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
Benjamin Zastrow Benjamin Zastrow's Edward Jones Investments Experience 2005 - 2006
Job Sr. Financial Analyst at Target
Industry Retail
Experience
Downtown Eyes August 2015 - Present
Target June 2013 - Present
Carlson Consulting Enterprise March 2012 - May 2013
Carlson School of Management September 2011 - May 2013
CHS Inc. March 2012 - September 2012
Commonwealth Financial Group 2010 - 2010
Commonwealth Financial Group 2006 - 2010
Edward Jones Investments 2005 - 2006
Skills
Securities, Business Strategy, Financial Reporting, Strategic Planning, Valuation, Relationship Management, Capital Budgeting, Forecasting, Marketing Strategy, Strategic Financial..., Mergers, Financial Modeling, Financial Analysis, Strategy, Leadership, Analytics
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
University of Wisconsin-Madison 2001 — 2005
B.A.
Downtown Eyes August 2015 - Present
Target June 2013 - Present
Carlson Consulting Enterprise March 2012 - May 2013
Carlson School of Management September 2011 - May 2013
CHS Inc. March 2012 - September 2012
Commonwealth Financial Group 2010 - 2010
Commonwealth Financial Group 2006 - 2010
Edward Jones Investments 2005 - 2006
Skills
Securities, Business Strategy, Financial Reporting, Strategic Planning, Valuation, Relationship Management, Capital Budgeting, Forecasting, Marketing Strategy, Strategic Financial..., Mergers, Financial Modeling, Financial Analysis, Strategy, Leadership, Analytics
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
University of Wisconsin-Madison 2001 — 2005
B.A.
Sue Jernigan Sue Jernigan's Edward Jones Investments Experience December 2009 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments December 2009 - Present
Education
University of Houston 1963 — 1968
Bellaire High School
Edward Jones Investments December 2009 - Present
Education
University of Houston 1963 — 1968
Bellaire High School
Clay Kendall, CFA Clay Kendall, CFA's Edward Jones Investments Experience January 2003 - August 2004
Job Partner WealthPath Investment Advisors/Alderman City of Rogers
Industry Financial Services
Experience
City of Rogers June 2012 - Present
WealthPath Investment Advisors June 2011 - Present
Advisor Alliance September 2006 - June 2011
Morgan Keegan August 2004 - September 2006
Edward Jones Investments January 2003 - August 2004
Arvest Bank January 2000 - December 2002
Skills
401k, Mutual Funds, Stocks, Bonds, Defined Benefit, Estate Planning, Annuities, Tax Strategies, Retirement, Money, Asset, Risk Mitigation, Retirement Planning, IRA's, Pensions, Profit Sharing, Long Term Care, Disability Insurance, Investments, Wealth Management, Deferred Compensation, Financial Planning, Wealth, Roth IRA, ETFs, Wealth Accumulation, ERISA, Employee Benefits, Plan Design, Asset Allocation, Investment Advisory, Trusts, Insurance Planning, Group Benefits, Asset Management, Fixed Income, Asset Protection, Wealth Transfer, Equities, Plan Administration, Portfolio Management, Rollovers
Education
University of Arkansas at Fayetteville 1994 — 1998
Accounting
City of Rogers June 2012 - Present
WealthPath Investment Advisors June 2011 - Present
Advisor Alliance September 2006 - June 2011
Morgan Keegan August 2004 - September 2006
Edward Jones Investments January 2003 - August 2004
Arvest Bank January 2000 - December 2002
Skills
401k, Mutual Funds, Stocks, Bonds, Defined Benefit, Estate Planning, Annuities, Tax Strategies, Retirement, Money, Asset, Risk Mitigation, Retirement Planning, IRA's, Pensions, Profit Sharing, Long Term Care, Disability Insurance, Investments, Wealth Management, Deferred Compensation, Financial Planning, Wealth, Roth IRA, ETFs, Wealth Accumulation, ERISA, Employee Benefits, Plan Design, Asset Allocation, Investment Advisory, Trusts, Insurance Planning, Group Benefits, Asset Management, Fixed Income, Asset Protection, Wealth Transfer, Equities, Plan Administration, Portfolio Management, Rollovers
Education
University of Arkansas at Fayetteville 1994 — 1998
Accounting
Abbey Grandgenett Abbey Grandgenett's Edward Jones Investments Experience November 2009 - August 2011
Job Office Manager at Excel Chiropractic & Wellness
Industry Hospitality
Experience
Excel Chiropractic & Wellness April 2013 - Present
Courtyard by Marriott August 2012 - April 2013
Huskers Athletic Fund August 2011 - August 2012
Huskers Athletic Fund August 2010 - November 2011
Hillcrest Country Club April 2011 - September 2011
Edward Jones Investments November 2009 - August 2011
Skills
Social, Organizing, Prompt, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Teamwork, Event Management, Public Speaking, Strategic Planning, Social Media, College Recruiting, Leadership Development, Data Entry, Time Management, Customer Satisfaction, Public Relations, Social Networking, Sales, Fundraising, Marketing, Social Media Marketing, Management
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Hospitality, Restaurant & Tourism Management; Event Planning
Wahoo High School Wahoo, NE 2005 — 2008
General
Excel Chiropractic & Wellness April 2013 - Present
Courtyard by Marriott August 2012 - April 2013
Huskers Athletic Fund August 2011 - August 2012
Huskers Athletic Fund August 2010 - November 2011
Hillcrest Country Club April 2011 - September 2011
Edward Jones Investments November 2009 - August 2011
Skills
Social, Organizing, Prompt, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Teamwork, Event Management, Public Speaking, Strategic Planning, Social Media, College Recruiting, Leadership Development, Data Entry, Time Management, Customer Satisfaction, Public Relations, Social Networking, Sales, Fundraising, Marketing, Social Media Marketing, Management
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Hospitality, Restaurant & Tourism Management; Event Planning
Wahoo High School Wahoo, NE 2005 — 2008
General
Steve Maiwurm Steve Maiwurm's Edward Jones Investments Experience November 2009 - April 2010
Job Program Management
Industry Information Technology and Services
Experience
Hewlett-Packard April 2013 - Present
Ameriprise Financial Services, Inc. December 2010 - April 2013
Edward Jones Investments November 2009 - April 2010
Hewlett-Packard 2006 - 2009
Hewlett-Packard 2000 - 2006
Hewlett-Packard 1996 - 2000
Hewlett-Packard 1988 - 1996
HP 1986 - 1988
Skills
Program Management, Business Analysis, Business Requirements, Marketing Management, Competitive Analysis, Sales, Leadership, Management, Marketing Communications, Strategy, Lead Generation, Marketing, Sales Management, Sales Operations, Enterprise Software, Cross-functional Team..., Solution Selling
Education
University of St. Thomas
Mini-MBA
University of Saint Thomas
MBA, Finance
University of Iowa
BM, Music Performance
University of Miami
MM, Music Education
Hewlett-Packard April 2013 - Present
Ameriprise Financial Services, Inc. December 2010 - April 2013
Edward Jones Investments November 2009 - April 2010
Hewlett-Packard 2006 - 2009
Hewlett-Packard 2000 - 2006
Hewlett-Packard 1996 - 2000
Hewlett-Packard 1988 - 1996
HP 1986 - 1988
Skills
Program Management, Business Analysis, Business Requirements, Marketing Management, Competitive Analysis, Sales, Leadership, Management, Marketing Communications, Strategy, Lead Generation, Marketing, Sales Management, Sales Operations, Enterprise Software, Cross-functional Team..., Solution Selling
Education
University of St. Thomas
Mini-MBA
University of Saint Thomas
MBA, Finance
University of Iowa
BM, Music Performance
University of Miami
MM, Music Education
Scot McArthur Scot McArthur's Edward Jones Investments Experience April 2005 - November 2005
Job Inside Sales Account Manager at Cradlepoint, Inc.
Industry Consumer Goods
Experience
Cradlepoint, Inc. February 2015 - Present
Britax Child Safety December 2011 - November 2014
BOB Trailers, Inc. January 2006 - December 2011
Edward Jones Investments April 2005 - November 2005
Schweitzer Mountain Resort October 2003 - April 2005
Square One, Inc July 2002 - August 2003
Ascent, Inc. Therapeutic Wilderness Adventures February 1997 - May 2002
Skills
Trade Shows, Groups, Resorts, Budgeting, Customer Relations, Microsoft Office, Tourism, Conferences, Forecasting, Inventory Management, Excel, Negotiation, Customer Service, Sales Management, Analysis, Leisure, Word, Logistics, Account Management, Hiring, National Account Sales, New Channel Development, National Account..., Territory Planning, Developing Staff, Outdoor Recreation, Environmental Education, Experiential Education, Sales Operations, Merchandising, Budgets, Sales, Product Development, Marketing Strategy, Management
Education
University of Idaho 1988 — 1994
Wildland Recreation Management
Cradlepoint, Inc. February 2015 - Present
Britax Child Safety December 2011 - November 2014
BOB Trailers, Inc. January 2006 - December 2011
Edward Jones Investments April 2005 - November 2005
Schweitzer Mountain Resort October 2003 - April 2005
Square One, Inc July 2002 - August 2003
Ascent, Inc. Therapeutic Wilderness Adventures February 1997 - May 2002
Skills
Trade Shows, Groups, Resorts, Budgeting, Customer Relations, Microsoft Office, Tourism, Conferences, Forecasting, Inventory Management, Excel, Negotiation, Customer Service, Sales Management, Analysis, Leisure, Word, Logistics, Account Management, Hiring, National Account Sales, New Channel Development, National Account..., Territory Planning, Developing Staff, Outdoor Recreation, Environmental Education, Experiential Education, Sales Operations, Merchandising, Budgets, Sales, Product Development, Marketing Strategy, Management
Education
University of Idaho 1988 — 1994
Wildland Recreation Management
Evan Liske Evan Liske's Edward Jones Investments Experience May 2014 - May 2015
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments May 2014 - May 2015
Royal Canadian Water 2013 - 2013
Dexero February 2011 - May 2012
Riva Modeling Systems Inc 2008 - 2010
Paymentus Corporation 2008 - 2009
Open Text (Hummingbird Ltd) 1997 - 2007
Skills
Lead Generation, Sales Management, Selling, Direct Sales, Business Development, Business Strategy, Solution Selling, Sales, Contract Negotiation, Catalogs, Strategic Partnerships, Sales Operations, CRM, Enterprise Software, Management, SaaS, Salesforce.com, Strategic Planning
Education
University of Ottawa 1978 — 1982
Bachelors, Commerce
Lively High 1976 — 1978
St. Charles College 1974 — 1976
Edward Jones Investments May 2014 - May 2015
Royal Canadian Water 2013 - 2013
Dexero February 2011 - May 2012
Riva Modeling Systems Inc 2008 - 2010
Paymentus Corporation 2008 - 2009
Open Text (Hummingbird Ltd) 1997 - 2007
Skills
Lead Generation, Sales Management, Selling, Direct Sales, Business Development, Business Strategy, Solution Selling, Sales, Contract Negotiation, Catalogs, Strategic Partnerships, Sales Operations, CRM, Enterprise Software, Management, SaaS, Salesforce.com, Strategic Planning
Education
University of Ottawa 1978 — 1982
Bachelors, Commerce
Lively High 1976 — 1978
St. Charles College 1974 — 1976
Scott O'Pry Scott O'Pry's Edward Jones Investments Experience
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments
Skills
Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Fixed Annuities, IRAs, Investment Advisory, Investment Strategies, Retirement, 401k Rollovers, Customer Service, Financial Planning, Wealth Accumulation
Education
United States Military Academy at West Point
Civil Engineering
Edward Jones Investments
Skills
Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Fixed Annuities, IRAs, Investment Advisory, Investment Strategies, Retirement, 401k Rollovers, Customer Service, Financial Planning, Wealth Accumulation
Education
United States Military Academy at West Point
Civil Engineering
Lyndsey Wesson Lyndsey Wesson's Edward Jones Investments Experience June 2011 - August 2011
Job Financial Analyst at Alden Torch Financial
Industry Real Estate
Experience
Alden Torch Financial December 2014 - Present
Monticello Associates May 2013 - September 2014
Goldman Sachs July 2012 - January 2013
Edward Jones Investments June 2011 - August 2011
Aspen Glen Country Club May 2009 - August 2011
Green Garage October 2010 - December 2010
Skills
Microsoft Word, Microsoft Excel, Visio, PowerPoint, Oral & Written..., Interpersonal..., Organization, Time Management, Customer Service, Financial Modeling, Portfolio Management, Finance, Salesforce.com, Financial Analysis, Microsoft Office, Social Media, Management, Analysis, Event Planning, Investments, Marketing, Leadership, Public Speaking, Sales
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Universidad Pablo de Olavide 2011 — 2011
International Business and Culture
Alden Torch Financial December 2014 - Present
Monticello Associates May 2013 - September 2014
Goldman Sachs July 2012 - January 2013
Edward Jones Investments June 2011 - August 2011
Aspen Glen Country Club May 2009 - August 2011
Green Garage October 2010 - December 2010
Skills
Microsoft Word, Microsoft Excel, Visio, PowerPoint, Oral & Written..., Interpersonal..., Organization, Time Management, Customer Service, Financial Modeling, Portfolio Management, Finance, Salesforce.com, Financial Analysis, Microsoft Office, Social Media, Management, Analysis, Event Planning, Investments, Marketing, Leadership, Public Speaking, Sales
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Universidad Pablo de Olavide 2011 — 2011
International Business and Culture
Bret Hooper Bret Hooper's Edward Jones Investments Experience June 2015 - Present
Job Financial Services at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 2015 - Present
Habitat for Humanity Vail Valley January 2015 - Present
Habitat for Humanity Vail Valley 2012 - 2014
ANB Bank 2004 - 2014
FirstBank 1993 - 2004
Skills
Financial Analysis, Commercial Banking, Mortgage Underwriting, Non-profit Finance, Non-profit Board..., New Business Development, Credit Management, Credit Analysis, Credit Risk, Management, Budget Management, Leadership
Education
University of North Carolina at Chapel Hill 1989 — 1992
Bachelor of Science (B.S.), Business Administration
The Graduate School of Banking at Louisiana State University
Edward Jones Investments June 2015 - Present
Habitat for Humanity Vail Valley January 2015 - Present
Habitat for Humanity Vail Valley 2012 - 2014
ANB Bank 2004 - 2014
FirstBank 1993 - 2004
Skills
Financial Analysis, Commercial Banking, Mortgage Underwriting, Non-profit Finance, Non-profit Board..., New Business Development, Credit Management, Credit Analysis, Credit Risk, Management, Budget Management, Leadership
Education
University of North Carolina at Chapel Hill 1989 — 1992
Bachelor of Science (B.S.), Business Administration
The Graduate School of Banking at Louisiana State University
Mandy Stratmann's Edward Jones Investments Experience December 2010 - 2012
Job KPAL Academy Preschool Teacher
Industry Arts and Crafts
Experience
KPAL Academy August 2011 - Present
Universal Remodeling & Handyman Services, LLC August 2013 - April 2014
Edward Jones Investments December 2010 - 2012
Union Grove Elem. August 2006 - 2012
Skills
Microsoft Excel, Process Improvement, Customer Service, Coaching, Life Insurance
Education
University of Phoenix
Masters in Management, Human Resources
KPAL Academy August 2011 - Present
Universal Remodeling & Handyman Services, LLC August 2013 - April 2014
Edward Jones Investments December 2010 - 2012
Union Grove Elem. August 2006 - 2012
Skills
Microsoft Excel, Process Improvement, Customer Service, Coaching, Life Insurance
Education
University of Phoenix
Masters in Management, Human Resources
John Blassingame John Blassingame's Edward Jones Investments Experience January 2001 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 2001 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Investments, Series 7, Long-term Care, Life Insurance, Income Protection, Fixed Annuities, Wealth, 401k Rollovers, Portfolio Management, Customer Service, Financial Analysis, Management, Mutual Funds, Saving for Education, Retirement, Investment Strategies, IRAs
Education
The University of Texas at Arlington 1990 — 1994
BA, Political Science
Edward Jones Investments January 2001 - Present
Skills
Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Investments, Series 7, Long-term Care, Life Insurance, Income Protection, Fixed Annuities, Wealth, 401k Rollovers, Portfolio Management, Customer Service, Financial Analysis, Management, Mutual Funds, Saving for Education, Retirement, Investment Strategies, IRAs
Education
The University of Texas at Arlington 1990 — 1994
BA, Political Science
John Ponnath John Ponnath's Edward Jones Investments Experience June 2006 - August 2014
Job Associate Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2014 - Present
Edward Jones Investments June 2006 - August 2014
United States Marine Corps September 2000 - January 2005
Skills
Investment Strategies, Retirement Planning, Financial Analysis, Risk Management, Insurance, Financial Advisory
Education
The University of Memphis 1996 — 2000
BBA, Business
Houston High School 1991 — 1995
Wells Fargo Advisors, LLC August 2014 - Present
Edward Jones Investments June 2006 - August 2014
United States Marine Corps September 2000 - January 2005
Skills
Investment Strategies, Retirement Planning, Financial Analysis, Risk Management, Insurance, Financial Advisory
Education
The University of Memphis 1996 — 2000
BBA, Business
Houston High School 1991 — 1995
Terri Fargason Terri Fargason's Edward Jones Investments Experience February 2008 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2008 - Present
Plano ISD August 1999 - February 2008
Plano ISD September 1999 - 2005
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Securities, Retirement, IRAs, 401k, Life Insurance, Insurance, Financial Planners, Teaching, Public Speaking, Customer Service, Employee Benefits, Small Business, Team Building, Financial Planning, Nonprofits, Event Planning
Education
The University of Texas at Dallas 1991 — 1993
Bachelor of Arts (B.A.), Literary Studies
The University of Texas at Austin 1967 — 1970
Bachelor of Arts (BA), English
Edward Jones Investments February 2008 - Present
Plano ISD August 1999 - February 2008
Plano ISD September 1999 - 2005
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Securities, Retirement, IRAs, 401k, Life Insurance, Insurance, Financial Planners, Teaching, Public Speaking, Customer Service, Employee Benefits, Small Business, Team Building, Financial Planning, Nonprofits, Event Planning
Education
The University of Texas at Dallas 1991 — 1993
Bachelor of Arts (B.A.), Literary Studies
The University of Texas at Austin 1967 — 1970
Bachelor of Arts (BA), English
Natalie Montoro's Edward Jones Investments Experience 1998 - 2003
Job REALTOR® at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty July 2014 - Present
Atticus Development Group, Inc. September 2012 - August 2014
Money Shaker Business Solutions July 2010 - July 2013
Keller Williams Realty Chapel Hill January 2005 - September 2012
Keller Williams Realty Chapel Hill 2010 - 2012
The Judy Weinstock Team at Keller Williams Realty 2005 - 2010
Edward Jones Investments 1998 - 2003
Skills
Real Estate, Residential, Money, Small Business, Referrals, Buying, Sellers, Selling, Customer Service, Budgeting, Hiring, Business Planning, Relocation, Residential Homes, Business Efficiency, Business Coaching, Townhomes, Investors, New Home Sales, Budgets, Real Estate Transactions, Buyers, Listings, Buyer Representation, Investment Properties, Single Family Homes, Rentals, First Time Home Buyers, Condos, REO, Short Sales, Property, Foreclosures, Luxury, Property Management, Real Property, Move Up Buyers, Real Estate Development, New Homes, SFR, FHA, Sales
Education
University of North Carolina at Chapel Hill 1993 — 1996
Bachelor of Science
University of North Carolina at Chapel Hill 1993 — 1996
Bachelor of Science (B.S.)
Keller Williams Realty July 2014 - Present
Atticus Development Group, Inc. September 2012 - August 2014
Money Shaker Business Solutions July 2010 - July 2013
Keller Williams Realty Chapel Hill January 2005 - September 2012
Keller Williams Realty Chapel Hill 2010 - 2012
The Judy Weinstock Team at Keller Williams Realty 2005 - 2010
Edward Jones Investments 1998 - 2003
Skills
Real Estate, Residential, Money, Small Business, Referrals, Buying, Sellers, Selling, Customer Service, Budgeting, Hiring, Business Planning, Relocation, Residential Homes, Business Efficiency, Business Coaching, Townhomes, Investors, New Home Sales, Budgets, Real Estate Transactions, Buyers, Listings, Buyer Representation, Investment Properties, Single Family Homes, Rentals, First Time Home Buyers, Condos, REO, Short Sales, Property, Foreclosures, Luxury, Property Management, Real Property, Move Up Buyers, Real Estate Development, New Homes, SFR, FHA, Sales
Education
University of North Carolina at Chapel Hill 1993 — 1996
Bachelor of Science
University of North Carolina at Chapel Hill 1993 — 1996
Bachelor of Science (B.S.)
