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 @
- 2021 -2024 Vice President, Strategic Relationship Management @
- 2018 -2024 Benefits Specialist @
- now Benefits Specialist @
- 2017 -2017 Relationship Manager @
- now Relationship Manager @
- 2012 -2017 Relationship Manager @
- 2005 -2012 Client Service Manager @
- now Account Administrator @ The Vanguard Group
- 1998 -2005 Account Administrator @ The Vanguard Group
- now Compliance Specialist @
- 1994 -1996 Compliance Specialist @
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 and Financial Engines. 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.
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