Jess Byrd Email & Phone Number
VP, Financial Education Strategist, Team Lead @ Bank of America Merrill Lynch
5 free lookup(s).
Jess Byrd Location
- Cincinnati, OH, US
Jess Byrd Work
- 2022 -now VP, Financial Education Strategist, Team Lead @
- 2016 -2022 VP, Financial Wellness Specialist @
- 2013 -2016 Divisional Sales Director @
- 2010 -2012 Annuity Internal Wholesaler @
Jess Byrd Education
- Xavier University
Master of Business Administration - MBA (Corporate Governance)
2024-2026 - The Ohio State University
Bachelor of Arts (B.A.) (Economics)
2006-2010 - Bellbrook High School 2002-2006
Jess Byrd Skills
- Retirement
- Leadership
- Underwriting
- Series 6
- Long-term Care
- Investments
- Financial Planning
- Life Insurance
- Wealth Management
- Series 65
- Retirement Planning
- Securities
- Series 63
- Term Life Insurance
- Financial Services
- Sales
- Strategic Financial Planning
- Estate Planning
- Variable Annuities
- Financial Advisory
- Social Security
- Personal Pensions
- Fixed Annuities
- Pensions
- Fixed Income
- Insurance
- Teaching
- IRAs
- Sequoia
- Finance
- 401K Retirement Savings Plans
- Asset Allocation
- Mutual Funds
- Equities
- Budget Management
- Microsoft Excel
- Asset Management
- Marketing
- Customer Service
- Long Term Care
- Microsoft CRM
- Project Management
- DRM
- MapPoint
- Business Travel
- Series 7
- 401 Retirement Savings Plans
Jess Byrd Summary
- Jess Byrd, based in Cincinnati, OH, US, is currently a VP, Financial Education Strategist, Team Lead at Bank of America Merrill Lynch. Jess Byrd brings experience from previous roles at Merrill Lynch and Protective Life. Jess Byrd holds a 2024 - 2026 Master of Business Administration - MBA in Corporate Governance @ Xavier University. With a robust skill set that includes Retirement, Leadership, Underwriting, Series 6, Long-term Care and more. Jess Byrd has 1 emails and 2 mobile phone numbers on RocketReach.
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