Deirdre Jones Email & Phone Number

Senior Client Relationship Manager @ Bank of America

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Deirdre Jones Location

Philadelphia, PA, US

Deirdre Jones Work

2024 - now Senior Client Relationship Manager @ Bank of America
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2021 - 2024 Vice President, Strategic Relationship Management @ Voya Financial
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Benefits Specialist @ Boeing
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Relationship Manager @ Financial Engines
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2012 - 2017 Relationship Manager @ Transamerica
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2005 - 2012 Client Service Manager @ Charles Schwab
Account Administrator @ The Vanguard Group
Compliance Specialist @ T. Rowe Price

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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

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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 3 mobile phone numbers on RocketReach.

Deirdre Jones Phone Numbers

Found 4 phone numbers

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Deirdre Jones

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Deirdre Jones

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Deirdre Jones

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Deirdre Jones

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Deirdre Jones

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Deirdre Jones

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Deirdre Jones

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- +1 810-845-XXXX

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