W. Jones Email & Phone Number
Vice President | Private Client Relationship Manager @ TD PRIVATE CLIENT WEALTH LLC
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W. Jones Location
- Philadelphia, PA, US
W. Jones Work
- Vice President | Private Client Relationship Manager @ (June 2022 - Present)
- Vice President, Wealth Advisor @ (March 2020 - June 2022)
- Vice President Client Advisor @ (May 2014 - January 2020)
- Vice President Branch Manager @ (February 2005 - April 2014)
- Licensed Financial Specialist @ (January 2003 - February 2005)
- Senior Manager of Sales @ (October 1996 - January 2003)
W. Jones Education
- University of Pittsburgh
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
W. Jones Skills
- Relationship Building
- Customer Relationship Management (CRM)
- Business Relationship Management
- Customer Experience
- Banking
- Wealth Management
- Business Development
- Loans
- Sports Management
- Sales
- Sports
- Customer Acquisition
- Asset Management
- Microsoft Word
- Leadership
- Team Leadership
- Teamwork
- Critical Thinking
- Problem Solving
- Customer Service
- Customer Engagement
- Team Building
- Team Management
- Management
- Deposits
- Tenacious Work Ethic
- Oral/written communication
W. Jones Summary
- W. Jones, based in Philadelphia, PA, US, is currently a Vice President | Private Client Relationship Manager at TD PRIVATE CLIENT WEALTH LLC. W. Jones brings experience from previous roles at Clarfeld | Citizens Private Wealth, PNC Wealth Management, PNC and Wachovia Bank. W. Jones holds a Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ University of Pittsburgh. With a robust skill set that includes Relationship Building, Customer Relationship Management (CRM), Business Relationship Management, Customer Experience, Banking and more. W. Jones has 2 emails and 2 mobile phone numbers on RocketReach.
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