Edward Jones
Financial Advisor
Merchants Bank Na May 2008 - Feb 2017
Assistant Vice President and Mortgage Lender and Commercial and Ag Lender at Merchants Bank Na
Education:
University of Minnesota - Carlson School of Management 2003 - 2007
Caledonia High School
University of Minnesota
Skills:
Loans Commercial Banking Banking Real Estate Lending Fhlmc Credit Commercial Lending Construction Loans
Alameda High Football 2002 - Mar 2019
Offensive Line Coach
G.c Raymond 2002 - Mar 2019
General Contractor
Robert Half Jan 2014 - Oct 2015
Client Service Director
Edward Jones Apr 2012 - Aug 2013
Financial Advisor
Advent Software Feb 2011 - Feb 2012
Solutions Analyst
Education:
San Diego State University 1988 - 1992
Bachelors, Bachelor of Science, Criminal Justice
Gateway To College at Laney College 1986 - 1988
Associates, Associate of Arts, General Studies
Alameda High School 1982 - 1986
Skills:
Portfolio Management Financial Services Mutual Funds Crm Asset Management Management Strategy Finance Salesforce.com Leadership Relationship Management Project Management Business Development Investment Management Investments Cross Functional Team Leadership Investment Strategies Financial Advisory Securities Coaching Separately Managed Accounts Software Implementation Operations Management Alternative Investments Customer Relationship Management Equity Trading 401K Iras Asset Allocation Portfolio Performance Analysis C Level Relationships Unified Managed Accounts Rfp Best Practices Municipal Bonds Financial Audits Sec Filings Wrap Accounts C Level Presentations Finra Series 7 Series 66 Life Insurance Cpr Certified Football
Languages:
English
Certifications:
Current Series 7, Series 66 California Life and Health Insurance License Finra
National Association of Service Dogs
Co-Executive Director
Nylon Recyclers
Owner - Developer
Skills:
Management Program Management Procurement Contract Negotiation Construction Management Construction Engineering Budgets Product Development Software Documentation Supply Chain Management Real Estate Forecasting Negotiation Energy New Business Development Sales Business Development Strategic Planning
Interests:
Yachting Construction Project Management Always Inventing New Products Environmental Issues and Recycling Digital Imaging Technology Golf Woodworking Fishing
Dolvin Elementary School Alpharetta GA 1985-1986, St. Simons Island Elementary School St. Simons Island GA 1987-1991, Frederica Academy St. Simons Island GA 1992-1995
I've invented and collaborated on the development of products that ultimately solve problems and either help people's lives, enhance the environment or make other technologies better. My deve...
Tagline:
Technology & Product Developer
Bragging Rights:
I do enjoy talking about my "Hole In One" on the PGA Royal Course at Kaanapali, Maui