North Carolina State University 1992 — 1998
BS, Business Management
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
Certified Financial Advisor
FINRA
Series 24 General Securities Principal
Carrie Caldwell's Edward Jones Investments Experience July 2002 - November 2007
Job Branch Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation December 2010 - Present
SunTrust Bank December 2007 - June 2010
Edward Jones Investments July 2002 - November 2007
UMB Bank January 1999 - January 2002
Skills
Leadership, Training, Recruiting, Human Resources, Strategic Partnerships, Sales, Talent Management, Marketing, Coaching, Analysis, Project Planning, Customer Retention, Customer Service, Management, Team Building, Microsoft Office, Event Planning, Finance, Credit, Banking, Strategic Planning
Education
Southern Wesleyan University 2009 — 2011
Masters Degree, Management2009
Southern Wesleyan University 2007 — 2009
Masters, Management
University of South Carolina-Aiken 2004 — 2007
Bachelors Degree, Business Administration 2007
Aiken High School 1991 — 1995
Diploma
Regions Financial Corporation December 2010 - Present
SunTrust Bank December 2007 - June 2010
Edward Jones Investments July 2002 - November 2007
UMB Bank January 1999 - January 2002
Skills
Leadership, Training, Recruiting, Human Resources, Strategic Partnerships, Sales, Talent Management, Marketing, Coaching, Analysis, Project Planning, Customer Retention, Customer Service, Management, Team Building, Microsoft Office, Event Planning, Finance, Credit, Banking, Strategic Planning
Education
Southern Wesleyan University 2009 — 2011
Masters Degree, Management2009
Southern Wesleyan University 2007 — 2009
Masters, Management
University of South Carolina-Aiken 2004 — 2007
Bachelors Degree, Business Administration 2007
Aiken High School 1991 — 1995
Diploma
Alexander J. Moore's Edward Jones Investments Experience May 2012 - October 2013
Job Financial Advisor / Asst. Portfolio Manager at Delta Capital Management
Industry Financial Services
Experience
Delta Capital Management, LLC September 2013 - Present
Edward Jones Investments May 2012 - October 2013
Skills
Marketing, Finance, Portfolio Management, Equities, Options, Mutual Funds, Taxation, Risk Assessment, Bonds, CDs, Retirement Planning, Microsoft Office, Series 7, Investment Advisory, Insurance, Asset Allocation, Customer Service, Microsoft Excel, Public Speaking, Financial Analysis
Education
Stetson University 2008 — 2012
B.B.A, Marketing
The Bolles School 2000 — 2008
Delta Capital Management, LLC September 2013 - Present
Edward Jones Investments May 2012 - October 2013
Skills
Marketing, Finance, Portfolio Management, Equities, Options, Mutual Funds, Taxation, Risk Assessment, Bonds, CDs, Retirement Planning, Microsoft Office, Series 7, Investment Advisory, Insurance, Asset Allocation, Customer Service, Microsoft Excel, Public Speaking, Financial Analysis
Education
Stetson University 2008 — 2012
B.B.A, Marketing
The Bolles School 2000 — 2008
David Song David Song's Edward Jones Investments Experience September 2006 - April 2007
Job Senior Staffing Manager at Robert Half International
Industry Human Resources
Experience
Robert Half International November 2012 - Present
Robert Half International April 2007 - November 2012
Edward Jones Investments September 2006 - April 2007
Second Cup 2000 - January 2006
Skills
Recruiting, Temporary Staffing, Applicant Tracking..., Talent Acquisition, Human Resources, Temporary Placement, Staffing Services, Hiring, College Recruiting, Management, Technical Recruiting, Payroll, Interviews, Internet Recruiting, Contract Recruitment, Performance Management, Marketing, Executive Search, Administrative..., Onboarding, Screening Resumes, Permanent Placement
Education
Ryerson University
Human Resources Management Certificate
University of Windsor 1996 — 1999
BA, Sociology
Robert Half International November 2012 - Present
Robert Half International April 2007 - November 2012
Edward Jones Investments September 2006 - April 2007
Second Cup 2000 - January 2006
Skills
Recruiting, Temporary Staffing, Applicant Tracking..., Talent Acquisition, Human Resources, Temporary Placement, Staffing Services, Hiring, College Recruiting, Management, Technical Recruiting, Payroll, Interviews, Internet Recruiting, Contract Recruitment, Performance Management, Marketing, Executive Search, Administrative..., Onboarding, Screening Resumes, Permanent Placement
Education
Ryerson University
Human Resources Management Certificate
University of Windsor 1996 — 1999
BA, Sociology
Gordon Zobel Gordon Zobel's Edward Jones Investments Experience February 2010 - October 2012
Job Trading Representative at Wells Fargo Advisors
Industry Executive Office
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Edward Jones Investments February 2010 - October 2012
Kimball International July 2010 - September 2011
Bella Vita Wines, LLC March 2007 - June 2009
Color-Art September 1993 - May 2006
Hoelscher-Wernig, Inc. January 1984 - September 1993
Skills
Sales, Sales Management, Selling, Account Management, Strategic Planning, Sales Process, Pricing, New Business Development, Negotiation, Business Planning, Retirement Planning, Sales Presentations, Strategic Financial...
Education
Rockhurst University
BSBA, MARKETING
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Edward Jones Investments February 2010 - October 2012
Kimball International July 2010 - September 2011
Bella Vita Wines, LLC March 2007 - June 2009
Color-Art September 1993 - May 2006
Hoelscher-Wernig, Inc. January 1984 - September 1993
Skills
Sales, Sales Management, Selling, Account Management, Strategic Planning, Sales Process, Pricing, New Business Development, Negotiation, Business Planning, Retirement Planning, Sales Presentations, Strategic Financial...
Education
Rockhurst University
BSBA, MARKETING
Mitch Magenheimer Mitch Magenheimer's Edward Jones Investments Experience February 2005 - October 2007
Job Independent Financial Advisor and Wealth Manager
Industry Financial Services
Experience
LPL Financial May 2010 - Present
Pacific West Securities October 2007 - May 2010
Edward Jones Investments February 2005 - October 2007
Harvest Capital Company January 2000 - February 2005
Skills
Annuities, SEP, Simple IRA, Retirement Planning, Retirement Income..., IRA's, Retirement, Investment Advisory, Financial Advisory, Wealth Management, 401k, Wealth Accumulation, Long Term Care, Mutual Funds
Education
Oregon State University 1998 — 2000
Bachelors, Ag-Business Management
Linn Benton Community College 1996 — 1998
Associates of Business, Ag-Business
Molalla High School 1992 — 1996
LPL Financial May 2010 - Present
Pacific West Securities October 2007 - May 2010
Edward Jones Investments February 2005 - October 2007
Harvest Capital Company January 2000 - February 2005
Skills
Annuities, SEP, Simple IRA, Retirement Planning, Retirement Income..., IRA's, Retirement, Investment Advisory, Financial Advisory, Wealth Management, 401k, Wealth Accumulation, Long Term Care, Mutual Funds
Education
Oregon State University 1998 — 2000
Bachelors, Ag-Business Management
Linn Benton Community College 1996 — 1998
Associates of Business, Ag-Business
Molalla High School 1992 — 1996
Michael Milewski Michael Milewski's Edward Jones Investments Experience June 2009 - April 2010
Job Student at Southern Connecticut State University
Industry Financial Services
Experience
Central Tool and Manufacturing January 2011 - Present
Namco Pool and Patio March 2002 - October 2010
Edward Jones Investments June 2009 - April 2010
K & G Clothing Store September 2005 - April 2006
Education
Southern Connecticut State University
Master of Business Administration (MBA)
University of New Haven
Bachelor of Science, Social Science
Central Tool and Manufacturing January 2011 - Present
Namco Pool and Patio March 2002 - October 2010
Edward Jones Investments June 2009 - April 2010
K & G Clothing Store September 2005 - April 2006
Education
Southern Connecticut State University
Master of Business Administration (MBA)
University of New Haven
Bachelor of Science, Social Science
Heather DiPaola-Maranto Heather DiPaola-Maranto's Edward Jones Investments Experience August 1997 - July 2001
Job Customer relationship nurturer, organization expert, and internal process enhancer
Industry Consumer Services
Experience
CertainTeed Corporation September 2011 - June 2015
Diversified Maintenance Systems, LLC April 2009 - September 2011
Heritage Quilt & Needlework May 2005 - May 2010
Pro-Copy March 2007 - April 2009
Gulfstream Flooring Distributors August 2001 - March 2007
Edward Jones Investments August 1997 - July 2001
Michael C. Fina July 1996 - April 1997
Milstein Properties August 1993 - July 1996
Skills
Customer Satisfaction, Management, Customer Service, Team Building, Training, Inventory Management, Troubleshooting, Process Scheduler, Budgets, Accounts Receivable, Call Centers, Account Management, Problem Solving, Microsoft Excel, Telephone Skills, Logistics, Sales, Microsoft Office, Operations Management, Spreadsheets, Customer Oriented, Diligent, Dependable Team Player, Photoshop Elements, JD Edwards, Eagerness to Learn, Organization, Thorough Research, Reading, Inside Sales, Accounts Payable, Databases, Photography, Editing, Access, South Ware Series, QuickBooks, Contract Negotiation
Education
State University of New York at New Paltz 1989 — 1993
Bachelor of Arts, English Language and Literature
CertainTeed Corporation September 2011 - June 2015
Diversified Maintenance Systems, LLC April 2009 - September 2011
Heritage Quilt & Needlework May 2005 - May 2010
Pro-Copy March 2007 - April 2009
Gulfstream Flooring Distributors August 2001 - March 2007
Edward Jones Investments August 1997 - July 2001
Michael C. Fina July 1996 - April 1997
Milstein Properties August 1993 - July 1996
Skills
Customer Satisfaction, Management, Customer Service, Team Building, Training, Inventory Management, Troubleshooting, Process Scheduler, Budgets, Accounts Receivable, Call Centers, Account Management, Problem Solving, Microsoft Excel, Telephone Skills, Logistics, Sales, Microsoft Office, Operations Management, Spreadsheets, Customer Oriented, Diligent, Dependable Team Player, Photoshop Elements, JD Edwards, Eagerness to Learn, Organization, Thorough Research, Reading, Inside Sales, Accounts Payable, Databases, Photography, Editing, Access, South Ware Series, QuickBooks, Contract Negotiation
Education
State University of New York at New Paltz 1989 — 1993
Bachelor of Arts, English Language and Literature
Scott Hostutler Scott Hostutler's Edward Jones Investments Experience 2004 - 2010
Job Group Sales at iPlay America
Industry Entertainment
Experience
iPlay America 2015 - Present
Mountain Creek Resort 2011 - 2014
Camelback Mountain Resort 2010 - 2011
Edward Jones Investments 2004 - 2010
Palace Entertainment 2001 - 2004
Silverleaf Resorts 1999 - 2001
USTA 1998 - 1999
Blockbuster Desert Sky Pavilion 1996 - 1998
Six Flags Theme Parks 1990 - 1996
Skills
Event Planning, Negotiation, Public Relations, Sales Management, Marketing, Sponsorship, Advertising, Management, Social Media Marketing, Event Management, Leadership, Retail, Marketing Strategy, Microsoft Excel, Business Planning, Sales, Resorts, Integrated Marketing
Education
Rochester Institute of Technology
Bachelor of Science; BS, Finance
iPlay America 2015 - Present
Mountain Creek Resort 2011 - 2014
Camelback Mountain Resort 2010 - 2011
Edward Jones Investments 2004 - 2010
Palace Entertainment 2001 - 2004
Silverleaf Resorts 1999 - 2001
USTA 1998 - 1999
Blockbuster Desert Sky Pavilion 1996 - 1998
Six Flags Theme Parks 1990 - 1996
Skills
Event Planning, Negotiation, Public Relations, Sales Management, Marketing, Sponsorship, Advertising, Management, Social Media Marketing, Event Management, Leadership, Retail, Marketing Strategy, Microsoft Excel, Business Planning, Sales, Resorts, Integrated Marketing
Education
Rochester Institute of Technology
Bachelor of Science; BS, Finance
Gene Kelly Barner Gene Kelly Barner's Edward Jones Investments Experience February 2003 - October 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2003 - Present
AXA Advisors October 2006 - April 2010
Edward Jones Investments February 2003 - October 2006
US Navy June 1995 - February 2003
United States Navy 1996 - 2003
Skills
Retirement Planning, Protection, Financial Planning, Annuities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Saint Leo University 1992 — 1995
Baccalureate, Business Administration
Edward Jones February 2003 - Present
AXA Advisors October 2006 - April 2010
Edward Jones Investments February 2003 - October 2006
US Navy June 1995 - February 2003
United States Navy 1996 - 2003
Skills
Retirement Planning, Protection, Financial Planning, Annuities, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist, Retirement Planning
Saint Leo University 1992 — 1995
Baccalureate, Business Administration
Charlie Gwynn's Edward Jones Investments Experience December 2008 - September 2009
Job Solution Sales
Industry Printing
Experience
Progressive Employer Management Company - PEMCO 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. July 2012 - May 2015
Staples Technology Solutions November 2011 - February 2012
BB&T April 2010 - October 2011
Edward Jones Investments December 2008 - September 2009
Ricoh August 2007 - December 2008
TGI Office Automation July 2006 - December 2006
Toshiba Business Solutions Florida April 2002 - December 2005
Network Technologies Group 1996 - 2001
Skills
Document Management, Network Design, Computer Network..., Sales Management, Solution Selling, Solution Architecture, Microsoft Technologies, Digital Printing, eCopy, Printelligence, Print Audit, Asset DB, PlanetPress, Docuware, RightFax, Prism Software, Server Architecture, Variable Data Printing, Managed Print Services, Business Development, Major Accounts, Sales Process, Account Management, Strategic Partnerships, Professional Services, Document Imaging, Business Intelligence, Strategy, Sales Presentations, Salesforce.com, Direct Sales
Education
Palm Beach Atlantic University 2005 — 2006
Bachelor of Science, Management
Westminster Academy 1985 — 1987
Lee's McRae
St Joseph's
Progressive Employer Management Company - PEMCO 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. July 2012 - May 2015
Staples Technology Solutions November 2011 - February 2012
BB&T April 2010 - October 2011
Edward Jones Investments December 2008 - September 2009
Ricoh August 2007 - December 2008
TGI Office Automation July 2006 - December 2006
Toshiba Business Solutions Florida April 2002 - December 2005
Network Technologies Group 1996 - 2001
Skills
Document Management, Network Design, Computer Network..., Sales Management, Solution Selling, Solution Architecture, Microsoft Technologies, Digital Printing, eCopy, Printelligence, Print Audit, Asset DB, PlanetPress, Docuware, RightFax, Prism Software, Server Architecture, Variable Data Printing, Managed Print Services, Business Development, Major Accounts, Sales Process, Account Management, Strategic Partnerships, Professional Services, Document Imaging, Business Intelligence, Strategy, Sales Presentations, Salesforce.com, Direct Sales
Education
Palm Beach Atlantic University 2005 — 2006
Bachelor of Science, Management
Westminster Academy 1985 — 1987
Lee's McRae
St Joseph's
Chris Carico Chris Carico's Edward Jones Investments Experience June 2006 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 2006 - Present
Skills
Series 7, Mutual Funds, Investments
Education
North Arkansas College
Edward Jones Investments June 2006 - Present
Skills
Series 7, Mutual Funds, Investments
Education
North Arkansas College
Nur Bernhardt, ERP Nur Bernhardt, ERP's Edward Jones Investments Experience May 2008 - April 2009
Job Experienced Energy Trader working to keep the lights on in Seattle with cheap and renewable power.