Ken Chicosky Ken Chicosky's Edward Jones Investments Experience January 2007 - February 2009
Job Musician, Educator, & Student
Industry Higher Education
Experience
Musician, Educator, & Student 1988 - Present
St. Edward's University October 2007 - May 2013
BCL of Texas December 2011 - January 2013
Market Awareness January 2010 - October 2011
Evins Personnel Consultants, Inc August 2010 - October 2010
Oak Hill Technology, Inc. October 2008 - September 2009
Edward Jones Investments January 2007 - February 2009
US Army November 1997 - December 2007
Skills
Marketing Communications, Social Networking, Salesforce.com, Public Relations, Management, PowerPoint, Customer Service, Marketing, Administrative..., Sales, Marketing Strategy, Data Entry, Microsoft Excel, Research, Microsoft Word, Access, Human Resources, Interviews, Social Media, Technical Writing, Social Media Marketing, Event Planning, Public Speaking, Microsoft Office, Editing, Facebook, Leadership, Event Management, Blogging, Training, Analysis, Nonprofits, Fundraising, Community Outreach, Time Management, Newsletters, Strategic Planning, Team Leadership, Project Management, Leadership Development, Account Management, Team Building, Organizational..., Market Research, Coaching, Policy, Higher Education, Outlook, Recruiting, Program Management
Education
St. Edward's University 2006 — 2013
Organizational Communication
Texas State University-San Marcos 1995 — 1996
Music Performance, Saxophone
Musician, Educator, & Student 1988 - Present
St. Edward's University October 2007 - May 2013
BCL of Texas December 2011 - January 2013
Market Awareness January 2010 - October 2011
Evins Personnel Consultants, Inc August 2010 - October 2010
Oak Hill Technology, Inc. October 2008 - September 2009
Edward Jones Investments January 2007 - February 2009
US Army November 1997 - December 2007
Skills
Marketing Communications, Social Networking, Salesforce.com, Public Relations, Management, PowerPoint, Customer Service, Marketing, Administrative..., Sales, Marketing Strategy, Data Entry, Microsoft Excel, Research, Microsoft Word, Access, Human Resources, Interviews, Social Media, Technical Writing, Social Media Marketing, Event Planning, Public Speaking, Microsoft Office, Editing, Facebook, Leadership, Event Management, Blogging, Training, Analysis, Nonprofits, Fundraising, Community Outreach, Time Management, Newsletters, Strategic Planning, Team Leadership, Project Management, Leadership Development, Account Management, Team Building, Organizational..., Market Research, Coaching, Policy, Higher Education, Outlook, Recruiting, Program Management
Education
St. Edward's University 2006 — 2013
Organizational Communication
Texas State University-San Marcos 1995 — 1996
Music Performance, Saxophone
Teri Gitlin Teri Gitlin's Edward Jones Investments Experience July 2005 - November 2005
Job Office Manager, Executive Assistant, Customer Service Specialist, QuickBooks Pro Consultant
Industry Executive Office
Experience
Empire Today November 2012 - November 2013
Garden Complements, Inc. February 2012 - May 2012
Weaver's Auto Center, Inc May 2006 - July 2010
Edward Jones Investments July 2005 - November 2005
A.L.C.O.P.S. Inc February 1982 - June 2004
Skills
Office Management, Administrative Support, Confidentiality, Quickbooks, Accounts Payable, Invoicing, Expenses, Bookkeeping, Checking, Payroll, Accounts Receivable, Customer Service, Billing, Customer Relations, Employee Relations, Administration, Problem Solving, Accounting, Supervisory Skills, Benefits Administration, Hiring, Continuous Improvement, Management Consulting, Microsoft Word, Microsoft Excel, Administrative..., Oracle, Siebel, Microsoft Outlook, QuickBooks, Teamwork, Outlook, Data Entry, Time Management, Spreadsheets, Software Documentation
Education
University of Missouri
University of Missouri-Kansas City
Empire Today November 2012 - November 2013
Garden Complements, Inc. February 2012 - May 2012
Weaver's Auto Center, Inc May 2006 - July 2010
Edward Jones Investments July 2005 - November 2005
A.L.C.O.P.S. Inc February 1982 - June 2004
Skills
Office Management, Administrative Support, Confidentiality, Quickbooks, Accounts Payable, Invoicing, Expenses, Bookkeeping, Checking, Payroll, Accounts Receivable, Customer Service, Billing, Customer Relations, Employee Relations, Administration, Problem Solving, Accounting, Supervisory Skills, Benefits Administration, Hiring, Continuous Improvement, Management Consulting, Microsoft Word, Microsoft Excel, Administrative..., Oracle, Siebel, Microsoft Outlook, QuickBooks, Teamwork, Outlook, Data Entry, Time Management, Spreadsheets, Software Documentation
Education
University of Missouri
University of Missouri-Kansas City
James Kemper's Edward Jones Investments Experience June 2007 - January 2012
Job Deputy G6 at Gulf Division, 75th Training Command
Industry Military
Experience
Gulf Division, 75th Training Command January 2015 - Present
US Army July 2013 - November 2014
AAMCO Transmissions and Total Car Care October 2013 - July 2014
US Army January 2012 - June 2013
US Army May 2010 - January 2012
Edward Jones Investments June 2007 - January 2012
Skills
Strategic Financial..., Risk Management, Team Management, Staff Supervision, Portfolio Management, Military Liaison, Military Operations, Microsoft Office, Compliance, Balance Sheet Review, Economic Research, Econometrics, Economic Development, Operational Control, Sustainability Reporting, Executive Reporting, Security Clearance, Government, Command, Military
Education
The University of Georgia 2000 — 2006
Bachelor's Degree, Economics, Sociology, 3.0
Gulf Division, 75th Training Command January 2015 - Present
US Army July 2013 - November 2014
AAMCO Transmissions and Total Car Care October 2013 - July 2014
US Army January 2012 - June 2013
US Army May 2010 - January 2012
Edward Jones Investments June 2007 - January 2012
Skills
Strategic Financial..., Risk Management, Team Management, Staff Supervision, Portfolio Management, Military Liaison, Military Operations, Microsoft Office, Compliance, Balance Sheet Review, Economic Research, Econometrics, Economic Development, Operational Control, Sustainability Reporting, Executive Reporting, Security Clearance, Government, Command, Military
Education
The University of Georgia 2000 — 2006
Bachelor's Degree, Economics, Sociology, 3.0
John Hitter's Edward Jones Investments Experience November 2002 - June 2006
Job Project Coordinator
Industry Telecommunications
Experience
Smartlink LLC contractor for Alcatel-Lucent July 2012 - June 2015
Capital One April 2011 - July 2012
Mizuno USA March 2009 - December 2010
Tri Running July 2006 - March 2009
Edward Jones Investments November 2002 - June 2006
Skills
Sales, Microsoft Office, Interpersonal..., Business Networking, Social Media, Insurance, Long Distance Running, Always Willing to Learn, Cooking, Skilled Relationship..., NASM Certified Personal..., Internet Savvy, Commercial Driving, Telecommunications, Cost Reporting, Persuasive Presentation..., Customer Service, NASM, Contract Negotiation, Project Management, Management, Marketing, Sales Management, Team Building, Leadership, Microsoft Excel, Account Management
Education
University of Louisiana at Lafayette 2013 — 2015
Bachelor’s Degree, Francophone Studies - Modern Languages, French Concentration
University of Louisiana at Lafayette 1996 — 2002
Bachelor of Science (B.S.), Finance, General
Catholic High School 1992 — 1996
Smartlink LLC contractor for Alcatel-Lucent July 2012 - June 2015
Capital One April 2011 - July 2012
Mizuno USA March 2009 - December 2010
Tri Running July 2006 - March 2009
Edward Jones Investments November 2002 - June 2006
Skills
Sales, Microsoft Office, Interpersonal..., Business Networking, Social Media, Insurance, Long Distance Running, Always Willing to Learn, Cooking, Skilled Relationship..., NASM Certified Personal..., Internet Savvy, Commercial Driving, Telecommunications, Cost Reporting, Persuasive Presentation..., Customer Service, NASM, Contract Negotiation, Project Management, Management, Marketing, Sales Management, Team Building, Leadership, Microsoft Excel, Account Management
Education
University of Louisiana at Lafayette 2013 — 2015
Bachelor’s Degree, Francophone Studies - Modern Languages, French Concentration
University of Louisiana at Lafayette 1996 — 2002
Bachelor of Science (B.S.), Finance, General
Catholic High School 1992 — 1996
John Radomski John Radomski's Edward Jones Investments Experience March 1999 - June 2010
Job now enjoying retirement
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2011 - November 2012
Edward Jones Investments March 1999 - June 2010
Skills
Sales Manager, Marketing Manager, Operations Manager, Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Series 63, 401k Rollovers, Saving for Education, Mutual Funds, Series 65, Retirement, Asset Allocation, IRAs, Investment Strategies, 529 Plans, Fixed Annuities, Financial Advisory, Investments, Strategic Financial..., Wealth Accumulation, Wealth, Wealth Management..., Financial Planners
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Marketing
Merrill Lynch Wealth Management April 2011 - November 2012
Edward Jones Investments March 1999 - June 2010
Skills
Sales Manager, Marketing Manager, Operations Manager, Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Series 63, 401k Rollovers, Saving for Education, Mutual Funds, Series 65, Retirement, Asset Allocation, IRAs, Investment Strategies, 529 Plans, Fixed Annuities, Financial Advisory, Investments, Strategic Financial..., Wealth Accumulation, Wealth, Wealth Management..., Financial Planners
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Marketing
Naomi Dalessandro Naomi Dalessandro's Edward Jones Investments Experience November 2005 - May 2010
Job Portfolio Manager at Welch&Forbes LLC
Industry Financial Services
Experience
Welch & Forbes LLC July 2014 - Present
Woodstock Corporation June 2010 - June 2014
Edward Jones Investments November 2005 - May 2010
Woodstock Corporation 1997 - 2004
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts, Economics with Minors in Political Science and French. International Relations Concentration.
Welch & Forbes LLC July 2014 - Present
Woodstock Corporation June 2010 - June 2014
Edward Jones Investments November 2005 - May 2010
Woodstock Corporation 1997 - 2004
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts, Economics with Minors in Political Science and French. International Relations Concentration.
Allan Lynn, AAMS's Edward Jones Investments Experience 1996 - 2006
Job Owner and Financial Consultant, Mendham Capital Management, Registered Principal, RJFS
Industry Financial Services
Experience
Mendham Capital Management May 2006 - Present
Edward Jones Investments 1996 - 2006
Skills
Investments, Retirement Planning, Wealth Management, Series 7, Financial Planning, Investment Advisory, Certified Financial..., Personal Financial..., Portfolio Management, Asset Allocation, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 1981 — 1984
Marketing
University of Maryland University College 1981 — 1984
B.S., Marketing
University of Hartford 1980 — 1981
Business
parsippany high school 1976 — 1980
Mendham Capital Management May 2006 - Present
Edward Jones Investments 1996 - 2006
Skills
Investments, Retirement Planning, Wealth Management, Series 7, Financial Planning, Investment Advisory, Certified Financial..., Personal Financial..., Portfolio Management, Asset Allocation, Customer Service
Education
University of Maryland - Robert H. Smith School of Business 1981 — 1984
Marketing
University of Maryland University College 1981 — 1984
B.S., Marketing
University of Hartford 1980 — 1981
Business
parsippany high school 1976 — 1980
Leslie Herndon,AAMS,CRPC Leslie Herndon,AAMS,CRPC's Edward Jones Investments Experience October 2000 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments October 2000 - Present
Skills
Retirement Planning, Retirement Income..., Investments, 401k, Retirement, Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Asset Allocation, Insurance, Investment Advisory, Series 7, Roth IRA, Whole Life, IRAs, Customer Service
Education
Texas A&M University
Edward Jones Investments October 2000 - Present
Skills
Retirement Planning, Retirement Income..., Investments, 401k, Retirement, Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Asset Allocation, Insurance, Investment Advisory, Series 7, Roth IRA, Whole Life, IRAs, Customer Service
Education
Texas A&M University
Linda Kalnins, BSc CHS Linda Kalnins, BSc CHS's Edward Jones Investments Experience December 1995 - December 1996
Job Employee Benefits ♦ Group Insurance ♦ Extended Health Plans ♦ Life & Living Benefits Insurance
Industry Insurance
Experience
RPP Benefits Inc. November 2014 - Present
Consultant May 2014 - Present
Dodd Financial Group September 2010 - May 2014
Family Legacy Financial Solutions Inc. 2008 - July 2011
MTM Wealth Planning Ltd. 2003 - 2008
MRS Inc/Mackenzie Financial Corp. June 1999 - August 2003
Mackenzie Financial Services Inc. December 1996 - June 1999
Edward Jones Investments December 1995 - December 1996
Skills
Retirement income..., tax deferred wealth..., life insurance, critical illness..., disablity income..., long term care insurance, full insurance and..., Critical Illness, Corporate Risk Planning, Buy Sell Funding, Health & Welfare Trusts..., Insurance Portfolio..., Retirement Planning, Life Insurance, Retirement, Investments, Insurance, Long Term Care Insurance, Financial Advisory, Financial Services, Small Business, Health Insurance, Wealth Management, Disability Insurance, Long-term Care, Mutual Funds, Risk Management, Estate Planning, Employee Benefits, Investment Strategies, Wealth, Strategic Financial..., Finance, Financial Planning
Education
The University of British Columbia 1990 — 1995
Bachelor of Science (B.Sc.), Neurobiology and Behavior
jen fisher
RPP Benefits Inc. November 2014 - Present
Consultant May 2014 - Present
Dodd Financial Group September 2010 - May 2014
Family Legacy Financial Solutions Inc. 2008 - July 2011
MTM Wealth Planning Ltd. 2003 - 2008
MRS Inc/Mackenzie Financial Corp. June 1999 - August 2003
Mackenzie Financial Services Inc. December 1996 - June 1999
Edward Jones Investments December 1995 - December 1996
Skills
Retirement income..., tax deferred wealth..., life insurance, critical illness..., disablity income..., long term care insurance, full insurance and..., Critical Illness, Corporate Risk Planning, Buy Sell Funding, Health & Welfare Trusts..., Insurance Portfolio..., Retirement Planning, Life Insurance, Retirement, Investments, Insurance, Long Term Care Insurance, Financial Advisory, Financial Services, Small Business, Health Insurance, Wealth Management, Disability Insurance, Long-term Care, Mutual Funds, Risk Management, Estate Planning, Employee Benefits, Investment Strategies, Wealth, Strategic Financial..., Finance, Financial Planning
Education
The University of British Columbia 1990 — 1995
Bachelor of Science (B.Sc.), Neurobiology and Behavior
jen fisher
Jim Zuberbuhler Jim Zuberbuhler's Edward Jones Investments Experience May 2007 - September 2010
Job Associate Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. October 2010 - Present
Edward Jones Investments May 2007 - September 2010
Education
The College of Wooster 1976 — 1980
B.A., History
D.A. Davidson & Co. October 2010 - Present
Edward Jones Investments May 2007 - September 2010
Education
The College of Wooster 1976 — 1980
B.A., History
Sabrina Julian Sabrina Julian's Edward Jones Investments Experience September 2001 - March 2006
Job Financial Planning and Investment Management
Industry Financial Services
Experience
Sabrina Julian Investment Services March 2006 - Present
Asociacion Hispana del Cancer 2006 - Present
Angels-Murphys Rotary Club June 2014 - July 2015
BNI Business Networking International April 2002 - May 2012
Edward Jones Investments September 2001 - March 2006
Seneca Capital Management March 1998 - July 2001
McMorgan & Company March 1994 - March 1998
Skills
Strategic Financial..., Retirement Planning, Bonds, Mutual Funds, Stocks, Retirement, Asset Management, Inheritance, Annuities, Investments, Wealth Management, ETFs, Fixed Income, Equities, Asset Allocation, Financial Planning, Investment Advisory, IRA's, 401k, Investment Strategies, Securities, Long Term Care, Budgeting, Disability Insurance, Alternative Investments, Roth IRA, Fixed Annuities, Budgets, Small Business, FINRA, Financial Services, IRAs, Risk Management, Investment Management, Marketing, Long-term Care, Series 7, Financial Advisory, Spanish, Finance, Asset Managment
Education
University of California, Santa Barbara 1989 — 1993
Dual B.A.
Universidad de Alcalá 1991 — 1992
Certificado
Sabrina Julian Investment Services March 2006 - Present
Asociacion Hispana del Cancer 2006 - Present
Angels-Murphys Rotary Club June 2014 - July 2015
BNI Business Networking International April 2002 - May 2012
Edward Jones Investments September 2001 - March 2006
Seneca Capital Management March 1998 - July 2001
McMorgan & Company March 1994 - March 1998
Skills
Strategic Financial..., Retirement Planning, Bonds, Mutual Funds, Stocks, Retirement, Asset Management, Inheritance, Annuities, Investments, Wealth Management, ETFs, Fixed Income, Equities, Asset Allocation, Financial Planning, Investment Advisory, IRA's, 401k, Investment Strategies, Securities, Long Term Care, Budgeting, Disability Insurance, Alternative Investments, Roth IRA, Fixed Annuities, Budgets, Small Business, FINRA, Financial Services, IRAs, Risk Management, Investment Management, Marketing, Long-term Care, Series 7, Financial Advisory, Spanish, Finance, Asset Managment
Education
University of California, Santa Barbara 1989 — 1993
Dual B.A.
Universidad de Alcalá 1991 — 1992
Certificado
David Brew David Brew's Edward Jones Investments Experience May 2010 - June 2010
Job Data Quality Specialist at TiVo
Industry Financial Services
Experience
TiVo November 2014 - Present
Tailgators Grille October 2014 - February 2015
TC Landos September 2009 - November 2014
Jenny Investment Club April 2013 - April 2014
Wooster Scots Track and Field January 2013 - April 2014
The College of Wooster AMRE June 2013 - August 2013
Edward Jones Investments May 2010 - June 2010
Donelans Supermarket December 2008 - September 2009
Skills
Financial Analysis, Economics, Investments, Market Research, Public Speaking, Customer Satisfaction, Customer Service, Marketing, Public Relations, Sales Presentations, Empirical Research, Health Economics, Data Quality Control
Education
The College of Wooster 2011 — 2014
Bachelor's degree, Economics
TiVo November 2014 - Present
Tailgators Grille October 2014 - February 2015
TC Landos September 2009 - November 2014
Jenny Investment Club April 2013 - April 2014
Wooster Scots Track and Field January 2013 - April 2014
The College of Wooster AMRE June 2013 - August 2013
Edward Jones Investments May 2010 - June 2010
Donelans Supermarket December 2008 - September 2009
Skills
Financial Analysis, Economics, Investments, Market Research, Public Speaking, Customer Satisfaction, Customer Service, Marketing, Public Relations, Sales Presentations, Empirical Research, Health Economics, Data Quality Control
Education
The College of Wooster 2011 — 2014
Bachelor's degree, Economics
Carla McMahen's Edward Jones Investments Experience August 2009 - Present
Job BOA at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments August 2009 - Present
Phoenix, AZ June 2006 - May 2008
Bristol West/Farmers June 2000 - June 2004
Skills
Marketing, Claims,..., Credit, Retirement, Mutual Funds, Fixed Annuities, Insurance, Retirement Planning, Customer Service, Loans
Education
University of Alabama 1992 — 1997
Bachelor of Arts (B.A.), Spanish/Writing
Center for Cross Cultural Studies/ Seville, Spain 1992 — 1993
credits for school in the states, Spanish literature
Edward Jones Investments August 2009 - Present
Phoenix, AZ June 2006 - May 2008
Bristol West/Farmers June 2000 - June 2004
Skills
Marketing, Claims,..., Credit, Retirement, Mutual Funds, Fixed Annuities, Insurance, Retirement Planning, Customer Service, Loans
Education
University of Alabama 1992 — 1997
Bachelor of Arts (B.A.), Spanish/Writing
Center for Cross Cultural Studies/ Seville, Spain 1992 — 1993
credits for school in the states, Spanish literature
Jackson Belcher Jackson Belcher's Edward Jones Investments Experience June 2014 - Present
Job at
Industry Retail
Experience
Edward Jones Investments June 2014 - Present
Str8 Training August 2013 - Present
Jack's Downtown Gym May 2013 - August 2013
American Eagle Outfitters January 2012 - August 2013
Abercrombie & Fitch February 2012 - August 2012
Skills
Retail, Merchandising, Visual Merchandising, Loss Prevention, Microsoft Excel, Store Management, Microsoft Office, Microsoft Word, Retail Sales, Customer Service
Education
Texas State University-San Marcos
Edward Jones Investments June 2014 - Present
Str8 Training August 2013 - Present
Jack's Downtown Gym May 2013 - August 2013
American Eagle Outfitters January 2012 - August 2013
Abercrombie & Fitch February 2012 - August 2012
Skills
Retail, Merchandising, Visual Merchandising, Loss Prevention, Microsoft Excel, Store Management, Microsoft Office, Microsoft Word, Retail Sales, Customer Service
Education
Texas State University-San Marcos
Terry Hershey Terry Hershey's Edward Jones Investments Experience June 1998 - May 2002
Job Owner, Financial Advisor at NewForm Advisors, LLC
Industry Financial Services
Experience
NewForm Advisors, LLC October 2014 - Present
Morgan Stanley March 2012 - November 2014
Hershey and Hershey May 2002 - February 2012
Edward Jones Investments June 1998 - May 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Strategic Financial..., Estate Planning
Education
The University of Texas at San Antonio 1987 — 1988
Teaching English as a Second or Foreign Language/ESL Language Instructor
Bluffton University 1979 — 1983
Bachelor of Arts in Religion
NewForm Advisors, LLC October 2014 - Present
Morgan Stanley March 2012 - November 2014
Hershey and Hershey May 2002 - February 2012
Edward Jones Investments June 1998 - May 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Strategic Financial..., Estate Planning
Education
The University of Texas at San Antonio 1987 — 1988
Teaching English as a Second or Foreign Language/ESL Language Instructor
Bluffton University 1979 — 1983
Bachelor of Arts in Religion
Jennifer Dilbone's Edward Jones Investments Experience April 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones Investments April 2015 - Present
Washtenaw Community College September 2009 - July 2014
Foresight Capital Management Advisors November 2013 - May 2014
Skills
Microsoft Office, Corporate Finance, Financial Services, Quantitative Research, Information Technology, Multi-objective..., Operating System..., Research, Teamwork, Public Speaking, Social Media, Time Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Leadership
Education
University of Michigan-Dearborn 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Washtenaw Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Edward Jones April 2015 - Present
Edward Jones Investments April 2015 - Present
Washtenaw Community College September 2009 - July 2014
Foresight Capital Management Advisors November 2013 - May 2014
Skills
Microsoft Office, Corporate Finance, Financial Services, Quantitative Research, Information Technology, Multi-objective..., Operating System..., Research, Teamwork, Public Speaking, Social Media, Time Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Leadership
Education
University of Michigan-Dearborn 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Washtenaw Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Brent Rodgers Brent Rodgers's Edward Jones Investments Experience March 2004 - December 2004
Job Founder at Plat Mobile App
Industry Food & Beverages
Experience
Plat Mobile App May 2014 - Present
Roots Juices March 2012 - Present
Roots Juices 2012 - Present
TD Ameritrade December 2004 - January 2012
Edward Jones Investments March 2004 - December 2004
Edward Jones Investments March 2004 - December 2004
Personal Financial December 1999 - January 2004
Personal Financial December 1999 - January 2004
Family Consumer Sciences January 1999 - August 2003
Family Consumer Sciences January 2000 - January 2003
Education
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Plat Mobile App May 2014 - Present
Roots Juices March 2012 - Present
Roots Juices 2012 - Present
TD Ameritrade December 2004 - January 2012
Edward Jones Investments March 2004 - December 2004
Edward Jones Investments March 2004 - December 2004
Personal Financial December 1999 - January 2004
Personal Financial December 1999 - January 2004
Family Consumer Sciences January 1999 - August 2003
Family Consumer Sciences January 2000 - January 2003
Education
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Masters of Science, Personal Financial Planning
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Texas Tech University
Bachelors of Sciences, Restaurant Hotel Institutional Management
Kent Brenneman, AIF® Kent Brenneman, AIF®'s Edward Jones Investments Experience August 2006 - January 2011
Job Branch Director & Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2011 - Present
Edward Jones Investments August 2006 - January 2011
Dell May 2004 - October 2005
Dell Worldwide Procurement May 1999 - April 2004
ADI 1993 - 1999
Signetics 1984 - 1991
Allen-Bradley 1979 - 1984
Education
Texas A&M University 1978 — 1984
M.S.
Texas A&M University 1974 — 1978
B.S.
Westchester High School 1970 — 1974
Upstream Investment Partners, LLC January 2011 - Present
Edward Jones Investments August 2006 - January 2011
Dell May 2004 - October 2005
Dell Worldwide Procurement May 1999 - April 2004
ADI 1993 - 1999
Signetics 1984 - 1991
Allen-Bradley 1979 - 1984
Education
Texas A&M University 1978 — 1984
M.S.
Texas A&M University 1974 — 1978
B.S.
Westchester High School 1970 — 1974
Jerry Whaley, CSP Jerry Whaley, CSP's Edward Jones Investments Experience January 2008 - December 2009
Job Territory Manager, East Tennessee at VantagePQ Solutions, LLC
Industry Executive Office
Experience
VantagePQ Solutions, LLC June 2013 - Present
TEN-TEC, Inc April 2011 - May 2013
QUAM-NICHOLS Co December 2009 - November 2010
Edward Jones Investments January 2008 - December 2009
AKG Acoustics January 2006 - December 2007
SECOM March 2004 - January 2006
Wilson Audio Sales March 1987 - March 2004
ELECTRO-VOICE January 1984 - February 1987
ELECTRO-VOICE October 1981 - January 1984
ELECTRO-VOICE November 1978 - October 1981
Skills
Sales, Sales Management, Sales Presentations, Product Management, Product Marketing, Marketing, Photography, Digital Photography, Photoshop, Negotiation, Strategic Planning, Competitive Analysis, Writing, Stock Photography, Commercial Product..., Engineering, Relationship Marketing, Partnering, Key Account Management, Presentations, Manufacturing, Manufacturing..., Client Development, Quality Assurance, B2B Marketing, Building Relationships, Self-driven, Top Producer, Computer Proficiency, Social Media, Networking, Strategic Partnerships, New Business Development, Professional Audio, AV, Product Development, Electronics, Sound, Management, Training, Strategy, Leadership, Selling, Sales Operations
Education
Tusculum College 1992 — 1993
BS, Organizational Management
Pellissippi State Tech Comm College 1974 — 1976
AS, Electronics Engineering
VantagePQ Solutions, LLC June 2013 - Present
TEN-TEC, Inc April 2011 - May 2013
QUAM-NICHOLS Co December 2009 - November 2010
Edward Jones Investments January 2008 - December 2009
AKG Acoustics January 2006 - December 2007
SECOM March 2004 - January 2006
Wilson Audio Sales March 1987 - March 2004
ELECTRO-VOICE January 1984 - February 1987
ELECTRO-VOICE October 1981 - January 1984
ELECTRO-VOICE November 1978 - October 1981
Skills
Sales, Sales Management, Sales Presentations, Product Management, Product Marketing, Marketing, Photography, Digital Photography, Photoshop, Negotiation, Strategic Planning, Competitive Analysis, Writing, Stock Photography, Commercial Product..., Engineering, Relationship Marketing, Partnering, Key Account Management, Presentations, Manufacturing, Manufacturing..., Client Development, Quality Assurance, B2B Marketing, Building Relationships, Self-driven, Top Producer, Computer Proficiency, Social Media, Networking, Strategic Partnerships, New Business Development, Professional Audio, AV, Product Development, Electronics, Sound, Management, Training, Strategy, Leadership, Selling, Sales Operations
Education
Tusculum College 1992 — 1993
BS, Organizational Management
Pellissippi State Tech Comm College 1974 — 1976
AS, Electronics Engineering
Craig Novy Craig Novy's Edward Jones Investments Experience June 2009 - June 2010
Job Chase Investment Services Corp.
