Terrence Jones Email & Phone Number
Wealth Management Associate @ Baltimore-Washington Financial Advisors
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Terrence Jones Location
- Washington, DC, US
Terrence Jones Work
- 2025 -now Wealth Management Associate @
- 2024 -2025 Financial Planning Analyst @
- 2022 -2024 AVP, Senior Client Relationship Manager @
- 2020 -2022 VA Intermediary Sales Consultant @
- 2019 -2020 Intermediary Sales Associate @
- 2017 -2019 Financial Consultant @
- 2017 -2017 Investment Specialist @
- 2015 -2017 Retirement Plan Specialist @
- 2015 -2015 Retirement Plan Representative @
- 2014 -2015 Intern @
- 2013 -2014 Intern @
Terrence Jones Education
- Frostburg State University
Master of Business Administration - MBA
2016-2018 - Stevenson University
Bachelor of Science (BS) (Business Administration and Management, General)
2011-2015
Terrence Jones Skills
- Microsoft Word
- Teamwork
- Customer Service
- Social Media
- Retirement Planning
- Investments
- Sales
- Inventory Management
- Marketing
- Research
- Customer Satisfaction
- Cashiering
- PowerPoint
- Microsoft Office
- Microsoft Excel
- Time Management
- Leadership
- Communication
- Team Leadership
- Retirement Solutions
- High Net Worth Individuals
Terrence Jones Summary
- Terrence Jones, based in Washington, DC, US, is currently a Wealth Management Associate at Baltimore-Washington Financial Advisors. Terrence Jones brings experience from previous roles at Baltimore-Washington Financial Advisors and T. Rowe Price. Terrence Jones holds a 2016 - 2018 Master of Business Administration - MBA @ Frostburg State University. With a robust skill set that includes Microsoft Word, Teamwork, Customer Service, Social Media, Retirement Planning and more. Terrence Jones has 2 emails and 2 mobile phone numbers on RocketReach.
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