David Jones Email & Phone Number
Head of Client Service and Operations @ PCS Retirement
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David Jones Location
- Baltimore, MD, US
David Jones Work
- 2024 -now Head of Client Service and Operations @
- 2017 -2023 Vice President of Group -Head of Core Market Product Offer and Operations @
- 2014 -2017 Vice President, Retirement Plan Services @
- 2009 -2019 Advisory Board Member @ Greenloop Technologies
- 2006 -2013 Senior Vice President, Customer Research and Resolution @
- 2002 -2006 Vice President, Customer Services Operations, Distribution Services @
- 1999 -2002 Director, Services Management @
- 1998 -1999 Director, Advanced Technology Group @
- 1997 -1998 Director, Segment Services Operations @
David Jones Education
- Ohio Wesleyan University
Bachelor of Arts (BA) (SAE, Varsity Soccer Team)
1984-1988
David Jones Skills
- Leadership
- Management
- Mutual Funds
- Process Improvement
- 401k
- Risk Management
- Change Management
- Financial Services
- Team Leadership
- Securities
- Vendor Management
- Retirement
- Operations Management
- Strategic Financial Planning
- Retirement Planning
- Operational Excellence
- Relationship Management
- Yellow Belt Six Sigma
- Completed Babson Leadership Development Program
- Completed Adaptive Leadership Training
- Completed People to People Leadership Training
- Completed Leading Strategically Program
- Completed the Fidelity PRIME Leadership Program
- Strategic Financial
- Microsoft Word
- Project Management
- Services
- Customer Service
- Completed Leading
- Research
- Business Analysis
- Completed the Fidelity
- Completed Adaptive
- Marketing
- Completed Babson
- Fixed Income
- Equities
- Bonds
- Emerging Markets
- Structured Finance
- Hedge Funds
- FX Options
- Policy
- Monetary Policy
- Rates
- Financial Regulation
- Basel II
- Basel III
David Jones Summary
- David Jones, based in Baltimore, MD, US, is currently a Head of Client Service and Operations at PCS Retirement. David Jones brings experience from previous roles at T. Rowe Price, Greenloop Technologies and Fidelity Investments. David Jones holds a 1984 - 1988 Bachelor of Arts (BA) in SAE, Varsity Soccer Team @ Ohio Wesleyan University. With a robust skill set that includes Leadership, Management, Mutual Funds, Process Improvement, 401k and more. David Jones has 2 emails and 10 mobile phone numbers on RocketReach.
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