Brian McAfee Email & Phone Number

Financial Planning Capabilities Leader @ Edward Jones

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Brian McAfee Location

Troy, MO, US

Brian McAfee Work

2022 -now Financial Planning Capabilities Leader @
2021 -2023 Director - Vice President - Digital Client Experience and Support @
2021 -2021 Product Marketing Manager @
2018 -2021 Senior Manager Branch Strategy, Product, Service and Operations @
2013 -2018 Client Services Manager @
2012 -2013 Operational Controls Analyst @
2010 -2012 Senior Compliance Examiner @
2006 -2009 Corporate Customer Relations Consultant @
2005 -2006 Corporate Compliance Consultant and Auditor @
2003 -2005 Compliance Manager @

Brian McAfee Education

University of Missouri-Saint Louis
Bachelor of Science (Business Administration; Finance)
2003-2003
JA Worldwide

Brian McAfee Skills

Five9 Outbound
FIve9 Call Center
Investments
Securities
Finance
Financial Services
Series 7
Management
Training
Analysis
Leadership
Series 24
Risk Management
Series 63
Mutual Funds
FINRA
Equities
Trading
Banking
Auditing
CRM
Internal Audit
Portfolio Management
Strategic Financial Planning
Communication
Client Relations
Anti Money Laundering
Financial Advisory
Life Insurance
Investment Management
Financial Markets
Operational Risk
Bonds
Team Building
Insurance
Series 65
Data Analysis
Securities Regulation

Brian McAfee Summary

Brian McAfee, based in Troy, MO, US, is currently a Financial Planning Capabilities Leader at Edward Jones. Brian McAfee brings experience from previous roles at Stifel Financial Corp., TD Ameritrade and Scottrade. Brian McAfee holds a 2003 - 2003 Bachelor of Science in Business Administration; Finance @ University of Missouri-Saint Louis. With a robust skill set that includes Five9 Outbound, FIve9 Call Center, Investments, Securities, Finance and more. Brian McAfee has 3 emails and 2 mobile phone numbers on RocketReach.

Brian McAfee Emails

Found 3 emails

Brian McAfee Phone Numbers

Found 6 phone numbers

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