Industry Investment Banking
Experience
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
Jonathan Reaves's Edward Jones Investments Experience January 2006 - January 2007
Job Trader at Traders Capital LLC.
Industry Financial Services
Experience
PNC April 2011 - August 2012
J.W. Reaves & Co April 2011 - August 2012
PNC Bank January 2011 - August 2012
Traders Capital LLC. September 2009 - July 2010
GH 2008 - 2009
TD Ameritrade January 2007 - January 2008
TD 2007 - 2008
Edward Jones Investments January 2006 - January 2007
Edward Jones 2006 - 2007
Cook County January 2005 - January 2006
Skills
Series 7, Investments, Securities, Uniform Combined State..., Financial Analysis, Equities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Banking, Finance, Risk Management, Trading
Education
University of Illinois 1994 — 1998
Bachelor of Science, Psychology
University of Illinois 1994 — 1998
Bachelor of Art, Philosophy
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. B.A., Psychology Philosophy
PNC April 2011 - August 2012
J.W. Reaves & Co April 2011 - August 2012
PNC Bank January 2011 - August 2012
Traders Capital LLC. September 2009 - July 2010
GH 2008 - 2009
TD Ameritrade January 2007 - January 2008
TD 2007 - 2008
Edward Jones Investments January 2006 - January 2007
Edward Jones 2006 - 2007
Cook County January 2005 - January 2006
Skills
Series 7, Investments, Securities, Uniform Combined State..., Financial Analysis, Equities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Banking, Finance, Risk Management, Trading
Education
University of Illinois 1994 — 1998
Bachelor of Science, Psychology
University of Illinois 1994 — 1998
Bachelor of Art, Philosophy
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. B.A., Psychology Philosophy
Jerry Anderson,CFP (972)414-5971 Jerry Anderson,CFP (972)414-5971's Edward Jones Investments Experience January 2000 - May 2004
Job Financial Advisor, LPL Financial
Industry Investment Management
Experience
Jerry Anderson FinancialGroup April 2009 - Present
Merrill Lynch May 2004 - April 2009
Edward Jones Investments January 2000 - May 2004
Jerry Anderson Sports 1983 - 2000
Skills
Investments, Retirement, Life Insurance, Strategic Planning, Portfolio Management, Financial Services, Asset Management, Securities, Small Business, Long Term Care Insurance
Education
Texas Tech University 1978 — 1980
BS
Leadership Garland
Jerry Anderson FinancialGroup April 2009 - Present
Merrill Lynch May 2004 - April 2009
Edward Jones Investments January 2000 - May 2004
Jerry Anderson Sports 1983 - 2000
Skills
Investments, Retirement, Life Insurance, Strategic Planning, Portfolio Management, Financial Services, Asset Management, Securities, Small Business, Long Term Care Insurance
Education
Texas Tech University 1978 — 1980
BS
Leadership Garland
Erica Fritz Erica Fritz's Edward Jones Investments Experience January 1997 - January 2002
Job Owner at Mobile Notary & Signing Agent
Industry Legal Services
Experience
Mobile Notary & Signing Agent August 2006 - Present
Erica Fritz, Mobile Notary August 2006 - Present
2004-2005 CREDIT BUREAU SYSTEMS August 2004 - November 2005
2003-2004 CONVERGYS August 2003 - July 2004
EDWARD JONES INVESTMENTS January 1997 - January 2002
UNICOR MORTGAGE January 1996 - January 1997
Education
Thomas Nelson Community College
Mobile Notary & Signing Agent August 2006 - Present
Erica Fritz, Mobile Notary August 2006 - Present
2004-2005 CREDIT BUREAU SYSTEMS August 2004 - November 2005
2003-2004 CONVERGYS August 2003 - July 2004
EDWARD JONES INVESTMENTS January 1997 - January 2002
UNICOR MORTGAGE January 1996 - January 1997
Education
Thomas Nelson Community College
Jenna Irwin's Edward Jones Investments Experience February 2015 - Present
Job Student at The University of Findlaymajoring in Finance
Industry Financial Services
Experience
Edward Jones Investments February 2015 - Present
Your Perfect Day May 2014 - Present
The Sugar Buzz Bakery August 2012 - Present
Pier 1 Imports September 2014 - March 2015
DICK'S Sporting Goods November 2013 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Leadership, Teamwork, Event Planning, Social Networking, Team Building, Sales
Education
The University of Findlay 2013 — 2017
Bachelor of Science (BS), Finance, General
Elmwood High School 2009 — 2013
Edward Jones Investments February 2015 - Present
Your Perfect Day May 2014 - Present
The Sugar Buzz Bakery August 2012 - Present
Pier 1 Imports September 2014 - March 2015
DICK'S Sporting Goods November 2013 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Leadership, Teamwork, Event Planning, Social Networking, Team Building, Sales
Education
The University of Findlay 2013 — 2017
Bachelor of Science (BS), Finance, General
Elmwood High School 2009 — 2013
Nick Markwith Nick Markwith's Edward Jones Investments Experience June 2008 - October 2011
Job Content Strategy | Audience Growth | Demand Generation
Industry Marketing and Advertising
Experience
BrightTALK June 2015 - Present
BrightTALK November 2013 - May 2015
BrightTALK October 2011 - November 2013
Edward Jones Investments June 2008 - October 2011
The California Aggie August 2010 - June 2011
Sigma Nu Fraternity, Inc. March 2010 - March 2011
The California Aggie September 2009 - June 2010
BAE Systems June 2009 - August 2009
The Spectrum Magazine September 2005 - June 2007
Skills
Event Planning, Social Media Marketing, Online Advertising, Email Marketing, Lead Generation, Microsoft Office, Creative Writing, Demand Generation, Graphic Design, Strategic Partnerships, SEO, Promotion Planning, Proofreading, Community Management, LinkedIn, Twitter, Copy Editing, Feature Writing, Content Marketing, Content Strategy, HTML
Education
University of California, Davis 2007 — 2011
Bachelor of Arts Projected, Communication, Psychology, Writing
Woodside High School 2003 — 2007
BrightTALK June 2015 - Present
BrightTALK November 2013 - May 2015
BrightTALK October 2011 - November 2013
Edward Jones Investments June 2008 - October 2011
The California Aggie August 2010 - June 2011
Sigma Nu Fraternity, Inc. March 2010 - March 2011
The California Aggie September 2009 - June 2010
BAE Systems June 2009 - August 2009
The Spectrum Magazine September 2005 - June 2007
Skills
Event Planning, Social Media Marketing, Online Advertising, Email Marketing, Lead Generation, Microsoft Office, Creative Writing, Demand Generation, Graphic Design, Strategic Partnerships, SEO, Promotion Planning, Proofreading, Community Management, LinkedIn, Twitter, Copy Editing, Feature Writing, Content Marketing, Content Strategy, HTML
Education
University of California, Davis 2007 — 2011
Bachelor of Arts Projected, Communication, Psychology, Writing
Woodside High School 2003 — 2007
Trenesha Brown Trenesha Brown's Edward Jones Investments Experience September 2008 - December 2008
Job Department of Accounting and Fincance at UNC Greensboro
Industry Higher Education
Experience
UNC Greensboro 2012 - Present
UNC Greensboro August 2009 - Present
Hertford County Public Schools Summer Enrichment June 2012 - August 2012
Edward Jones Investments September 2008 - December 2008
Reclamation Academy September 2007 - December 2008
Windsor/Bertie Chamber of Commerce May 2008 - August 2008
Skills
Higher Education, Student Development, SPSS, Teaching, Student Affairs, Event Planning, Social Media, Statistics, Editing, Community Outreach, Photoshop, Stata, Matlab, Tutoring, Data Analysis, Critical Thinking, PCR, Facebook, Residence Life, Teamwork
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (BS), Finance
UNC Greensboro 2012 - Present
UNC Greensboro August 2009 - Present
Hertford County Public Schools Summer Enrichment June 2012 - August 2012
Edward Jones Investments September 2008 - December 2008
Reclamation Academy September 2007 - December 2008
Windsor/Bertie Chamber of Commerce May 2008 - August 2008
Skills
Higher Education, Student Development, SPSS, Teaching, Student Affairs, Event Planning, Social Media, Statistics, Editing, Community Outreach, Photoshop, Stata, Matlab, Tutoring, Data Analysis, Critical Thinking, PCR, Facebook, Residence Life, Teamwork
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (BS), Finance
Dunnie Onasanya's Edward Jones Investments Experience June 2008 - August 2008
Job Founder and CEO at MissDunnieO.com
Industry Events Services
Experience
MissDunnieO.com January 2012 - Present
D.R Valentine and Associates October 2011 - December 2011
Raytheon July 2010 - December 2011
W.P Miller Special Events 2010 - August 2011
3M Company June 2009 - August 2009
Edward Jones Investments June 2008 - August 2008
Education
Tuskegee University 2006 — 2010
Summa Cum Laude, Dual Degree: Business Administration and Sales/ Marketing
MissDunnieO.com January 2012 - Present
D.R Valentine and Associates October 2011 - December 2011
Raytheon July 2010 - December 2011
W.P Miller Special Events 2010 - August 2011
3M Company June 2009 - August 2009
Edward Jones Investments June 2008 - August 2008
Education
Tuskegee University 2006 — 2010
Summa Cum Laude, Dual Degree: Business Administration and Sales/ Marketing
Brandon Glass Brandon Glass's Edward Jones Investments Experience March 2010 - January 2013
Job Financial Advisor in Greater Orlando Area
Industry Financial Services
Experience
Tiaa-cref November 2013 - Present
Burke Insurance Agency LLC January 2013 - November 2013
Edward Jones Investments March 2010 - January 2013
Busch Entertainment Corp February 2009 - August 2009
Busch Entertainment Corp June 2008 - January 2009
Delta Sigma Pi 2009 - 2009
US Army 2001 - 2005
Skills
Marketing, PowerPoint, Market Planning, Accounting, CRM, Management, Sales, SEO, Microsoft Excel, Finance, Public Speaking, Social Media, Community Outreach, Microsoft Office, Microsoft Word, Marketing Strategy, Banking, Team Leadership, Event Planning, Customer Retention, Training, Team Building, Investments, Strategic Planning, Customer Service, Account Management, Social Media Marketing, Outlook, Leadership, Social Networking, Time Management, Budgets, Financial Analysis
Education
University of Central Florida - College of Business Administration 2008 — 2010
marketing
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Brevard Community College 2006 — 2008
AA, Business
SHS
University of Central Florida
2009Marketing Major
University of Central Florida
2009Marketing Major
Tiaa-cref November 2013 - Present
Burke Insurance Agency LLC January 2013 - November 2013
Edward Jones Investments March 2010 - January 2013
Busch Entertainment Corp February 2009 - August 2009
Busch Entertainment Corp June 2008 - January 2009
Delta Sigma Pi 2009 - 2009
US Army 2001 - 2005
Skills
Marketing, PowerPoint, Market Planning, Accounting, CRM, Management, Sales, SEO, Microsoft Excel, Finance, Public Speaking, Social Media, Community Outreach, Microsoft Office, Microsoft Word, Marketing Strategy, Banking, Team Leadership, Event Planning, Customer Retention, Training, Team Building, Investments, Strategic Planning, Customer Service, Account Management, Social Media Marketing, Outlook, Leadership, Social Networking, Time Management, Budgets, Financial Analysis
Education
University of Central Florida - College of Business Administration 2008 — 2010
marketing
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Brevard Community College 2006 — 2008
AA, Business
SHS
University of Central Florida
2009Marketing Major
University of Central Florida
2009Marketing Major
Tim Malz, AAMS Tim Malz, AAMS's Edward Jones Investments Experience April 2000 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments April 2000 - Present
Education
University of Missouri-Saint Louis
Edward Jones Investments April 2000 - Present
Education
University of Missouri-Saint Louis
Zaneilia Harris, CFP® Zaneilia Harris, CFP®'s Edward Jones Investments Experience 2000 - 2001
Job Financial Planner to the Well Heeled Woman (as Featured in Black Enterprise & Investment News)
Industry Financial Services
Experience
Harris and Harris Wealth Management Group, LLC 2009 - Present
PNC Investments 2008 - 2009
Merrill Lynch 2006 - 2008
Grant Thornton 2005 - 2006
BearingPoint, formerly KPMG Consulting 2002 - 2005
Citi 2002 - 2002
Edward Jones Investments 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
The NASDAQ Stock Market, Issuer Services, Listing Qualifications 1997 - 1998
Office of the Inspector General, Financial Audit Division 1994 - 1997
Skills
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Investments, Registered Investment..., Strategic Financial..., Cash Flow, Personal Financial..., Stocks, Mutual Funds, Long Term Acute Care, Life Insurance, 529 Plans, Portfolio Performance..., Financial Education, Sales Presentations, Monte Carlo modeling, Federal Government..., SOX Compliancy, Internal Controls, Financial Accounting, Budget Forecasts, Capital Assets, Investment Control, Investment Advisory, Financial Advisory, Portfolio Management
Education
Money Quotient 2014 — 2014
Financial Life Planning
The American College 2012 — 2013
Financial Planning
Saint Paul's College 1989 — 1993
Bachelor of Science, Business Administration concentrating in Accounting
Harris and Harris Wealth Management Group, LLC 2009 - Present
PNC Investments 2008 - 2009
Merrill Lynch 2006 - 2008
Grant Thornton 2005 - 2006
BearingPoint, formerly KPMG Consulting 2002 - 2005
Citi 2002 - 2002
Edward Jones Investments 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
The NASDAQ Stock Market, Issuer Services, Listing Qualifications 1997 - 1998
Office of the Inspector General, Financial Audit Division 1994 - 1997
Skills
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Investments, Registered Investment..., Strategic Financial..., Cash Flow, Personal Financial..., Stocks, Mutual Funds, Long Term Acute Care, Life Insurance, 529 Plans, Portfolio Performance..., Financial Education, Sales Presentations, Monte Carlo modeling, Federal Government..., SOX Compliancy, Internal Controls, Financial Accounting, Budget Forecasts, Capital Assets, Investment Control, Investment Advisory, Financial Advisory, Portfolio Management
Education
Money Quotient 2014 — 2014
Financial Life Planning
The American College 2012 — 2013
Financial Planning
Saint Paul's College 1989 — 1993
Bachelor of Science, Business Administration concentrating in Accounting
Brian Stallcop, CFP® Brian Stallcop, CFP®'s Edward Jones Investments Experience July 2001 - April 2011
Job Helping successful people align their financial choices with their most deeplyheld values
Industry Financial Services
Experience
Sherpa Wealth Strategies April 2011 - Present
Edward Jones Investments July 2001 - April 2011
The Kitsap Sun September 1995 - July 2001
The Virginian-Pilot 1990 - 1995
The Indianapolis News 1988 - 1990
The Commercial Appeal 1987 - 1988
Skills
Comprehensive Wealth..., Charitable Giving..., Insurance Planning, Financial Planning, Long Term Care, Asset Allocation, Disability Insurance, Estate Planning, Retirement Planning, Investment Advisory, Investments, Finance, Financial Services, Strategic Planning, Management, Public Speaking, Securities, Life Insurance, Small Business, Leadership
Education
University of Missouri-Columbia 1985 — 1987
MA, Journalism
University of Missouri-Columbia 1982 — 1985
BA, Latin American Studies
Pasco High School 1979 — 1982
Sherpa Wealth Strategies April 2011 - Present
Edward Jones Investments July 2001 - April 2011
The Kitsap Sun September 1995 - July 2001
The Virginian-Pilot 1990 - 1995
The Indianapolis News 1988 - 1990
The Commercial Appeal 1987 - 1988
Skills
Comprehensive Wealth..., Charitable Giving..., Insurance Planning, Financial Planning, Long Term Care, Asset Allocation, Disability Insurance, Estate Planning, Retirement Planning, Investment Advisory, Investments, Finance, Financial Services, Strategic Planning, Management, Public Speaking, Securities, Life Insurance, Small Business, Leadership
Education
University of Missouri-Columbia 1985 — 1987
MA, Journalism
University of Missouri-Columbia 1982 — 1985
BA, Latin American Studies
Pasco High School 1979 — 1982
Craig Bjorklund Craig Bjorklund's Edward Jones Investments Experience 2011 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2011 - Present
Great Northern Consulting Services 2009 - 2010
Sun Microsystems 2006 - 2009
NCR Corporation 1989 - 2006
Skills
Customer Relations, Team Building, Program Management, International Marketing, Customer Satisfaction
Education
United States Air Force Academy
Mathematics, Computer Science, Military Studies
University of Minnesota-Twin Cities
Bachelor of Science (BS), Computer Sciences, Institute of Technology
Edward Jones Investments 2011 - Present
Great Northern Consulting Services 2009 - 2010
Sun Microsystems 2006 - 2009
NCR Corporation 1989 - 2006
Skills
Customer Relations, Team Building, Program Management, International Marketing, Customer Satisfaction
Education
United States Air Force Academy
Mathematics, Computer Science, Military Studies
University of Minnesota-Twin Cities
Bachelor of Science (BS), Computer Sciences, Institute of Technology
Deepa Domansky Deepa Domansky's Edward Jones Investments Experience March 2010 - Present
Job Financial Advisor at Edward Jones
Industry Education Management
Experience
Edward Jones Investments March 2010 - Present
Brit Tzedek v'Shalom - Jewish Alliance for Justice July 2008 - February 2011
MoveOn October 2006 - June 2008
Confederation of Indian Industry (CII) October 2005 - April 2006
Ohio University January 2005 - June 2005
Lutheran World Relief (LWR) September 1999 - September 2001
Skills
Non-profits, Community Outreach, Public Speaking
Education
University of Connecticut
M.A, Political Science/International Relations
University of Tübingen
M.A. B.A, Political Science; International Relations
Wittenberg University
Edward Jones Investments March 2010 - Present
Brit Tzedek v'Shalom - Jewish Alliance for Justice July 2008 - February 2011
MoveOn October 2006 - June 2008
Confederation of Indian Industry (CII) October 2005 - April 2006
Ohio University January 2005 - June 2005
Lutheran World Relief (LWR) September 1999 - September 2001
Skills
Non-profits, Community Outreach, Public Speaking
Education
University of Connecticut
M.A, Political Science/International Relations
University of Tübingen
M.A. B.A, Political Science; International Relations
Wittenberg University
Colette Stukas Colette Stukas's Edward Jones Investments Experience November 2005 - August 2009
Job Pension Administrator at Cornerstone Group
Industry Financial Services
Experience
Cornerstone Group January 2012 - Present
The Bulfinch Group August 2009 - March 2012
Edward Jones Investments November 2005 - August 2009
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Disability Insurance, Wealth Management, Health Insurance, Employee Benefits, Financial Analysis, Accounting, Mortgage Lending
Education
University of Massachusetts, Amherst 1982 — 1986
BS, Mathematics
Cornerstone Group January 2012 - Present
The Bulfinch Group August 2009 - March 2012
Edward Jones Investments November 2005 - August 2009
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Disability Insurance, Wealth Management, Health Insurance, Employee Benefits, Financial Analysis, Accounting, Mortgage Lending
Education
University of Massachusetts, Amherst 1982 — 1986
BS, Mathematics
Gregory Gleason Gregory Gleason's Edward Jones Investments Experience January 2008 - Present
Job Financial Advisor at Edward Jones Investments
Industry Investment Banking
Experience
Edward Jones Investments January 2008 - Present
Albemarle Investments, Inc. January 2002 - July 2008
Approved Federal Savings Bank October 1996 - June 2001
Signet Bank January 1996 - October 1996
Virginia First Savings Bank February 1984 - January 1996
BankAtlantic May 1977 - January 1984
Skills
Training, Loans, Contract Negotiation, Real Estate, Strategic Planning, Mortgage Lending, Negotiation, Business Development, Budgets, Management, Banking, Team Building, Strategic Financial..., Risk Management, Finance, New Business Development, Investments, Insurance, Mergers & Acquisitions
Education
University of Miami - School of Business 1971 — 1975
BBA, Finance
Edward Jones Investments January 2008 - Present
Albemarle Investments, Inc. January 2002 - July 2008
Approved Federal Savings Bank October 1996 - June 2001
Signet Bank January 1996 - October 1996
Virginia First Savings Bank February 1984 - January 1996
BankAtlantic May 1977 - January 1984
Skills
Training, Loans, Contract Negotiation, Real Estate, Strategic Planning, Mortgage Lending, Negotiation, Business Development, Budgets, Management, Banking, Team Building, Strategic Financial..., Risk Management, Finance, New Business Development, Investments, Insurance, Mergers & Acquisitions
Education
University of Miami - School of Business 1971 — 1975
BBA, Finance
Ali Bavarian Ali Bavarian's Edward Jones Investments Experience January 2006 - March 2011
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services April 2011 - Present
Edward Jones Investments January 2006 - March 2011
Compunet eBusiness Group April 2003 - December 2005
Education
University of California, Santa Barbara 1997 — 2002
BA, Business Economics
University of California, Santa Barbara 1997 — 2002
Minor, Music
Raymond James Financial Services April 2011 - Present
Edward Jones Investments January 2006 - March 2011
Compunet eBusiness Group April 2003 - December 2005
Education
University of California, Santa Barbara 1997 — 2002
BA, Business Economics
University of California, Santa Barbara 1997 — 2002
Minor, Music
Ken Chmielewski Ken Chmielewski's Edward Jones Investments Experience June 2014 - Present
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments June 2014 - Present
Best Buy 2012 - 2014
Lux Bond & Green 2011 - 2012
Ross-Simons 2000 - 2011
Skills
Customer Satisfaction, Customer Service, Store Management, Sales Management, Leadership, Training, Management, Sales
Education
University of Connecticut 1980 — 1985
Bachelor's Degree, Business Administration
Bedford College - London, England
Edward Jones Investments June 2014 - Present
Best Buy 2012 - 2014
Lux Bond & Green 2011 - 2012
Ross-Simons 2000 - 2011
Skills
Customer Satisfaction, Customer Service, Store Management, Sales Management, Leadership, Training, Management, Sales
Education
University of Connecticut 1980 — 1985
Bachelor's Degree, Business Administration
Bedford College - London, England
Jack Haire's Edward Jones Investments Experience 1994 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 1994 - Present
Education
Texas A&M University 1977 — 1981
Edward Jones Investments 1994 - Present
Education
Texas A&M University 1977 — 1981
Christopher Hillis Christopher Hillis's Edward Jones Investments Experience June 2009 - May 2011
Job Divisional Sales Manager at Groupon
Industry Marketing and Advertising
Experience
Groupon June 2015 - Present
Groupon International June 2011 - Present
Edward Jones Investments June 2009 - May 2011
Mutual of Omaha June 2009 - February 2010
Skills
Series 7, Series 66, PowerPoint, Excel, Word, Salesforce.com, Retirement Planning, Sales, Microsoft Excel, Finance, Uniform Combined State..., Microsoft Word, Marketing, Customer Service, Investments, New Business Development, Leadership, Social Media, Management, Sales Management, Cold Calling, Microsoft Office, Marketing Strategy, Account Management, Social Media Marketing, Social Networking
Education
University of Nebraska-Lincoln 2005 — 2009
BA, International Business
Universitat de València 2008 — 2008
Licensures
Groupon June 2015 - Present
Groupon International June 2011 - Present
Edward Jones Investments June 2009 - May 2011
Mutual of Omaha June 2009 - February 2010
Skills
Series 7, Series 66, PowerPoint, Excel, Word, Salesforce.com, Retirement Planning, Sales, Microsoft Excel, Finance, Uniform Combined State..., Microsoft Word, Marketing, Customer Service, Investments, New Business Development, Leadership, Social Media, Management, Sales Management, Cold Calling, Microsoft Office, Marketing Strategy, Account Management, Social Media Marketing, Social Networking
Education
University of Nebraska-Lincoln 2005 — 2009
BA, International Business
Universitat de València 2008 — 2008
Licensures
Andrew Sklar's Edward Jones Investments Experience 2012 - 2013
Job Associate at Trilogy Capital Group
Industry Financial Services
Experience
Trilogy Capital Group, LLC August 2015 - Present
University of Miami August 2014 - May 2015
Spring Weekend January 2011 - April 2015
Sprint Corporate March 2013 - August 2014
Edward Jones Investments 2012 - 2013
Florida Mezzanine Fund 2012 - 2012
Skills
Financial Analysis, Research, Valuation, Microsoft Excel, Equity Derivatives, Equity Valuation, Social Media, Marketing, Social Media Marketing, Teamwork, DCF Valuation, Time Management, SPSS, PowerPoint, Statistics, Due Diligence, Equity Research
Education
University of Miami - School of Business 2014 — 2015
Master's degree, Finance, GPA: 3.7/4.0
University of Central Florida 2010 — 2012
Bachelor's degree, Finance and Financial Management Services
Trilogy Capital Group, LLC August 2015 - Present
University of Miami August 2014 - May 2015
Spring Weekend January 2011 - April 2015
Sprint Corporate March 2013 - August 2014
Edward Jones Investments 2012 - 2013
Florida Mezzanine Fund 2012 - 2012
Skills
Financial Analysis, Research, Valuation, Microsoft Excel, Equity Derivatives, Equity Valuation, Social Media, Marketing, Social Media Marketing, Teamwork, DCF Valuation, Time Management, SPSS, PowerPoint, Statistics, Due Diligence, Equity Research
Education
University of Miami - School of Business 2014 — 2015
Master's degree, Finance, GPA: 3.7/4.0
University of Central Florida 2010 — 2012
Bachelor's degree, Finance and Financial Management Services
Deb Robyck Deb Robyck's Edward Jones Investments Experience July 2010 - March 2014
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Young Living Essential Oils December 2013 - Present
Edward Jones Investments July 2010 - March 2014
Aerotek November 2009 - June 2010
Prestige Alarm Systems August 2008 - January 2009
Mesa Public Schools August 2006 - December 2007
Lennox International/Armstrong Air Conditioning, Inc February 1989 - August 2004
Skills
Customer Satisfaction, Customer Service, Office Administration, Organization, Local Marketing, Financial Services
Education
University of Phoenix 2009 — 2011
associates, Healthcare administration
Edward Jones July 2014 - Present
Young Living Essential Oils December 2013 - Present
Edward Jones Investments July 2010 - March 2014
Aerotek November 2009 - June 2010
Prestige Alarm Systems August 2008 - January 2009
Mesa Public Schools August 2006 - December 2007
Lennox International/Armstrong Air Conditioning, Inc February 1989 - August 2004
Skills
Customer Satisfaction, Customer Service, Office Administration, Organization, Local Marketing, Financial Services
Education
University of Phoenix 2009 — 2011
associates, Healthcare administration
Scott Hendrix Scott Hendrix's Edward Jones Investments Experience May 2012 - 2014
Job Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC November 2014 - Present
Edward Jones Investments May 2012 - 2014
Texas Department of Information Resources 2007 - 2012
ArthroCare Corporation 2005 - 2007
CarboMedics 2001 - 2005
Electronic Data Systems 1999 - 2001
Texas Comptroller of Public Accounts November 1998 - December 1999
Motorola February 1998 - October 1998
NASA - National Aeronautics and Space Administration 1988 - 1998
Skills
Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Financial Reporting, Portfolio Management, Finance, Accounting, Financial Services, Insurance, Asset Management, Sarbanes-Oxley Act, Forecasting, Risk Management
Education
University of Maryland College Park 1986 — 1988
Master of Public Management, Finance, Economics, Statistics, Regulation
The University of Texas at Austin
Bachelor of Arts (B.A.)
