Jodi Conley Email & Phone Number
Vice President of Client Success @ Acumen Financial Advantage
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Jodi Conley Location
- New York, NY, US
Jodi Conley Work
- Vice President of Client Success @ (June 2026 - Present)
- Consultant @ (July 2024 - November 2025)
- Trust Product Management Senior Lead @ (March 2022 - March 2024)
- Vice President | Specialized Benefit Resources | Client Services and Operations @ (January 2013 - December 2020)
- Assistant Vice President | Specialized Benefit Resources @ (January 2007 - January 2013)
Jodi Conley Education
- Cornell University
BS | Bachelor of Science (Economics)
- Babson College
Executive Business Acumen Leadership Development Program
Jodi Conley Skills
- Investments
- Mutual Funds
- Retirement Planning
- Financial Services
- Portfolio Management
- Series 7
- Retirement
- Series 63
- Wealth Management
- Employee Benefits
- Financial Risk
- Strategic Financial Planning
- Securities
- Financial Analysis
- Fixed Income
- Account Management
- Customer Experience
Jodi Conley Summary
- Jodi Conley, based in New York, NY, US, is currently a Vice President of Client Success at Acumen Financial Advantage. Jodi Conley brings experience from previous roles at New York Life Insurance Company, Citi and MetLife. Jodi Conley holds a BS | Bachelor of Science in Economics @ Cornell University. With a robust skill set that includes Investments, Mutual Funds, Retirement Planning, Financial Services, Portfolio Management and more. Jodi Conley has 2 emails and 2 mobile phone numbers on RocketReach.
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