Industry Utilities
Experience
Seattle City Light November 2013 - Present
The Energy Authority January 2010 - November 2013
Seattle Greendrinks June 2009 - January 2010
Edward Jones Investments May 2008 - April 2009
Schweitzer Mountain Resort December 2007 - May 2008
Schweitzer Mountain Resort November 2002 - February 2008
Schweitzer Mountain Resort December 2006 - April 2007
Washington State University April 2004 - May 2005
Skills
Creative Problem Solving, Risk Management, Trading, Energy, Renewable Energy, Event Management, Leadership, Social Media, Nonprofits, Utility Operations, Business Development, Non-profits, Strategic Planning, Utility Industry, Management, Hedging, Commodity Markets, Program Management, Electricity Markets, Power Trading, Commodity, PJM, Energy Markets, Financial Analysis, Marketing
Education
Seattle University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Washington State University 2003 — 2008
Bachelor of Arts in Social Science, Economics, Business, English
Seattle City Light November 2013 - Present
The Energy Authority January 2010 - November 2013
Seattle Greendrinks June 2009 - January 2010
Edward Jones Investments May 2008 - April 2009
Schweitzer Mountain Resort December 2007 - May 2008
Schweitzer Mountain Resort November 2002 - February 2008
Schweitzer Mountain Resort December 2006 - April 2007
Washington State University April 2004 - May 2005
Skills
Creative Problem Solving, Risk Management, Trading, Energy, Renewable Energy, Event Management, Leadership, Social Media, Nonprofits, Utility Operations, Business Development, Non-profits, Strategic Planning, Utility Industry, Management, Hedging, Commodity Markets, Program Management, Electricity Markets, Power Trading, Commodity, PJM, Energy Markets, Financial Analysis, Marketing
Education
Seattle University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Washington State University 2003 — 2008
Bachelor of Arts in Social Science, Economics, Business, English
Jim Galio's Edward Jones Investments Experience June 2010 - January 2011
Job Senior Training Manager at Sears Holdings Corporation
Industry Human Resources
Experience
Sears Holdings Corporation March 2014 - Present
Sunny Days Adult Daily Living Center January 2014 - Present
Sunny Days Adult Daily Living Center January 2011 - March 2014
Edward Jones Investments June 2010 - January 2011
Sears Holdings Corporation September 2004 - May 2010
Sears Holdings Corporation September 2004 - June 2005
Sears Holdings Corporation October 2000 - September 2004
Sears Holdings Corporation April 1997 - September 2000
Skills
Management, Inventory Control, Sales, Recruiting, Time Management, Human Resources, Customer Service, Store Management, Profit, Shrinkage, Inventory Management, Income Statement, Driving Results, Team Building, Associate Development, Cost Control, Process Improvement, Project Management, Performance Management, Customer Satisfaction, P&L, Training Delivery, Training & Development, Merchandising
Education
Penn State University
Letters, Arts & Sciences, Liberal Arts and Sciences/Liberal Studies
Bellefonte Area High School
Sears Holdings Corporation March 2014 - Present
Sunny Days Adult Daily Living Center January 2014 - Present
Sunny Days Adult Daily Living Center January 2011 - March 2014
Edward Jones Investments June 2010 - January 2011
Sears Holdings Corporation September 2004 - May 2010
Sears Holdings Corporation September 2004 - June 2005
Sears Holdings Corporation October 2000 - September 2004
Sears Holdings Corporation April 1997 - September 2000
Skills
Management, Inventory Control, Sales, Recruiting, Time Management, Human Resources, Customer Service, Store Management, Profit, Shrinkage, Inventory Management, Income Statement, Driving Results, Team Building, Associate Development, Cost Control, Process Improvement, Project Management, Performance Management, Customer Satisfaction, P&L, Training Delivery, Training & Development, Merchandising
Education
Penn State University
Letters, Arts & Sciences, Liberal Arts and Sciences/Liberal Studies
Bellefonte Area High School
Jay R. Pocius's Edward Jones Investments Experience January 2011 - June 2012
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2015 - Present
PNC Investments December 2012 - August 2015
Tower Hill Trading June 2012 - December 2012
Edward Jones Investments January 2011 - June 2012
American Income Life December 2006 - December 2008
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Summa Cum Laude
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Finance (MSF), Finance & Risk Management, Summa Cum Laude
Roosevelt University 2008 — 2011
Bachelor of Science in Business Administration, Finance & Business Management, Magna Cum Laude
University of Nevada-Las Vegas 2005 — 2006
Associate of Science in Architecture, Architecture
PNC Investments August 2015 - Present
PNC Investments December 2012 - August 2015
Tower Hill Trading June 2012 - December 2012
Edward Jones Investments January 2011 - June 2012
American Income Life December 2006 - December 2008
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Summa Cum Laude
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Finance (MSF), Finance & Risk Management, Summa Cum Laude
Roosevelt University 2008 — 2011
Bachelor of Science in Business Administration, Finance & Business Management, Magna Cum Laude
University of Nevada-Las Vegas 2005 — 2006
Associate of Science in Architecture, Architecture
Caroline Pike Caroline Pike's Edward Jones Investments Experience 2006 - 2007
Job Leadership and Organization Development
Industry Human Resources
Experience
Ascension Health 2007 - 2015
Washington University in St. Louis 2002 - 2008
Edward Jones Investments 2006 - 2007
Anheuser-Busch October 1999 - May 2006
Thomas More College July 1997 - December 1999
Knowledge Systems & Research, Inc. February 1995 - August 1997
Ithaca College July 1992 - February 1995
Skills
Leadership Development, Succession Planning, Organizational..., Career Management, Talent Management, Executive Coaching, Organizational..., Culture Assessment, Change Management, Research Design, Performance Management, Strategy, Leadership, Data Analysis, Employee Training, Program Management, Career Development, Coaching, Training, Healthcare, Analysis, Project Management, Management
Education
North Carolina State University 1988 — 1994
Ph.D., Industrial Organizational Psychology
University of Louisville 1984 — 1988
M.A., Clinical Psychology
University of Kentucky 1979 — 1983
B.A., Psychology
Jeffersontown High School
Ascension Health 2007 - 2015
Washington University in St. Louis 2002 - 2008
Edward Jones Investments 2006 - 2007
Anheuser-Busch October 1999 - May 2006
Thomas More College July 1997 - December 1999
Knowledge Systems & Research, Inc. February 1995 - August 1997
Ithaca College July 1992 - February 1995
Skills
Leadership Development, Succession Planning, Organizational..., Career Management, Talent Management, Executive Coaching, Organizational..., Culture Assessment, Change Management, Research Design, Performance Management, Strategy, Leadership, Data Analysis, Employee Training, Program Management, Career Development, Coaching, Training, Healthcare, Analysis, Project Management, Management
Education
North Carolina State University 1988 — 1994
Ph.D., Industrial Organizational Psychology
University of Louisville 1984 — 1988
M.A., Clinical Psychology
University of Kentucky 1979 — 1983
B.A., Psychology
Jeffersontown High School
Aaron Pyle's Edward Jones Investments Experience December 2005 - July 2011
Job Senior Compliance Manager AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
Scottrade 2011 - 2012
Edward Jones Investments December 2005 - July 2011
Edward Jones Investments August 2002 - December 2005
Edward Jones Investments September 1999 - August 2002
Skills
Investment Advisory, Brokerage, Regulatory Affairs, Securities Regulation, Regulatory Analysis, Regulatory Requirements, Regulatory Reporting, Technical Writing, Project Planning, Project Coordination, Project Implementation, AML, Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, MO Life and Health, Business Relations, Client Interfacing, Equity Trading, Fixed Income, Series 55, FINRA
Education
Missouri State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
James Madison High School, San Antonio TX. 1986 — 1990
AXA Advisors March 2012 - Present
Scottrade 2011 - 2012
Edward Jones Investments December 2005 - July 2011
Edward Jones Investments August 2002 - December 2005
Edward Jones Investments September 1999 - August 2002
Skills
Investment Advisory, Brokerage, Regulatory Affairs, Securities Regulation, Regulatory Analysis, Regulatory Requirements, Regulatory Reporting, Technical Writing, Project Planning, Project Coordination, Project Implementation, AML, Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, MO Life and Health, Business Relations, Client Interfacing, Equity Trading, Fixed Income, Series 55, FINRA
Education
Missouri State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
James Madison High School, San Antonio TX. 1986 — 1990
Steve Spain Steve Spain's Edward Jones Investments Experience September 2010 - November 2011
Job Business Development Manager at Digital Prospectors Corp LoveYourJob.com
Industry Staffing and Recruiting
Experience
Digital Prospectors Corporation February 2014 - Present
Couptopia.com July 2010 - Present
New Hampshire Wrestling Officials Association November 2004 - Present
Southern New Hampshire University February 2013 - February 2014
Goffstown High School November 2009 - March 2012
Edward Jones Investments September 2010 - November 2011
Techtronics Industries April 2009 - September 2010
Sears Holdings Corporation April 2005 - November 2009
Digital Prospectors Corp - LoveYourJob.com July 2008 - April 2009
SAU 57 Plymouth School District September 2004 - May 2008
Skills
Marketing, Small Business, Sales, Advertising, Social Media Marketing, Direct Marketing, Customer Service, Email Marketing, Entrepreneurship, Marketing Strategy, Social Networking, Social Media, Online Marketing, Lead Generation, Management, New Business Development, Marketing Communications, Leadership, Account Management, Direct Sales, Nonprofits, Recruiting, Sales Process, Public Speaking, Client Development, Manage Client..., Contract Negotiation, Salesforce.com, Strategic Partnerships, Online Advertising, Technical Recruiting
Education
Plymouth State University 2004 — 2008
B.S., Business Administration, Professional Communications
Goffstown High School 2000 — 2004
Digital Prospectors Corporation February 2014 - Present
Couptopia.com July 2010 - Present
New Hampshire Wrestling Officials Association November 2004 - Present
Southern New Hampshire University February 2013 - February 2014
Goffstown High School November 2009 - March 2012
Edward Jones Investments September 2010 - November 2011
Techtronics Industries April 2009 - September 2010
Sears Holdings Corporation April 2005 - November 2009
Digital Prospectors Corp - LoveYourJob.com July 2008 - April 2009
SAU 57 Plymouth School District September 2004 - May 2008
Skills
Marketing, Small Business, Sales, Advertising, Social Media Marketing, Direct Marketing, Customer Service, Email Marketing, Entrepreneurship, Marketing Strategy, Social Networking, Social Media, Online Marketing, Lead Generation, Management, New Business Development, Marketing Communications, Leadership, Account Management, Direct Sales, Nonprofits, Recruiting, Sales Process, Public Speaking, Client Development, Manage Client..., Contract Negotiation, Salesforce.com, Strategic Partnerships, Online Advertising, Technical Recruiting
Education
Plymouth State University 2004 — 2008
B.S., Business Administration, Professional Communications
Goffstown High School 2000 — 2004
Janice Monks Janice Monks's Edward Jones Investments Experience May 2012 - Present
Job Senior Academic Training Leader and Business Development Professional
Industry Financial Services
Experience
Edward Jones Investments May 2012 - Present
Yconic February 2011 - May 2012
Award Solutions Inc. 2009 - 2011
Ericsson Canada January 2005 - April 2008
Nortel Networks Ltd. & Architel Systems Corporation 1999 - 2002
Skills
Coaching, Driving Results, Cross-team Collaboration, Inspiring Teams, Stakeholder Engagement, Training Facilitation, Financial Services, Project Facilitation, Curriculum Design, Employee Learning &..., Product Management, Business Development
Education
Queen's University 1987 — 1991
BAH, Art History, Political Studies
Edward Jones Investments May 2012 - Present
Yconic February 2011 - May 2012
Award Solutions Inc. 2009 - 2011
Ericsson Canada January 2005 - April 2008
Nortel Networks Ltd. & Architel Systems Corporation 1999 - 2002
Skills
Coaching, Driving Results, Cross-team Collaboration, Inspiring Teams, Stakeholder Engagement, Training Facilitation, Financial Services, Project Facilitation, Curriculum Design, Employee Learning &..., Product Management, Business Development
Education
Queen's University 1987 — 1991
BAH, Art History, Political Studies
Shane McCooeye, CIM's Edward Jones Investments Experience April 2009 - June 2010
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities June 2010 - Present
Edward Jones Investments April 2009 - June 2010
TD Waterhouse January 2005 - February 2009
Skills
Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Asset Management, Strategic Financial...