UPSTREAM Investment Partners, LLC November 2014 - Present
Edward Jones Investments May 2012 - 2014
Texas Department of Information Resources 2007 - 2012
ArthroCare Corporation 2005 - 2007
CarboMedics 2001 - 2005
Electronic Data Systems 1999 - 2001
Texas Comptroller of Public Accounts November 1998 - December 1999
Motorola February 1998 - October 1998
NASA - National Aeronautics and Space Administration 1988 - 1998
Skills
Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Financial Reporting, Portfolio Management, Finance, Accounting, Financial Services, Insurance, Asset Management, Sarbanes-Oxley Act, Forecasting, Risk Management
Education
University of Maryland College Park 1986 — 1988
Master of Public Management, Finance, Economics, Statistics, Regulation
The University of Texas at Austin
Bachelor of Arts (B.A.)
Derric Bath Derric Bath's Edward Jones Investments Experience June 2009 - August 2009
Job Customer Service Manager: Temperature Control at Celadon Group Inc.
Industry Logistics and Supply Chain
Experience
Celadon Group Inc. April 2015 - Present
Celadon Group Inc. January 2014 - March 2015
Celadon Group Inc. July 2012 - January 2014
University of Chicago August 2011 - July 2012
Circle of Trust Investment Group April 2009 - May 2011
University of Pennsylvania Athletic Operations October 2007 - May 2011
Edward Jones Investments June 2009 - August 2009
Skills
Market Research, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Statistics, Customer Service, Finance, Brand Management, Investments, Data Analysis, Leadership, Strategic Planning, Business Strategy, Logistics, Transportation, Forecasting, Analysis
Education
University of Pennsylvania 2007 — 2011
School of Arts and Sciences, Economics Major
Mattoon High School 2003 — 2007
Wharton School of Business
Consumer Psychology Minor
Celadon Group Inc. April 2015 - Present
Celadon Group Inc. January 2014 - March 2015
Celadon Group Inc. July 2012 - January 2014
University of Chicago August 2011 - July 2012
Circle of Trust Investment Group April 2009 - May 2011
University of Pennsylvania Athletic Operations October 2007 - May 2011
Edward Jones Investments June 2009 - August 2009
Skills
Market Research, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Statistics, Customer Service, Finance, Brand Management, Investments, Data Analysis, Leadership, Strategic Planning, Business Strategy, Logistics, Transportation, Forecasting, Analysis
Education
University of Pennsylvania 2007 — 2011
School of Arts and Sciences, Economics Major
Mattoon High School 2003 — 2007
Wharton School of Business
Consumer Psychology Minor
Wesley Morris's Edward Jones Investments Experience February 2008 - July 2009
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2009 - Present
Freelance Videography November 2009 - December 2013
Edward Jones Investments February 2008 - July 2009
Real Estate Speculation May 2006 - June 2008
Independent Mortgage Broker February 2006 - February 2008
Countrywide's Full Spectrum Lending (Acquired by Bank of America) June 2005 - February 2006
SBC / AT&T June 2003 - June 2005
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance, Magna Cum Laude w/ Honors 3.6 / 3.8 / 4.0 (Overall/Business/Honors)
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Banking and Finance
E*TRADE Financial Corporation July 2009 - Present
Freelance Videography November 2009 - December 2013
Edward Jones Investments February 2008 - July 2009
Real Estate Speculation May 2006 - June 2008
Independent Mortgage Broker February 2006 - February 2008
Countrywide's Full Spectrum Lending (Acquired by Bank of America) June 2005 - February 2006
SBC / AT&T June 2003 - June 2005
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance, Magna Cum Laude w/ Honors 3.6 / 3.8 / 4.0 (Overall/Business/Honors)
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Banking and Finance
Dan Aultman Dan Aultman's Edward Jones Investments Experience 1998 - 2002
Job Sr. Sales Consultant / Yacht Broker at MarineMax, Inc.
Industry Maritime
Experience
MarineMax 2003 - Present
Park Presence Land Company, Winter Park, FL 2002 - 2003
Edward Jones Investments 1998 - 2002
Skills
Sales, Yachting, Boat, Sales Management, Selling, New Business Development, Account Management, Marketing Strategy, Sales Operations, Customer Service, Negotiation, Inventory Management, Retail, Contract Negotiation, Marketing, Investments, Multi Tasking, Investment Properties, Portfolio Management, Training
Education
University of North Carolina at Wilmington 1993 — 1997
Bachelor of Science BUSINESS FINANCE / MINOR CHEMISTY, FINANCE / CHEMISTRY
Hibriten High School
MarineMax 2003 - Present
Park Presence Land Company, Winter Park, FL 2002 - 2003
Edward Jones Investments 1998 - 2002
Skills
Sales, Yachting, Boat, Sales Management, Selling, New Business Development, Account Management, Marketing Strategy, Sales Operations, Customer Service, Negotiation, Inventory Management, Retail, Contract Negotiation, Marketing, Investments, Multi Tasking, Investment Properties, Portfolio Management, Training
Education
University of North Carolina at Wilmington 1993 — 1997
Bachelor of Science BUSINESS FINANCE / MINOR CHEMISTY, FINANCE / CHEMISTRY
Hibriten High School
Archie Pedden, CFP, CPCA's Edward Jones Investments Experience November 2003 - October 2006
Job Wealth Planner at HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management July 2015 - Present
CDSPI Advisory Services Inc. September 2011 - June 2015
RBC Dominion Securities July 2009 - November 2010
BMO Financial Group 2006 - 2009
Edward Jones Investments November 2003 - October 2006
PCI Geomatics September 1999 - November 2003
DMTI Spatial January 1998 - September 1999
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Securities, Portfolio Management, Risk Management, High Net Worth..., Strategic Financial..., Investment Strategies, Wealth, Financial Planners, Finance, Wealth Management..., Certified Financial..., Investment Management, ETFs, Financial Services, Asset Management, Customer Service, Equities, Insurance, Relationship Management, Fixed Income
Education
University of Guelph 1990 — 1994
B.Sc., Honours Physical Geography
HSBC Retail Banking and Wealth Management July 2015 - Present
CDSPI Advisory Services Inc. September 2011 - June 2015
RBC Dominion Securities July 2009 - November 2010
BMO Financial Group 2006 - 2009
Edward Jones Investments November 2003 - October 2006
PCI Geomatics September 1999 - November 2003
DMTI Spatial January 1998 - September 1999
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Securities, Portfolio Management, Risk Management, High Net Worth..., Strategic Financial..., Investment Strategies, Wealth, Financial Planners, Finance, Wealth Management..., Certified Financial..., Investment Management, ETFs, Financial Services, Asset Management, Customer Service, Equities, Insurance, Relationship Management, Fixed Income
Education
University of Guelph 1990 — 1994
B.Sc., Honours Physical Geography
Allison Chervenak Allison Chervenak's Edward Jones Investments Experience January 2011 - June 2011
Job Flight Attendant
Industry Leisure, Travel & Tourism
Experience
Alaska Airlines April 2014 - Present
International House Davis November 2013 - April 2014
Auburn Ale House April 2012 - April 2013
Tahoe Recreation; California Land Management July 2011 - October 2011
Edward Jones Investments January 2011 - June 2011
Heavenly Tahoe Vacations January 2011 - February 2011
Telluride Visitor Center November 2009 - September 2010
Consulate of Ecuador June 2009 - September 2009
Center for International Education September 2008 - June 2009
Dean's Ambassadors Council September 2008 - June 2009
Skills
Interpersonal..., Spanish, International Relations, Leadership, Microsoft Office, Teamwork, Public Speaking, Marketing, Event Management, Event Planning, Social Networking, Community Outreach, Fundraising, Time Management, Management, Team Building, Training, Advertising
Education
Edward Jones Training Program 2011 — 2011
Financial Services Federal Licensing, Series 7 and Series 66
University of California, Irvine 2005 — 2009
Bachelor of Arts, International Studies and Spanish, Minor: Management
University of California, Irvine 2008 — 2008
Certificate, Global Leadership Certificate Program
Instituto Norteamericano en Concepción, Chile 2007 — 2008
Spanish Language and Culture
Alaska Airlines April 2014 - Present
International House Davis November 2013 - April 2014
Auburn Ale House April 2012 - April 2013
Tahoe Recreation; California Land Management July 2011 - October 2011
Edward Jones Investments January 2011 - June 2011
Heavenly Tahoe Vacations January 2011 - February 2011
Telluride Visitor Center November 2009 - September 2010
Consulate of Ecuador June 2009 - September 2009
Center for International Education September 2008 - June 2009
Dean's Ambassadors Council September 2008 - June 2009
Skills
Interpersonal..., Spanish, International Relations, Leadership, Microsoft Office, Teamwork, Public Speaking, Marketing, Event Management, Event Planning, Social Networking, Community Outreach, Fundraising, Time Management, Management, Team Building, Training, Advertising
Education
Edward Jones Training Program 2011 — 2011
Financial Services Federal Licensing, Series 7 and Series 66
University of California, Irvine 2005 — 2009
Bachelor of Arts, International Studies and Spanish, Minor: Management
University of California, Irvine 2008 — 2008
Certificate, Global Leadership Certificate Program
Instituto Norteamericano en Concepción, Chile 2007 — 2008
Spanish Language and Culture
Olivio Gomez Olivio Gomez's Edward Jones Investments Experience June 2006 - December 2010
Job Vice President at Clarity Capital Partners
Industry Financial Services
Experience
Sagent Wealth Management August 2011 - September 2013
Edward Jones Investments June 2006 - December 2010
Home Depot April 2003 - June 2006
Gap July 1996 - August 2000
Skills
Retirement Planning, Investment Strategies, College Savings Plans, 401k Rollovers, Wealth Management, Portfolio Management, Risk Management, Wealth, Strategic Financial..., Investments, Financial Advisory, Asset Management, Financial Analysis, Finance, Insurance, Equities, Estate Planning, Corporate FP&A, Financial Forecasting, Corporate Budgeting, Corporate Finance, Team Leadership, Leadership, Building Relationships, Relationship Management, Financial Statements, Financial Modeling, Wealth Preservation, Tax Reduction Strategies, People Development, Wealth Transfer Planning, Investment Management, 401k, Asset Allocation, Securities, Investment Advisory, Retirement, Mutual Funds, Series 63, Financial Services, Life Insurance, Bonds, Business Planning, Series 7, Small Business, Forecasting, Cross-functional Team..., Alternative Investments, Financial Planning
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing
University of California, Berkeley, Haas School of Business 1994 — 1996
BS, Finance
Sagent Wealth Management August 2011 - September 2013
Edward Jones Investments June 2006 - December 2010
Home Depot April 2003 - June 2006
Gap July 1996 - August 2000
Skills
Retirement Planning, Investment Strategies, College Savings Plans, 401k Rollovers, Wealth Management, Portfolio Management, Risk Management, Wealth, Strategic Financial..., Investments, Financial Advisory, Asset Management, Financial Analysis, Finance, Insurance, Equities, Estate Planning, Corporate FP&A, Financial Forecasting, Corporate Budgeting, Corporate Finance, Team Leadership, Leadership, Building Relationships, Relationship Management, Financial Statements, Financial Modeling, Wealth Preservation, Tax Reduction Strategies, People Development, Wealth Transfer Planning, Investment Management, 401k, Asset Allocation, Securities, Investment Advisory, Retirement, Mutual Funds, Series 63, Financial Services, Life Insurance, Bonds, Business Planning, Series 7, Small Business, Forecasting, Cross-functional Team..., Alternative Investments, Financial Planning
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing
University of California, Berkeley, Haas School of Business 1994 — 1996
BS, Finance
Scott Cyliax's Edward Jones Investments Experience May 2007 - August 2007
Job Sales Executive Revenue Cycle at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation January 2014 - Present
Cerner Corporation February 2012 - October 2014
Cerner Corporation May 2011 - February 2012
Cerner Corporation November 2010 - May 2011
Wells Fargo Financial May 2010 - November 2010
MU Rec Center September 2008 - May 2010
General Lawn June 2008 - August 2009
Edward Jones Investments May 2007 - August 2007
Skills
Consulting, Organization, Financial Analysis, Analytics, Training, Recruiting, Risk Management, Communication, Data Analysis, Leadership, Sales, Microsoft Excel, Healthcare, Cerner
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelors of Science, Finance and Banking
Cerner Corporation January 2014 - Present
Cerner Corporation February 2012 - October 2014
Cerner Corporation May 2011 - February 2012
Cerner Corporation November 2010 - May 2011
Wells Fargo Financial May 2010 - November 2010
MU Rec Center September 2008 - May 2010
General Lawn June 2008 - August 2009
Edward Jones Investments May 2007 - August 2007
Skills
Consulting, Organization, Financial Analysis, Analytics, Training, Recruiting, Risk Management, Communication, Data Analysis, Leadership, Sales, Microsoft Excel, Healthcare, Cerner
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelors of Science, Finance and Banking
David Avne's Edward Jones Investments Experience 1997 - 1999
Job Hands on Business Leader & Proud Air Force Veteran
Industry Internet
Experience
AirPower Software April 2002 - Present
BizPoint, Inc October 2014 - Present
Charles Schwab 1999 - 2001
Edward Jones Investments 1997 - 1999
PowerNet 1995 - 1997
Benchmark Mortgage 1993 - 1995
Country Health Vending 1987 - 1992
Group Telesis 1984 - 1987
Inland Empire Airlines 1981 - 1983
United States Air Force September 1977 - April 1981
Skills
Start-ups, Entrepreneurship, Management, Executive Management, Business Strategy, Investments, E-commerce, Marketing, Business Development, Accounting, Finance, Project Planning, Direct Marketing, New Business Development, Strategic Partnerships, Real Estate, Sales, Advertising, Strategy, Business Planning, Portfolio Management, Strategic Planning, Small Business, Management Consulting, Online Marketing, Leadership, Marketing Strategy, Contract Negotiation, Online Advertising, Market Research, Business Aviation, Social Media Marketing, Social Networking, Training
Education
University of La Verne 1988 — 1992
B.S., Business Administration and Management, Cum Laude
AirPower Software April 2002 - Present
BizPoint, Inc October 2014 - Present
Charles Schwab 1999 - 2001
Edward Jones Investments 1997 - 1999
PowerNet 1995 - 1997
Benchmark Mortgage 1993 - 1995
Country Health Vending 1987 - 1992
Group Telesis 1984 - 1987
Inland Empire Airlines 1981 - 1983
United States Air Force September 1977 - April 1981
Skills
Start-ups, Entrepreneurship, Management, Executive Management, Business Strategy, Investments, E-commerce, Marketing, Business Development, Accounting, Finance, Project Planning, Direct Marketing, New Business Development, Strategic Partnerships, Real Estate, Sales, Advertising, Strategy, Business Planning, Portfolio Management, Strategic Planning, Small Business, Management Consulting, Online Marketing, Leadership, Marketing Strategy, Contract Negotiation, Online Advertising, Market Research, Business Aviation, Social Media Marketing, Social Networking, Training
Education
University of La Verne 1988 — 1992
B.S., Business Administration and Management, Cum Laude
Emily Bender Emily Bender's Edward Jones Investments Experience May 2002 - June 2006
Job LGBTQ Program Coordinator at NorCal Mental Health America
Industry Mental Health Care
Experience
Mental Health America December 2014 - Present
Mutual Housing California February 2008 - September 2013
Sacramento Gay & Lesbian Center June 2002 - May 2013
Sacramento International Gay & Lesbian Film July 2007 - November 2011
Sacramento Gay & Lesbian Center January 2007 - November 2007
American Cancer Society June 2006 - November 2007
American Cancer Society 2006 - 2007
Edward Jones Investments May 2002 - June 2006
Big Brothers Big Sisters Program April 2001 - March 2005
California Psychological Association February 2000 - February 2002
Skills
Fundraising, Non-profits, Volunteer Management, Community Outreach, Event Planning, Program Management, Youth Development, Event Management, Program Evaluation, Nonprofits, Research, Public Relations, Team Building, Program Development, Leadership, Training, Workshop Facilitation
Education
Chapman University College 2005 — 2007
Master of Arts, Organizational Leadership
University of California, Davis 1995 — 1999
BA, Communications & Psychology
Chapman University College 2005 — 2007
Masters Certificate, Public & Nonprofit Organizations
Mental Health America December 2014 - Present
Mutual Housing California February 2008 - September 2013
Sacramento Gay & Lesbian Center June 2002 - May 2013
Sacramento International Gay & Lesbian Film July 2007 - November 2011
Sacramento Gay & Lesbian Center January 2007 - November 2007
American Cancer Society June 2006 - November 2007
American Cancer Society 2006 - 2007
Edward Jones Investments May 2002 - June 2006
Big Brothers Big Sisters Program April 2001 - March 2005
California Psychological Association February 2000 - February 2002
Skills
Fundraising, Non-profits, Volunteer Management, Community Outreach, Event Planning, Program Management, Youth Development, Event Management, Program Evaluation, Nonprofits, Research, Public Relations, Team Building, Program Development, Leadership, Training, Workshop Facilitation
Education
Chapman University College 2005 — 2007
Master of Arts, Organizational Leadership
University of California, Davis 1995 — 1999
BA, Communications & Psychology
Chapman University College 2005 — 2007
Masters Certificate, Public & Nonprofit Organizations
Eric Crelin Eric Crelin's Edward Jones Investments Experience March 2009 - December 2009
Job Assistant Controller at Letsos Company
Industry Education Management
Experience
Letsos Company September 2014 - Present
D.E. Harvey Builders September 2012 - September 2014
TURNER CONSTRUCTION COMPANY July 2011 - September 2012
KATY DRIVING SCHOOL March 2010 - July 2011
EDWARD JONES INVESTMENTS March 2009 - December 2009
Skills
Customer Service, Strategic Planning, Microsoft Office, Research, Leadership Development, Team Building, SAP, Accounting, Payroll, Finance, Cost Accounting, Budgets, Financial Analysis, Microsoft Word, Work Under Minimal...
Education
Texas State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Letsos Company September 2014 - Present
D.E. Harvey Builders September 2012 - September 2014
TURNER CONSTRUCTION COMPANY July 2011 - September 2012
KATY DRIVING SCHOOL March 2010 - July 2011
EDWARD JONES INVESTMENTS March 2009 - December 2009
Skills
Customer Service, Strategic Planning, Microsoft Office, Research, Leadership Development, Team Building, SAP, Accounting, Payroll, Finance, Cost Accounting, Budgets, Financial Analysis, Microsoft Word, Work Under Minimal...
Education
Texas State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Ryan montover's Edward Jones Investments Experience June 2010 - August 2010
Job Risk Control Specialist at IMA Financial Group, Inc.
