St. Louis, Mo.
Bachelor's in Accounting, with a minor in Finance
Senior Project Coordinator
Describe your role within the firm.
I manage the overall project management process, from process improvement initiatives to technology-based projects in the U.S. Tax Reporting area. This work follows the system development life cycle, with efforts that have significant touch points to branch teams and clients.
What did you do prior to joining Edward Jones?
Prior to joining Edward Jones, I worked at A.G. Edwards (now Wells Fargo). However, my more recent experience was with MetLife as a senior account executive in charge of building relationships with corporate retirement plan administrators, plan document and regulatory interpretations and the coordination of activities across the organization through daily account management.
Are there any memorable experiences you'd like to share that illustrate what it's like to work for Edward Jones?
It is gratifying to see clients' satisfaction as a result of something "behind the scenes" -- such as improved technology offerings -- which helps make their experience the best it can be.
What did you know of Edward Jones before you joined? Did anything surprise you after you joined?
Prior to coming to Edward Jones, I knew the organization as a major player in the investment industry within the St. Louis marketplace. However, after coming on board, I quickly realized the firm has a significant geographical footprint and the respect of its peers in the industry.
Do you feel there are opportunities for advancement and greater income potential at Edward Jones?
In a word, yes. Advancement opportunities and greater income potential are connected. To that end, associates who demonstrate their ability typically see their responsibilities grow, which provides greater income potential. Additionally, the firm fosters a personal development plan process designed to help associates move to the next stage of their careers.
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