Education
Northern Alberta Institute of Technology 2000 — 2002
Business, Finance & Marketing
RBC Dominion Securities June 2010 - Present
Edward Jones Investments April 2009 - June 2010
TD Waterhouse January 2005 - February 2009
Skills
Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Asset Management, Strategic Financial...
Education
Northern Alberta Institute of Technology 2000 — 2002
Business, Finance & Marketing
Jeremy Hahn Jeremy Hahn's Edward Jones Investments Experience December 2009 - Present
Job Financial Advisor, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments December 2009 - Present
San Antonio City Council May 2007 - December 2009
Skills
Strategic Planning, Public Speaking, Insurance, Leadership, Team Building, Risk Management, Budgets, Analysis
Education
St. Mary's University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. Anthony Catholic High School 1999 — 2003
High School Diploma
Edward Jones Investments December 2009 - Present
San Antonio City Council May 2007 - December 2009
Skills
Strategic Planning, Public Speaking, Insurance, Leadership, Team Building, Risk Management, Budgets, Analysis
Education
St. Mary's University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
St. Anthony Catholic High School 1999 — 2003
High School Diploma
Jan Amieva Jan Amieva's Edward Jones Investments Experience 2009 - Present
Job BOA at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2009 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Asset Allocation, Securities, Portfolio Management, Investment Research, Insurance, Asset Managment
Education
Morrison University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones Investments 2009 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Asset Allocation, Securities, Portfolio Management, Investment Research, Insurance, Asset Managment
Education
Morrison University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Randy Brint Randy Brint's Edward Jones Investments Experience January 1998 - Present
Job Financial advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 1998 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Mutual Funds, Retirement, Strategic Financial..., Investment Advisory, 401k Rollovers, IRAs, Uniform Combined State..., Series 63, Wealth Accumulation, Asset Allocation, Fixed Annuities, Financial Planning, Financial Analysis, 529 Plans, Strategic Planning, Wealth, Project Management
Education
Rice University 1965 — 1969
Bachelor of Commerce (B.Com.)
Edward Jones Investments January 1998 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Mutual Funds, Retirement, Strategic Financial..., Investment Advisory, 401k Rollovers, IRAs, Uniform Combined State..., Series 63, Wealth Accumulation, Asset Allocation, Fixed Annuities, Financial Planning, Financial Analysis, 529 Plans, Strategic Planning, Wealth, Project Management
Education
Rice University 1965 — 1969
Bachelor of Commerce (B.Com.)
Doug Rechkemmer, AAMS Doug Rechkemmer, AAMS's Edward Jones Investments Experience September 1991 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 1991 - Present
Colonial Life May 1990 - September 1991
Skills
Life Insurance, Sales, Uniform Combined State..., Public Speaking, Customer Service, Retirement Planning, Asset Allocation, Disability Insurance
Education
Simpson College 1986 — 1990
Bachelors of Arts, Economics and Management
Mediapolis High School 1983 — 1986
Edward Jones Investments September 1991 - Present
Colonial Life May 1990 - September 1991
Skills
Life Insurance, Sales, Uniform Combined State..., Public Speaking, Customer Service, Retirement Planning, Asset Allocation, Disability Insurance
Education
Simpson College 1986 — 1990
Bachelors of Arts, Economics and Management
Mediapolis High School 1983 — 1986
Nick Mauro Nick Mauro's Edward Jones Investments Experience January 2002 - February 2006
Job I help businesses and organizations grow and prosper by creating, promoting and managing strong brands.
Industry Marketing and Advertising
Experience
Robert Viola Partners July 2015 - Present
Amata Office Solutions through Proven Performers July 2014 - June 2015
WE CLEAN GREEN May 2012 - May 2014
LPL FINANCIAL February 2006 - April 2012
EDWARD JONES INVESTMENTS January 2002 - February 2006
PEOPLES ENERGY SERVICES October 1999 - January 2002
SCHIFF HARDIN & WAITE 1996 - 1999
YOUNG, ROSEN, DOLGIN & FINKEL 1995 - 1996
Skills
Social Media, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Cleaning, Clean Rooms, Steam, Steam Cleaning, Financial Analysis, Financial Reporting, Marketing, Marketing Strategy, PowerPoint, Team Building, Event Planning, Social Media Marketing, Coaching, Social Networking, Event Management, Salesforce.com, Microsoft Excel, Nonprofits, Cold Calling, Direct Sales, PPP projects, Management, Leadership, Sales, Finance, Marketing Communications, Advertising, Public Relations, Start-ups, New Business Development, Account Management, Sales Management, Strategy, Integrated Marketing, Brand Management, Investments, Project Management
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Finance, General
Robert Viola Partners July 2015 - Present
Amata Office Solutions through Proven Performers July 2014 - June 2015
WE CLEAN GREEN May 2012 - May 2014
LPL FINANCIAL February 2006 - April 2012
EDWARD JONES INVESTMENTS January 2002 - February 2006
PEOPLES ENERGY SERVICES October 1999 - January 2002
SCHIFF HARDIN & WAITE 1996 - 1999
YOUNG, ROSEN, DOLGIN & FINKEL 1995 - 1996
Skills
Social Media, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Cleaning, Clean Rooms, Steam, Steam Cleaning, Financial Analysis, Financial Reporting, Marketing, Marketing Strategy, PowerPoint, Team Building, Event Planning, Social Media Marketing, Coaching, Social Networking, Event Management, Salesforce.com, Microsoft Excel, Nonprofits, Cold Calling, Direct Sales, PPP projects, Management, Leadership, Sales, Finance, Marketing Communications, Advertising, Public Relations, Start-ups, New Business Development, Account Management, Sales Management, Strategy, Integrated Marketing, Brand Management, Investments, Project Management
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Finance, General
Scott Larson, MBA Scott Larson, MBA's Edward Jones Investments Experience 2007 - 2008
Job Owner/CEO ADV Industries LLC
Industry Management Consulting
Experience
Trex Company October 2013 - Present
MineIndustryjobs.com May 2012 - May 2013
New York Life Insurance Company 2008 - 2010
Edward Jones Investments 2007 - 2008
Jeld-Wen 1997 - 2007
Skills
Human Resources, Process Improvement, Succession Planning, Employee Benefits, Coaching, Employee Engagement, HRIS, Management, Leadership Development, Personnel Management, Applicant Tracking..., HR Policies, Training, College Recruiting, Team Building, Executive Search, Interviews, Hiring
Education
Oregon State University
Bachelor of Science (BS)
Western Governors University
MBA, Management & Strategy
Trex Company October 2013 - Present
MineIndustryjobs.com May 2012 - May 2013
New York Life Insurance Company 2008 - 2010
Edward Jones Investments 2007 - 2008
Jeld-Wen 1997 - 2007
Skills
Human Resources, Process Improvement, Succession Planning, Employee Benefits, Coaching, Employee Engagement, HRIS, Management, Leadership Development, Personnel Management, Applicant Tracking..., HR Policies, Training, College Recruiting, Team Building, Executive Search, Interviews, Hiring
Education
Oregon State University
Bachelor of Science (BS)
Western Governors University
MBA, Management & Strategy
Sarah Vance Sarah Vance's Edward Jones Investments Experience June 2009 - September 2010
Job Clerk/Staff Assistant at The U.S. House of Representatives
Industry Government Administration
Experience
The U.S. House of Representatives January 2011 - Present
Edward Jones Investments June 2009 - September 2010
The White House May 2006 - June 2006
Education
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), Political Theory
Episcopal High School 2002 — 2006
The U.S. House of Representatives January 2011 - Present
Edward Jones Investments June 2009 - September 2010
The White House May 2006 - June 2006
Education
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), Political Theory
Episcopal High School 2002 — 2006
Stephen Giella Stephen Giella's Edward Jones Investments Experience May 2009 - December 2012
Job Financial Advisor at Giella Financial Services,LLC
Industry Financial Services
Experience
Giella Financial Services December 2012 - Present
Edward Jones Investments May 2009 - December 2012
Wachovia Securities LLC May 2003 - May 2009
A.G. Edwards & Sons March 1995 - May 2003
Skills
Sales Management, investment knowledge, mentoring skills, Computer Literate, high energy, Team Leadership, Coaching, client development, integrity and..., strong communication..., excellent sales skills, ability to travel..., manage sales territory, team player, track record of..., Teamwork, Client Development, Strategic Financial..., Management, Insurance, Mutual Funds, Retirement, Fixed Annuities, Financial Advisory, Financial Planning
Education
Regent University 1992 — 1995
Master of Business Administration (MBA), Business
Regent Universtiy 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, 3.4965
St. Leo University 1989 — 1991
Bachelor of Arts (BA), Criminology
Giella Financial Services December 2012 - Present
Edward Jones Investments May 2009 - December 2012
Wachovia Securities LLC May 2003 - May 2009
A.G. Edwards & Sons March 1995 - May 2003
Skills
Sales Management, investment knowledge, mentoring skills, Computer Literate, high energy, Team Leadership, Coaching, client development, integrity and..., strong communication..., excellent sales skills, ability to travel..., manage sales territory, team player, track record of..., Teamwork, Client Development, Strategic Financial..., Management, Insurance, Mutual Funds, Retirement, Fixed Annuities, Financial Advisory, Financial Planning
Education
Regent University 1992 — 1995
Master of Business Administration (MBA), Business
Regent Universtiy 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, 3.4965
St. Leo University 1989 — 1991
Bachelor of Arts (BA), Criminology
Russel Blue Russel Blue's Edward Jones Investments Experience May 2006 - January 2008
Job Financial Planner at Klein Wealth Management
Industry Financial Services
Experience
Klein Wealth Management January 2008 - Present
Edward Jones Investments May 2006 - January 2008
Education
Sam Houston State University 1995 — 1999
Klein Wealth Management January 2008 - Present
Edward Jones Investments May 2006 - January 2008
Education
Sam Houston State University 1995 — 1999
Steven Hupalo Steven Hupalo's Edward Jones Investments Experience March 2009 - January 2010
Job Learning a new trade
Industry Health, Wellness and Fitness
Experience
For a Career March 2013 - December 2013
Sunlife Financial March 2010 - January 2012
Edward Jones Investments March 2009 - January 2010
Opie Marketing Group Inc August 2007 - December 2008
Canadian Linen and Uniform Service October 2005 - December 2005
Dan McCluskey, CGA January 2005 - April 2005
Micro-Computer Repair September 1998 - April 2000
Skills
Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Finance, Financial Advisory, Invoicing, Bonds, Analysis, Tax, Financial Statements
Education
Sheridan College 2004 — 2006
Accounting Diploma, Accounting
Sheridan College 2003 — 2006
Business Administration, Accounting Co-op
For a Career March 2013 - December 2013
Sunlife Financial March 2010 - January 2012
Edward Jones Investments March 2009 - January 2010
Opie Marketing Group Inc August 2007 - December 2008
Canadian Linen and Uniform Service October 2005 - December 2005
Dan McCluskey, CGA January 2005 - April 2005
Micro-Computer Repair September 1998 - April 2000
Skills
Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Finance, Financial Advisory, Invoicing, Bonds, Analysis, Tax, Financial Statements
Education
Sheridan College 2004 — 2006
Accounting Diploma, Accounting
Sheridan College 2003 — 2006
Business Administration, Accounting Co-op
Lisa Pett Lisa Pett's Edward Jones Investments Experience April 2010 - Present
Job Financial Advisor, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments April 2010 - Present
Burst Direct April 2008 - December 2009
Pitney Bowes 1983 - 1990
Education
State University of New York College at Oswego
B.A., English / Writing Arts
Edward Jones Investments April 2010 - Present
Burst Direct April 2008 - December 2009
Pitney Bowes 1983 - 1990
Education
State University of New York College at Oswego
B.A., English / Writing Arts
Jim OClair Jim OClair's Edward Jones Investments Experience 2007 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2007 - Present
Pella Windows and Doors October 1998 - March 2007
ISK Biosciences October 1996 - October 1998
Makita USA April 1986 - October 1996
Velux America 1984 - 1986
Education
New Hampshire Technical Institute 1983 — 1985
Concord High School 1980 — 1982
Edward Jones Investments 2007 - Present
Pella Windows and Doors October 1998 - March 2007
ISK Biosciences October 1996 - October 1998
Makita USA April 1986 - October 1996
Velux America 1984 - 1986
Education
New Hampshire Technical Institute 1983 — 1985
Concord High School 1980 — 1982
Nicole Amabile Nicole Amabile's Edward Jones Investments Experience 2005 - 2007
Job Zumba Instructor
Industry Health, Wellness and Fitness
Experience
Nicole Amabile Fitness December 2007 - Present
Edward Jones Investments 2005 - 2007
Education
State University of New York at New Paltz
BS, Communications
Nicole Amabile Fitness December 2007 - Present
Edward Jones Investments 2005 - 2007
Education
State University of New York at New Paltz
BS, Communications
Claire MacPhail Young Claire MacPhail Young's Edward Jones Investments Experience 2001 - 2004
Job Senior Vice President
Industry Financial Services
Experience
Weston Banks Wealth Partners December 2013 - Present
Morgan Keegan & Co., Inc. 2004 - 2008
Edward Jones Investments 2001 - 2004
Knowledge Alliance 1999 - 2001
Prudential Securities 1998 - 1999
Skills
Financial Services
Education
North Carolina State University
Psychology
Weston Banks Wealth Partners December 2013 - Present
Morgan Keegan & Co., Inc. 2004 - 2008
Edward Jones Investments 2001 - 2004
Knowledge Alliance 1999 - 2001
Prudential Securities 1998 - 1999
Skills
Financial Services
Education
North Carolina State University
Psychology
