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
- Wealth Management Associate @ (January 2025 - Present)
- Financial Planning Analyst @ (January 2024 - January 2025)
- AVP, Senior Client Relationship Manager @ (April 2022 - January 2024)
- VA Intermediary Sales Consultant @ (August 2020 - April 2022)
- Intermediary Sales Associate @ (February 2019 - July 2020)
- Financial Consultant @ (December 2017 - February 2019)
- Investment Specialist @ (February 2017 - December 2017)
- Retirement Plan Specialist @ (November 2015 - February 2017)
- Retirement Plan Representative @ (May 2015 - October 2015)
- Intern @ (October 2014 - May 2015)
- Intern @ (October 2013 - May 2014)
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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