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
- Head of Client Service and Operations @ (March 2024 - Present)
- Vice President of Group -Head of Core Market Product Offer and Operations @ (April 2017 - December 2023)
- Vice President, Retirement Plan Services @ (February 2014 - April 2017)
- Advisory Board Member @ Greenloop Technologies (January 2009 - January 2019)
- Senior Vice President, Customer Research and Resolution @ (January 2006 - June 2013)
- Vice President, Customer Services Operations, Distribution Services @ (January 2002 - January 2006)
- Director, Services Management @ (January 1999 - January 2002)
- Director, Advanced Technology Group @ (January 1998 - January 1999)
- Director, Segment Services Operations @ (January 1997 - January 1998)
David Jones Education
- Ohio Wesleyan University
Bachelor of Arts (BA) (Economics Management)
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 Economics Management @ 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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