Relationship Manager @ (January 2017 - November 2017)
Relationship Manager @ (September 2012 - March 2017)
Client Service Manager @ (July 2005 - August 2012)
Account Administrator @ The Vanguard Group (January 1998 - December 2005)
Compliance Specialist @ (January 1994 - December 1996)
Deirdre Jones Education
University of Pittsburgh 1985-1989
Temple University
Bachelor of Arts (Economics)
Deirdre Jones Skills
Series 63
Financial Services
Mutual Funds
Strategic Planning
401k
Series 6
Investments
Retirement
Pensions
Retirement Planning
Series 7
Leadership
Training
Management
Deirdre Jones Summary
Deirdre Jones, based in Philadelphia, PA, US, is currently a Senior Client Relationship Manager at Bank of America. Deirdre Jones brings experience from previous roles at Voya Financial, Boeing, Financial Engines and Transamerica Retirement Solutions. Deirdre Jones holds a 1985 - 1989 University of Pittsburgh. With a robust skill set that includes Series 63, Financial Services, Mutual Funds, Strategic Planning, 401k and more. Deirdre Jones has 1 emails and 3 mobile phone numbers on RocketReach.
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