Industry Insurance
Experience
IMA Financial Group, Inc. March 2014 - Present
InterOcean Capital, LLC January 2013 - March 2014
InterOcean Capital, LLC May 2012 - August 2012
IHS Inc June 2011 - August 2011
Edward Jones Investments June 2010 - August 2010
Stutzman Gerbaz Earthmoving Inc June 2006 - August 2009
Education
University of Colorado at Denver 2010 — 2012
Finance/Risk Management and Insurance
IMA Financial Group, Inc. March 2014 - Present
InterOcean Capital, LLC January 2013 - March 2014
InterOcean Capital, LLC May 2012 - August 2012
IHS Inc June 2011 - August 2011
Edward Jones Investments June 2010 - August 2010
Stutzman Gerbaz Earthmoving Inc June 2006 - August 2009
Education
University of Colorado at Denver 2010 — 2012
Finance/Risk Management and Insurance
Matt Dickey Matt Dickey's Edward Jones Investments Experience July 2005 - June 2006
Job Treasury Manager at City of Orlando
Industry Financial Services
Experience
City of Orlando September 2015 - Present
Florida League of Cities October 2012 - August 2015
Charles Schwab May 2012 - October 2012
Self December 2011 - May 2012
Wells Fargo Bank March 2010 - December 2011
Wells Fargo Bank July 2006 - March 2010
Edward Jones Investments July 2005 - June 2006
Skills
Coaching, Networking, Consulting, Management, Mortgage Lending, Consumer Lending, Series 7, Loans, Banking, Credit, Wealth Management, Retirement Planning, Investments, Pensions, Mutual Funds, Portfolio Management, Relationship Management, Financial Services, New Business Development, Account Management, Strategic Planning, Marketing, Sales, Analysis, Financial Analysis, Risk Management, Finance
Education
Texas Tech University 2000 — 2005
Bachelor, General Studies; in English, Spanish, and Chemistry
City of Orlando September 2015 - Present
Florida League of Cities October 2012 - August 2015
Charles Schwab May 2012 - October 2012
Self December 2011 - May 2012
Wells Fargo Bank March 2010 - December 2011
Wells Fargo Bank July 2006 - March 2010
Edward Jones Investments July 2005 - June 2006
Skills
Coaching, Networking, Consulting, Management, Mortgage Lending, Consumer Lending, Series 7, Loans, Banking, Credit, Wealth Management, Retirement Planning, Investments, Pensions, Mutual Funds, Portfolio Management, Relationship Management, Financial Services, New Business Development, Account Management, Strategic Planning, Marketing, Sales, Analysis, Financial Analysis, Risk Management, Finance
Education
Texas Tech University 2000 — 2005
Bachelor, General Studies; in English, Spanish, and Chemistry
Dave Mack's Edward Jones Investments Experience 1990 - 2006
Job Sales Management & Marketing Professional
Industry Executive Office
Experience
Automation Service August 2006 - June 2015
Edward Jones Investments 1990 - 2006
Satellite Technology Services (STS) 1988 - 2000
Skills
Sales Management, Marketing, Strategic Planning, Team Building, Strategy, Account Management, Sales Process, Marketing Strategy, Solution Selling, Leadership, Sales Operations, New Business Development, Negotiation, Selling, CRM, Customer Satisfaction, Sales, Customer Service, Direct Sales, Product Development, Contract Negotiation, Competitive Analysis, Business Development, Training, Management, Lead Generation, Product Marketing, Business Planning, Operations Management, Market Planning, Pricing, Business Strategy, B2B, Marketing Management, Key Account Management, Process Improvement, Strategic Partnerships, International Business, International Sales, Manufacturing, P&L Management, Sales Presentations, Trade Shows, Advertising, Cross-functional Team..., Cold Calling, Forecasting, Start-ups
Education
University of Missouri-Columbia 1985 — 1988
B.A., Political Science (emph.Constitutional Law), Psychology
Automation Service August 2006 - June 2015
Edward Jones Investments 1990 - 2006
Satellite Technology Services (STS) 1988 - 2000
Skills
Sales Management, Marketing, Strategic Planning, Team Building, Strategy, Account Management, Sales Process, Marketing Strategy, Solution Selling, Leadership, Sales Operations, New Business Development, Negotiation, Selling, CRM, Customer Satisfaction, Sales, Customer Service, Direct Sales, Product Development, Contract Negotiation, Competitive Analysis, Business Development, Training, Management, Lead Generation, Product Marketing, Business Planning, Operations Management, Market Planning, Pricing, Business Strategy, B2B, Marketing Management, Key Account Management, Process Improvement, Strategic Partnerships, International Business, International Sales, Manufacturing, P&L Management, Sales Presentations, Trade Shows, Advertising, Cross-functional Team..., Cold Calling, Forecasting, Start-ups
Education
University of Missouri-Columbia 1985 — 1988
B.A., Political Science (emph.Constitutional Law), Psychology
Danielle Rich, MA-HRM, PHR, SHRM-CP Danielle Rich, MA-HRM, PHR, SHRM-CP's Edward Jones Investments Experience May 2000 - May 2004
Job
Industry Wholesale
Experience
Midland Optical July 2013 - Present
Coolfire Studios June 2012 - July 2013
Lenny's Sub Shop January 2005 - August 2010
Smith Barney May 2004 - December 2004
Edward Jones Investments May 2000 - May 2004
Skills
Human Resources, Team Leadership, Operations Management, Performance Management, Talent Acquisition, Training, Microsoft Office, Management, Onboarding, Marketing, Business Planning, Personnel Management, Leadership Development, New Hire Orientations, Recruiting, Project Finance, Training Delivery, Employee Management, Developing Talent, Employee Benefits, Employment Law, FMLA, OSHA, OSHA Record Keeping, Workers Compensation, Employee Training, Employee Relations, Leadership
Education
Webster University 2010 — 2012
Masters of Arts, Human Resource Management
University of Arizona 1995 — 1999
Bachelor of Science, Business Administration, Marketing
Midland Optical July 2013 - Present
Coolfire Studios June 2012 - July 2013
Lenny's Sub Shop January 2005 - August 2010
Smith Barney May 2004 - December 2004
Edward Jones Investments May 2000 - May 2004
Skills
Human Resources, Team Leadership, Operations Management, Performance Management, Talent Acquisition, Training, Microsoft Office, Management, Onboarding, Marketing, Business Planning, Personnel Management, Leadership Development, New Hire Orientations, Recruiting, Project Finance, Training Delivery, Employee Management, Developing Talent, Employee Benefits, Employment Law, FMLA, OSHA, OSHA Record Keeping, Workers Compensation, Employee Training, Employee Relations, Leadership
Education
Webster University 2010 — 2012
Masters of Arts, Human Resource Management
University of Arizona 1995 — 1999
Bachelor of Science, Business Administration, Marketing
Angela Bibb Angela Bibb's Edward Jones Investments Experience April 1995 - October 1996
Job Educating and impacting the lives of children with special needs.
Industry Education Management
Experience
Plano ISD March 2012 - Present
Southern Living at HOME February 2006 - March 2008
St. Timothy Christian Academy August 2006 - February 2007
Warrior Oil Company October 1996 - May 1998
Edward Jones Investments April 1995 - October 1996
J. Thomas Schieffer /Morris & Schieffer August 1988 - December 1991
Education
The University of Texas at Arlington
International Political Science/Pre-Law
Plano ISD March 2012 - Present
Southern Living at HOME February 2006 - March 2008
St. Timothy Christian Academy August 2006 - February 2007
Warrior Oil Company October 1996 - May 1998
Edward Jones Investments April 1995 - October 1996
J. Thomas Schieffer /Morris & Schieffer August 1988 - December 1991
Education
The University of Texas at Arlington
International Political Science/Pre-Law
Tim Tow Tim Tow's Edward Jones Investments Experience March 2009 - November 2010
Job Real Estate Investor
Industry Real Estate
Experience
TD Integrity Consultants LLC August 2011 - Present
Edward Jones Investments March 2009 - November 2010
US Navy February 2007 - February 2009
US Navy July 2004 - February 2007
Skills
Security Clearance, Military, Retirement, Employee Benefits, Training, Military Experience, Personnel Management, DoD, Navy, Program Management, Management, Budgets, Leadership, Project Planning, Analysis
Education
University of Maryland University College
Bachelors of Science, Human Resources Management
TD Integrity Consultants LLC August 2011 - Present
Edward Jones Investments March 2009 - November 2010
US Navy February 2007 - February 2009
US Navy July 2004 - February 2007
Skills
Security Clearance, Military, Retirement, Employee Benefits, Training, Military Experience, Personnel Management, DoD, Navy, Program Management, Management, Budgets, Leadership, Project Planning, Analysis
Education
University of Maryland University College
Bachelors of Science, Human Resources Management
Mack A. Cohen Mack A. Cohen's Edward Jones Investments Experience 2012 - 2013
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
Edward Jones Investments 2012 - 2013
Chateau Elan Winery & Resort 2006 - 2011
THE PGA TOUR CLUB 1999 - 2006
Skills
Retirement Planning, Saving on Taxes, 401k, IRAs, Financial Goals, Investments, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1983 — 1987
Bachelor of Business Administration (BBA) - Business Management - Dean's List
Wells Fargo Advisors, LLC 2013 - Present
Edward Jones Investments 2012 - 2013
Chateau Elan Winery & Resort 2006 - 2011
THE PGA TOUR CLUB 1999 - 2006
Skills
Retirement Planning, Saving on Taxes, 401k, IRAs, Financial Goals, Investments, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1983 — 1987
Bachelor of Business Administration (BBA) - Business Management - Dean's List
Samantha Mahler Samantha Mahler's Edward Jones Investments Experience January 2010 - May 2011
Job Looking for the trifecta...
Industry Transportation/Trucking/Railroad
Experience
Prep 4 Sale February 2015 - Present
Suddath Relocation Systems January 2012 - December 2014
State Farm Insurance August 2011 - January 2012
EDWARD JONES INVESTMENTS January 2010 - May 2011
Auto Masters Fleet Service, Inc. December 2005 - May 2009
Whittington Plumbing May 2005 - August 2005
Safety-Kleen May 2003 - August 2004
Skills
QuickBooks, Leadership, Insurance, Series 7, Account Management, Management, Microsoft Office, Customer Service, Investments, Accounts Payable, Financial Analysis, Accounts Receivable, Customer Satisfaction, Forecasting, Sales, Team Building, 401k
Education
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor, Finance
Prep 4 Sale February 2015 - Present
Suddath Relocation Systems January 2012 - December 2014
State Farm Insurance August 2011 - January 2012
EDWARD JONES INVESTMENTS January 2010 - May 2011
Auto Masters Fleet Service, Inc. December 2005 - May 2009
Whittington Plumbing May 2005 - August 2005
Safety-Kleen May 2003 - August 2004
Skills
QuickBooks, Leadership, Insurance, Series 7, Account Management, Management, Microsoft Office, Customer Service, Investments, Accounts Payable, Financial Analysis, Accounts Receivable, Customer Satisfaction, Forecasting, Sales, Team Building, 401k
Education
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor, Finance
Jeff Hovander Jeff Hovander's Edward Jones Investments Experience October 2009 - August 2010
Job Sr. Software Developer at PACCAR
Industry Information Technology and Services
Experience
PACCAR October 2012 - Present
Codapack January 2010 - September 2012
Edward Jones Investments October 2009 - August 2010
Washington Mutual now JPM Chase September 2005 - February 2009
Hansell / Tierney January 2005 - September 2005
City University September 2004 - March 2005
Washington Mutual now JPM Chase June 2002 - June 2004
Comsys IT Services September 1991 - May 2002
Bank of America 1980 - 1990
Skills
Testing, Production Support, Mainframe, PeopleSoft, Quality Assurance, COBOL, SDLC, SQL, Application Development, DB2, Requirements Analysis, Unix, JCL, CICS, Agile, Release Management, Integration, Disaster Recovery, XML, Software Development, Test Director, TSO, Documentation, User Acceptance Testing, Analysis, Operating Systems, SOA, Access, Process Improvement, HTML, Research, Agile Methodologies, Software Documentation, Requirements Gathering, Systems Analysis, Visio
Education
University of Washington 2005 — 2007
Certificate, eCommerce Programming and Advanced Web Design
PeopleSoft University 2002 — 2004
Certificate, PeopleSoft, PeopleTools, PeopleCode
University of California, Los Angeles 1991 — 1992
Certificate, DB2 Database Administration
ITT Technical Institute 1989 — 1990
Diploma, Data Processing and Computer Programming
PACCAR October 2012 - Present
Codapack January 2010 - September 2012
Edward Jones Investments October 2009 - August 2010
Washington Mutual now JPM Chase September 2005 - February 2009
Hansell / Tierney January 2005 - September 2005
City University September 2004 - March 2005
Washington Mutual now JPM Chase June 2002 - June 2004
Comsys IT Services September 1991 - May 2002
Bank of America 1980 - 1990
Skills
Testing, Production Support, Mainframe, PeopleSoft, Quality Assurance, COBOL, SDLC, SQL, Application Development, DB2, Requirements Analysis, Unix, JCL, CICS, Agile, Release Management, Integration, Disaster Recovery, XML, Software Development, Test Director, TSO, Documentation, User Acceptance Testing, Analysis, Operating Systems, SOA, Access, Process Improvement, HTML, Research, Agile Methodologies, Software Documentation, Requirements Gathering, Systems Analysis, Visio
Education
University of Washington 2005 — 2007
Certificate, eCommerce Programming and Advanced Web Design
PeopleSoft University 2002 — 2004
Certificate, PeopleSoft, PeopleTools, PeopleCode
University of California, Los Angeles 1991 — 1992
Certificate, DB2 Database Administration
ITT Technical Institute 1989 — 1990
Diploma, Data Processing and Computer Programming
Matt Salviccio Matt Salviccio's Edward Jones Investments Experience January 2006 - April 2007
Job President at XL Building Products
Industry Wholesale
Experience
XL Building Products March 2015 - Present
Salviccio Properties, LLC April 2007 - Present
Edward Jones Investments January 2006 - April 2007
Edward Jones Investments November 2004 - January 2006
Skills
Profit and Loss, Executive Management, M&A experience, Financial Analysis, Managerial Finance, Risk Management, Contract Negotiation, Supplier Negotiation, Union Relations, Procurement, Travel, MBA, Negotiation, Customer Service, Budgets, Sales, Leadership, Management, Strategic Planning, Training, Strategy, Business Planning, Finance, Asset Protection, Recruiting, Risk Assessment, Business Development, Operations Management, Team Building, Forecasting
Education
University of Missouri - St. Louis
MBA, Finance
University of Missouri-St Louis
Bachelor of Science, Organization Behavior
XL Building Products March 2015 - Present
Salviccio Properties, LLC April 2007 - Present
Edward Jones Investments January 2006 - April 2007
Edward Jones Investments November 2004 - January 2006
Skills
Profit and Loss, Executive Management, M&A experience, Financial Analysis, Managerial Finance, Risk Management, Contract Negotiation, Supplier Negotiation, Union Relations, Procurement, Travel, MBA, Negotiation, Customer Service, Budgets, Sales, Leadership, Management, Strategic Planning, Training, Strategy, Business Planning, Finance, Asset Protection, Recruiting, Risk Assessment, Business Development, Operations Management, Team Building, Forecasting
Education
University of Missouri - St. Louis
MBA, Finance
University of Missouri-St Louis
Bachelor of Science, Organization Behavior
Jon Murdock, MBA, U.S. Navy (Retired) Jon Murdock, MBA, U.S. Navy (Retired)'s Edward Jones Investments Experience January 2015 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 2015 - Present
University of Phoenix April 2011 - January 2015
Navy League of the United States January 2013 - December 2014
University of Phoenix June 2006 - April 2011
US Navy July 1986 - July 2006
Skills
Leadership, Leadership Development, Military, Program Management, DoD, Team Building, Public Speaking, Organizational..., Admissions, Training, Career Counseling, Enrollment Management, Strategic Planning, Adult Education, Management, Navy, Organizational..., Student Recruiting, Community Outreach, Critical Thinking, Security Clearance, Higher Education, Staff Development, Team Leadership, Operational Planning, Military Experience, Resume Writing, Recruiting, Military Operations, Career Development, Retaining Customers, Employee Relations, Military Training, College Recruiting, Military Liaison, Supervisory Skills, Finance, Series 7, Customer Service
Education
Argosy University Seattle 2012 — 2013
Master of Arts in Education, Higher and Post Secondary Education
University of Phoenix 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Excelsior College 2005 — 2006
Bachelor of Science (B.S.), Psychology and Administrative Management
Excelsior College 2004 — 2005
Associate of Applied Science, Technical Studies
Edward Jones Investments January 2015 - Present
University of Phoenix April 2011 - January 2015
Navy League of the United States January 2013 - December 2014
University of Phoenix June 2006 - April 2011
US Navy July 1986 - July 2006
Skills
Leadership, Leadership Development, Military, Program Management, DoD, Team Building, Public Speaking, Organizational..., Admissions, Training, Career Counseling, Enrollment Management, Strategic Planning, Adult Education, Management, Navy, Organizational..., Student Recruiting, Community Outreach, Critical Thinking, Security Clearance, Higher Education, Staff Development, Team Leadership, Operational Planning, Military Experience, Resume Writing, Recruiting, Military Operations, Career Development, Retaining Customers, Employee Relations, Military Training, College Recruiting, Military Liaison, Supervisory Skills, Finance, Series 7, Customer Service
Education
Argosy University Seattle 2012 — 2013
Master of Arts in Education, Higher and Post Secondary Education
University of Phoenix 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Excelsior College 2005 — 2006
Bachelor of Science (B.S.), Psychology and Administrative Management
Excelsior College 2004 — 2005
Associate of Applied Science, Technical Studies
Damon La Cour's Edward Jones Investments Experience September 2003 - January 2005
Job Lead Analyst at Harris Health System
Industry Hospital & Health Care
Experience
Harris Health System January 2008 - Present
All American Dock and Lift August 2005 - January 2008
Net IQ January 2005 - July 2005
Edward Jones Investments September 2003 - January 2005
PentaSafe December 1998 - March 2003
Norrell (formerly Anatec) May 1997 - December 1998
Conoco March 1996 - May 1997
Skills
Crystal Reports, Security, Epic Systems, Business Intelligence, Leadership, Business Analysis, IBM iSeries, Data Analysis, Project Management, Epic Clarity, Project Coordination, ITIL v3 Foundations..., Enterprise Software, Integration, Healthcare Information..., Access, SharePoint, Project Planning, System Administration, Visio, Software Documentation, NetIQ Security Products, iSeries Security, Epic Reporting, Epic Go Live Planning, Epic Hospital Billing, Epic Radar, Sales Engineering, Sales, Customer Oriented, Sales Presentations, Sales Process, Customer Engagement, Long-term Customer..., Problem Solving, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Information Technology, Industrial Distribution, Motorcycling, Motorcycle, Analysis, SQL, PL/SQL, Pre-sales, Pre/Post Sales Engineers, Technical Presentations, Professional Services, Customer Satisfaction
Education
Texas A&M University 1994 — 1996
MS, Ag Education
Texas A&M University 1993 — 1994
BS, Ag Development
Texas A&M University 1987 — 1992
BS, Industrial Distribution
Harris Health System January 2008 - Present
All American Dock and Lift August 2005 - January 2008
Net IQ January 2005 - July 2005
Edward Jones Investments September 2003 - January 2005
PentaSafe December 1998 - March 2003
Norrell (formerly Anatec) May 1997 - December 1998
Conoco March 1996 - May 1997
Skills
Crystal Reports, Security, Epic Systems, Business Intelligence, Leadership, Business Analysis, IBM iSeries, Data Analysis, Project Management, Epic Clarity, Project Coordination, ITIL v3 Foundations..., Enterprise Software, Integration, Healthcare Information..., Access, SharePoint, Project Planning, System Administration, Visio, Software Documentation, NetIQ Security Products, iSeries Security, Epic Reporting, Epic Go Live Planning, Epic Hospital Billing, Epic Radar, Sales Engineering, Sales, Customer Oriented, Sales Presentations, Sales Process, Customer Engagement, Long-term Customer..., Problem Solving, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Information Technology, Industrial Distribution, Motorcycling, Motorcycle, Analysis, SQL, PL/SQL, Pre-sales, Pre/Post Sales Engineers, Technical Presentations, Professional Services, Customer Satisfaction
Education
Texas A&M University 1994 — 1996
MS, Ag Education
Texas A&M University 1993 — 1994
BS, Ag Development
Texas A&M University 1987 — 1992
BS, Industrial Distribution
Claudia Kushner's Edward Jones Investments Experience June 2007 - Present
Job Mortgage Consultant & Manager
Industry Financial Services
Experience
Edward Jones Investments June 2007 - Present
Education
University of California, Los Angeles 2000 — 2002
Edward Jones Investments June 2007 - Present
Education
University of California, Los Angeles 2000 — 2002
Steve Kopf's Edward Jones Investments Experience September 1996 - Present
Job Field Supervision Director, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 1996 - Present
FFP Securities, Inc. February 1993 - September 1996
Education
University of Missouri-Saint Louis 1991 — 1993
Edward Jones Investments September 1996 - Present
FFP Securities, Inc. February 1993 - September 1996
Education
University of Missouri-Saint Louis 1991 — 1993
Curtis Hula's Edward Jones Investments Experience
Job Project Leader at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments
Skills
Project Management, SDLC, Risk Management, Program Management, Software Project..., Requirements Analysis, Business Analysis, Process Improvement, Vendor Management, PMO, Project Planning
Education
University of Illinois Springfield 1993 — 1996
Edward Jones Investments
Skills
Project Management, SDLC, Risk Management, Program Management, Software Project..., Requirements Analysis, Business Analysis, Process Improvement, Vendor Management, PMO, Project Planning
Education
University of Illinois Springfield 1993 — 1996
Richard Binns's Edward Jones Investments Experience January 2007 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments January 2007 - Present
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Fixed Annuities, Strategic Financial..., Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Estate Planning, IRAs, Asset Allocation, Mutual Funds, 401k Rollovers, Saving for Education, Wealth Accumulation, Roth IRA, Investment Advisory, 529 Plans, Series 63
Education
University of Arkansas 1995 — 1999
Edward Jones Investments January 2007 - Present
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Fixed Annuities, Strategic Financial..., Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Estate Planning, IRAs, Asset Allocation, Mutual Funds, 401k Rollovers, Saving for Education, Wealth Accumulation, Roth IRA, Investment Advisory, 529 Plans, Series 63
Education
University of Arkansas 1995 — 1999
Rich Chapman, CIR's Edward Jones Investments Experience January 2004 - April 2015
Job Solutions Advisor Trainee at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Edward Jones Investments January 2004 - April 2015
Robert Faerber Law Office January 2001 - December 2003
Dot Foods June 1995 - December 2000
Skills
Certified Internet..., Talent Acquisition, Human Resources, Onboarding, Recruiting, Hiring, Sourcing, Leadership, Applicant Tracking..., Leadership Development, Networking, Employee Relations, College Recruiting, Outlook, Finance, Training, Account Management, Marketing, Interviews, Talent Management, Financial Services
Education
University of Missouri-Saint Louis 2001 — 2003
Bachelor of Arts, Communications
Centralia High School
Wells Fargo Advisors June 2015 - Present
Edward Jones Investments January 2004 - April 2015
Robert Faerber Law Office January 2001 - December 2003
Dot Foods June 1995 - December 2000
Skills
Certified Internet..., Talent Acquisition, Human Resources, Onboarding, Recruiting, Hiring, Sourcing, Leadership, Applicant Tracking..., Leadership Development, Networking, Employee Relations, College Recruiting, Outlook, Finance, Training, Account Management, Marketing, Interviews, Talent Management, Financial Services
Education
University of Missouri-Saint Louis 2001 — 2003
Bachelor of Arts, Communications
Centralia High School
William Fay's Edward Jones Investments Experience 2009 - Present
Job Financial Advisor at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
Edward Jones Investments 2009 - Present
UBS Wealth Management December 2007 - December 2009
Analysts International 1994 - 2007
Education
University of Michigan 1974 — 1978
Waddell & Reed June 2015 - Present
Edward Jones Investments 2009 - Present
UBS Wealth Management December 2007 - December 2009
Analysts International 1994 - 2007
Education
University of Michigan 1974 — 1978
Deana Hale's Edward Jones Investments Experience August 2009 - Present
Job Financial Advisor, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments August 2009 - Present
Education
University of North Carolina at Chapel Hill 1979 — 1983
Edward Jones Investments August 2009 - Present
Education
University of North Carolina at Chapel Hill 1979 — 1983
Terri Fargason's Edward Jones Investments Experience February 2008 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Education Management
Experience
Edward Jones Investments February 2008 - Present
Education
The University of Texas at Dallas
Edward Jones Investments February 2008 - Present
Education
The University of Texas at Dallas
Holli Booe-Rich's Edward Jones Investments Experience September 2010 - Present
Job Sr. Branch Office Administrator at Edward Jones Investments
Industry Investment Management
Experience
Edward Jones Investments September 2010 - Present
Harris County 2002 - December 2009
Harris County Community Supervision & Corrections Department September 1992 - December 2002
Skills
Research, Microsoft Office, Document Management, Insurance, Public Relations, Teamwork, Project Management, Project Coordination, Press Releases, Leadership, Customer Service, Budgets
Education
University of Nebraska-Lincoln 1986 — 1992
Bachelor's degree, Criminal Justice
Edward Jones Investments September 2010 - Present
Harris County 2002 - December 2009
