Edwards Financial Services

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Edwards Financial Services Employees

Employee
Years
Job
Industry
Rachel Jade DeFilippo Rachel Jade DeFilippo Boca Raton, Florida Details
Rachel Jade DeFilippo's Edwards Financial Services Experience November 2008 - May 2010
Job Director of Finance at NexGen Global Technologies
Industry Capital Markets
Experience
NexGen Global Technologies   2012 - June 2014
Edwards Financial Services   November 2008 - May 2010
Downtown Consignment   November 2005 - March 2009
LA Fitness  July 2008 - November 2008
Sally Beauty Company  July 2006 - May 2007
Suarez Law Group   February 2006 - July 2006

Education
University of Central Florida   2006 — 2011
Bachelor of Science in Business Administration, Economics

Christopher Baccari Christopher Baccari Orlando, Florida Details
Christopher Baccari's Edwards Financial Services Experience August 2013 - December 2013
Job Student at the University of Central Florida
Industry Financial Services
Experience
Roghnu   December 2014 - January 2015
Charles Schwab  June 2014 - August 2014
Edwards Financial Services   August 2013 - December 2013

Skills
Technical Analysis, Fundamental Analysis, US Equities, Derivatives Trading, Options, Futures Trading, Foreign Exchange, Financial Markets, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Payroll, Data Entry, Derivatives, Microsoft Office, Leadership, Time Management, SQL, JavaScript, Python, Teamwork, Bloomberg Terminal

Education
University of Central Florida   2012 — 2016
Bachelor of Science in Business Administration, Finance, General, 3.52

Alyssa Shelton Alyssa Shelton Oviedo, Florida Details
Alyssa Shelton's Edwards Financial Services Experience February 2014 - August 2014
Job Client Service Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  June 2015 - Present
UBS Wealth Management  September 2014 - May 2015
Edwards Financial Services   February 2014 - August 2014

Education
University of Central Florida   2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Trent Huber Trent Huber Orlando, Florida Area Details
Trent Huber's Edwards Financial Services Experience January 2014 - May 2014
Job Commercial Project Manager Development Program at Siemens
Industry Financial Services
Experience
Siemens  August 2014 - Present
Edwards Financial Services   January 2014 - May 2014
UCF Athletics (Marketing)   August 2011 - December 2011

Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, GIMP, Data Analysis, Access, Time Management, Critical Thinking, Teamwork, Research

Education
University of Central Florida   2009 — 2014
Bachelor's degree, Finance, General

Shannon Schlechter Shannon Schlechter Winter Park, Florida Details
Shannon Schlechter's Edwards Financial Services Experience July 2013 - Present
Job Assistant Manager at Edwards Financial Services
Industry Financial Services
Experience
Edwards Financial Services   July 2013 - Present
Boardwalk Pizza   February 2011 - Present
Liberty Business Consulting, Inc.   October 2012 - April 2013

Skills
Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, Outlook, Teamwork, Photoshop, Event Planning, Marketing, Team Leadership, Research, Facebook, Sales, Social Networking, PowerPoint, Microsoft Office, Cooperative, Training, Leadership, Marketing Strategy, Management

Education
University of Central Florida   2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General

Roshni Mistry Roshni Mistry Orlando, Florida Details
Roshni Mistry's Edwards Financial Services Experience January 2012 - April 2012
Job Accountant Associate at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin  March 2013 - Present
University of Central Florida  October 2009 - Present
Delta Sigma Pi, Theta Sigma Chapter   April 2012 - December 2012
Edwards Financial Services   January 2012 - April 2012

Skills
Accounting, Budgets, Data Analysis, Finance, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Auditing, SAP, Financial Modeling, Time Management

Education
University of Central Florida   2008 — 2012
Bachelor of Science (BS), Finance, General

Andrew Crouse Andrew Crouse Miami/Fort Lauderdale Area Details
Andrew Crouse's Edwards Financial Services Experience March 2014 - May 2014
Job Member Service Specialist
Industry Financial Services
Experience
Space Coast Credit Union  January 2015 - Present
Barnes & Noble  November 2011 - January 2015
Edwards Financial Services   March 2014 - May 2014
Grupo EULEN  June 2010 - July 2013

Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Windows Vista, Macintosh Applications, Yahoo Finance, Stock Trak, Customer Service, Telephone Skills, Sales, Microsoft Office, Outlook, Time Management, Teamwork, Finance, Data Entry, Filing, Banking, Team Building, Credit, Leadership, Social Networking, Retail, Financial Analysis, Problem Solving, Critical Thinking, Facebook

