John C. Stone 4059 Sir Andred Drive Erie, Pa 16506 (814) 835-2461 (814) 450-2734 (C)

John C. Stone 4059 Sir Andred Drive Erie, Pa 16506 (814) 835-2461 (814) 450-2734 (c)

Profile

University OfficeFinancial Advisor Practice

John C. Stone, LecturerJohn C. Stone, Financial Advisor Department of Economics Trustmont Group State University of New York 4021 W. 12th Street Fredonia, NY 14063 Erie, Pa 16505

E 348 Thompson Hall (716) 673-3509 (814) 835-8080

Education

M.B.A. The Pennsylvania State University, Erie 1991 Management and Finance B.S. The Pennsylvania State University, Erie 1985 Management A.A. The Pennsylvania State University,Erie 1982 Letters Arts and Sciences

Professional and Industry Education

CHFC The American College (Expected) 2018 Advanced Financial Planning The College For Financial Planning 2010 CFP Professional Education Program Morgan Stanley Graduate Education 1997- 2001 Estate Planning Course 401 k and Retirement Planning Course Mellon Bank Commercial Lending 1993 Commercial Lending 1 Year Program (Industry “ Formal Credit Training”) Mellon Bank (Cohen Brown ) 1993 New Business Development Course (Commercial Lending) Mellon Bank (Omega Consultants) 1992 Commercial Loans to Business Course Mellon Bank (Omega Consultants ) 1990 Analyzing Personal Cash Flow Course Mellon Bank (Cohen Brown) 1989 Consultative Sales Management Course

Mellon Bank(Robert Morris Assoc.) 1989Financial Accounting Course Dale Carnegie Course 1986 Effective Speaking- Human Relations American Institute of Banking (A.I.B.) 1980 Installment Credit Course American Institute of Banking (A.I.B) 1979 Supervisory Development Course

Academic Employment

Adjunct Lecturer, Department of Economics, State University of New York at Fredonia 2014 - Present Adjunct Lecturer, Business Administration, Gannon University, Erie, Pa 2014 - Present Adjunct Instructor, Department of Economics, University of Pittsburgh at Titusville, Pa 2007 - 2010 Adjunct Instructor, Economics andFinance, MercyhurstCollege, Erie, Pa 1992 - 1993 Adjunct Lecturer, Management, Pennsylvania State University (Behrend), Erie, Pa 1991 - 2015 Adjunct Instructor, Economics and Business, Erie Business Center, Erie, Pa 1986 - 1987

Professional (Industry) Employment

Trustmont Financial Group 2014 - Present Financial Advisor Waddell and Reed 2011 - 2013 Financial Advisor Axa Advisors LLC 2008 - 2011 Financial Advisor Linsco-Private Ledger (LPL) 2001 - 2008 Financial Advisor Morgan Stanley 1997- 2001 Financial Advisor Mellon Bank 1978- 1997 Assistant Vice President Household Finance Corporation (HFC) 1977- 1978 Senior Assistant Manager

Academic Achievement and Recognition

Who’s Who Among America’s Teachers 2004 (9th Edition) Penn State Erie (Behrend) Who’s Who Among America’s Teachers 2002 (7th Edition) Penn State Erie (Behrend) Who’s Who Among Students 1984 (50th Volume) Penn State Erie (Behrend) In American Universities and Colleges Dean’s List 1984 (Spring) Penn State Erie (Behrend) Dean’s List 1983 (Winter) Penn State Erie (Behrend)

Coursework Taught (State University of New York at Fredonia)

ECON 200 Fundamentals of Statistics for Business Administration and EconomicsFa. 2017 ECON 201 Principles of Macroeconomics (Online) Su. 2017 ECON 201 Principles of Macroeconomics ECON 202 Principles of Microeconomics

(Gannon University)

FINC 313 Investments FINC 318 International Financial Management FINC 450 Retirement and Estate Planning (Capstone Course) MGMT 316 Organizational Behavior

(University of Pittsburgh at Titusville)

ECON 0100 Principles of Macroeconomics ECON 0110 Principles of Microeconomics BUS 1301 Principles of Marketing

(Mercyhurst College)

ECON 105 Principles of Macroeconomics ECON 106 Principles of Microeconomics FIN 350 Financial Management

(Pennsylvania State University , Erie)

MGMT 301 Principles of Management MGMT 300 Organizational Behavior MGMT 100W Survey of Management (Writing Emphasis) FIN 300 Corporation Finance

(Erie Business Center)

ECON Money and Banking BUS Small Business Management