Harris County Community Supervision & Corrections Department September 1992 - December 2002
Skills
Research, Microsoft Office, Document Management, Insurance, Public Relations, Teamwork, Project Management, Project Coordination, Press Releases, Leadership, Customer Service, Budgets
Education
University of Nebraska-Lincoln 1986 — 1992
Bachelor's degree, Criminal Justice
James Napier's Edward Jones Investments Experience 1999 - Present
Job Assistant Regional Manager for remote engineers | Seeking challenging opportunities
Industry Information Technology and Services
Experience
CBIZ January 2011 - Present
Edward Jones Investments 1999 - Present
CBIZ Network Solutions January 2010 - December 2010
CBIZ Network Solutions, LLC December 2007 - December 2009
CBIZ Network Solutions, LLC March 2006 - December 2007
CBIZ Network Solutions, LLC 2000 - 2006
CBIZ Network Solutions, LLC 1999 - 2000
Skills
Excel, Customer Service, Customer Relations, Troubleshooting, Microsoft Office, Problem Solving, Documentation, Word, Computer Hardware, Process Improvement, Outlook, Software Documentation, Project Management, Microsoft Word, Management, Microsoft Excel, Human Resources, Analysis
Education
University of Missouri-Saint Louis 2008 — 2011
BSBA, Finance
St. Charles Community College 1999 — 2005
Associates, Liberal Arts
Warren County R-III
CBIZ January 2011 - Present
Edward Jones Investments 1999 - Present
CBIZ Network Solutions January 2010 - December 2010
CBIZ Network Solutions, LLC December 2007 - December 2009
CBIZ Network Solutions, LLC March 2006 - December 2007
CBIZ Network Solutions, LLC 2000 - 2006
CBIZ Network Solutions, LLC 1999 - 2000
Skills
Excel, Customer Service, Customer Relations, Troubleshooting, Microsoft Office, Problem Solving, Documentation, Word, Computer Hardware, Process Improvement, Outlook, Software Documentation, Project Management, Microsoft Word, Management, Microsoft Excel, Human Resources, Analysis
Education
University of Missouri-Saint Louis 2008 — 2011
BSBA, Finance
St. Charles Community College 1999 — 2005
Associates, Liberal Arts
Warren County R-III
Cliff Shum, CFP®'s Edward Jones Investments Experience January 2007 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
Shum Financial Group, Girard Securities,Inc. July 2013 - Present
Edward Jones Investments January 2007 - May 2013
Financial Network April 2005 - January 2007
Edward Jones October 2002 - March 2005
American Express Financial Advisors November 1997 - October 2002
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners
Education
University of California, Los Angeles 2006 — 2006
Personal Financial Planning
University of California, Irvine 1992 — 1996
Bachelors, Economics
Shum Financial Group, Girard Securities,Inc. July 2013 - Present
Edward Jones Investments January 2007 - May 2013
Financial Network April 2005 - January 2007
Edward Jones October 2002 - March 2005
American Express Financial Advisors November 1997 - October 2002
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners
Education
University of California, Los Angeles 2006 — 2006
Personal Financial Planning
University of California, Irvine 1992 — 1996
Bachelors, Economics
Brian Bogard, CFP®'s Edward Jones Investments Experience October 2001 - Present
Job Principal/Financial Advisor
Industry Financial Services
Experience
Edward Jones Investments October 2001 - Present
Skills
Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Retirement Planning, Retirement, Investments, Mutual Funds, Portfolio Management, Investment Advisory, Asset Allocation, Fixed Annuities, Series 63, 401k, Estate Planning
Education
University of Oklahoma 1992 — 1998
B.S., Chemical Engineering
Edward Jones Investments October 2001 - Present
Skills
Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Retirement Planning, Retirement, Investments, Mutual Funds, Portfolio Management, Investment Advisory, Asset Allocation, Fixed Annuities, Series 63, 401k, Estate Planning
Education
University of Oklahoma 1992 — 1998
B.S., Chemical Engineering
Chad Jennings's Edward Jones Investments Experience October 2008 - March 2009
Job Director of FP&A at Smiths Interconnect
Industry Electrical/Electronic Manufacturing
Experience
Smiths Interconnect June 2013 - Present
Power-One March 2009 - June 2013
Edward Jones Investments October 2008 - March 2009
Seagate Technology June 2006 - September 2008
Seagate Technology December 2004 - June 2006
Seagate Technology October 2003 - December 2004
Seagate Technology May 2002 - October 2003
Seagate Technology June 1999 - May 2002
KLB Business Services August 1997 - August 1998
Sandstone Entertainment September 1995 - August 1997
Skills
Cross-functional Team..., Analysis, Strategy, Forecasting, Executive Management, Microsoft Excel, Financial Modeling, Product Management, Business Process, Six Sigma, Strategic Planning, Business Intelligence, Sales, Management, Program Management, Competitive Analysis, Product Development, Process Improvement, Business Objects, Vendor Management, Essbase, Leadership, Pricing, Business Development, ERP, Business Planning, Accounting, Product Marketing, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2000
MBA
University of Colorado Boulder 1989 — 1993
BS
Smiths Interconnect June 2013 - Present
Power-One March 2009 - June 2013
Edward Jones Investments October 2008 - March 2009
Seagate Technology June 2006 - September 2008
Seagate Technology December 2004 - June 2006
Seagate Technology October 2003 - December 2004
Seagate Technology May 2002 - October 2003
Seagate Technology June 1999 - May 2002
KLB Business Services August 1997 - August 1998
Sandstone Entertainment September 1995 - August 1997
Skills
Cross-functional Team..., Analysis, Strategy, Forecasting, Executive Management, Microsoft Excel, Financial Modeling, Product Management, Business Process, Six Sigma, Strategic Planning, Business Intelligence, Sales, Management, Program Management, Competitive Analysis, Product Development, Process Improvement, Business Objects, Vendor Management, Essbase, Leadership, Pricing, Business Development, ERP, Business Planning, Accounting, Product Marketing, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2000
MBA
University of Colorado Boulder 1989 — 1993
BS
Bryan Lawrence's Edward Jones Investments Experience 2007 - March 2012
Job Financial Advisor at Investment Professionals, Inc.
Industry Investment Management
Experience
Investment Professionals, Inc. March 2012 - Present
Edward Jones Investments 2007 - March 2012
Axciom Corp. April 2006 - December 2007
Skills
Retirement, Investments, Life Insurance, Saving for Education, Tax Free Income, Series 7, Uniform Combined State..., Wealth Accumulation, Portfolio Management, Securities, Long Term Care Insurance, Fixed Annuities, Unit Investment Trusts, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance
Education
University of Central Arkansas 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Arkansas 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Computer Info. Systems
Investment Professionals, Inc. March 2012 - Present
Edward Jones Investments 2007 - March 2012
Axciom Corp. April 2006 - December 2007
Skills
Retirement, Investments, Life Insurance, Saving for Education, Tax Free Income, Series 7, Uniform Combined State..., Wealth Accumulation, Portfolio Management, Securities, Long Term Care Insurance, Fixed Annuities, Unit Investment Trusts, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance
Education
University of Central Arkansas 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Arkansas 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Computer Info. Systems
Susan McBee, CIMA ®, CFP®'s Edward Jones Investments Experience January 2000 - April 2007
Job Financial Planning Delivery & Training
Industry Financial Services
Experience
Edward Jones January 2009 - Present
Edward Jones April 2007 - January 2011
Edward Jones Investments January 2000 - April 2007
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Series 7, Series 65, Series 24, Separately Managed..., Investment Strategies, Wealth Management, Securities, Qualified Retirement..., Financial Analysis, ETFs, Portfolio Management
Education
Truman State University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Edward Jones January 2009 - Present
Edward Jones April 2007 - January 2011
Edward Jones Investments January 2000 - April 2007
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Series 7, Series 65, Series 24, Separately Managed..., Investment Strategies, Wealth Management, Securities, Qualified Retirement..., Financial Analysis, ETFs, Portfolio Management
Education
Truman State University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Sheryl Giles's Edward Jones Investments Experience 2001 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments 2001 - Present
Razzoos Cajun Cafe November 1998 - January 2001
Skills
Asset Allocation
Education
University of North Texas 1992 — 1995
BBA, Business, Management, Marketing, and Related Support Services
Edward Jones Investments 2001 - Present
Razzoos Cajun Cafe November 1998 - January 2001
Skills
Asset Allocation
Education
University of North Texas 1992 — 1995
BBA, Business, Management, Marketing, and Related Support Services
Phillip Hardin's Edward Jones Investments Experience August 2007 - October 2008
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Strategic Financial Partners January 2009 - August 2009
Edward Jones Investments August 2007 - October 2008
United States Air Force March 1982 - August 2007
Skills
Series 7, Retirement Planning, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, IRAs, Investment Strategies, Financial Advisory, Strategic Financial..., 401k, Fixed Annuities, Wealth Management..., Portfolio Management, Financial Services, Series 65, Bonds, Series 63, Equities, Securities, Financial Planners, Pensions, Small Business, Fixed Income, FINRA, High Net Worth..., Financial Goals, Investment Management, ETFs, Variable Annuities, Life Insurance, Wealth Accumulation, Retirement Plan..., Series 6, Investments, Leadership, Long-term Care, Financial Analysis, Long Term Care Insurance, Alternative Investments, Wealth, Risk Management, Series 24, Personal Finance, Asset Management, Options, Estate Planning
Education
United States Air Force Academy
BS, Mathematics
University of Oklahoma
Master's, Economics and Finance
Bank of America Merrill Lynch November 2009 - Present
Strategic Financial Partners January 2009 - August 2009
Edward Jones Investments August 2007 - October 2008
United States Air Force March 1982 - August 2007
Skills
Series 7, Retirement Planning, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, IRAs, Investment Strategies, Financial Advisory, Strategic Financial..., 401k, Fixed Annuities, Wealth Management..., Portfolio Management, Financial Services, Series 65, Bonds, Series 63, Equities, Securities, Financial Planners, Pensions, Small Business, Fixed Income, FINRA, High Net Worth..., Financial Goals, Investment Management, ETFs, Variable Annuities, Life Insurance, Wealth Accumulation, Retirement Plan..., Series 6, Investments, Leadership, Long-term Care, Financial Analysis, Long Term Care Insurance, Alternative Investments, Wealth, Risk Management, Series 24, Personal Finance, Asset Management, Options, Estate Planning
Education
United States Air Force Academy
BS, Mathematics
University of Oklahoma
Master's, Economics and Finance
Blythe Williamson's Edward Jones Investments Experience June 2005 - December 2011
Job Seeking Management Employment, MBA Management
Industry Consumer Services
Experience
Seeking Employment, MBA Healthcare Management MBA-Managment Graduate StudentWestern Governors UniversityApril 2012 - February 2014
Edward Jones Investments June 2005 - December 2011
Robert Bosch Tool Corporation February 1995 - May 2005
Lion Coffee February 1992 - February 1995
Skills
Leadership, Management, Training, Strategic Financial..., Team Building, Investments, 401k, Personal Finance, Marketing, Public Speaking, Sales, Customer Service, Financial Advisory, Wealth, Sales Management, Relationship Management, Estate Planning, Retail Category..., Financial Analysis, Fixed Annuities, Strategic Planning, Healthcare Management, Change Management, Retail Marketing, District Management, District Sales..., HIPAA, Microsoft Excel, Microsoft Word
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Texas Tech University 1984 — 1988
B.B.A, Marketing
Seeking Employment, MBA Healthcare Management MBA-Managment Graduate StudentWestern Governors UniversityApril 2012 - February 2014
Edward Jones Investments June 2005 - December 2011
Robert Bosch Tool Corporation February 1995 - May 2005
Lion Coffee February 1992 - February 1995
Skills
Leadership, Management, Training, Strategic Financial..., Team Building, Investments, 401k, Personal Finance, Marketing, Public Speaking, Sales, Customer Service, Financial Advisory, Wealth, Sales Management, Relationship Management, Estate Planning, Retail Category..., Financial Analysis, Fixed Annuities, Strategic Planning, Healthcare Management, Change Management, Retail Marketing, District Management, District Sales..., HIPAA, Microsoft Excel, Microsoft Word
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Texas Tech University 1984 — 1988
B.B.A, Marketing
Aimee Bergan's Edward Jones Investments Experience 2004 - 2007
Job Edward Jones
Industry Financial Services
Experience
Edward Jones July 2007 - Present
Foster & Adoptive Care Coalition August 2006 - Present
Edward Jones June 2001 - Present
The Junior League of St. Louis 2003 - 2009
Edward Jones Investments 2004 - 2007
Skills
Public Speaking
Education
University of Notre Dame 1991 — 1995
mercy high school
Edward Jones July 2007 - Present
Foster & Adoptive Care Coalition August 2006 - Present
Edward Jones June 2001 - Present
The Junior League of St. Louis 2003 - 2009
Edward Jones Investments 2004 - 2007
Skills
Public Speaking
Education
University of Notre Dame 1991 — 1995
mercy high school
Joe Bergan, CFP's Edward Jones Investments Experience 1999 - November 2013
Job PrincipalClient Consultation Group at Edward Jones
Industry Financial Services
Experience
Foster & Adoptive Care Coalition January 2015 - Present
Edward Jones September 2014 - Present
Edward Jones November 2013 - September 2014
Edward Jones Investments 1999 - November 2013
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Portfolio Management, Financial Services
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Foster & Adoptive Care Coalition January 2015 - Present
Edward Jones September 2014 - Present
Edward Jones November 2013 - September 2014
Edward Jones Investments 1999 - November 2013
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Portfolio Management, Financial Services
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Michael K. Ankuma's Edward Jones Investments Experience January 2003 - July 2009
Job Vice President at Fulton Bank, N.A.
Industry Banking
Experience
Fulton Bank, N.A. March 2013 - Present
Bank of America March 2011 - February 2013
Joint Technology Solution Inc August 2009 - March 2011
Edward Jones Investments January 2003 - July 2009
Acacia Federal Savings Bank August 1999 - September 2001
Education
The George Washington University - School of Business 1998 — 2000
Masters, Business Administration (MBA)
The London School of Economics and Political Science (LSE) 1987 — 1988
Master of Science (MSc.), Regional & Urban Planning Studies
University of Ghana 1982 — 1986
B.A. (Hons), Geography
Fulton Bank, N.A. March 2013 - Present
Bank of America March 2011 - February 2013
Joint Technology Solution Inc August 2009 - March 2011
Edward Jones Investments January 2003 - July 2009
Acacia Federal Savings Bank August 1999 - September 2001
Education
The George Washington University - School of Business 1998 — 2000
Masters, Business Administration (MBA)
The London School of Economics and Political Science (LSE) 1987 — 1988
Master of Science (MSc.), Regional & Urban Planning Studies
University of Ghana 1982 — 1986
B.A. (Hons), Geography
Jeff Lewis's Edward Jones Investments Experience January 1999 - March 2002
Job Field Representative at U.S. Senator Lamar Alexander
Industry Political Organization
Experience
U.S. Senator Lamar Alexander August 2013 - Present
U.S. Congressman Scott DesJarlais M.D. (TN-04) January 2011 - April 2013
Gobble for Congress July 2009 - January 2012
AXA Advisors January 2009 - October 2009
Erlanger Medical Center September 2007 - August 2008
ERLANGER HEALTH SYSTEM September 2007 - August 2008
OFFICE OF UNITED STATES SENATOR LAMAR ALEXANDER February 2003 - September 2007
selfemployed March 2002 - February 2003
FSC Securities March 2002 - February 2003
EDWARD JONES INVESTMENTS January 1999 - March 2002
Skills
Marketing, Economic Development, Strategic Planning, Politics, Public Relations, Fundraising, Legislative Relations, Grassroots Organizing, Public Speaking, Sales, Investments, Non-profits, New Business Development, Community Outreach, Coaching, Analysis, Government, Media Relations, Policy, Research, Nonprofits, Budgets, Volunteer Management, Political Campaigns, Leadership, Small Business, Public Policy, Event Planning, Community Development, Strategic Communications, Legislation, Political Consulting, Social Networking, Grant Writing, Leadership Development, Event Management, Social Media, Campaigns, Grassroots
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor of Science (B.S.), Business Finance
The University of Tennessee at Chattanooga 1993 — 1995
B. S, Business Administration; Finance
U.S. Senator Lamar Alexander August 2013 - Present
U.S. Congressman Scott DesJarlais M.D. (TN-04) January 2011 - April 2013
Gobble for Congress July 2009 - January 2012
AXA Advisors January 2009 - October 2009
Erlanger Medical Center September 2007 - August 2008
ERLANGER HEALTH SYSTEM September 2007 - August 2008
OFFICE OF UNITED STATES SENATOR LAMAR ALEXANDER February 2003 - September 2007
selfemployed March 2002 - February 2003
FSC Securities March 2002 - February 2003
EDWARD JONES INVESTMENTS January 1999 - March 2002
Skills
Marketing, Economic Development, Strategic Planning, Politics, Public Relations, Fundraising, Legislative Relations, Grassroots Organizing, Public Speaking, Sales, Investments, Non-profits, New Business Development, Community Outreach, Coaching, Analysis, Government, Media Relations, Policy, Research, Nonprofits, Budgets, Volunteer Management, Political Campaigns, Leadership, Small Business, Public Policy, Event Planning, Community Development, Strategic Communications, Legislation, Political Consulting, Social Networking, Grant Writing, Leadership Development, Event Management, Social Media, Campaigns, Grassroots
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor of Science (B.S.), Business Finance
The University of Tennessee at Chattanooga 1993 — 1995
B. S, Business Administration; Finance
Wayne Omel's Edward Jones Investments Experience Financial Advisor/First Vice PresidentMorgan StanleyOctober 1985 - March 2006
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Financial Advisor/First Vice PresidentMorgan StanleyOctober 1985 - March 2006
Skills
Retirement Planning, Wealth Management, Strategic Planning, Investment Strategies, Mutual Funds, Investment Advisory, Asset Allocation, Public Speaking, 401k Rollovers, Investments, IRAs, Retirement, Wealth Accumulation, Uniform Combined State..., 529 Plans, Roth IRA, Series 7, Saving for Education, Wealth Management..., College Savings Plans, Financial Advisory, ETFs, Wealth, Variable Annuities
Education
University at Buffalo 1970 — 1974
Edward Jones Investments Financial Advisor/First Vice PresidentMorgan StanleyOctober 1985 - March 2006
Skills
Retirement Planning, Wealth Management, Strategic Planning, Investment Strategies, Mutual Funds, Investment Advisory, Asset Allocation, Public Speaking, 401k Rollovers, Investments, IRAs, Retirement, Wealth Accumulation, Uniform Combined State..., 529 Plans, Roth IRA, Series 7, Saving for Education, Wealth Management..., College Savings Plans, Financial Advisory, ETFs, Wealth, Variable Annuities
Education
University at Buffalo 1970 — 1974
Kevin Okim's Edward Jones Investments Experience May 2005 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments May 2005 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, 529 Plans, Mutual Funds, Portfolio Management, IRAs, Uniform Combined State..., Finance, Asset Allocation, Investment Advisory, 401k, Fixed Annuities, Strategic Financial..., Series 63, College Savings Plans, Investment Strategies
Education
University of Maryland College Park 1991 — 1995
BS, Accounting
Edward Jones Investments May 2005 - Present
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, 529 Plans, Mutual Funds, Portfolio Management, IRAs, Uniform Combined State..., Finance, Asset Allocation, Investment Advisory, 401k, Fixed Annuities, Strategic Financial..., Series 63, College Savings Plans, Investment Strategies
Education
University of Maryland College Park 1991 — 1995
BS, Accounting
Brad Carlson's Edward Jones Investments Experience January 1994 - March 1995
Job voice/audio communications assistant and freelance writer
Industry Media Production
Experience
Eagle Magazine and Idaho Outdoor Journal July 2015 - Present
Idaho Press-Tribune March 2013 - Present
Sorenson Communications/CaptionCall December 2012 - Present
Maximus Federal Services September 2013 - September 2014
Idaho Business Review January 1996 - August 2012
Fishing Idaho: An Angler's Guide by Joe Evancho September 2004 - November 2004
Edward Jones Investments January 1994 - March 1995
Idaho Press-Tribune August 1989 - February 1993
National Interagency Fire Center June 1992 - September 1992
Idaho County Free Press May 1988 - August 1989
Skills
Journalism, Copy Editing, Media Relations, Press Releases, Storytelling, Newspaper, Copywriting, Publications, Editing, AP Style, Advertising, Public Relations, Publishing, Feature Articles, Newsletters, Headline Writing, Magazines, Editorial, Blogging
Education
University of Idaho 1984 — 1988
Bachelor of Science (BS), journalism and political science
Eagle Magazine and Idaho Outdoor Journal July 2015 - Present
Idaho Press-Tribune March 2013 - Present
Sorenson Communications/CaptionCall December 2012 - Present
Maximus Federal Services September 2013 - September 2014
Idaho Business Review January 1996 - August 2012
Fishing Idaho: An Angler's Guide by Joe Evancho September 2004 - November 2004
Edward Jones Investments January 1994 - March 1995
Idaho Press-Tribune August 1989 - February 1993
National Interagency Fire Center June 1992 - September 1992
Idaho County Free Press May 1988 - August 1989
Skills
Journalism, Copy Editing, Media Relations, Press Releases, Storytelling, Newspaper, Copywriting, Publications, Editing, AP Style, Advertising, Public Relations, Publishing, Feature Articles, Newsletters, Headline Writing, Magazines, Editorial, Blogging
Education
University of Idaho 1984 — 1988
Bachelor of Science (BS), journalism and political science
David H Hatch's Edward Jones Investments Experience August 2006 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments August 2006 - Present
CBS Radio June 2003 - August 2006
Education
University of California, Davis 2001 — 2003
Communications
Edward Jones Investments August 2006 - Present
CBS Radio June 2003 - August 2006
Education
University of California, Davis 2001 — 2003
Communications
VANESSA SEGURA's Edward Jones Investments Experience December 2007 - April 2011
Job Banker at Lone Star National Bank
Industry Financial Services
Experience
Lone Star National Bank April 2011 - Present
Edward Jones Investments December 2007 - April 2011
Skills
Series 7, Retirement Planning, IRAs, Series 63, SEP IRA, Wealth Accumulation, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Investment Strategies, Fixed Annuities, Asset Allocation, Bonds
Education
The University of Texas-Pan American 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Lone Star National Bank April 2011 - Present
Edward Jones Investments December 2007 - April 2011
Skills
Series 7, Retirement Planning, IRAs, Series 63, SEP IRA, Wealth Accumulation, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Investment Strategies, Fixed Annuities, Asset Allocation, Bonds
Education
The University of Texas-Pan American 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Manu Samanna-Spagnoli's Edward Jones Investments Experience November 2011 - July 2012
Job Investment Cousultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management August 2014 - Present
Fidelity Investments April 2013 - August 2014
Edward Jones Investments November 2011 - July 2012
First Savings Bank Northwest February 2011 - November 2011
First Savings Bank Northwest May 2010 - February 2011
Pacific Science Center September 2008 - May 2010
Skills
Series 7, Series 66, Banking, Finance, Leadership, Training, Public Speaking, Credit, Equities, Microsoft Office, Investments, Time Management, Financial Risk, Life Insurance, Customer Service, Financial Analysis, Microsoft Excel
Education
The College of Wooster 2004 — 2008
BA, Speech Communication and Rhetoric
Vashon High School 2002 — 2004
Diploma, General Studies
Natixis Global Asset Management August 2014 - Present
Fidelity Investments April 2013 - August 2014
Edward Jones Investments November 2011 - July 2012
First Savings Bank Northwest February 2011 - November 2011
First Savings Bank Northwest May 2010 - February 2011
Pacific Science Center September 2008 - May 2010
Skills
Series 7, Series 66, Banking, Finance, Leadership, Training, Public Speaking, Credit, Equities, Microsoft Office, Investments, Time Management, Financial Risk, Life Insurance, Customer Service, Financial Analysis, Microsoft Excel
Education
The College of Wooster 2004 — 2008
BA, Speech Communication and Rhetoric
Vashon High School 2002 — 2004
Diploma, General Studies
Brian Click's Edward Jones Investments Experience June 2000 - January 2004
Job President/CFP at Andrew Johnson Insurance and Investments
Industry Insurance
Experience
Andrew Johnson Insurance and Investments January 2004 - Present
Edward Jones Investments June 2000 - January 2004
Education
Tusculum College 1998 — 1999
B.A., Business
Walters State Community College 1995 — 1997
A.S., Business
Andrew Johnson Insurance and Investments January 2004 - Present
Edward Jones Investments June 2000 - January 2004
Education
Tusculum College 1998 — 1999
B.A., Business
Walters State Community College 1995 — 1997
A.S., Business
Lisa Sargel's Edward Jones Investments Experience 2008 - October 2010
Job Network Office Accountant at Northwestern Mutual, Series 6 and 63 Licensed