Education
University of Central Florida   2010 — 2014
Bachelor of Science in Business Administration, Finance, General

Toby Gass Toby Gass Orlando, Florida Details
Toby Gass's Edwards Financial Services Experience May 2010 - September 2011
Job Vice President/CoOwner Rocky's Retreat, Inc, a Canine Health & Fitness Center
Industry Alternative Medicine
Experience
Rocky's Retreat Canine Health & Fitness Center   October 2009 - Present
Edwards Financial Services   May 2010 - September 2011
Lincoln Financial Advisors  October 2004 - October 2009
AIG VALIC  September 2003 - October 2004
PrimeVest Financial Services  August 1996 - November 2002
The Provident Bank  1991 - 1995

Skills
Canine Massage, Small Business, Reiki, Training, Management, Team Building, Entrepreneurship, Marketing Strategy, Human Resources, CRM, Budgets, Strategy, Marketing, Customer Service

Education
University of Houston, C.T. Bauer College of Business   1979 — 1982
BBA, Finance

Camden County College   1972 — 1974
AAS, Animal Science Technology

Sarah Passero Sarah Passero Orlando, Florida Area Details
Sarah Passero's Edwards Financial Services Experience September 2012 - December 2012
Job Global Equity Operations at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group  March 2013 - Present
Edwards Financial Services   September 2012 - December 2012
Fifth Third Bank  February 2010 - March 2012
Lapina & Dubois, P.A.   December 2011 - 2011
Seminole County Regional Chamber of Commerce  June 2009 - August 2009

Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Portfolio Management, Customer Service, Investments, Time Management, Public Speaking

Education
University of Central Florida - College of Business Administration   2010 — 2012
BSBA, Finance with a Minor in Accounting

Seminole State College   2008 — 2010
AA, Accounting

Jude Wilson CWS®, MBA Jude Wilson CWS®, MBA Orlando, Florida Area Details
Jude Wilson CWS®, MBA's Edwards Financial Services Experience February 2003 - April 2009
Job Financial Strategist, Specializing in Retirement Income Planning/Tax Reduction Strategies for BabyBoomers & Retirees
Industry Financial Services
Experience
Wilson Group Financial Management   May 2009 - Present
Edwards Financial Services   February 2003 - April 2009

Skills
Budgets

Education
Rollins College - Crummer Graduate School of Business   2006 — 2007

Leadership Orlando   2001 — 2001
Class 55

Danielle Melillo Danielle Melillo Tampa/St. Petersburg, Florida Area Details
Danielle Melillo's Edwards Financial Services Experience October 2008 - July 2009
Job Account Services Coordinator at Christopher Wood Agency, Inc.
Industry Construction
Experience
Christopher Wood Agency, Inc.   March 2012 - Present
Ted Todd Insurance  November 2011 - February 2012
Power Design Inc  January 2011 - October 2011
Highmark Insurance   August 2010 - December 2010
Edwards Financial Services   October 2008 - July 2009

Education
University of Central Florida   2005 — 2010
Bachelor of Business Administration, Finance

Gregory Theiss Gregory Theiss Orlando, Florida Details
Gregory Theiss's Edwards Financial Services Experience August 2012 - Present
Job Student at University of Central Florida
Industry Marketing and Advertising
Experience
Edwards Financial Services   August 2012 - Present
University of Central Florida  August 2011 - August 2012
University of Central Florida  January 2011 - August 2011

Education
University of Central Florida   2010 — 2015
Marketing

Stephen Hanas Stephen Hanas Orlando, Florida Details
Stephen Hanas's Edwards Financial Services Experience September 2014 - June 2015
Job Business Intelligence Analyst
Industry E-Learning
Experience
Houghton Mifflin Harcourt  June 2015 - Present
Edwards Financial Services   September 2014 - June 2015
Cowheard-Singer and Company P.A.   October 2012 - March 2013
University of Central Florida  September 2010 - December 2012
Memorial Hospital West  April 2006 - May 2012
Junior Achievement of Central Florida  August 2011 - January 2012
Bonefish Grill  April 2011 - September 2011
C.B. Smith Park   March 2007 - October 2009
American Taekwondo Association  January 2003 - October 2009

Skills
Data Analysis, Quantitative Research, Predictive Modeling, Data Entry, Economics, Econometrics, SAS programming, R, Economic Research, Economic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Data Mining, Data Management

Education
University of Central Florida   2010 — 2015
Bachelor’s Degree, Economics/Statistics