Jason Dix Jason Dix's Edward Jones Investments Experience September 2006 - June 2007
Job Executive Director at The Open Door
Industry Nonprofit Organization Management
Experience
The Open Door Youth Outreach January 2009 - Present
National City Bank October 2007 - November 2008
Dick's Sporting Goods July 2007 - October 2007
Edward Jones Investments September 2006 - June 2007
Robert Morris University March 2004 - September 2006
Education
Robert Morris University
Master, Business Administration; General Management
Robert Morris University
Bachelor of Science, Business Administration
The Open Door Youth Outreach January 2009 - Present
National City Bank October 2007 - November 2008
Dick's Sporting Goods July 2007 - October 2007
Edward Jones Investments September 2006 - June 2007
Robert Morris University March 2004 - September 2006
Education
Robert Morris University
Master, Business Administration; General Management
Robert Morris University
Bachelor of Science, Business Administration
Vytas Degesys Vytas Degesys's Edward Jones Investments Experience March 2007 - June 2007
Job Frontend Developer at Acupera
Industry Computer Software
Experience
Acupera February 2014 - Present
Listen Up August 2012 - Present
Wells Fargo July 2013 - February 2014
Santa Clara University November 2007 - June 2010
Terres a Vin September 2009 - December 2009
CONCERT Global Group Ltd. February 2008 - June 2008
Edward Jones Investments March 2007 - June 2007
Skills
iOS development, Xcode, Objective-C, Photography, iPhone Application..., Web Development, Web Design, Machine Learning, JavaScript, CSS, Java, C++, PowerPoint, Programming, Public Speaking, Agile Methodologies, HTML 5, Microsoft Excel
Education
Santa Clara University 2011 — 2012
Master's degree, Computer Engineering
Santa Clara University 2007 — 2011
Leavey School, BusinessEconomics; Math
Acupera February 2014 - Present
Listen Up August 2012 - Present
Wells Fargo July 2013 - February 2014
Santa Clara University November 2007 - June 2010
Terres a Vin September 2009 - December 2009
CONCERT Global Group Ltd. February 2008 - June 2008
Edward Jones Investments March 2007 - June 2007
Skills
iOS development, Xcode, Objective-C, Photography, iPhone Application..., Web Development, Web Design, Machine Learning, JavaScript, CSS, Java, C++, PowerPoint, Programming, Public Speaking, Agile Methodologies, HTML 5, Microsoft Excel
Education
Santa Clara University 2011 — 2012
Master's degree, Computer Engineering
Santa Clara University 2007 — 2011
Leavey School, BusinessEconomics; Math
William Ren, Ph.D, CFA, CFP® William Ren, Ph.D, CFA, CFP®'s Edward Jones Investments Experience July 2007 - February 2011
Job President and LPL Financial Advisor at Ren & Associates at (847)6367887
Industry Investment Management
Experience
Ren & Associates February 2011 - Present
Edward Jones Investments July 2007 - February 2011
Motorola March 2003 - March 2007
Wachovia Corp March 2002 - March 2003
Skills
Recruiting, Venture Capital, Business Process..., Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Asset Management, Fixed Annuities, Financial Advisory, IRAs, Securities, 401k, Investment Management, Financial Services, Financial Planners, Insurance, Life Insurance, Roth IRA, Long Term Care Insurance, Finance, Disability Insurance, Bonds
Education
University of Minnesota-Twin Cities 1996 — 2001
Ph.D, Carlson School of Management
Peking University 1987 — 1994
BS,MS
Ren & Associates February 2011 - Present
Edward Jones Investments July 2007 - February 2011
Motorola March 2003 - March 2007
Wachovia Corp March 2002 - March 2003
Skills
Recruiting, Venture Capital, Business Process..., Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Asset Management, Fixed Annuities, Financial Advisory, IRAs, Securities, 401k, Investment Management, Financial Services, Financial Planners, Insurance, Life Insurance, Roth IRA, Long Term Care Insurance, Finance, Disability Insurance, Bonds
Education
University of Minnesota-Twin Cities 1996 — 2001
Ph.D, Carlson School of Management
Peking University 1987 — 1994
BS,MS
Mark Heaney Mark Heaney's Edward Jones Investments Experience August 2008 - December 2008
Job Can't tell you what I do....call me
Industry Financial Services
Experience
Can't tell you that either....call me June 2010 - Present
Golden Rule Air Conditioning and Heating January 2009 - May 2009
Edward Jones Investments August 2008 - December 2008
City of Willits May 2000 - July 2008
Education
Santa Rosa Junior College 1979 — 1985
no, General Education/Law Enforcement
Can't tell you that either....call me June 2010 - Present
Golden Rule Air Conditioning and Heating January 2009 - May 2009
Edward Jones Investments August 2008 - December 2008
City of Willits May 2000 - July 2008
Education
Santa Rosa Junior College 1979 — 1985
no, General Education/Law Enforcement
Jill Reeves's Edward Jones Investments Experience December 2009 - April 2011
Job Waste Characterization Specialist/Environmental Scientist at Tricord Consulting Group, Inc
Industry Environmental Services
Experience
Tricord Consulting Group, Inc November 2014 - Present
Edward Jones Investments December 2009 - April 2011
EnergySolutions July 2007 - September 2009
Skills
Hazardous Waste..., RCRA, Remediation, Waste, HAZWOPER, Training, Onboarding
Education
Murray State University 2003 — 2007
Bachelor's Degree, Major: Biology Minor: Chemistry
Tricord Consulting Group, Inc November 2014 - Present
Edward Jones Investments December 2009 - April 2011
EnergySolutions July 2007 - September 2009
Skills
Hazardous Waste..., RCRA, Remediation, Waste, HAZWOPER, Training, Onboarding
Education
Murray State University 2003 — 2007
Bachelor's Degree, Major: Biology Minor: Chemistry
B. Rhett Gould B. Rhett Gould's Edward Jones Investments Experience March 2001 - October 2009
Job Agent at Don Gould Agency, Inc. DBA First Missouri Insurance
Industry Insurance
Experience
Don Gould Agency, Inc. DBA First Missouri Insurance October 2009 - Present
Edward Jones Investments March 2001 - October 2009
Don Gould Agency, Inc. December 1994 - March 2001
Skills
Insurance, Life Insurance, Fixed Annuities, Auto Insurance, Home Insurance, Renter's Insurance, Rental Owner's insurance
Education
Missouri Southern State University 1993 — 1995
History
Carl Junction High School 1989 — 1993
Don Gould Agency, Inc. DBA First Missouri Insurance October 2009 - Present
Edward Jones Investments March 2001 - October 2009
Don Gould Agency, Inc. December 1994 - March 2001
Skills
Insurance, Life Insurance, Fixed Annuities, Auto Insurance, Home Insurance, Renter's Insurance, Rental Owner's insurance
Education
Missouri Southern State University 1993 — 1995
History
Carl Junction High School 1989 — 1993
Bob Swank Bob Swank's Edward Jones Investments Experience June 2010 - June 2012
Job Head Football Coach, Head Track Coach at Duluth High School
Industry Sports
Experience
Duluth High School February 2015 - Present
Swank MotorSports June 2009 - Present
Duluth High School July 2013 - January 2015
BB&T June 2012 - July 2013
Edward Jones Investments June 2010 - June 2012
Cobb County Schools July 2005 - May 2010
University of Toledo 2004 - 2005
Buffalo State College 2001 - 2004
Methodist University 1994 - 2001
Midwestern State University 1992 - 1994
Skills
Small Business, Investments, Strategic Financial..., Public Speaking, Fundraising, Coaching, Insurance, Marketing, Budget, Strategic Planning, Sales, Budgets, Leadership, Recruiting, Program Management, Team Building, Financial Analysis, Management, Teaching, New Business Development, Sports, Training, Finance, Sports Management, Customer Service, Event Planning
Education
Midwestern State University 1992 — 1994
Masters, Kinesiology
Widener University 1986 — 1990
Bachelors, Business Administration
Duluth High School February 2015 - Present
Swank MotorSports June 2009 - Present
Duluth High School July 2013 - January 2015
BB&T June 2012 - July 2013
Edward Jones Investments June 2010 - June 2012
Cobb County Schools July 2005 - May 2010
University of Toledo 2004 - 2005
Buffalo State College 2001 - 2004
Methodist University 1994 - 2001
Midwestern State University 1992 - 1994
Skills
Small Business, Investments, Strategic Financial..., Public Speaking, Fundraising, Coaching, Insurance, Marketing, Budget, Strategic Planning, Sales, Budgets, Leadership, Recruiting, Program Management, Team Building, Financial Analysis, Management, Teaching, New Business Development, Sports, Training, Finance, Sports Management, Customer Service, Event Planning
Education
Midwestern State University 1992 — 1994
Masters, Kinesiology
Widener University 1986 — 1990
Bachelors, Business Administration
Denise DiGangi Denise DiGangi's Edward Jones Investments Experience December 2005 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
ARBOR FINANCIAL SERVICES, LLC October 2014 - Present
CORNERSTONE ASSET MANAGEMENT September 2012 - September 2014
AMERIPRISE FINANCIAL/ BURTON PARTNERS LLC November 2010 - January 2012
EDWARD JONES INVESTMENTS December 2005 - October 2009
CLUB COLORS, INC January 2000 - January 2002
ARTHUR ANDERSEN March 1986 - January 2000
Skills
Outlook, Office Management, Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Marketing, Microsoft Office, Microsoft Word, Event Planning, Sales, Time Management, Data Entry, File Management, Access, Telephone Skills
Education
Northern Illinois University
Bachelors of Arts
Northern Illinois University
Bachelor's degree
ARBOR FINANCIAL SERVICES, LLC October 2014 - Present
CORNERSTONE ASSET MANAGEMENT September 2012 - September 2014
AMERIPRISE FINANCIAL/ BURTON PARTNERS LLC November 2010 - January 2012
EDWARD JONES INVESTMENTS December 2005 - October 2009
CLUB COLORS, INC January 2000 - January 2002
ARTHUR ANDERSEN March 1986 - January 2000
Skills
Outlook, Office Management, Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Marketing, Microsoft Office, Microsoft Word, Event Planning, Sales, Time Management, Data Entry, File Management, Access, Telephone Skills
Education
Northern Illinois University
Bachelors of Arts
Northern Illinois University
Bachelor's degree
Devan Larsen Devan Larsen's Edward Jones Investments Experience April 2008 - August 2008
Job Law Clerk at Slack & Associates
Industry Law Practice
Experience
Slack & Associates May 2014 - April 2015
Los Angeles County District Attorney's Office May 2013 - May 2014
Lederer & Nojima, LLP August 2011 - June 2012
Associated Students of UCLA Catering September 2008 - January 2012
International Center for Talent Development at UCLA September 2009 - June 2011
UCLA Blue and Gold Athletics Recruiting February 2008 - September 2010
Edward Jones Investments April 2008 - August 2008
Skills
Analysis, Research, Administrative..., Legal Research, Legal Writing, Trials, Litigation, Westlaw, Courts, Public Speaking, Microsoft Office, Civil Litigation, Microsoft Excel, Microsoft Word
Education
Pepperdine University School of Law 2012 — 2015
Juris Doctor, Law
UCLA 2007 — 2011
Bachelor of Arts, Psychology
Slack & Associates May 2014 - April 2015
Los Angeles County District Attorney's Office May 2013 - May 2014
Lederer & Nojima, LLP August 2011 - June 2012
Associated Students of UCLA Catering September 2008 - January 2012
International Center for Talent Development at UCLA September 2009 - June 2011
UCLA Blue and Gold Athletics Recruiting February 2008 - September 2010
Edward Jones Investments April 2008 - August 2008
Skills
Analysis, Research, Administrative..., Legal Research, Legal Writing, Trials, Litigation, Westlaw, Courts, Public Speaking, Microsoft Office, Civil Litigation, Microsoft Excel, Microsoft Word
Education
Pepperdine University School of Law 2012 — 2015
Juris Doctor, Law
UCLA 2007 — 2011
Bachelor of Arts, Psychology
Eddie Evans's Edward Jones Investments Experience 1999 - 2000
Job Director at WG Consulting, LLC
Industry Oil & Energy
Experience
WG Consulting, LLC August 2012 - Present
Elliptical Production Management Services, LLC 2009 - August 2012
Sirius Solutions 2004 - 2009
NCI Building Systems 2001 - 2004
EY 2000 - 2001
Edward Jones Investments 1999 - 2000
Arthur Andersen Business Consulting 1991 - 1999
Phillips Petroleum Company 1987 - 1991
Skills
IT Audit, Internal Audit, Sarbanes-Oxley, IT Management, Business Process..., Internal Controls, Enterprise Risk..., Risk Management, Auditing, ERP, Change Management, Business Analysis, Management Consulting, Program Management, IT Strategy, Oil & Gas Industry, Project Management, Oil Industry, Mergers & Acquisitions, Security, Information Security, Governance, Business Process, Executive Management, Information Security..., CRM, Sarbanes-Oxley Act, Information Technology, Management, ITIL, Analysis, Leadership, Enterprise Software, Project Portfolio..., Project Planning, Process Improvement, Consulting, Due Diligence
Education
Northeastern State University 1983 — 1987
BA, Computer Science & Accounting
WG Consulting, LLC August 2012 - Present
Elliptical Production Management Services, LLC 2009 - August 2012
Sirius Solutions 2004 - 2009
NCI Building Systems 2001 - 2004
EY 2000 - 2001
Edward Jones Investments 1999 - 2000
Arthur Andersen Business Consulting 1991 - 1999
Phillips Petroleum Company 1987 - 1991
Skills
IT Audit, Internal Audit, Sarbanes-Oxley, IT Management, Business Process..., Internal Controls, Enterprise Risk..., Risk Management, Auditing, ERP, Change Management, Business Analysis, Management Consulting, Program Management, IT Strategy, Oil & Gas Industry, Project Management, Oil Industry, Mergers & Acquisitions, Security, Information Security, Governance, Business Process, Executive Management, Information Security..., CRM, Sarbanes-Oxley Act, Information Technology, Management, ITIL, Analysis, Leadership, Enterprise Software, Project Portfolio..., Project Planning, Process Improvement, Consulting, Due Diligence
Education
Northeastern State University 1983 — 1987
BA, Computer Science & Accounting
Kirby Kleinsmith CFP(R), ChFC(R)'s Edward Jones Investments Experience 2000 - 2002
Job Financial Planner
Industry Financial Services
Experience
Kleinsmith Resource Management, LLC 2010 - Present
MBSEF 2012 - Present
Valentine Ventures LLC July 2006 - September 2009
Self Employed 2002 - 2006
Edward Jones Investments 2000 - 2002
Lamb-Weston Inc 1991 - 2000
Skills
