Todd Wilhelm Email & Phone Number
Team Leader of Portfolio Management Team @ Edward Jones
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Todd Wilhelm Location
- Fenton, MO, US
Todd Wilhelm Work
- Team Leader of Portfolio Management Team @ (May 2019 - Present)
- Team Leader - Mutual Fund Research Team @ (July 2007 - May 2019)
- Sr. Analyst - Mutual Fund Research @ (July 2006 - July 2007)
- Area Analyst - Mutual Funds Product Review @ (March 2004 - July 2006)
- Sr. Analyst and Analyst - Mutual Funds Product Review @ (January 2001 - March 2004)
- Equity Research - Technical Specialist @ (January 2000 - January 2001)
- Equity Research Service @ (January 1999 - March 2000)
- Customer Loan and Margins Associate @ (January 1997 - January 1999)
Todd Wilhelm Education
- University of Central Missouri
BSBA (Finance)
1992-1996
Todd Wilhelm Skills
- Investment Strategies
- Management
- Project Management
- Microsoft Excel
- Business Analysis
- Analysis
- Investments
- Portfolio Management
- Asset Allocation
Todd Wilhelm Summary
- Todd Wilhelm, based in Fenton, MO, US, is currently a Team Leader of Portfolio Management Team at Edward Jones. Todd Wilhelm brings experience from previous roles at Edward Jones. Todd Wilhelm holds a 1992 - 1996 BSBA in Finance @ University of Central Missouri. With a robust skill set that includes Investment Strategies, Management, Project Management, Microsoft Excel, Business Analysis and more. Todd Wilhelm has 3 emails and 1 mobile phone numbers on RocketReach.
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