Dana Mathews
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Dana Mathews Email & Phone Number

Financial Advisor |Financial Strategies for Individuals & Businesses | Retirement | Insurance | Estate Considerations | Investments at Edward Jones
Location: Portland, Oregon Metropolitan Area, United States 7 work roles 2 schools
1 work email found @rga.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@rga.com
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Current company
Role
Financial Advisor |Financial Strategies for Individuals & Businesses | Retirement | Insurance | Estate Considerations | Investments
Location
Portland, Oregon Metropolitan Area, United States
Company size

Who is Dana Mathews? Overview

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Quick answer

Dana Mathews is listed as Financial Advisor |Financial Strategies for Individuals & Businesses | Retirement | Insurance | Estate Considerations | Investments at Edward Jones, a with 35357 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at rga.com and a matched LinkedIn profile for Dana Mathews.

Dana Mathews previously worked as Financial Advisor at Edward Jones and Leadership Recruiter, Product Management at Meta. Dana Mathews studied at University Of Nevada-Las Vegas.

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Email format at Edward Jones

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*@rga.com
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Profile bio

About Dana Mathews

Hello! I am a financial coach who has 30 years of experience helping people achieve life goals. My approach begins with empathy and education to build trust in supporting clients' financial interests on their best days and worst days. I care deeply about helping people define what's possible and strategize their retirement goals with the utmost integrity to help them feel secure and confident in their financial futures. Together, we can create a personalized financial strategy tailored to your unique needs. Let's connect for a complementary consultation to explore your current finances and goals./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Training, Management, Leadership, Recruiting, and 35 others.

Current workplace

Dana Mathews's current company

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Edward Jones
Edward Jones
Financial Advisor |Financial Strategies for Individuals & Businesses | Retirement | Insurance | Estate Considerations | Investments
st. louis, missouri, united states
Website
Employees
35357
AeroLeads page
7 roles · 24 years

Dana Mathews work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Portland, Oregon Metropolitan Area

At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We work to help clients understand the investment world in terms they can relate to. We offer investments, services and tools our clients need to work toward their financial goals. Additionally, the firm has thousands of professionals and advanced technology supporting our brand offices to help clients reach their long-term goals.

Feb 2024 - Present

Leadership Recruiter, Product Management

Remote

• Successfully supports the overall recruitment for Product Management Leadership across all our Family of Apps, including Reality Labs. This includes the product teams for AI/ML, AR/VR, Ads, Growth, Integrity, Privacy and more

Dec 2021 - Jan 2023

Associate Director Of Talent Acquisition & Senior Hrpb

Portland, Oregon Area

Supported the Portland office personnel and leadership as a Human Resource Business Partner, and supported all US offices with Talent Acquisition.• Facilitated networking and recruiting of top creatives for all US offices. Made 17 hires within first 10 months of hire, which supported key business initiatives • Helped facilitate training programs such as Respectful Feedback and Allyship Training, for personnel in all US offices• Provided on-going career coaching for employees who were impacted by the Covid layoffs.• Helped develop and strategize the affiliations we’d source Intern candidates from, focusing on DEI • Reported on attrition, tenure, promotions and DEI data through PowerBI• Led and developed two direct reports • Coached, consulted, and advised employees by meeting proactively each month to address any concerns, plan a head, and help coach managers and leaders to unlock their potential

Mar 2019 - Nov 2021

Senior Talent Acquisition Partner

Portland, Oregon Area

Creative & Technical Staffing Agency, turned Consulting Firm in 2016• Grew three existing accounts into the top 5 highest revenue-generating accounts within the first two years of hire by building a strong report with hiring managers and delivering talent that met their needs. • Selected to rebuild the account with Nike and within first year, tripled business. Built a strong account, talent acquisition and engagement team that focused solely on the Nike account and that supported embedded employees. • Grew our consulting headcount at Nike from 15 to over 100 employees within four years (all on SOW contracts).• Our long-term contractors hired at Nike had a 33% conversion rate from contract to direct hire - the next highest conversion from other staffing firms was 5%.

2010 - 2019 ~9 yrs

Creative Recruiter

Kirkland, Washington

Creative & Technical Staffing Agency• Responsible for full life-cycle recruiting for several clients in the Seattle-Redmond area• Successfully established, managed and maintained new and existing client relationships• Grew a robust pipeline of talented resources to fill opportunities with clients• Successfully on-boarded all new hires

2008 - 2009 ~1 yr

District Lead Training Manager

Greater Seattle Area, Washington

• Successfully led the on-boarding and training for all new Apple employees in the Puget Sound District• Responsible for the on-going training and development for all existing Apple employees on new technology and new policy roll-outs • Provided coaching to employees on customer engagement and sales techniques

2007 - 2008 ~1 yr

General Manager

University Village, Seattle Wa

• Successfully grew sales from $2.9M to $9.4M in less than 5 yrs by focusing on hiring, training, and development of the team• Recognized for crafting, training and leading a recruiting and networking effort that resulted in all open leadership roles being filled across the West Coast Region• Unanimously voted for by my peers and leaders in winning the National Real Hero Award, that recognized excellence in thought leadership, customer service, collaboration, team work and sales• Consistently provided excellent service and support to both the internal team as well as to customers• Excelled at strategizing the delivery of all sales goals, inventory, NPS Scores and visual merchandising• Within 2 yrs, led the store to becoming the 2nd most profitable in the company and held that position until my departure• Successfully hired, trained and led over 100 employees yearly• Successfully built the leadership team from 3 to 10 managers• Responsible for developing the careers of 10 direct reports (all managers)• Successfully managed P&L, payroll budget and millions of dollars in inventory

2003 - 2007 ~4 yrs
Team & coworkers

Colleagues at Edward Jones

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2 education records

Dana Mathews education

FAQ

Frequently asked questions about Dana Mathews

Quick answers generated from the profile data available on this page.

What company does Dana Mathews work for?

Dana Mathews works for Edward Jones.

What is Dana Mathews's role at Edward Jones?

Dana Mathews is listed as Financial Advisor |Financial Strategies for Individuals & Businesses | Retirement | Insurance | Estate Considerations | Investments at Edward Jones.

What is Dana Mathews's email address?

AeroLeads has found 1 work email signal at @rga.com for Dana Mathews at Edward Jones.

Where is Dana Mathews based?

Dana Mathews is based in Portland, Oregon Metropolitan Area, United States while working with Edward Jones.

What companies has Dana Mathews worked for?

Dana Mathews has worked for Edward Jones, Meta, R/Ga, Filter, A Merkle Company, and Big Fish International.

Who are Dana Mathews's colleagues at Edward Jones?

Dana Mathews's colleagues at Edward Jones include Vinaya Raj, Kelli Bourgeois, Lori Tipple, Dennis Christiansen, and Jaime Spear.

How can I contact Dana Mathews?

You can use AeroLeads to view verified contact signals for Dana Mathews at Edward Jones, including work email, phone, and LinkedIn data when available.

What schools did Dana Mathews attend?

Dana Mathews studied at University Of Nevada-Las Vegas.

What skills is Dana Mathews known for?

Dana Mathews is listed with skills including Training, Management, Leadership, Recruiting, Networking, Coaching, Interviews, and Hiring.

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