Investments, Financial Advisory, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Small Business, Mutual Funds, Financial Planning, Estate Planning, Financial Services, Asset Management, Retirement, Insurance, Leadership, Portfolio Management, Series 65, Customer Service, Certified Financial..., Investment Management, College Savings Plans, Investment Advisory, Investment Strategies, Securities, Financial Analysis, Asset Allocation
Education
Oregon State University 1985 — 1990
BS, ARec, Economics
The American College
Chartered Financial Consultant, Personal Financial Planning
Kleinsmith Resource Management, LLC 2010 - Present
MBSEF 2012 - Present
Valentine Ventures LLC July 2006 - September 2009
Self Employed 2002 - 2006
Edward Jones Investments 2000 - 2002
Lamb-Weston Inc 1991 - 2000
Skills
Investments, Financial Advisory, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Small Business, Mutual Funds, Financial Planning, Estate Planning, Financial Services, Asset Management, Retirement, Insurance, Leadership, Portfolio Management, Series 65, Customer Service, Certified Financial..., Investment Management, College Savings Plans, Investment Advisory, Investment Strategies, Securities, Financial Analysis, Asset Allocation
Education
Oregon State University 1985 — 1990
BS, ARec, Economics
The American College
Chartered Financial Consultant, Personal Financial Planning
Bill Wahl's Edward Jones Investments Experience November 2006 - February 2009
Job Financial Strategist at Rockwell Associates
Industry Financial Services
Experience
Rockwell Associates March 2009 - Present
Edward Jones Investments November 2006 - February 2009
JP Morgan Chase March 1999 - March 2006
CoreStates Financial Corp November 1989 - June 1998
Skills
Investments, Financial Services, Finance, Pensions, FINRA, Program Management, Health Insurance, Tax, Investment Properties, Banking
Education
Syracuse University 1984 — 1989
The Maxwell School at Syracuse University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Rockwell Associates March 2009 - Present
Edward Jones Investments November 2006 - February 2009
JP Morgan Chase March 1999 - March 2006
CoreStates Financial Corp November 1989 - June 1998
Skills
Investments, Financial Services, Finance, Pensions, FINRA, Program Management, Health Insurance, Tax, Investment Properties, Banking
Education
Syracuse University 1984 — 1989
The Maxwell School at Syracuse University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Shermone Kyle, PHR's Edward Jones Investments Experience August 1996 - September 2001
Job Sr. HR Generalist at Edward Jones
Industry Banking
Experience
Edward Jones January 2011 - Present
Federal Reserve Bank of St. Louis July 2008 - October 2010
Federal Reserve Bank of St. Louis September 2001 - July 2008
Edward Jones Investments August 1996 - September 2001
Skills
Employee Relations, Coaching, Leave Management, Problem Solving, Performance Management, Management, Employee Benefits, Employee Training, Human Resources, Recruiting, Leadership, Training, Policy, HR Policies, New Hire Orientations
Education
Washington University in St. Louis 2012 — 2012
SHRM Learning System
Southeast Missouri State University 1992 — 1997
Bachelor of Science, Mass Communication
Southeast Missouri State University
BS, Mass Communication
Southeast Missouri State University
BS, Mass Communication; Advertising
Women's Leadership Institute, UCLA
Edward Jones January 2011 - Present
Federal Reserve Bank of St. Louis July 2008 - October 2010
Federal Reserve Bank of St. Louis September 2001 - July 2008
Edward Jones Investments August 1996 - September 2001
Skills
Employee Relations, Coaching, Leave Management, Problem Solving, Performance Management, Management, Employee Benefits, Employee Training, Human Resources, Recruiting, Leadership, Training, Policy, HR Policies, New Hire Orientations
Education
Washington University in St. Louis 2012 — 2012
SHRM Learning System
Southeast Missouri State University 1992 — 1997
Bachelor of Science, Mass Communication
Southeast Missouri State University
BS, Mass Communication
Southeast Missouri State University
BS, Mass Communication; Advertising
Women's Leadership Institute, UCLA
Ricky Williams, CFA's Edward Jones Investments Experience August 2003 - August 2004
Job Asset Manager at Denbury Resources
Industry Oil & Energy
Experience
Denbury Resources July 2014 - Present
Denbury Resources February 2013 - June 2014
Denbury Resources February 2011 - February 2013
Denbury Resources June 2010 - February 2011
Oxy February 2007 - May 2010
Anadarko Petroleum July 1996 - January 2007
Edward Jones Investments August 2003 - August 2004
Skills
Reservoir Engineering, Reservoir Simulation, Reservoir Management, Petroleum Engineering, Financial Analysis, Real Estate Investment, Portfolio Management, Investment Advisory, Personal Finance, EOR, Reserves, Product Optimization, Well Testing, Field Development, Investment Properties, Petroleum Economics, Upstream, CO2, Pressure Transient...
Education
Texas A&M University 1990 — 1994
B.S., Petroleum Engineering
Stanford University 1995 — 1996
M.S., Petroleum Engineering
Denbury Resources July 2014 - Present
Denbury Resources February 2013 - June 2014
Denbury Resources February 2011 - February 2013
Denbury Resources June 2010 - February 2011
Oxy February 2007 - May 2010
Anadarko Petroleum July 1996 - January 2007
Edward Jones Investments August 2003 - August 2004
Skills
Reservoir Engineering, Reservoir Simulation, Reservoir Management, Petroleum Engineering, Financial Analysis, Real Estate Investment, Portfolio Management, Investment Advisory, Personal Finance, EOR, Reserves, Product Optimization, Well Testing, Field Development, Investment Properties, Petroleum Economics, Upstream, CO2, Pressure Transient...
Education
Texas A&M University 1990 — 1994
B.S., Petroleum Engineering
Stanford University 1995 — 1996
M.S., Petroleum Engineering
Conrad Givers's Edward Jones Investments Experience October 2007 - March 2010
Job Vice President ADM Corn Processing at Archer Daniels Midland
Industry Executive Office
Experience
Archer Daniels Midland April 2010 - Present
DC Partners, LLC November 2005 - July 2011
Edward jones Investments October 2007 - March 2010
Audio Video Environments 2004 - 2005
Archer Daniels Midland January 1990 - February 2004
Education
Millikin University 1985 — 1990
Bachelor of Science, Business Administration
Archer Daniels Midland April 2010 - Present
DC Partners, LLC November 2005 - July 2011
Edward jones Investments October 2007 - March 2010
Audio Video Environments 2004 - 2005
Archer Daniels Midland January 1990 - February 2004
Education
Millikin University 1985 — 1990
Bachelor of Science, Business Administration
Matt Aldrich's Edward Jones Investments Experience April 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments April 2013 - Present
Independent Insurance Agent January 2012 - April 2013
Warner Bros. Entertainment Group of Companies May 2009 - December 2011
Warner Bros. November 2006 - May 2009
Red Bank International Film Festival June 2000 - December 2008
Suntaur Entertainment 2005 - 2006
Cablevision 2001 - 2003
Skills
Entertainment, Film, Television, Post Production, Feature Films, Film Production, Production Managment, Digital Distribution, Digital Media, Video Production, Final Draft, New Media, Entertainment Industry, Video, Screenwriting, Reality
Education
University of Miami 2003 — 2005
Master of Fine Arts (M.F.A.), Motion Picture Producing
New College of Florida 1996 — 2000
Bachelor of Arts (B.A.), Film Critical Theory and Video Production
Red Bank Regional
Edward Jones Investments April 2013 - Present
Independent Insurance Agent January 2012 - April 2013
Warner Bros. Entertainment Group of Companies May 2009 - December 2011
Warner Bros. November 2006 - May 2009
Red Bank International Film Festival June 2000 - December 2008
Suntaur Entertainment 2005 - 2006
Cablevision 2001 - 2003
Skills
Entertainment, Film, Television, Post Production, Feature Films, Film Production, Production Managment, Digital Distribution, Digital Media, Video Production, Final Draft, New Media, Entertainment Industry, Video, Screenwriting, Reality
Education
University of Miami 2003 — 2005
Master of Fine Arts (M.F.A.), Motion Picture Producing
New College of Florida 1996 — 2000
Bachelor of Arts (B.A.), Film Critical Theory and Video Production
Red Bank Regional
Kyle Hatfield's Edward Jones Investments Experience May 2007 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments May 2007 - Present
City of Reynoldsburg January 2001 - June 2005
Education
Ohio Northern University 1994 — 1998
Edward Jones Investments May 2007 - Present
City of Reynoldsburg January 2001 - June 2005
Education
Ohio Northern University 1994 — 1998
Burton Brown, AAMS®, MBA's Edward Jones Investments Experience September 2006 - November 2012
Job Partner, Financial Strategist at Atomi Financial Group
Industry Financial Services
Experience
Atomi Financial Group December 2014 - Present
Action Referrals BNI 2008 - Present
Marine Corps League 2007 - Present
Courtlandt Group April 2014 - December 2014
Capstone Affluent Strategies November 2012 - June 2014
Edward Jones Investments September 2006 - November 2012
BNI 2009 - 2009
US Army Special Operations Command July 1999 - July 2004
US Marine Corps July 1995 - July 1999
Skills
Finance, Leadership Development, Strategic Planning, Public Speaking, Customer Service, Team Building, Team Leadership, Analysis, Negotiation, Budgets, Management, Security, Sales, Risk Management, Coaching, Program Management, Change Management, Series 7, Strategy, Investments, Entrepreneurship, Retirement Planning, Portfolio Management, Leadership, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBAJ, Finance & Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
BSM, Business
Texas A&M University - Mays Business School 2001 — 2003
Business
New Mexico Military Institute 1991 — 1995
HS Diploma
Atomi Financial Group December 2014 - Present
Action Referrals BNI 2008 - Present
Marine Corps League 2007 - Present
Courtlandt Group April 2014 - December 2014
Capstone Affluent Strategies November 2012 - June 2014
Edward Jones Investments September 2006 - November 2012
BNI 2009 - 2009
US Army Special Operations Command July 1999 - July 2004
US Marine Corps July 1995 - July 1999
Skills
Finance, Leadership Development, Strategic Planning, Public Speaking, Customer Service, Team Building, Team Leadership, Analysis, Negotiation, Budgets, Management, Security, Sales, Risk Management, Coaching, Program Management, Change Management, Series 7, Strategy, Investments, Entrepreneurship, Retirement Planning, Portfolio Management, Leadership, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBAJ, Finance & Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
BSM, Business
Texas A&M University - Mays Business School 2001 — 2003
Business
New Mexico Military Institute 1991 — 1995
HS Diploma
Jason M. Perry's Edward Jones Investments Experience May 2009 - Present
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments May 2009 - Present
Education
Saint Bonaventure University 1992 — 1997
Edward Jones Investments May 2009 - Present
Education
Saint Bonaventure University 1992 — 1997
Laura Boehringer's Edward Jones Investments Experience August 2004 - July 2006
Job Financial Analyst at USHealth Administrators, Inc.
Industry Hospital & Health Care
Experience
USHealth Administrators, Inc. December 2014 - Present
North Texas Specialty Physicans November 2013 - November 2014
North Texas Specialty Physicans June 2012 - November 2014
North Texas Specialty Physicians December 2009 - November 2014
MetLife Home Loans May 2009 - July 2009
Citi November 2007 - December 2008
Miller Brewing Company 2006 - 2007
Edward Jones Investments August 2004 - July 2006
Guardian First Federal Credit Union May 2000 - August 2004
Skills
Variance Analysis, Essbase, PeopleSoft, Forecasting, Budgeting, Data Mining, Billing, Excel, Access, PowerPoint, Outlook, Word, Financial Analysis, Loan Origination, ADP Payroll, ADP HRB, ADP ezLaborManager, QuickBooks, Microsoft Word, Microsoft Excel, Data Analysis, Budgets, Invoicing
Education
The University of Dallas 2012 — 2014
Master of Business Administration (MBA), Masters of Business, 3.5
The University of Texas at Arlington 2003 — 2006
Finance, Business Administration
Tarrant County College 1999 — 2003
Associates, Business Admin
Tarrant County College 1999 — 2003
Associate Arts, Business AdministrationMay 2003
USHealth Administrators, Inc. December 2014 - Present
North Texas Specialty Physicans November 2013 - November 2014
North Texas Specialty Physicans June 2012 - November 2014
North Texas Specialty Physicians December 2009 - November 2014
MetLife Home Loans May 2009 - July 2009
Citi November 2007 - December 2008
Miller Brewing Company 2006 - 2007
Edward Jones Investments August 2004 - July 2006
Guardian First Federal Credit Union May 2000 - August 2004
Skills
Variance Analysis, Essbase, PeopleSoft, Forecasting, Budgeting, Data Mining, Billing, Excel, Access, PowerPoint, Outlook, Word, Financial Analysis, Loan Origination, ADP Payroll, ADP HRB, ADP ezLaborManager, QuickBooks, Microsoft Word, Microsoft Excel, Data Analysis, Budgets, Invoicing
Education
The University of Dallas 2012 — 2014
Master of Business Administration (MBA), Masters of Business, 3.5
The University of Texas at Arlington 2003 — 2006
Finance, Business Administration
Tarrant County College 1999 — 2003
Associates, Business Admin
Tarrant County College 1999 — 2003
Associate Arts, Business AdministrationMay 2003
Kyle Bigford's Edward Jones Investments Experience Financial AdvisorEdward Jones Investments2000 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Financial AdvisorEdward Jones Investments2000 - Present
Education
Michigan State University - The Eli Broad College of Business 1995 — 1999
Edward Jones Investments Financial AdvisorEdward Jones Investments2000 - Present
Education
Michigan State University - The Eli Broad College of Business 1995 — 1999
Greg Homrighous's Edward Jones Investments Experience 2006 - 2010
Job QA Automation Supervisor at Scottrade
Industry Information Technology and Services
Experience
Scottrade May 2015 - Present
Magellan Health Services December 2009 - June 2012
Edward Jones Investments 2006 - 2010
Southern Illinois University Edwardsville August 2004 - January 2006
Homrighous Consulting January 2004 - August 2004
Illinois State Geological Survey September 2001 - January 2003
Skills
SDLC
Education
Southern Illinois University, Edwardsville 2008 — 2012
MBA, MBA- Specialization in Project Mgmt.
