Ed Waldrop

Ed Waldrop Email and Phone Number

Financial Advisor @ Edward Jones
st. louis, missouri, united states
Ed Waldrop's Location
Columbus, Ohio Metropolitan Area, United States
Ed Waldrop's Contact Details

Ed Waldrop personal email

n/a

Ed Waldrop phone numbers

About Ed Waldrop

Ed Waldrop is a Financial Advisor at Edward Jones. He possess expertise in management, sales, investments, insurance, leadership and 5 more skills.

Ed Waldrop's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Ed Waldrop Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2015 - Present
    Columbus, Ohio
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  • Huntington National Bank
    Avp Private Banking
    Huntington National Bank Jun 2012 - Jan 2015
    I professionally manage a $30 million book of deposit and investment relationships for the Private Client Group at Huntington Bank. I am the inside advocate for my 900+ clients to insure they are in the optimal financial position with each of the products the bank offers. My proven ability to build trust in relationships quickly has allowed my clients to make high dollar life choices quickly and with confidence. My finra series 6, 63 and Ohio life, health and annuity licenses have allowed me to present insurance and investment solutions that create a balanced financial approach for my clientele. A thorough and current financial profile for each client is critical in identifying appropriate and needed products to save, grow and protect my clients money. Through the use of the optimal client relationship process (OCR). and Max sales tracking software I have successfully grown my book of business by presenting other Huntington professionals to my clients for their insurance, banking, investment and trust relationship needs. This critical cross sell among the clientele creates a customer for life. Multiple meetings with upper management each week set clear expectations share best practices among the bankers and allow potential issues to be identified early. My many community involvement activities have created a valuable business and social network that I tap on regularly
  • Huntington Bank Easton Market
    Personal Banker
    Huntington Bank Easton Market Feb 2009 - Jun 2012
  • Contract Sweepers And Equipment Company
    Sales
    Contract Sweepers And Equipment Company 1985 - 1994
    Columbus, Ohio

Ed Waldrop Skills

Management Sales Investments Insurance Leadership Finance Microsoft Office Wealth Microsoft Excel Vendor Management

Ed Waldrop Education Details

Frequently Asked Questions about Ed Waldrop

What company does Ed Waldrop work for?

Ed Waldrop works for Edward Jones

What is Ed Waldrop's role at the current company?

Ed Waldrop's current role is Financial Advisor.

What is Ed Waldrop's email address?

Ed Waldrop's email address is ed****@****ton.com

What is Ed Waldrop's direct phone number?

Ed Waldrop's direct phone number is +161430*****

What schools did Ed Waldrop attend?

Ed Waldrop attended Franklin University.

What are some of Ed Waldrop's interests?

Ed Waldrop has interest in Family, Children, Economic Empowerment, Giving Back To My Community, Investing, Personal Loans, Education, Environment, Fitness, Human Rights.

What skills is Ed Waldrop known for?

Ed Waldrop has skills like Management, Sales, Investments, Insurance, Leadership, Finance, Microsoft Office, Wealth, Microsoft Excel, Vendor Management.

Who are Ed Waldrop's colleagues?

Ed Waldrop's colleagues are Nathan Neal, Sara Castro, S R K Music Dhamal, Jodie Caplinger, Steve Carani, Brian Corneil, Lori Tipple.

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