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
- 2019 -now Team Leader of Portfolio Management Team @
- 2007 -2019 Team Leader - Mutual Fund Research Team @
- 2006 -2007 Sr. Analyst - Mutual Fund Research @
- 2004 -2006 Area Analyst - Mutual Funds Product Review @
- 2001 -2004 Sr. Analyst and Analyst - Mutual Funds Product Review @
- 2000 -2001 Equity Research - Technical Specialist @
- 1999 -2000 Equity Research Service @
- 1997 -1999 Customer Loan and Margins Associate @
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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