Southern Illinois University, Edwardsville 2003 — 2005
M.S. CMIS
Scottrade May 2015 - Present
Magellan Health Services December 2009 - June 2012
Edward Jones Investments 2006 - 2010
Southern Illinois University Edwardsville August 2004 - January 2006
Homrighous Consulting January 2004 - August 2004
Illinois State Geological Survey September 2001 - January 2003
Skills
SDLC
Education
Southern Illinois University, Edwardsville 2008 — 2012
MBA, MBA- Specialization in Project Mgmt.
Southern Illinois University, Edwardsville 2003 — 2005
M.S. CMIS
Jason Sims's Edward Jones Investments Experience February 2004 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2004 - Present
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, Fixed Annuities, College Savings Plans, Wealth Accumulation, Asset Allocation, Mutual Funds, Roth IRA, 529 Plans, Series 63
Education
Southern Nazarene University 2000 — 2004
Bachelor of Finance, Finance, General
Edward Jones Investments February 2004 - Present
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, Fixed Annuities, College Savings Plans, Wealth Accumulation, Asset Allocation, Mutual Funds, Roth IRA, 529 Plans, Series 63
Education
Southern Nazarene University 2000 — 2004
Bachelor of Finance, Finance, General
Peter Crane, MBA's Edward Jones Investments Experience June 1994 - December 1994
Job Tech SupportT Mobile
Industry Telecommunications
Experience
T-Mobile November 2009 - March 2011
Verizon January 2009 - November 2009
DUN AND BRADSTREET April 2008 - January 2009
WADDELL AND REED September 2006 - March 2007
PNC BANK January 1997 - January 2006
U.S. Army National Guard January 1990 - January 1998
VALLEY NATIONAL INVESTMENTS January 1996 - January 1997
CONTINENTAL BROKER/DEALER CORPORATION January 1995 - January 1996
EDWARD JONES INVESTMENTS June 1994 - December 1994
Education
Robert Morris University 2001 — 2003
MBA, Finance
West Virginia University 1992 — 1994
BS Finance
Parkland high school
T-Mobile November 2009 - March 2011
Verizon January 2009 - November 2009
DUN AND BRADSTREET April 2008 - January 2009
WADDELL AND REED September 2006 - March 2007
PNC BANK January 1997 - January 2006
U.S. Army National Guard January 1990 - January 1998
VALLEY NATIONAL INVESTMENTS January 1996 - January 1997
CONTINENTAL BROKER/DEALER CORPORATION January 1995 - January 1996
EDWARD JONES INVESTMENTS June 1994 - December 1994
Education
Robert Morris University 2001 — 2003
MBA, Finance
West Virginia University 1992 — 1994
BS Finance
Parkland high school
Eric Bartlett's Edward Jones Investments Experience January 2005 - October 2008
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
Edward Jones October 2008 - March 2012
Edward Jones Investments January 2005 - October 2008
Edward Jones Investments February 2002 - January 2005
Charles Schwab September 1997 - September 2001
Skills
Leadership Development, Leadership, Training, Marketing, Financial Services
Education
Northern Arizona University 1994 — 1996
B.S., Communications
Edward Jones February 2012 - Present
Edward Jones October 2008 - March 2012
Edward Jones Investments January 2005 - October 2008
Edward Jones Investments February 2002 - January 2005
Charles Schwab September 1997 - September 2001
Skills
Leadership Development, Leadership, Training, Marketing, Financial Services
Education
Northern Arizona University 1994 — 1996
B.S., Communications
Mike Feeney's Edward Jones Investments Experience December 2006 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments December 2006 - Present
Merrill Lynch May 2000 - December 2006
Skills
Series 7, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., IRAs, Investment Advisory, 401k Rollovers, 401k, Finance, Financial Advisory, Financial Planning, Fixed Annuities, Investment Strategies, Series 65
Education
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones Investments December 2006 - Present
Merrill Lynch May 2000 - December 2006
Skills
Series 7, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., IRAs, Investment Advisory, 401k Rollovers, 401k, Finance, Financial Advisory, Financial Planning, Fixed Annuities, Investment Strategies, Series 65
Education
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Matt Ruzicka's Edward Jones Investments Experience 2000 - 2002
Job Attorney Consultant at LexisNexis
Industry Legal Services
Experience
LexisNexis Assistant Stafff Judge AdvocateUnited States Air Force2002 - 2006
Edward Jones Investments 2000 - 2002
Education
Oklahoma City University School of Law 1996 — 1999
J.D., Law
Missouri State University 1987 — 1992
B.S., Finance
LexisNexis Assistant Stafff Judge AdvocateUnited States Air Force2002 - 2006
Edward Jones Investments 2000 - 2002
Education
Oklahoma City University School of Law 1996 — 1999
J.D., Law
Missouri State University 1987 — 1992
B.S., Finance
Deloris Deloris's Edward Jones Investments Experience
Job Sr. Branch Office Administrator at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments
Skills
Customer Service, Marketing, Time Management, Event Planning
Education
Mississippi Gulf Coast Community College
Edward Jones Investments
Skills
Customer Service, Marketing, Time Management, Event Planning
Education
Mississippi Gulf Coast Community College
Angie Avery's Edward Jones Investments Experience March 2012 - Present
Job Business Office Administrator at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments March 2012 - Present
BeBetterU Inc Dream Ranch July 2010 - Present
Arbonne International 2001 - Present
Skills
Microsoft Office Suite, Social Networking, Internet Research, Event Planning, Customer Service, Leadership, Management, Marketing, Microsoft Office, Microsoft Excel, Non-profits, Nonprofits, Online Research, PowerPoint, Public Speaking, Sales, Social Media, Strategic Planning, Teaching, Team Building, Teamwork, Volunteer Management, Curriculum Design, Access
Education
International Aviation and Travel Academy
Ogle School Hair Skin Nails-Arlington
University of North Texas
Edward Jones Investments March 2012 - Present
BeBetterU Inc Dream Ranch July 2010 - Present
Arbonne International 2001 - Present
Skills
Microsoft Office Suite, Social Networking, Internet Research, Event Planning, Customer Service, Leadership, Management, Marketing, Microsoft Office, Microsoft Excel, Non-profits, Nonprofits, Online Research, PowerPoint, Public Speaking, Sales, Social Media, Strategic Planning, Teaching, Team Building, Teamwork, Volunteer Management, Curriculum Design, Access
Education
International Aviation and Travel Academy
Ogle School Hair Skin Nails-Arlington
University of North Texas
Aaron Tretter's Edward Jones Investments Experience ManagerSCB PartnersApril 2001 - May 2003
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments ManagerSCB PartnersApril 2001 - May 2003
Education
Southern Illinois University, Carbondale 2000 — 2004
Edward Jones Investments ManagerSCB PartnersApril 2001 - May 2003
Education
Southern Illinois University, Carbondale 2000 — 2004
Lynne Crehan's Edward Jones Investments Experience August 2006 - October 2007
Job Retired from Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. November 2010 - March 2014
First United Bank & Trust January 2010 - October 2010
First United Bank & Trust October 2007 - March 2010
Edward Jones Investments August 2006 - October 2007
Garrett County Chamber of Commerce August 2005 - September 2006
Property & CasualtyKight's Insurance, Inc August 2004 - August 2005
Planners Consulting Group August 2003 - August 2004
Financial Computer Support Inc October 2001 - March 2003
Investment Counselors of Maryland December 1978 - August 2001
Skills
Loans, Marketing, Auditing, Banking, Credit, Credit Analysis
Education
NY Institute of Finance 1990 — 1990
Salisbury University 1970 — 1974
B.A., Sociology
Woodlawn Senior High School 1968 — 1970
Morningstar, Inc. November 2010 - March 2014
First United Bank & Trust January 2010 - October 2010
First United Bank & Trust October 2007 - March 2010
Edward Jones Investments August 2006 - October 2007
Garrett County Chamber of Commerce August 2005 - September 2006
Property & CasualtyKight's Insurance, Inc August 2004 - August 2005
Planners Consulting Group August 2003 - August 2004
Financial Computer Support Inc October 2001 - March 2003
Investment Counselors of Maryland December 1978 - August 2001
Skills
Loans, Marketing, Auditing, Banking, Credit, Credit Analysis
Education
NY Institute of Finance 1990 — 1990
Salisbury University 1970 — 1974
B.A., Sociology
Woodlawn Senior High School 1968 — 1970
Deb Carlstrom's Edward Jones Investments Experience May 2011 - Present
Job Edward Jone Investments
Industry Financial Services
Experience
Edward Jones Investments May 2011 - Present
Congressional staff 2003 - 2009
Skills
Public Speaking, Event Planning, Investments, Fundraising, Budgets, Customer Service, Leadership, Marketing, Public Relations, Team Building, Government
Education
Montana State University-Bozeman 1971 — 1975
BS, Ag Production
Edward Jones Investments May 2011 - Present
Congressional staff 2003 - 2009
Skills
Public Speaking, Event Planning, Investments, Fundraising, Budgets, Customer Service, Leadership, Marketing, Public Relations, Team Building, Government
Education
Montana State University-Bozeman 1971 — 1975
BS, Ag Production
Steve Widener I Execution Driver's Edward Jones Investments Experience July 2008 - January 2012
Job Independent Landman at Caple Royalty Services I Sales Professional I Operations Task Manager
Industry Financial Services
Experience
Caple Royalty Services February 2012 - Present
Edward Jones Investments July 2008 - January 2012
Skills
Sellers, First Time Home Buyers, Investment Properties, Relocation, Residential Homes, New Home Sales, Real Estate Transactions, Investors, Sales Presentations, Public Speaking, Organizational..., Negotiation
Education
Southern Methodist University - Cox School of Business
Business Administration, Management and Operations
Caple Royalty Services February 2012 - Present
Edward Jones Investments July 2008 - January 2012
Skills
Sellers, First Time Home Buyers, Investment Properties, Relocation, Residential Homes, New Home Sales, Real Estate Transactions, Investors, Sales Presentations, Public Speaking, Organizational..., Negotiation
Education
Southern Methodist University - Cox School of Business
Business Administration, Management and Operations
Kay Keller's Edward Jones Investments Experience March 2011 - June 2013
Job Licensed Title Agent at Suncoast One Title & Closings, Inc
Industry Financial Services
Experience
Suncoast One Title & Closings, Inc June 2013 - Present
Edward Jones Investments March 2011 - June 2013
FDIC RAC Contractor March 2010 - November 2010
Florida Community Bank February 2003 - January 2010
Dynamic Insights, Inc August 1988 - February 2003
Education
Otterbein University
BS in Ed, Speech, Theatre, Vocal Music
Suncoast One Title & Closings, Inc June 2013 - Present
Edward Jones Investments March 2011 - June 2013
FDIC RAC Contractor March 2010 - November 2010
Florida Community Bank February 2003 - January 2010
Dynamic Insights, Inc August 1988 - February 2003
Education
Otterbein University
BS in Ed, Speech, Theatre, Vocal Music
Pia Domineke Meyer's Edward Jones Investments Experience 2004 - April 2011
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2011 - Present
Edward Jones Investments 2004 - April 2011
US Bank 2000 - 2004
Bank of america 1997 - 2000
Skills
Customer Relations, Microsoft Office, Administration, Customer Service, Problem Solving, Managerial, Customer Retention, Conflict Resolution, Selling, Sales, Recruiting, System Administration, Time Management, Management, Outlook, Insurance, Payroll, Human Resources, Public Speaking, CRM, Strategic Planning
Education
Portland Community College 2004 — 2009
Associates, Science
Spokane Falls Community College 1996 — 1996
Merrill Lynch Wealth Management April 2011 - Present
Edward Jones Investments 2004 - April 2011
US Bank 2000 - 2004
Bank of america 1997 - 2000
Skills
Customer Relations, Microsoft Office, Administration, Customer Service, Problem Solving, Managerial, Customer Retention, Conflict Resolution, Selling, Sales, Recruiting, System Administration, Time Management, Management, Outlook, Insurance, Payroll, Human Resources, Public Speaking, CRM, Strategic Planning
Education
Portland Community College 2004 — 2009
Associates, Science
Spokane Falls Community College 1996 — 1996
Bobby Ludwig's Edward Jones Investments Experience Assistant Director of Residential LifeLee UniversityJuly 2004 - September 2005
Job Financial Advisor at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments Assistant Director of Residential LifeLee UniversityJuly 2004 - September 2005
Education
Palm Beach Atlantic University 1993 — 2000
M.A., Counseling Psychology
Edward Jones Investments Assistant Director of Residential LifeLee UniversityJuly 2004 - September 2005
Education
Palm Beach Atlantic University 1993 — 2000
M.A., Counseling Psychology
Paul Bucklin pbucklin5@wowway.com's Edward Jones Investments Experience November 2009 - February 2010
Job Financial Advisor at Edward Jones Investments
Industry Automotive
Experience
Ford Motor Company March 2010 - Present
Edward Jones Investments November 2009 - February 2010
Bethany Christian School January 2009 - February 2010
Chrysler LLC February 2003 - November 2008
DaimlerChrysler September 1996 - February 2003
Chrysler Corp. September 1993 - September 1996
