Edward Jones
Financial Advisor
Harborside Group Oct 2004 - Dec 2007
Vice President
M&T Bank Jan 2004 - Oct 2004
Vice President
New England Financial Oct 2002 - Feb 2004
Registered Representative
Dws Group Jan 2000 - Aug 2002
Regional Vice President
Education:
Loyola University Maryland 2002 - 2004
Master of Business Administration, Masters
Salisbury University 1989 - 1993
Bachelors, Accounting
Skills:
Wealth Management Retirement Retirement Planning Retirement Income Strategies 401K Rollovers Iras Roth Ira Insurance Planning Long Term Care Insurance Life Insurance Financial Analysis Financial Advisory Investment Advisory Investment Portfolio Investments Asset Allocation Stocks Bonds Mutual Funds Municipal Bonds Sales Leadership Marketing Finance Relationship Management Securities Financial Services Retirement Plan Consulting Qualified Retirement Plans Sep Ira Simple Ira 401K Series 7 Series 66 Public Speaking Workshop Presentation
Globalscape, Inc. Sep 2016 - Feb 2017
Channel Sales Manager
Cdw Sep 2016 - Feb 2017
Senior Solutions Architect- Collaboration
Shoretel Apr 2014 - Sep 2016
Solutions Architect
Strategic Products and Services (Sps) 2006 - Apr 2014
Channel Account Manager and Account Executive
Adp 2003 - 2006
District Manager
Education:
University of California, Berkeley 1984 - 1989
Bachelors, Bachelor of Arts, History
Skills:
Voip Video Conferencing Unified Messaging Enterprise Software Sip Microsoft Technologies Sales Engineering Sales Business Process Ivr Lan Wan Unified Communications Switches Avaya Call Centers Managed Services Ethernet Acd Salesforce.com Strategic Partnerships Cisco Call Manager Telephony Network Architecture Voice Mail Hosted Services Wan Networking Call Center Call Logging Account Management Virtualization Go To Market Strategy Sales Process Wireless Sip Trunking Ip Cloud Computing Selling Workforce Management Network Design Telecommunications Cti Professional Services Cisco Technologies Information Technology Channel Direct Sales Mpls Collaboration Solutions Routing