Executive Client Service Associate
CurrentProvide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, vendors and other operational employees while adhering to regulatory standards.
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@edelmanfinancial.com
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Jan Wilson is listed as Executive Client Service Associate at Edelman Financial Engines, a with 1029 employees, based in Fairfax, Virginia, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Jan Wilson.
Jan Wilson previously worked as Information Resource Specialist at Advanced Resource Technologies, Inc (Arti) and Technical Analyst/Webmaster at Grc International An At&T Company. Jan Wilson holds Bachelor Of Arts (Ba), Writing Program from George Mason University.
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AeroLeads found 1 current-domain work email signal for Jan Wilson. Compare company email patterns before reaching out.
Jan Wilson is a Executive Client Service Associate at Edelman Financial Engines. They possess expertise in financial services, project management, microsoft office, series 6, client services and 11 more skills.
Listed skills include Financial Services, Project Management, Microsoft Office, Series 6, and 12 others.
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Fairfax, Virginia
Provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, vendors and other operational employees while adhering to regulatory standards.
Alexandria, Virginia
Provided program support to the Director, Commercial Operations and Support Savings Initiative (COSSI). Principal duties included managing and updating the COSSI program database and oversight of Defense and civilian contractors building the new on-line, interactive program database. Additional duties included drafting initial input on budgetary reports, updating annual solicitation documentation and distribution of commercial proposals to military Services.
Alexandria, Virginia
Provided project support to Headquarters, Army Materiel Command for the Army Manufacturing Technology (ManTech) program; Reliability, Maintainability and Supportability (RM&S) program; and COSSI program. Specific duties varied based on customer needs, but primarily included planning, design, development, writing, editing, publishing, maintaining and managing 3 Army websites (for the ManTech, RM&S and COSSI programs). Prepared and published program specific documents, executed database management, implemented in-process website reviews with Army personnel, and prepared Department of Defense Planning, Programming, Budgeting Systems documents.Researched, recommended and published information on subject sources, workshops, conferences, and program policies and procedures that were relevant, current and accurate for Program and Project Managers in the ManTech, RM&S, and COSSI programs.
Fort Belvoir, Virginia
Technical duties included maintaining and updating course extranet web pages, extranet data files, course operational task database and other applicable databases. Identified, collected, analyzed and stored select information into database and report formats for faculty and student reference. Technographer at over 50 workshops at the OSD senior leadership level. Researched subject matter materials in support of faculty requests. Completed a special research project for the Senate Armed Services Committee on the subject of acquisition and defense conversion.Administrative duties included reviewing, proofreading, editing and producing technical reports, end-of-course evaluations, executive correspondence, charts and other written course materials. Assembled and disassembled the 4-week course classroom and homerooms with student supplies, laptops, course materials. Guided student course registration, facilitated student housing arrangements, student classroom schedules, 4-week course academic schedules, faculty schedules, guest speaker schedules, and bi-weekly student social events. Interacted with Office of the Secretary of Defense (OSD) senior leadership, flag officers, foreign dignitaries, top Congressional staff officials and executives of private sector organizations.
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Bert Boutte
Colleague at Edelman Financial EnginesMissouri City, Texas, United States
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Matt Nichols
Colleague at Edelman Financial EnginesFairfax, Virginia, United States
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Nicholas Badie
Colleague at Edelman Financial EnginesScottsdale, Arizona, United States
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Nicole Avelar
Colleague at Edelman Financial EnginesAustin, Texas, United States
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Abhishek Gupta
Colleague at Edelman Financial EnginesSunnyvale, California, United States
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James Golichowski Cfp®, Crpc™
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
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Tom Hodak
Colleague at Edelman Financial EnginesNew York, United States
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Jonathan Madson
Colleague at Edelman Financial EnginesPeoria, Arizona, United States
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Onail Nissan
Colleague at Edelman Financial EnginesPeoria, Arizona, United States
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Matthew Duskey, Mba, Cfp®
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Jan Wilson works for Edelman Financial Engines.
Jan Wilson is listed as Executive Client Service Associate at Edelman Financial Engines.
AeroLeads has found 1 work email signal at @edelmanfinancial.com for Jan Wilson at Edelman Financial Engines.
Jan Wilson is based in Fairfax, Virginia, United States while working with Edelman Financial Engines.
Jan Wilson has worked for Edelman Financial Engines, Advanced Resource Technologies, Inc (Arti), Grc International An At&T Company, and Defense Acquisition University.
Jan Wilson's colleagues at Edelman Financial Engines include Bert Boutte, Matt Nichols, Nicholas Badie, Nicole Avelar, and Abhishek Gupta.
You can use AeroLeads to view verified contact signals for Jan Wilson at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
Jan Wilson holds Bachelor Of Arts (Ba), Writing Program from George Mason University.
Jan Wilson is listed with skills including Financial Services, Project Management, Microsoft Office, Series 6, Client Services, High Level Of Confidentiality, Qualitative Research, and Critical Thinking.
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