Chrysler Corp December 1991 - September 1993
LTV Steel December 1989 - November 1991
Chrysler Corp November 1986 - November 1989
Michcon Gas Company January 1986 - November 1986
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
MBA
Michigan Technological University 1979 — 1984
BS, Metallurgical Engineeriing
Ford Motor Company March 2010 - Present
Edward Jones Investments November 2009 - February 2010
Bethany Christian School January 2009 - February 2010
Chrysler LLC February 2003 - November 2008
DaimlerChrysler September 1996 - February 2003
Chrysler Corp. September 1993 - September 1996
Chrysler Corp December 1991 - September 1993
LTV Steel December 1989 - November 1991
Chrysler Corp November 1986 - November 1989
Michcon Gas Company January 1986 - November 1986
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
MBA
Michigan Technological University 1979 — 1984
BS, Metallurgical Engineeriing
Richard Moeller's Edward Jones Investments Experience January 2005 - November 2005
Job Jacksonville Sheriff's Office
Industry Law Enforcement
Experience
Jacksonville Sheriff's Office 2014 - Present
Law Enforcement Academy August 2013 - April 2014
Fossil May 2011 - August 2012
Lucky Brand Jeans July 2010 - May 2011
J. Crew November 2005 - July 2010
Edward Jones Investments January 2005 - November 2005
Polo Ralph Lauren 2000 - 2004
Skills
Store Operations, Customer Service, Inventory Control, Sales Management, Driving Results, Loss Prevention, Visual Merchandising, Merchandising, Store Management, Sales, Retail, Profit, Inventory Management, Apparel, Fashion
Education
Reinhardt College 2001 — 2004
Bachelors, Business Administration
Jacksonville Sheriff's Office 2014 - Present
Law Enforcement Academy August 2013 - April 2014
Fossil May 2011 - August 2012
Lucky Brand Jeans July 2010 - May 2011
J. Crew November 2005 - July 2010
Edward Jones Investments January 2005 - November 2005
Polo Ralph Lauren 2000 - 2004
Skills
Store Operations, Customer Service, Inventory Control, Sales Management, Driving Results, Loss Prevention, Visual Merchandising, Merchandising, Store Management, Sales, Retail, Profit, Inventory Management, Apparel, Fashion
Education
Reinhardt College 2001 — 2004
Bachelors, Business Administration
Kathleen Wyble Graham's Edward Jones Investments Experience September 2001 - October 2006
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2006 - Present
Edward Jones Investments September 2001 - October 2006
USAA January 1983 - March 2001
Skills
Investments, Strategy, Insurance, Retirement, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planning, My ares of expertise..., Providing income in..., Bonds; individual..., Strategic Investment, Investment Planning, Financial Analysis, Portfolio Management, Risk Management, Asset Management, Financial Services
Education
Our Lady of the Lake University 1984 — 1986
MBA, Business Administration, Management and Operations
University of the Incarnate Word 1978 — 1981
BS, Education
Providence HS
Wells Fargo Advisors, LLC October 2006 - Present
Edward Jones Investments September 2001 - October 2006
USAA January 1983 - March 2001
Skills
Investments, Strategy, Insurance, Retirement, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planning, My ares of expertise..., Providing income in..., Bonds; individual..., Strategic Investment, Investment Planning, Financial Analysis, Portfolio Management, Risk Management, Asset Management, Financial Services
Education
Our Lady of the Lake University 1984 — 1986
MBA, Business Administration, Management and Operations
University of the Incarnate Word 1978 — 1981
BS, Education
Providence HS
Michele Molitor's Edward Jones Investments Experience March 1998 - December 2000
Job Broker Agent Director of Career Development
Industry Real Estate
Experience
The Blondin Group March 2007 - Present
Coldwell Banker Gundaker January 2001 - February 2007
Edward Jones Investments March 1998 - December 2000
Skills
Foreclosures, Real Estate Development, Sellers, First Time Home Buyers, Real Estate, Short Sales, Investment Properties, Single Family Homes, Relocation, Buyer Representation, Listings, New Home Sales, Townhomes, Condos, Buyers
Education
Missouri State University 1990 — 1994
Marketing / Sociology
The Blondin Group March 2007 - Present
Coldwell Banker Gundaker January 2001 - February 2007
Edward Jones Investments March 1998 - December 2000
Skills
Foreclosures, Real Estate Development, Sellers, First Time Home Buyers, Real Estate, Short Sales, Investment Properties, Single Family Homes, Relocation, Buyer Representation, Listings, New Home Sales, Townhomes, Condos, Buyers
Education
Missouri State University 1990 — 1994
Marketing / Sociology
Chris Barmann's Edward Jones Investments Experience September 2003 - November 2009
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed December 2014 - Present
Wells Fargo Advisors, LLC November 2009 - December 2014
Edward Jones Investments September 2003 - November 2009
Southwestern Company June 1999 - August 2003
Education
University of Missouri-Columbia 1999 — 2002
History, History
Northwest Missouri State University 1998 — 1999
Maryville High School 1994 — 1998
Waddell & Reed December 2014 - Present
Wells Fargo Advisors, LLC November 2009 - December 2014
Edward Jones Investments September 2003 - November 2009
Southwestern Company June 1999 - August 2003
Education
University of Missouri-Columbia 1999 — 2002
History, History
Northwest Missouri State University 1998 — 1999
Maryville High School 1994 — 1998
Gary J Martin's Edward Jones Investments Experience May 1995 - October 2003
Job Independent Distributor
Industry Health, Wellness and Fitness
Experience
LifeVantage Corporation September 2009 - Present
Sterling Health Plans June 2009 - August 2009
Edward Jones, Investments May 1995 - October 2003
Education
Spring Arbor University 1970 — 1973
Bachelor of Arts, Psychology
Ferndale High School 1965 — 1968
General, College Prep
LifeVantage Corporation September 2009 - Present
Sterling Health Plans June 2009 - August 2009
Edward Jones, Investments May 1995 - October 2003
Education
Spring Arbor University 1970 — 1973
Bachelor of Arts, Psychology
Ferndale High School 1965 — 1968
General, College Prep
Dean Lindeman's Edward Jones Investments Experience November 1998 - May 2003
Job Innovative Leadership
Industry Management Consulting
Experience
Mayo Clinic Health System - Cannon Falls January 2010 - Present
Lindeman Consulting LLC February 2008 - June 2011
Turtle River Press LLC October 1996 - December 2007
Edward Jones Investments November 1998 - May 2003
Midwest of Cannon Falls September 1977 - June 1994
Skills
Advertising, Leadership, Public Speaking, Team Building, Marketing, Small Business, Marketing Communications, Product Development, Sales
Education
St. Cloud State University
B.S., Business Administration
Mayo Clinic Health System - Cannon Falls January 2010 - Present
Lindeman Consulting LLC February 2008 - June 2011
Turtle River Press LLC October 1996 - December 2007
Edward Jones Investments November 1998 - May 2003
Midwest of Cannon Falls September 1977 - June 1994
Skills
Advertising, Leadership, Public Speaking, Team Building, Marketing, Small Business, Marketing Communications, Product Development, Sales
Education
St. Cloud State University
B.S., Business Administration
Greg Riccardi's Edward Jones Investments Experience October 2008 - October 2011
Job Enterprise Sales Executive
Industry Computer Software
Experience
Edward Jones Investments October 2008 - October 2011
Designfusion October 2008 - April 2009
Siemens PLM Software 2001 - 2008
Siemens PLM Software (formally UGS, EDS) 1993 - 2001
Rand A Technology Company 1987 - 1993
Education
Mohawk College
Edward Jones Investments October 2008 - October 2011
Designfusion October 2008 - April 2009
Siemens PLM Software 2001 - 2008
Siemens PLM Software (formally UGS, EDS) 1993 - 2001
Rand A Technology Company 1987 - 1993
Education
Mohawk College
Lori Zahn's Edward Jones Investments Experience November 1995 - June 1999
Job Business Owner at Gator Hose
Industry Wholesale
Experience
Gator Hose May 2009 - Present
Edward Jones Investments November 1995 - June 1999
Miami County Republic Newspaper November 1990 - November 1995
Memorex Telex Corporation October 1988 - October 1990
Mirex Corporation May 1987 - October 1988
Skills
Advertising, Budgets, Copywriting, Customer Service, Editing, Event Management, Event Planning, Management, Marketing, Marketing Communications, Marketing Strategy, Press Releases, Product Development, Public Relations, Social Media, Strategic Planning, Team Building
Education
Oklahoma State University 1983 — 1987
B.S., Business Administration, Marketing Major
Oklahoma State University
Bachelor's degree-Marketing Major
Gator Hose May 2009 - Present
Edward Jones Investments November 1995 - June 1999
Miami County Republic Newspaper November 1990 - November 1995
Memorex Telex Corporation October 1988 - October 1990
Mirex Corporation May 1987 - October 1988
Skills
Advertising, Budgets, Copywriting, Customer Service, Editing, Event Management, Event Planning, Management, Marketing, Marketing Communications, Marketing Strategy, Press Releases, Product Development, Public Relations, Social Media, Strategic Planning, Team Building
Education
Oklahoma State University 1983 — 1987
B.S., Business Administration, Marketing Major
Oklahoma State University
Bachelor's degree-Marketing Major
Kimberly Coryell's Edward Jones Investments Experience December 2009 - November 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2012 - Present
Edward Jones Investments December 2009 - November 2012
State Farm Insurance March 2007 - December 2009
Skills
Insurance, Retirement, Customer Service, Finance, Retirement Planning, Leadership, Strategic Planning, Investments, Financial Planning, Life Insurance
Education
Oregon State University
Bachelor of Science Degree
Ameriprise Financial November 2012 - Present
Edward Jones Investments December 2009 - November 2012
State Farm Insurance March 2007 - December 2009
Skills
Insurance, Retirement, Customer Service, Finance, Retirement Planning, Leadership, Strategic Planning, Investments, Financial Planning, Life Insurance
Education
Oregon State University
Bachelor of Science Degree
Diana Leslie's Edward Jones Investments Experience February 2013 - Present
Job Administrative Assistant at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments February 2013 - Present
Bolivar Area Chamber of Commerce March 1998 - February 2013
Skills
Leadership Development, Marketing
Education
Southwest Missouri State University
Edward Jones Investments February 2013 - Present
Bolivar Area Chamber of Commerce March 1998 - February 2013
Skills
Leadership Development, Marketing
Education
Southwest Missouri State University
Magdalena Konicek's Edward Jones Investments Experience January 2001 - January 2006
Job Recruiting/Human Resources Professional
Industry Construction
Experience
JJ Stucco and Plastering System, Inc January 2006 - Present
Edward Jones Investments January 2001 - January 2006
Skills
Excel, Customer Relations, Word, Customer Service, Strategic Planning, Microsoft Excel
Education
Keller Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Human Resources2010
Northeastern University 1999 — 2001
Bachelor of Arts, Liberal Arts
JJ Stucco and Plastering System, Inc January 2006 - Present
Edward Jones Investments January 2001 - January 2006
Skills
Excel, Customer Relations, Word, Customer Service, Strategic Planning, Microsoft Excel
Education
Keller Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Human Resources2010
Northeastern University 1999 — 2001
Bachelor of Arts, Liberal Arts
ANDREW CONLEY's Edward Jones Investments Experience March 2008 - October 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Nationwide Insurance January 2014 - March 2015
EDWARD JONES INVESTMENTS March 2008 - October 2008
JP MORGAN CHASE HOME FINANCE December 2005 - January 2008
Education
Ohio Dominican University 2009 — 2011
MBA
Pace University 2001 — 2003
Bachelor of Science, Business Administration
TIAA-CREF March 2015 - Present
Nationwide Insurance January 2014 - March 2015
EDWARD JONES INVESTMENTS March 2008 - October 2008
JP MORGAN CHASE HOME FINANCE December 2005 - January 2008
Education
Ohio Dominican University 2009 — 2011
MBA
Pace University 2001 — 2003
Bachelor of Science, Business Administration
Aude Chassé's Edward Jones Investments Experience 2002 - 2005
Job
Industry Investment Management
Experience
HollisWealth / PatrimoineHollis July 2009 - Present
ScotiaMcLeod 2005 - 2009
Edward Jones Investments 2002 - 2005
Skills
Securities, Portfolio Management, Investment Advisory, Investment Strategies, Estate Planning, Marketing Strategy, Media Strategy, Integrated Marketing, Retirement, Strategic Leadership, ETFs, Asset Allocation, Investment Management, Financial Planners, Wealth Management..., Wealth Management, Mutual Funds, Investments
Education
Ryerson University
B.A.A.
HollisWealth / PatrimoineHollis July 2009 - Present
ScotiaMcLeod 2005 - 2009
Edward Jones Investments 2002 - 2005
Skills
Securities, Portfolio Management, Investment Advisory, Investment Strategies, Estate Planning, Marketing Strategy, Media Strategy, Integrated Marketing, Retirement, Strategic Leadership, ETFs, Asset Allocation, Investment Management, Financial Planners, Wealth Management..., Wealth Management, Mutual Funds, Investments
Education
Ryerson University
B.A.A.