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Northwestern Mutual January 2014 - May 2015
Yarger Wealth Strategies June 2011 - October 2013
Edward Jones Investments 2008 - October 2010
Taggart Marryott Reardon Co. 1984 - 1988
Skills
Sales, Marketing, Budgets, Customer Service, Strategic Planning, Management, Team Building, Contract Negotiation, Operations Management, Human Resources, Direct Sales, Investment Properties, Insurance, Public Speaking
Education
The Ohio State University 1978 — 1982
Bachelor, Business
Coshocton High School
High School
Northwestern Mutual May 2015 - Present
Northwestern Mutual January 2014 - May 2015
Yarger Wealth Strategies June 2011 - October 2013
Edward Jones Investments 2008 - October 2010
Taggart Marryott Reardon Co. 1984 - 1988
Skills
Sales, Marketing, Budgets, Customer Service, Strategic Planning, Management, Team Building, Contract Negotiation, Operations Management, Human Resources, Direct Sales, Investment Properties, Insurance, Public Speaking
Education
The Ohio State University 1978 — 1982
Bachelor, Business
Coshocton High School
High School
Paul Kripal's Edward Jones Investments Experience 2008 - June 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Edward Jones Investments 2008 - June 2013
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 1986 — 1989
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC June 2013 - Present
Edward Jones Investments 2008 - June 2013
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 1986 — 1989
Bachelor of Science, Business Administration
Penny Arington's Edward Jones Investments Experience August 2001 - December 2008
Job Investor Relations
Industry Financial Services
Experience
Edward Jones Investments August 2001 - December 2008
Education
The University of Kansas 1993 — 1998
Communications, Journalism
Edward Jones Investments August 2001 - December 2008
Education
The University of Kansas 1993 — 1998
Communications, Journalism
Lois Mackes's Edward Jones Investments Experience 2003 - 2006
Job Experienced Business Operations and Financial Manager
Industry Financial Services
Experience
Anderson Cabinet & Millwork, Inc. 2011 - Present
Wall 2 Wall Commercial Flooring 2007 - 2011
Child Family Solutions 2006 - 2007
Edward Jones Investments 2003 - 2006
United States Cellular 1994 - 2001
Skills
Accounts Receivable, Product Development, Finance, Office Administration, Benefits Administration, Recruiting, Strategic Planning, Team Building, Accounting, Onboarding, Management, HRIS, Microsoft Word, Leadership, Project Management, Performance Management, Time Management, Contract Management, Employee Training, Access, Budgeting, Networking, Sales, Human Resources
Education
University of Phoenix 2005 — 2008
BSB/M, Business Management
Anderson Cabinet & Millwork, Inc. 2011 - Present
Wall 2 Wall Commercial Flooring 2007 - 2011
Child Family Solutions 2006 - 2007
Edward Jones Investments 2003 - 2006
United States Cellular 1994 - 2001
Skills
Accounts Receivable, Product Development, Finance, Office Administration, Benefits Administration, Recruiting, Strategic Planning, Team Building, Accounting, Onboarding, Management, HRIS, Microsoft Word, Leadership, Project Management, Performance Management, Time Management, Contract Management, Employee Training, Access, Budgeting, Networking, Sales, Human Resources
Education
University of Phoenix 2005 — 2008
BSB/M, Business Management
Kara Brobston's Edward Jones Investments Experience May 2014 - Present
Job Sales, Health Care, Recruiting, Customer Service, Marketing
Industry Hospital & Health Care
Experience
Edward Jones Investments May 2014 - Present
SOMA TECHNOLOGY INC June 2010 - April 2012
J. Morrissey & Company July 2007 - June 2010
Skills
Sales, Medical Devices, Healthcare, Recruiting, Talent Acquisition, Sales Operations, Cold Calling, Applicant Tracking..., Temporary Placement, Sourcing, Customer Service, Sales Management, Leadership, Strategic Planning, Team Building, Management, Marketing, Training, New Business Development, Employee Relations, Marketing Strategy
Education
Bexley High School 1984 — 1988
The Ohio State University
BS, Health Education
Edward Jones Investments May 2014 - Present
SOMA TECHNOLOGY INC June 2010 - April 2012
J. Morrissey & Company July 2007 - June 2010
Skills
Sales, Medical Devices, Healthcare, Recruiting, Talent Acquisition, Sales Operations, Cold Calling, Applicant Tracking..., Temporary Placement, Sourcing, Customer Service, Sales Management, Leadership, Strategic Planning, Team Building, Management, Marketing, Training, New Business Development, Employee Relations, Marketing Strategy
Education
Bexley High School 1984 — 1988
The Ohio State University
BS, Health Education
Mark Whippo's Edward Jones Investments Experience June 2001 - April 2002
Job VP/Secondary Marketing at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank March 2009 - Present
International Trading Group April 2002 - January 2009
Edward Jones Investments June 2001 - April 2002
Andersen Consulting September 1998 - November 2000
Skills
Fixed Income, Equities, Finance, Hedging, Investments, Mortgage Lending, Risk Management, Trading
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
BMO Harris Bank March 2009 - Present
International Trading Group April 2002 - January 2009
Edward Jones Investments June 2001 - April 2002
Andersen Consulting September 1998 - November 2000
Skills
Fixed Income, Equities, Finance, Hedging, Investments, Mortgage Lending, Risk Management, Trading
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
Kelly Mahmoud's Edward Jones Investments Experience 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2004 - Present
Edward Jones Investments 2004 - Present
Eltekon January 2001 - January 2003
Enron September 1996 - April 2000
Dynegy August 1996 - September 1999
Bank of America Securities August 1992 - August 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Finance
Edward Jones January 2004 - Present
Edward Jones Investments 2004 - Present
Eltekon January 2001 - January 2003
Enron September 1996 - April 2000
Dynegy August 1996 - September 1999
Bank of America Securities August 1992 - August 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1992
BBA, Finance
Phleacia Christopher's Edward Jones Investments Experience August 2008 - December 2008
Job Procurement Specialist at SMUD
Industry Government Administration
Experience
SMUD February 2015 - Present
Sacramento Municipal Utility District (SMUD) August 2012 - February 2015
Tennessee Valley Authority (TVA) September 2009 - August 2012
Edward Jones Investments August 2008 - December 2008
The University of Memphis January 2008 - December 2008
The Health Educational and Housing Facility Board October 2005 - May 2007
EOE General Contractors October 2004 - June 2005
Skills
Microsoft Excel, Public Speaking, Strategic Planning, Access, PowerPoint, Microsoft Office, Data Analysis, Leadership, Project Management, Customer Service, Marketing, Higher Education, Teaching, Inventory Management, SAP, ERP Software, SharePoint, Contract Negotiation, Contract Management, Government Procurement, Process Improvement, Management, Research, Procurement, Supply Chain, Cross-functional Team...
Education
The University of Memphis 2007 — 2008
IMBA, International Business
The University of Memphis 2001 — 2007
BBA, Economics
SMUD February 2015 - Present
Sacramento Municipal Utility District (SMUD) August 2012 - February 2015
Tennessee Valley Authority (TVA) September 2009 - August 2012
Edward Jones Investments August 2008 - December 2008
The University of Memphis January 2008 - December 2008
The Health Educational and Housing Facility Board October 2005 - May 2007
EOE General Contractors October 2004 - June 2005
Skills
Microsoft Excel, Public Speaking, Strategic Planning, Access, PowerPoint, Microsoft Office, Data Analysis, Leadership, Project Management, Customer Service, Marketing, Higher Education, Teaching, Inventory Management, SAP, ERP Software, SharePoint, Contract Negotiation, Contract Management, Government Procurement, Process Improvement, Management, Research, Procurement, Supply Chain, Cross-functional Team...
Education
The University of Memphis 2007 — 2008
IMBA, International Business
The University of Memphis 2001 — 2007
BBA, Economics
Deborah Siefkin's Edward Jones Investments Experience June 2009 - January 2010
Job Licensed Realtor at BBS Realty
Industry Real Estate
Experience
BBS Realty November 2014 - Present
Glazier Group Texas Realty April 2013 - November 2014
ReMax North Denton, Argyle & Hickory Creek, TX September 2012 - March 2013
Ebby Halliday Realtors July 2010 - August 2012
Siefkin Consulting February 2010 - July 2011
EDWARD JONES INVESTMENTS June 2009 - January 2010
ROBSON COMMUNITIES October 2007 - February 2009
ACS INC January 2000 - January 2007
Sally Beauty Company January 1993 - January 2000
JA of Delaware 1988 - February 1990
Skills
Real Estate, Real Estate Transactions, New Home Sales, First Time Home Buyers, Listings, Residential Homes, Negotiation, Marketing, Team Building, Public Speaking, Referrals, Selling, Training, Relocation, Sales
Education
Corporate Training and Development University of North Texas 1994 — 1998
Master of Science, Applied Technology
University of Delaware 1982 — 1989
Bachelor of Science, Human Resources
BBS Realty November 2014 - Present
Glazier Group Texas Realty April 2013 - November 2014
ReMax North Denton, Argyle & Hickory Creek, TX September 2012 - March 2013
Ebby Halliday Realtors July 2010 - August 2012
Siefkin Consulting February 2010 - July 2011
EDWARD JONES INVESTMENTS June 2009 - January 2010
ROBSON COMMUNITIES October 2007 - February 2009
ACS INC January 2000 - January 2007
Sally Beauty Company January 1993 - January 2000
JA of Delaware 1988 - February 1990
Skills
Real Estate, Real Estate Transactions, New Home Sales, First Time Home Buyers, Listings, Residential Homes, Negotiation, Marketing, Team Building, Public Speaking, Referrals, Selling, Training, Relocation, Sales
Education
Corporate Training and Development University of North Texas 1994 — 1998
Master of Science, Applied Technology
University of Delaware 1982 — 1989
Bachelor of Science, Human Resources
Maggie Shoobridge's Edward Jones Investments Experience February 2005 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2005 - Present
Iredell Citizen February 2000 - February 2005
Skills
Loans, Insurance, Sales, Credit, Public Speaking, Banking, Real Estate, Customer Service, First Time Home Buyers, Strategic Planning, Business Planning, Forecasting, Budget, Fundraising, Analysis, Outlook, Coaching, Leadership, Microsoft Excel, PowerPoint, Budgets, Risk Management, Financial Analysis, Strategic Financial..., Small Business, Investments, Team Building, Marketing, Accounting, Finance, Sales Management, Management, Small Business Lending, New Business Development, Commercial Lending, Training, Disability Insurance, Business Development, Employee Benefits, Financial Modeling, Loan Origination, Estate Planning, Refinance, Financial Planning
Education
University of North Carolina at Wilmington 1976 — 1980
English
AAMS
Edward Jones Investments February 2005 - Present
Iredell Citizen February 2000 - February 2005
Skills
Loans, Insurance, Sales, Credit, Public Speaking, Banking, Real Estate, Customer Service, First Time Home Buyers, Strategic Planning, Business Planning, Forecasting, Budget, Fundraising, Analysis, Outlook, Coaching, Leadership, Microsoft Excel, PowerPoint, Budgets, Risk Management, Financial Analysis, Strategic Financial..., Small Business, Investments, Team Building, Marketing, Accounting, Finance, Sales Management, Management, Small Business Lending, New Business Development, Commercial Lending, Training, Disability Insurance, Business Development, Employee Benefits, Financial Modeling, Loan Origination, Estate Planning, Refinance, Financial Planning
Education
University of North Carolina at Wilmington 1976 — 1980
English
AAMS
Joseph Messuri's Edward Jones Investments Experience 2009 - 2009
Job Engineer
Industry Automotive
Experience
Stoneridge Electronics 2009 - Present
Edward Jones Investments 2009 - 2009
Delphi 2008 - 2009
Delphi August 2002 - December 2008
Delphi October 1993 - August 2002
Delphi October 1988 - October 1993
Delphi March 1985 - October 1988
Skills
Automotive, FMEA, Kaizen, Value Stream Mapping, Engineering Management, Lean Manufacturing, Program Management, Six Sigma, Continuous Improvement, Product Development, Engineering, PPAP, Manufacturing, Supplier Quality, DFMEA, DMAIC, APQP, SPC, Manufacturing..., Vehicles, TS16949, Manufacturing..., Process Engineering, GD&T, Injection Molding, 5S, Cross-functional Team..., Toyota Production System, Root Cause Analysis, Automotive Engineering, ISO, Quality Management
Education
The Ohio State University Fisher College of Business 1982 — 1983
MBA
The Ohio State University 1980 — 1982
Master of Science, Civil Engineering
Youngstown State University 1976 — 1980
Bachelor of Engineering, Civil Engineering
Stoneridge Electronics 2009 - Present
Edward Jones Investments 2009 - 2009
Delphi 2008 - 2009
Delphi August 2002 - December 2008
Delphi October 1993 - August 2002
Delphi October 1988 - October 1993
Delphi March 1985 - October 1988
Skills
Automotive, FMEA, Kaizen, Value Stream Mapping, Engineering Management, Lean Manufacturing, Program Management, Six Sigma, Continuous Improvement, Product Development, Engineering, PPAP, Manufacturing, Supplier Quality, DFMEA, DMAIC, APQP, SPC, Manufacturing..., Vehicles, TS16949, Manufacturing..., Process Engineering, GD&T, Injection Molding, 5S, Cross-functional Team..., Toyota Production System, Root Cause Analysis, Automotive Engineering, ISO, Quality Management
Education
The Ohio State University Fisher College of Business 1982 — 1983
MBA
The Ohio State University 1980 — 1982
Master of Science, Civil Engineering
Youngstown State University 1976 — 1980
Bachelor of Engineering, Civil Engineering
David Abdulky's Edward Jones Investments Experience January 2001 - January 2003
Job Investment Advisor
Industry Investment Management
Experience
withheld due to compliance regulations January 2003 - Present
Edward Jones Investments January 2001 - January 2003
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Series 66, Insurance Planning, Series 7, Stocks, Investments, Retirement, Asset Management, Portfolio Management, IRA's, ETFs, Financial Planning, Retirement Income..., Bonds, Securities, 401k, Series 63, Equities, Annuities, Financial Advisory, Fixed Income, High Net Worth..., Options, Pensions, Insurance, Investment Strategies, IRAs, Financial Planners, Uniform Combined State..., Strategic Financial..., 401k Rollovers, Wealth Management..., Wealth
Education
The University of Texas at Arlington - College of Business 1990 — 1993
Bellevue University
BS, Business Information Systems
withheld due to compliance regulations January 2003 - Present
Edward Jones Investments January 2001 - January 2003
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Series 66, Insurance Planning, Series 7, Stocks, Investments, Retirement, Asset Management, Portfolio Management, IRA's, ETFs, Financial Planning, Retirement Income..., Bonds, Securities, 401k, Series 63, Equities, Annuities, Financial Advisory, Fixed Income, High Net Worth..., Options, Pensions, Insurance, Investment Strategies, IRAs, Financial Planners, Uniform Combined State..., Strategic Financial..., 401k Rollovers, Wealth Management..., Wealth
Education
The University of Texas at Arlington - College of Business 1990 — 1993
Bellevue University
BS, Business Information Systems
Jessica Plemons's Edward Jones Investments Experience December 2001 - January 2004
Job Compliance Consultant at H.D. Vest Financial Services
Industry Financial Services
Experience
Le-Vel.com February 2014 - Present
H.D. Vest Financial Services March 2012 - Present
Financial Network Investment Corporation October 2005 - February 2012
Financial Network Investment Corporation February 2004 - October 2005
Edward Jones Investments December 2001 - January 2004
Edward jones Investments December 2000 - December 2001
City of Denton 1998 - 2000
Education
Texas Woman's University 1999 — 2001
General Business, Finance, Accounting
Le-Vel.com February 2014 - Present
H.D. Vest Financial Services March 2012 - Present
Financial Network Investment Corporation October 2005 - February 2012
Financial Network Investment Corporation February 2004 - October 2005
Edward Jones Investments December 2001 - January 2004
Edward jones Investments December 2000 - December 2001
City of Denton 1998 - 2000
Education
Texas Woman's University 1999 — 2001
General Business, Finance, Accounting
Amanda Yoder's Edward Jones Investments Experience March 2000 - January 2003
Job Adv It Business Analyst SAP at Marathon Petroleum Corporation
Industry Oil & Energy
Experience
Marathon Petroleum Corporation June 2015 - Present
JP Morgan Chase & Co June 2009 - June 2015
JP Morgan Chase & Co June 2009 - April 2011
The Pizzuti Companies October 2006 - April 2009
Limited Brands, Inc February 2005 - October 2006
Marathon Ashland Petroleum, LLC May 2004 - December 2004
Edward Jones Investments March 2000 - January 2003
Skills
Accounting, Management, Finance, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Auditing, Due Diligence, SAP Netweaver, Access Database, Process Improvement, Microsoft Excel, Microsoft Office, Regulatory Requirements, Budgets, Loans, Real Estate, Account Reconciliation, Variance Analysis, Data Analysis, Large-scale Data..., Leases, Accounts Payable, Lease Negotiations, Continuous Process..., Essbase, MRI Software, Home Equity Loans, Mortgage Banking, Accounts Receivable, Financial Accounting, Cash Flow
Education
The University of Findlay 2002 — 2004
BS, Major - Finance, Business Manangement & Accounting Minor
Marathon Petroleum Corporation June 2015 - Present
JP Morgan Chase & Co June 2009 - June 2015
JP Morgan Chase & Co June 2009 - April 2011
The Pizzuti Companies October 2006 - April 2009
Limited Brands, Inc February 2005 - October 2006
Marathon Ashland Petroleum, LLC May 2004 - December 2004
Edward Jones Investments March 2000 - January 2003
Skills
Accounting, Management, Finance, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Auditing, Due Diligence, SAP Netweaver, Access Database, Process Improvement, Microsoft Excel, Microsoft Office, Regulatory Requirements, Budgets, Loans, Real Estate, Account Reconciliation, Variance Analysis, Data Analysis, Large-scale Data..., Leases, Accounts Payable, Lease Negotiations, Continuous Process..., Essbase, MRI Software, Home Equity Loans, Mortgage Banking, Accounts Receivable, Financial Accounting, Cash Flow
Education
The University of Findlay 2002 — 2004
BS, Major - Finance, Business Manangement & Accounting Minor
Allan Gregory, AAMS®, CFP®'s Edward Jones Investments Experience 2006 - November 2011
Job LPL Financial Advisor at KA Gregory Wealth Management
Industry Financial Services
Experience
K.A. Gregory Wealth Management, LLC November 2011 - Present
Edward Jones Investments 2006 - November 2011
ETAK Systems 2002 - 2006
Cingular Wireless January 1997 - April 2002
Skills
Retirement Planning, 401k, IRAs, Pensions, Fixed Annuities, Strategic Financial..., Estate Planning, Series 7, Finance
Education
Xavier University 1997 — 2000
Masters, International Business
University of North Carolina at Charlotte 1986 — 1991
BS, Electrical Engineering
K.A. Gregory Wealth Management, LLC November 2011 - Present
Edward Jones Investments 2006 - November 2011
ETAK Systems 2002 - 2006
Cingular Wireless January 1997 - April 2002
Skills
Retirement Planning, 401k, IRAs, Pensions, Fixed Annuities, Strategic Financial..., Estate Planning, Series 7, Finance
Education
Xavier University 1997 — 2000
Masters, International Business
University of North Carolina at Charlotte 1986 — 1991
BS, Electrical Engineering
Seutter Kathy's Edward Jones Investments Experience February 2008 - Present
Job Sr. Consultant Mary Kay Cosmetics
Industry Cosmetics
Experience
Edward Jones Investments February 2008 - Present
Mary Kay Cosmestics February 1982 - Present
Education
University of Central Missouri 1975 — 1977
business, Accounting
Edward Jones Investments February 2008 - Present
Mary Kay Cosmestics February 1982 - Present
Education
University of Central Missouri 1975 — 1977
business, Accounting
Jay Siefker's Edward Jones Investments Experience December 2007 - Present
Job Owner, Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments December 2007 - Present
Sherwin-Williams Paints March 2006 - December 2007
Skills
Retirement Planning, Investments, Small Business, Retirement, Fixed Annuities, Strategic Financial..., Estate Planning, Wealth Management, Life Insurance, Insurance, Financial Advisory, Long-term Care, Investment Advisory, IRAs, Entrepreneurship
Education
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Finance, General
Edward Jones Investments December 2007 - Present
Sherwin-Williams Paints March 2006 - December 2007
Skills
Retirement Planning, Investments, Small Business, Retirement, Fixed Annuities, Strategic Financial..., Estate Planning, Wealth Management, Life Insurance, Insurance, Financial Advisory, Long-term Care, Investment Advisory, IRAs, Entrepreneurship
Education
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Finance, General
Michelle Marker's Edward Jones Investments Experience February 2003 - April 2010
Job Board Trustee, Secretary/Treasurer at Darke Rural Electric Cooperative
Industry Machinery
Experience
Joyce Dayton Corporation May 2011 - Present
Darke Rural Electric Cooperative March 2008 - Present
Darke County Schools September 2010 - May 2011
Edward Jones Investments February 2003 - April 2010
Dayton Power & Light Company January 1998 - January 2002
Dayton Power & Light January 1994 - January 1998
Dayton Power & Light January 1992 - January 1994
Dayton Power & Light January 1989 - January 1992
Skills
Project Planning, Engineering, Sales, Management, Integration, Microsoft Excel, Customer Service, Process Improvement, Project Management, Six Sigma, Manufacturing, Operations Management
Education
University of Dayton 1987 — 1992
Bachelor of Science Degree, Engineering Technology
Joyce Dayton Corporation May 2011 - Present
Darke Rural Electric Cooperative March 2008 - Present
Darke County Schools September 2010 - May 2011
Edward Jones Investments February 2003 - April 2010
Dayton Power & Light Company January 1998 - January 2002
Dayton Power & Light January 1994 - January 1998
Dayton Power & Light January 1992 - January 1994
Dayton Power & Light January 1989 - January 1992
Skills
Project Planning, Engineering, Sales, Management, Integration, Microsoft Excel, Customer Service, Process Improvement, Project Management, Six Sigma, Manufacturing, Operations Management
Education
University of Dayton 1987 — 1992
Bachelor of Science Degree, Engineering Technology
James Weinmann's Edward Jones Investments Experience 2014 - 2015
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2014 - 2015
Alliant Techsystems (ATK) November 2012 - September 2013
Alliant Techsystems (ATK) April 2001 - November 2012
Alliant Techsystems (ATK) April 1990 - March 2001
Alliant Techsystems (ATK) April 1987 - April 1990
Chrysler Corporation, Detroit, MI. July 1984 - September 1986
Education
University of Minnesota - Twin Cities 1981 — 1984
BME
University of Minnesota-Duluth 1979 — 1981
Edward Jones Investments 2014 - 2015
Alliant Techsystems (ATK) November 2012 - September 2013
Alliant Techsystems (ATK) April 2001 - November 2012
Alliant Techsystems (ATK) April 1990 - March 2001
Alliant Techsystems (ATK) April 1987 - April 1990
Chrysler Corporation, Detroit, MI. July 1984 - September 1986
Education
University of Minnesota - Twin Cities 1981 — 1984
BME
University of Minnesota-Duluth 1979 — 1981
J. Michael Petro's Edward Jones Investments Experience Traffic and Logistics Manager / NegotiatorDole Food CompanyJune 1988 - March 2004
Job Financial Advisors at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Traffic and Logistics Manager / NegotiatorDole Food CompanyJune 1988 - March 2004
Education
The University of Southern Mississippi 1971 — 1975
BS, Political Science / Pre-Law / Finance
Edward Jones Investments Traffic and Logistics Manager / NegotiatorDole Food CompanyJune 1988 - March 2004
Education
The University of Southern Mississippi 1971 — 1975
BS, Political Science / Pre-Law / Finance
Antoine Ellis's Edward Jones Investments Experience June 1999 - August 2000
Job Project Manager Verizon Wireless
Industry Telecommunications
Experience
AT&T October 2010 - Present
Verizon Wireless April 2004 - August 2011
SunTrust Bank August 2000 - January 2004
Edward Jones Investments June 1999 - August 2000
Education
The Ohio State University 1994 — 1999
B.S. Business Adminstration, Finance
The Ohio State University
Bachelor of Science, Finance
School name:
AT&T October 2010 - Present
Verizon Wireless April 2004 - August 2011
SunTrust Bank August 2000 - January 2004
Edward Jones Investments June 1999 - August 2000
Education
The Ohio State University 1994 — 1999
B.S. Business Adminstration, Finance
The Ohio State University
Bachelor of Science, Finance
School name:
Sam Spears's Edward Jones Investments Experience 2004 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2004 - Present
Education
Texas A&M University
Edward Jones Investments 2004 - Present
Education
Texas A&M University
Mitchell Bell's Edward Jones Investments Experience December 2008 - May 2009
Job Assurance Staff at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2011 - Present
Rebsamen Trust Portfolio Management August 2009 - May 2010
Longer Investments Inc May 2009 - May 2010
Edward Jones Investments December 2008 - May 2009
Skills
Financial Analysis
Education
University of Arkansas at Fayetteville 2010 — 2011
Master's of Accountancy
University of Arkansas 2006 — 2010
B.S.B.A, Financial Management & Investments
Ernst & Young August 2011 - Present
Rebsamen Trust Portfolio Management August 2009 - May 2010
Longer Investments Inc May 2009 - May 2010
Edward Jones Investments December 2008 - May 2009
Skills
Financial Analysis
Education
University of Arkansas at Fayetteville 2010 — 2011
Master's of Accountancy
University of Arkansas 2006 — 2010
B.S.B.A, Financial Management & Investments
Ed Atkins's Edward Jones Investments Experience August 1994 - February 2003
Job Owner at Old City Gardens
Industry Ranching
Experience
Old City Gardens January 2014 - Present
PROSPERITY BANK March 2003 - September 2004
EDWARD JONES INVESTMENTS August 1994 - February 2003
HOOLIGANS PUB AND OYSTER BAR February 1992 - August 1994
The University Club February 1982 - May 1992
Skills
Tractor Driving, Beekeeping, Plant Propagation, Vermiculture, Extremely Hot Pepper...
