Catherine Jones Email & Phone Number
Executive Director, Financial Planning @ Edelman Financial Engines
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Catherine Jones Location
- United States
Catherine Jones Work
- 2014 -now Executive Director, Financial Planning @
- 2009 -2014 Account Executive ►Wealth Management ♦ Estate Planning ♦ Inheritance ♦ Taxes ♦ Trusted Advisor @
- 2008 -2009 Investment Representative ►Investment Guidance ♦ Retirement Planning ♦ Wealth Management ♦ Advisor @
- 2007 -2008 Financial Representative ►Trusted Advisor ♦ Financial Services ♦ Relationship Management ♦ Savings @
Catherine Jones Education
- St. Ambrose University
Bachelor of Science (BS) (Finance, Economics, and Management)
2003-2007
Catherine Jones Skills
- Wealth Management
- Retirement Planning
- Mutual Funds
- Estate Planning
- Series 7
- Relationship Management
- Life Insurance
- Sales
- Brokerage
- Trusted Advisor
- Finance
- Saving for Education
- Inheritance Tax Planning
- Life & Health Insurance Licenses
- Cross-functional Team Leadership
- Strategic Leadership
- Corporate Finance
- Sales Management
- Strategic Planning
- New Business Development
- Management
- Public Speaking
- Team Leadership
- Business Planning
- Investment Guidance
- Insurance Brokerage
- Consulting
- Consultation Skills
- Long-term Customer Relationships
- Customization
- Spanish
- Team Building
- Team-oriented
- Problem Solving
- Analysis
- Tech Savy
- Long Term Customer Relationships
- Team Oriented
- Cross Functional Team Leadership
- Services
- Life And Health Insurance Licenses
Catherine Jones Summary
- Catherine Jones, based in United States, is currently a Executive Director, Financial Planning at Edelman Financial Engines. Catherine Jones brings experience from previous roles at Fidelity Investments. Catherine Jones holds a 2003 - 2007 Bachelor of Science (BS) in Finance, Economics, and Management @ St. Ambrose University. With a robust skill set that includes Wealth Management, Retirement Planning, Mutual Funds, Estate Planning, Series 7 and more. Catherine Jones has 2 emails and 2 mobile phone numbers on RocketReach.
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