Daniel Carney's Edward Jones Investments Experience June 2006 - October 2007
Job Placement Director at Special Counsel
Industry Staffing and Recruiting
Experience
Special Counsel May 2015 - Present
Pierce, Davis & Perritano, LLP October 2012 - December 2014
New Hampshire Attorney General, Consumer Protection & Antitrust Bureau June 2011 - August 2011
K Sports & Entertainment LLC January 2011 - May 2011
Edward Jones Investments June 2006 - October 2007
Education
Suffolk University Law School 2009 — 2012
Juris Doctor
University of New Hampshire
Bachelor of Arts, Sociology
Special Counsel May 2015 - Present
Pierce, Davis & Perritano, LLP October 2012 - December 2014
New Hampshire Attorney General, Consumer Protection & Antitrust Bureau June 2011 - August 2011
K Sports & Entertainment LLC January 2011 - May 2011
Edward Jones Investments June 2006 - October 2007
Education
Suffolk University Law School 2009 — 2012
Juris Doctor
University of New Hampshire
Bachelor of Arts, Sociology
Wilhelm Kuo's Edward Jones Investments Experience October 2009 - April 2011
Job General Manager at Canadian Manufacture in China
Industry International Trade and Development
Experience
Supertech Consulting January 2002 - Present
Canadian Manufacture in China April 2011 - December 2013
Edward Jones Investments October 2009 - April 2011
Supertech Consulting January 2002 - September 2009
Mapal China Ltd., Shanghai, China May 2005 - September 2007
BASF Headway Urethanes (Taiwan), Taiwan January 1988 - September 2000
Skills
Strategy, Cross-functional Team..., CRM, Management, Leadership, Start-ups, Business Development, Business Planning, Operations Management, Project Management, Recruiting, Strategic Planning, Sales Operations, New Business Development, Budgets
Education
Huron International University 1997 — 1999
PHD, Business and Management
University of Stuttgart 1982 — 1985
Master, Infrastructure Planning
Tamkang University 1976 — 1981
BSc, Mechanical Engineering
Supertech Consulting January 2002 - Present
Canadian Manufacture in China April 2011 - December 2013
Edward Jones Investments October 2009 - April 2011
Supertech Consulting January 2002 - September 2009
Mapal China Ltd., Shanghai, China May 2005 - September 2007
BASF Headway Urethanes (Taiwan), Taiwan January 1988 - September 2000
Skills
Strategy, Cross-functional Team..., CRM, Management, Leadership, Start-ups, Business Development, Business Planning, Operations Management, Project Management, Recruiting, Strategic Planning, Sales Operations, New Business Development, Budgets
Education
Huron International University 1997 — 1999
PHD, Business and Management
University of Stuttgart 1982 — 1985
Master, Infrastructure Planning
Tamkang University 1976 — 1981
BSc, Mechanical Engineering
Steve Wray's Edward Jones Investments Experience January 2004 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 2004 - Present
Skills
Risk Management, Financial Planning, Asset Management, Portfolio Management, Wealth Transfer, Retirement Solutions, College Savings Plans, Wealth Preservation, Finance, Retirement, Strategic Financial..., Wealth, Banking
Education
Miami University 1988 — 1993
Edward Jones Investments January 2004 - Present
Skills
Risk Management, Financial Planning, Asset Management, Portfolio Management, Wealth Transfer, Retirement Solutions, College Savings Plans, Wealth Preservation, Finance, Retirement, Strategic Financial..., Wealth, Banking
Education
Miami University 1988 — 1993
Rachell Pruett's Edward Jones Investments Experience March 2011 - September 2012
Job Manager of Client Operations at Grade Potential In Home Tutoring
Industry Financial Services
Experience
Grade Potential In Home Tutoring September 2012 - Present
Edward Jones Investments March 2011 - September 2012
U.S. Census Bureau September 2009 - September 2010
U.S. Census Bureau April 2009 - September 2009
U.S. Census Bureau February 2009 - April 2009
Sylvan Learning Center August 2007 - December 2008
Physician Directed Hy-Tech Weight Loss January 2007 - August 2007
Cal Poly State University August 2006 - February 2007
Aldar Academy July 2005 - May 2006
New London Choice Middle School January 2005 - May 2005
Skills
Strategic Financial..., Insurance, Investments, Financial Planners, Retirement, Financial Analysis, Estate Planning, Fixed Annuities, Portfolio Management, Personal Finance, Asset Managment, Mortgage Lending, Life Insurance, Mutual Funds, Economics, Risk Management, Investment Management, Pensions, Credit
Education
Pfeiffer University
Bachelor of Science, Physical Education
Grade Potential In Home Tutoring September 2012 - Present
Edward Jones Investments March 2011 - September 2012
U.S. Census Bureau September 2009 - September 2010
U.S. Census Bureau April 2009 - September 2009
U.S. Census Bureau February 2009 - April 2009
Sylvan Learning Center August 2007 - December 2008
Physician Directed Hy-Tech Weight Loss January 2007 - August 2007
Cal Poly State University August 2006 - February 2007
Aldar Academy July 2005 - May 2006
New London Choice Middle School January 2005 - May 2005
Skills
Strategic Financial..., Insurance, Investments, Financial Planners, Retirement, Financial Analysis, Estate Planning, Fixed Annuities, Portfolio Management, Personal Finance, Asset Managment, Mortgage Lending, Life Insurance, Mutual Funds, Economics, Risk Management, Investment Management, Pensions, Credit
Education
Pfeiffer University
Bachelor of Science, Physical Education
Greg Downey's Edward Jones Investments Experience October 2000 - September 2008
Job Vice President,Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2008 - Present
Edward Jones Investments October 2000 - September 2008
Education
Michigan State University 1993 — 1997
Frankenmuth High School 1989 — 1993
Raymond James September 2008 - Present
Edward Jones Investments October 2000 - September 2008
Education
Michigan State University 1993 — 1997
Frankenmuth High School 1989 — 1993
Walt Boost's Edward Jones Investments Experience 2005 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments 2005 - Present
General Dynamics and Lockheed Martin 1978 - 2005
US Navy June 1972 - January 1978
Skills
Portfolio Management
Education
San Diego State University-California State University 1980 — 1985
MBA, Operations Research
US Naval Academy 1968 — 1972
BS, Engineering
Edward Jones Investments 2005 - Present
General Dynamics and Lockheed Martin 1978 - 2005
US Navy June 1972 - January 1978
Skills
Portfolio Management
Education
San Diego State University-California State University 1980 — 1985
MBA, Operations Research
US Naval Academy 1968 — 1972
BS, Engineering
Katie Giles's Edward Jones Investments Experience November 2008 - August 2009
Job Administrative Professional
Industry Consumer Goods
Experience
USPS – United States Postal Service November 2012 - January 2013
ETS Staffing/The DiMarco Group January 2012 - February 2012
ETS Staffing/Emerson Oil July 2010 - November 2011
David Urban w/Northwestern Mutual August 2009 - February 2010
Edward Jones Investments November 2008 - August 2009
Eduardo Galan Agency July 1997 - November 2008
Education
Monroe Community College
AAS, Criminal Justice/Police Science
Rochester Business Institute
AOS, Data Processing/Accounting
USPS – United States Postal Service November 2012 - January 2013
ETS Staffing/The DiMarco Group January 2012 - February 2012
ETS Staffing/Emerson Oil July 2010 - November 2011
David Urban w/Northwestern Mutual August 2009 - February 2010
Edward Jones Investments November 2008 - August 2009
Eduardo Galan Agency July 1997 - November 2008
Education
Monroe Community College
AAS, Criminal Justice/Police Science
Rochester Business Institute
AOS, Data Processing/Accounting
Amber Geier's Edward Jones Investments Experience February 2004 - July 2008
Job Service Advisor at Nissan of Puyallup
Industry Financial Services
Experience
Nissan of Puyallup April 2012 - Present
Edward Jones Investments February 2004 - July 2008
Edward Jones Investments September 2002 - December 2003
Skills
Marketing, Customer Service, Sales, Customer Satisfaction, Leadership, Customer Retention, Negotiation
Education
Pierce College 1996 — 1997
GED
Nissan of Puyallup April 2012 - Present
Edward Jones Investments February 2004 - July 2008
Edward Jones Investments September 2002 - December 2003
Skills
Marketing, Customer Service, Sales, Customer Satisfaction, Leadership, Customer Retention, Negotiation
Education
Pierce College 1996 — 1997
GED
Mary Palmer Closson's Edward Jones Investments Experience August 2002 - February 2006
Job Parish Administrator at St. Stephen's Episcopal Church
Industry Religious Institutions
Experience
St. Stephen's Episcopal Church May 2011 - Present
Massage Envy of Woodinville, WA April 2006 - November 2010
Queen Anne Christian Church August 2008 - April 2009
Edward Jones Investments August 2002 - February 2006
First Christian Church July 2000 - October 2001
First Christian Church December 1999 - October 2001
Cable News Network June 1998 - August 1998
Skills
Leadership, Volunteer Management, Editing, Press Releases, Research, Public Speaking, Event Planning, Community Outreach, Sales, Nonprofits, Microsoft Office, Social Media
Education
The Seattle School of Theology & Psychology 2006 — 2010
Master of Divinity, Practical Ministry
Milligan College 1995 — 1999
Communication, Print & TV Journalism / Political Science
St. Stephen's Episcopal Church May 2011 - Present
Massage Envy of Woodinville, WA April 2006 - November 2010
Queen Anne Christian Church August 2008 - April 2009
Edward Jones Investments August 2002 - February 2006
First Christian Church July 2000 - October 2001
First Christian Church December 1999 - October 2001
Cable News Network June 1998 - August 1998
Skills
Leadership, Volunteer Management, Editing, Press Releases, Research, Public Speaking, Event Planning, Community Outreach, Sales, Nonprofits, Microsoft Office, Social Media
Education
The Seattle School of Theology & Psychology 2006 — 2010
Master of Divinity, Practical Ministry
Milligan College 1995 — 1999
Communication, Print & TV Journalism / Political Science
Kyle Bush's Edward Jones Investments Experience December 2009 - March 2011
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Dallas National Insurance Company March 2011 - September 2014
Edward Jones Investments December 2009 - March 2011
Edward Jones Investments May 2009 - December 2009
Education
The University of Texas at Dallas 2012 — 2014
Master of Science in Accounting
Oklahoma State University 2005 — 2009
Bachelors of Business Administration, Finance
PwC September 2014 - Present
Dallas National Insurance Company March 2011 - September 2014
Edward Jones Investments December 2009 - March 2011
Edward Jones Investments May 2009 - December 2009
Education
The University of Texas at Dallas 2012 — 2014
Master of Science in Accounting
Oklahoma State University 2005 — 2009
Bachelors of Business Administration, Finance
Adam Rector's Edward Jones Investments Experience August 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments August 2009 - Present
UST Inc. - U.S. Smokeless Tobacco Brands February 2005 - July 2009
Portland Parks & Recreation June 2000 - October 2004
Education
Oregon State University
B.S, Liberal Studies - Social Science
Portland State University
Social Sciences
Western Oregon University
Social Sciences
Edward Jones Investments August 2009 - Present
UST Inc. - U.S. Smokeless Tobacco Brands February 2005 - July 2009
Portland Parks & Recreation June 2000 - October 2004
Education
Oregon State University
B.S, Liberal Studies - Social Science
Portland State University
Social Sciences
Western Oregon University
Social Sciences
Kathryn Custer's Edward Jones Investments Experience September 2007 - Present
Job OnCall Branch Office Associate at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 2007 - Present
Skills
Worked in dentistry for...
Education
Mineral Area College
Edward Jones Investments September 2007 - Present
Skills
Worked in dentistry for...
Education
Mineral Area College
Lisa Stoner's Edward Jones Investments Experience June 1998 - May 2008
Job Avon Independent Sales Representative/Unit Leader
Industry Cosmetics
Experience
Avon July 2010 - Present
Chart Advisors Financial July 2008 - May 2010
Edward Jones Investments June 1998 - May 2008
Education
Monroe County Community College
Associate of Commerce, Mid-management Sales & Retailing
Avon July 2010 - Present
Chart Advisors Financial July 2008 - May 2010
Edward Jones Investments June 1998 - May 2008
Education
Monroe County Community College
Associate of Commerce, Mid-management Sales & Retailing
Julie Garrison's Edward Jones Investments Experience September 1999 - September 2003
Job Education Management, BSW, MBA
Industry Education Management
Experience
Bethel University of Tennessee February 2012 - January 2014
Caldwell Companies 2003 - 2011
HomeVestors Tidewater Properties September 2007 - April 2008
Norfolk Public Schools September 2003 - June 2007
Edward Jones Investments September 1999 - September 2003
Skills
Real Estate, Property Management, Investment Properties, Marketing, Negotiation, Training, Recruiting, Management, Investors, Lease Administration, Customer Service, Leases, Microsoft Excel, Microsoft Word, Student Counseling, Adult Education, Financial Advisory, Presenter, Analysis, Time Management, Student Financial Aid, Finance, Enrollment Management, Higher Education..., Admissions, Retaining Customers, Student Affairs, Community Outreach, Leadership, Campus, CampusVue, Student Development, Academic Advising, Academia
Education
Bethel University 2012 — 2014
Master of Business Administration, Organizational Leadership
Old Dominion University 2006 — 2007
Secondary Education Teacher Licensure, Education
Norfolk State University 1993 — 1996
Bachelor of Social Work, Social Work, Magna Cum Laude
Bethel University of Tennessee February 2012 - January 2014
Caldwell Companies 2003 - 2011
HomeVestors Tidewater Properties September 2007 - April 2008
Norfolk Public Schools September 2003 - June 2007
Edward Jones Investments September 1999 - September 2003
Skills
Real Estate, Property Management, Investment Properties, Marketing, Negotiation, Training, Recruiting, Management, Investors, Lease Administration, Customer Service, Leases, Microsoft Excel, Microsoft Word, Student Counseling, Adult Education, Financial Advisory, Presenter, Analysis, Time Management, Student Financial Aid, Finance, Enrollment Management, Higher Education..., Admissions, Retaining Customers, Student Affairs, Community Outreach, Leadership, Campus, CampusVue, Student Development, Academic Advising, Academia
Education
Bethel University 2012 — 2014
Master of Business Administration, Organizational Leadership
Old Dominion University 2006 — 2007
Secondary Education Teacher Licensure, Education
Norfolk State University 1993 — 1996
Bachelor of Social Work, Social Work, Magna Cum Laude
Vin Searles's Edward Jones Investments Experience
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments
Education
Oregon State University 1975 — 1978
Bachelor of Science (BS)
Edward Jones Investments
Education
Oregon State University 1975 — 1978
Bachelor of Science (BS)
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
union bank of switzerland
DLJ
Swiss Bank Corporation