Education
University of Florida 1975 — 1979
Old City Gardens January 2014 - Present
PROSPERITY BANK March 2003 - September 2004
EDWARD JONES INVESTMENTS August 1994 - February 2003
HOOLIGANS PUB AND OYSTER BAR February 1992 - August 1994
The University Club February 1982 - May 1992
Skills
Tractor Driving, Beekeeping, Plant Propagation, Vermiculture, Extremely Hot Pepper...
Education
University of Florida 1975 — 1979
Phil Kliewer's Edward Jones Investments Experience July 2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments July 2000 - Present
Westminster College (Fulton, Missouri) 2012 - 2015
Leadership Okla 1991 - 2015
City of Cordell 1995 - 2003
Cordell Natl Bank 1982 - 1986
First National Bank & Trust 1976 - 1982
Skills
Series 7, Mutual Funds, College Savings Plans, Insurance, Strategic Financial..., Fixed Annuities, Saving for Education, Investments, IRAs, Retirement Planning, Credit, Disability Insurance, Investment Management, Finance, Financial Analysis, Commercial Banking, Portfolio Management, Bonds, Wealth Accumulation, Financial Advisory, Life Insurance, Retirement, Employee Benefits, Investment Strategies, Securities, Health Insurance, Wealth Management, Investment Advisory, Pensions, 401k Rollovers, Underwriting, Asset Allocation, 401k, Estate Planning, Series 63
Education
University of Oklahoma 1974 — 1976
MBA, Finance
Westminster College (MO) 1970 — 1974
BA, Magna Cum Laude, Econ and Bus Adm
Edward Jones Investments July 2000 - Present
Westminster College (Fulton, Missouri) 2012 - 2015
Leadership Okla 1991 - 2015
City of Cordell 1995 - 2003
Cordell Natl Bank 1982 - 1986
First National Bank & Trust 1976 - 1982
Skills
Series 7, Mutual Funds, College Savings Plans, Insurance, Strategic Financial..., Fixed Annuities, Saving for Education, Investments, IRAs, Retirement Planning, Credit, Disability Insurance, Investment Management, Finance, Financial Analysis, Commercial Banking, Portfolio Management, Bonds, Wealth Accumulation, Financial Advisory, Life Insurance, Retirement, Employee Benefits, Investment Strategies, Securities, Health Insurance, Wealth Management, Investment Advisory, Pensions, 401k Rollovers, Underwriting, Asset Allocation, 401k, Estate Planning, Series 63
Education
University of Oklahoma 1974 — 1976
MBA, Finance
Westminster College (MO) 1970 — 1974
BA, Magna Cum Laude, Econ and Bus Adm
Henry Bertot's Edward Jones Investments Experience April 2013 - November 2014
Job Private Client Advisor JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank November 2014 - Present
Edward Jones Investments April 2013 - November 2014
Optical Distributor Group Medical Device Sales August 2011 - March 2013
ABB CONCISE Optical Distributors Medical Sales May 2001 - August 2011
Ciba Vision Novartis Medical Devices June 1988 - May 2001
Ciba Vision Novartis Medical Devices January 1994 - February 1997
Education
University of Central Florida
University of Central Florida - College of Business Administration
Bachelor of Science in Business Administration, Marketing
JP Morgan Chase Bank November 2014 - Present
Edward Jones Investments April 2013 - November 2014
Optical Distributor Group Medical Device Sales August 2011 - March 2013
ABB CONCISE Optical Distributors Medical Sales May 2001 - August 2011
Ciba Vision Novartis Medical Devices June 1988 - May 2001
Ciba Vision Novartis Medical Devices January 1994 - February 1997
Education
University of Central Florida
University of Central Florida - College of Business Administration
Bachelor of Science in Business Administration, Marketing
Alex Gant's Edward Jones Investments Experience November 2009 - March 2010
Job Systems Engineer at Mark III Systems
Industry Information Technology and Services
Experience
Mark III Systems July 2010 - Present
Edward Jones Investments November 2009 - March 2010
Reynolds & Reynolds January 2007 - November 2009
BioTex, Inc August 2005 - January 2007
Bludworth Marine, LLC June 2005 - August 2005
Texas A&M University Optical Biosensing Laboratory January 2003 - April 2005
Texas A&M University August 2002 - December 2002
Undergraduate Summer Research Grant Program May 2002 - August 2002
WYLE Laboratories May 2001 - August 2001
Education
Texas A&M University 2002 — 2005
MS, Biomedical Engineering
Texas A&M University 1998 — 2002
BS, Biomedical Engineering
High School
Mark III Systems July 2010 - Present
Edward Jones Investments November 2009 - March 2010
Reynolds & Reynolds January 2007 - November 2009
BioTex, Inc August 2005 - January 2007
Bludworth Marine, LLC June 2005 - August 2005
Texas A&M University Optical Biosensing Laboratory January 2003 - April 2005
Texas A&M University August 2002 - December 2002
Undergraduate Summer Research Grant Program May 2002 - August 2002
WYLE Laboratories May 2001 - August 2001
Education
Texas A&M University 2002 — 2005
MS, Biomedical Engineering
Texas A&M University 1998 — 2002
BS, Biomedical Engineering
High School
Cynthia Amos's Edward Jones Investments Experience February 2010 - Present
Job Employed at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2010 - Present
Wellington Management 1989 - 2003
Skills
Microsoft Office, Excel, Problem Solving, Great phone voice, People Person, Duchess of Decoration, Fine Art..., Superb Hostess
Education
University of Massachusetts Boston 1974 — 1978
BS, Chemistry/Physics
Elkhart High School 1969 — 1972
Edward Jones Investments February 2010 - Present
Wellington Management 1989 - 2003
Skills
Microsoft Office, Excel, Problem Solving, Great phone voice, People Person, Duchess of Decoration, Fine Art..., Superb Hostess
Education
University of Massachusetts Boston 1974 — 1978
BS, Chemistry/Physics
Elkhart High School 1969 — 1972
Anne Leppert's Edward Jones Investments Experience January 2006 - December 2006
Job Assessment Specialist
Industry Human Resources
Experience
Uworks Employment March 2014 - Present
University of Utah Department of Family and Consumer Studies July 2012 - December 2013
Alternative Health Strategies April 2011 - August 2012
U.S. Census Bureau January 2010 - December 2010
Edward Jones Investments January 2006 - December 2006
Recreational Equipment Inc. April 2004 - February 2005
Fresh Strategy Communications Inc. October 2002 - April 2004
Vancouver Museum of Anthropology May 1998 - August 2000
Skills
Marketing, Teaching, Research, Grant Writing, Community Outreach, Public Speaking, Entrepreneurship, Sales
Education
The University of British Columbia 1997 — 2001
BA, Human Geography
Wesleyan University 1995 — 1997
Fine Arts
Rowland Hall St. Marks 1988 — 1994
Uworks Employment March 2014 - Present
University of Utah Department of Family and Consumer Studies July 2012 - December 2013
Alternative Health Strategies April 2011 - August 2012
U.S. Census Bureau January 2010 - December 2010
Edward Jones Investments January 2006 - December 2006
Recreational Equipment Inc. April 2004 - February 2005
Fresh Strategy Communications Inc. October 2002 - April 2004
Vancouver Museum of Anthropology May 1998 - August 2000
Skills
Marketing, Teaching, Research, Grant Writing, Community Outreach, Public Speaking, Entrepreneurship, Sales
Education
The University of British Columbia 1997 — 2001
BA, Human Geography
Wesleyan University 1995 — 1997
Fine Arts
Rowland Hall St. Marks 1988 — 1994
William Ly, MBA's Edward Jones Investments Experience September 2011 - December 2011
Job Optimizer | Process Improvement Professional | Project Manager
Industry Logistics and Supply Chain
Experience
UNC Chapel Hill - Lineberger Comprehensive Cancer Center January 2013 - July 2014
Edward Jones Investments September 2011 - December 2011
BJC HealthCare June 2011 - September 2011
LHB Industries March 2011 - May 2011
UC San Diego - Medicine April 2009 - June 2010
UC San Diego - Chemistry & Biochemistry July 2006 - March 2009
UC San Diego - Structural Engineering August 2003 - June 2006
Skills
Data Analysis, Cross-functional Team..., Project Management, Process Improvement, Leadership, Business Process..., Microsoft Excel, Management, Team Leadership, Finance, Project Planning, Strategic Planning, Program Management, Microsoft Office, Analytics, Time Management, Calculations, Strategic Thinking, Higher Education, PowerPoint, Budgets, Six Sigma, Purchasing, Grant Administration, Student Affairs, Financial Analysis, Business Strategy, Human Resources, Continuous Improvement, Change Management, Business Analysis, Healthcare, Strategy, Market Research, Fundraising, Operations, MS Project, Excel, Quality Management, Planning, Contractual Agreements, Non-profits, Nonprofits
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration
University of California, San Diego 1999 — 2003
Bachelor of Science, Management Science
UNC Chapel Hill - Lineberger Comprehensive Cancer Center January 2013 - July 2014
Edward Jones Investments September 2011 - December 2011
BJC HealthCare June 2011 - September 2011
LHB Industries March 2011 - May 2011
UC San Diego - Medicine April 2009 - June 2010
UC San Diego - Chemistry & Biochemistry July 2006 - March 2009
UC San Diego - Structural Engineering August 2003 - June 2006
Skills
Data Analysis, Cross-functional Team..., Project Management, Process Improvement, Leadership, Business Process..., Microsoft Excel, Management, Team Leadership, Finance, Project Planning, Strategic Planning, Program Management, Microsoft Office, Analytics, Time Management, Calculations, Strategic Thinking, Higher Education, PowerPoint, Budgets, Six Sigma, Purchasing, Grant Administration, Student Affairs, Financial Analysis, Business Strategy, Human Resources, Continuous Improvement, Change Management, Business Analysis, Healthcare, Strategy, Market Research, Fundraising, Operations, MS Project, Excel, Quality Management, Planning, Contractual Agreements, Non-profits, Nonprofits
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration
University of California, San Diego 1999 — 2003
Bachelor of Science, Management Science
Fay Mirminachi's Edward Jones Investments Experience September 2004 - April 2010
Job Investment Advisor at TD Waterhouse
Industry Investment Management
Experience
TD Wealth Management 2010 - Present
Edward Jones Investments September 2004 - April 2010
Skills
Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Financial Advisory, Wealth, Series 7, Mutual Funds, Investment Management, Wealth Management..., Securities, Retirement, Investments
Education
SFU 2001 — 2002
Management Skills in Advanced Technology
Technische Universität Wien / Technical University Vienna 1993 — 1996
Doctor of Philosophy (PhD), Chemical Engineering - Biotechnology
TD Wealth Management 2010 - Present
Edward Jones Investments September 2004 - April 2010
Skills
Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Financial Advisory, Wealth, Series 7, Mutual Funds, Investment Management, Wealth Management..., Securities, Retirement, Investments
Education
SFU 2001 — 2002
Management Skills in Advanced Technology
Technische Universität Wien / Technical University Vienna 1993 — 1996
Doctor of Philosophy (PhD), Chemical Engineering - Biotechnology
Chuck Mazac's Edward Jones Investments Experience Financial AnalystTexas Children's Hospital1998 - 2007
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Financial AnalystTexas Children's Hospital1998 - 2007
Skills
Series 7, Mutual Funds, Asset Management, Portfolio Management, Insurance, Investments, Finance, Equities, Uniform Combined State..., Investment Advisory, Asset Allocation, Retirement, 401k, Series 63
Education
University of Houston 1995 — 1997
Masters of Business Adminstration, Finance
Texas State University-San Marcos 1978 — 1982
Bachelor of Science (B.S.), Biology, General
Edward Jones Investments Financial AnalystTexas Children's Hospital1998 - 2007
Skills
Series 7, Mutual Funds, Asset Management, Portfolio Management, Insurance, Investments, Finance, Equities, Uniform Combined State..., Investment Advisory, Asset Allocation, Retirement, 401k, Series 63
Education
University of Houston 1995 — 1997
Masters of Business Adminstration, Finance
Texas State University-San Marcos 1978 — 1982
Bachelor of Science (B.S.), Biology, General
Karl Leenders's Edward Jones Investments Experience January 2012 - May 2012
Job Pricing Analyst at Target
Industry Financial Services
Experience
Target July 2012 - Present
Edward Jones Investments January 2012 - May 2012
Woody's Furniture June 2008 - December 2011
The Hockey Academy at Ralph Engelstad Arena January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Series 7, Series 66, Microsoft Publisher, Microsoft Outlook, Microsoft Access, SharePoint, IBM Websphere Commerce, MS Excel Pivot Tables, Vlookup
Education
The University of North Dakota 2006 — 2011
Investments, Finance
The University of North Dakota 2006 — 2011
Bachelors, Finance -Investments
Edina High School 2003 — 2006
Target July 2012 - Present
Edward Jones Investments January 2012 - May 2012
Woody's Furniture June 2008 - December 2011
The Hockey Academy at Ralph Engelstad Arena January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Series 7, Series 66, Microsoft Publisher, Microsoft Outlook, Microsoft Access, SharePoint, IBM Websphere Commerce, MS Excel Pivot Tables, Vlookup
Education
The University of North Dakota 2006 — 2011
Investments, Finance
The University of North Dakota 2006 — 2011
Bachelors, Finance -Investments
Edina High School 2003 — 2006
Jackie Santaella's Edward Jones Investments Experience January 2013 - Present
Job Contract Administrator at Consumer Marketing Insights
Industry Marketing and Advertising
Experience
Consumer Marketing Insights January 2014 - Present
Edward Jones Investments January 2013 - Present
Research Across America October 2006 - May 2009
Michaels Stores, Inc. December 2000 - March 2009
Steiff February 1999 - December 2002
Michaels Stores, Inc. September 1996 - February 1999
Michaels Stores, Inc. May 1995 - September 1996
Skills
Negotiation, Training, PowerPoint, Teaching, HTML, Budgets, C++, C, Strategic Planning, Java, Accounting, Customer Service
Education
University of North Texas
Bachelor of Business Administration (BBA), Marketing
Miss Wades fashion merchandising college
Associate of Arts (AA), Merchandising and design
Consumer Marketing Insights January 2014 - Present
Edward Jones Investments January 2013 - Present
Research Across America October 2006 - May 2009
Michaels Stores, Inc. December 2000 - March 2009
Steiff February 1999 - December 2002
Michaels Stores, Inc. September 1996 - February 1999
Michaels Stores, Inc. May 1995 - September 1996
Skills
Negotiation, Training, PowerPoint, Teaching, HTML, Budgets, C++, C, Strategic Planning, Java, Accounting, Customer Service
Education
University of North Texas
Bachelor of Business Administration (BBA), Marketing
Miss Wades fashion merchandising college
Associate of Arts (AA), Merchandising and design
Reneigh Satterfield's Edward Jones Investments Experience December 1998 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments December 1998 - Present
Education
Texas A&M University
BBA, Marketing
Edward Jones Investments December 1998 - Present
Education
Texas A&M University
BBA, Marketing
Joanna Bauman's Edward Jones Investments Experience May 2011 - February 2012
Job Tanglewood Legacy Advisors
Industry Financial Services
Experience
Tanglewood Legacy Advisors, LLC March 2012 - Present
Edward Jones Investments May 2011 - February 2012
Morgan Stanley Smith Barney LLC October 2003 - May 2010
Ju ly2003 Goldman Sachs & Co September 2000 - July 2003
Arthur Andersen LLP July 1996 - September 2000
Education
Texas State University 1989 — 1993
Bachelor of Science, Management
Katy High School 1986 — 1989
College Prep Classes
Texas State University
BBA, Management
Tanglewood Legacy Advisors, LLC March 2012 - Present
Edward Jones Investments May 2011 - February 2012
Morgan Stanley Smith Barney LLC October 2003 - May 2010
Ju ly2003 Goldman Sachs & Co September 2000 - July 2003
Arthur Andersen LLP July 1996 - September 2000
Education
Texas State University 1989 — 1993
Bachelor of Science, Management
Katy High School 1986 — 1989
College Prep Classes
Texas State University
BBA, Management
Dave Schlager's Edward Jones Investments Experience 2002 - Present
Job Financial Advisor with Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments 2002 - Present
Education
University of Missouri-Columbia
Master of Business Administration, Finance
University of Missouri-Columbia
Bachelor of Arts, Economics
Edward Jones Investments 2002 - Present
Education
University of Missouri-Columbia
Master of Business Administration, Finance
University of Missouri-Columbia
Bachelor of Arts, Economics
Jeff Dierksheide's Edward Jones Investments Experience June 2011 - November 2011
Job Financial Advisor Allegacy Investment Group
Industry Financial Services
Experience
Allegacy Investment Group, Allegacy Federal Credit Union September 2015 - Present
CUSO Financial Sevices, LP at CME Credit Union January 2012 - August 2015
Edward Jones Investments June 2011 - November 2011
Metro Cleaners Group April 2008 - May 2011
Wells Fargo Home Mortgage September 2007 - April 2008
SunTrust Mortgage June 2005 - August 2007
St. James Mortgage September 1994 - May 2005
Skills
Series 7, Series 66, Life Health Annuity Lic, Retirement Planning, 401k Rollovers, Saving for Education, IRAs, Wealth Management, 529 Plans, College Savings Plans, Retirement, Mutual Funds
Education
The Ohio State University 1977 — 1981
BS, School of Natural Resources
Bucyrus HS 1974 — 1977
Diploma, Mathematics and Science
Allegacy Investment Group, Allegacy Federal Credit Union September 2015 - Present
CUSO Financial Sevices, LP at CME Credit Union January 2012 - August 2015
Edward Jones Investments June 2011 - November 2011
Metro Cleaners Group April 2008 - May 2011
Wells Fargo Home Mortgage September 2007 - April 2008
SunTrust Mortgage June 2005 - August 2007
St. James Mortgage September 1994 - May 2005
Skills
Series 7, Series 66, Life Health Annuity Lic, Retirement Planning, 401k Rollovers, Saving for Education, IRAs, Wealth Management, 529 Plans, College Savings Plans, Retirement, Mutual Funds
Education
The Ohio State University 1977 — 1981
BS, School of Natural Resources
Bucyrus HS 1974 — 1977
Diploma, Mathematics and Science
Bill Mercer's Edward Jones Investments Experience April 1985 - Present
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments April 1985 - Present
Education
University of Idaho
Bachelor's degree, Education / Mathematics
Edward Jones Investments April 1985 - Present
Education
University of Idaho
Bachelor's degree, Education / Mathematics
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
union bank of switzerland
DLJ
Swiss Bank Corporation