Director Of Client Services
Current
Nov 2024 - Present
AeroLeads people directory · profile
Debra Pound Email & Phone Number
Financial Services Professional
at
Vincent Financial Group
1 work email found
@edwardjones.com
1 phone found area 678
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Services Professional
Location
Atlanta Metropolitan Area, United States
Who is Debra Pound? Overview
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Quick answer
Debra Pound is listed as Financial Services Professional at Vincent Financial Group, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 678, and a matched LinkedIn profile for Debra Pound.
Debra Pound previously worked as Director of Client Services at Vincent Financial Group and Director of Client Relations at 755 Financial, Llc. Debra Pound studied at Columbia University In The City Of New York.
Company email context
Email format at Vincent Financial Group
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{first}.{last}@edwardjones.com
86% confidence
AeroLeads found 1 current-domain work email signal for Debra Pound. Compare company email patterns before reaching out.
Profile bio
About Debra Pound
Debra Pound is a Financial Services Professional at Vincent Financial Group. Colleagues describe her as "Debra was such a breath of fresh air at Impact! She gave her honest and professional feedback not only to help clients but to help advance and better the company as well. Her experience in the financial services industry is truly impressive; and she never hesitated to share her knowledge and expertise with me. I look up to her not only as a female who has made an extraordinary mark in the financial space but also as a friend. "
Current workplace
Debra Pound's current company
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6 roles
Debra Pound work experience
A career timeline built from the work history available for this profile.
Director Of Client Relations
755 Financial, Llc
Oct 2023 - Oct 2024
Financial Services Advisor
Nov 2021 - Oct 2023
Sr Financial Consultant » Practice Management | Sales| Relationship Mgt | Business Development
In this role, I drive new business development through traditional and digital channels, and take full ownership of client relationships. That means conveying Equis’ investment philosophy effectively when consulting with clients, and educating them regarding a portfolio of investment solutions that may suit their investment objectives. Additionally, I provide the foundation to build lifelong relationships with clients, to guide them in planning for all their financial security needs with… Show more In this role, I drive new business development through traditional and digital channels, and take full ownership of client relationships. That means conveying Equis’ investment philosophy effectively when consulting with clients, and educating them regarding a portfolio of investment solutions that may suit their investment objectives. Additionally, I provide the foundation to build lifelong relationships with clients, to guide them in planning for all their financial security needs with confidence. Show less
Mar 2018 - Dec 2020
Vp, Practice Management » Sales Management | Relationship Management | Collaborative Leadership
The Impact Partnership
At this time, I was overseeing operations and financials for the marketing organization’s business consulting services for Registered Investment Advisors and Financial Planners. My scope encompassed partnering with principals and owners to monetize business opportunities and maximize ROI in marketing, HR, and technology. I formulated custom programs and marketing collateral based on initial discovery and SWOT analysis.► Integrally contributed to increasing AUM, by guiding advisors on… Show more At this time, I was overseeing operations and financials for the marketing organization’s business consulting services for Registered Investment Advisors and Financial Planners. My scope encompassed partnering with principals and owners to monetize business opportunities and maximize ROI in marketing, HR, and technology. I formulated custom programs and marketing collateral based on initial discovery and SWOT analysis.► Integrally contributed to increasing AUM, by guiding advisors on market demographic segmentation and best practices to drive organic market growth.► Developed and delivered special training sessions at 1:1 coaching sessions at advisor professional events.► Provided comprehensive coaching to advisors regarding industry trends impacting client growth and supporting delivery of unparalleled client services. Show less
Aug 2016 - Aug 2017
Relationship Manager » Practice Management | Direct Sales | Collaborative Leadership
Here, I owned the relationship with Charles Schwab Advisor Services independent Registered Investment Advisors, which encompassed asset retention, sales profitability, and account growth. I cultivated and deepened these relationships, and placed a sharp, consistent focus on resolving firm and client issues, in order to enhance the overall experience and engender client loyalty.► Innovated custom programs in consultative selling, expert negotiation, and funnel management, to drive… Show more Here, I owned the relationship with Charles Schwab Advisor Services independent Registered Investment Advisors, which encompassed asset retention, sales profitability, and account growth. I cultivated and deepened these relationships, and placed a sharp, consistent focus on resolving firm and client issues, in order to enhance the overall experience and engender client loyalty.► Innovated custom programs in consultative selling, expert negotiation, and funnel management, to drive results.► Enhanced Principals and Owners’ core competencies regarding share of wallet and assisted sales, in order to uncover additional assets. Show less
Apr 2006 - Nov 2015
2 education records
Debra Pound education
Education record
Ba, English
FAQ
Frequently asked questions about Debra Pound
Quick answers generated from the profile data available on this page.
What company does Debra Pound work for?
Debra Pound works for Vincent Financial Group.
What is Debra Pound's role at Vincent Financial Group?
Debra Pound is listed as Financial Services Professional at Vincent Financial Group.
What is Debra Pound's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Debra Pound at Vincent Financial Group.
What is Debra Pound's phone number?
AeroLeads has found 1 phone signal(s) with area code 678 for Debra Pound at Vincent Financial Group.
Where is Debra Pound based?
Debra Pound is based in Atlanta Metropolitan Area, United States while working with Vincent Financial Group.
What companies has Debra Pound worked for?
Debra Pound has worked for Vincent Financial Group, 755 Financial, Llc, Edward Jones, Equis Financial, and The Impact Partnership.
How can I contact Debra Pound?
You can use AeroLeads to view verified contact signals for Debra Pound at Vincent Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Debra Pound attend?
Debra Pound studied at Columbia University In The City Of New York.
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