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 at Edelman Financial Engines, a company 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 Executive Client Service Associate at Edelman Financial Engines and Information Resource Specialist at Advanced Resource Technologies, Inc (Arti). 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 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.
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.
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.
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Michelle Tucker
Colleague at Edelman Financial EnginesGilbert, Arizona, United States, United States
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Lori E. Smith
Colleague at Edelman Financial EnginesMelrose, Massachusetts, United States, United States
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Jason Luthy
Colleague at Edelman Financial EnginesSurprise, Arizona, United States, United States
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Amy Howe Ost
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
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Shalini Patnaik
Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States
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Jonie Weber, Mba
Colleague at Edelman Financial EnginesColumbus, Ohio, United States, United States
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Ken Payne
Colleague at Edelman Financial EnginesCanon City, Colorado, United States, United States
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Somya Gupta
Colleague at Edelman Financial EnginesPleasanton, California, United States, United States
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Sandra Dyer
Colleague at Edelman Financial EnginesBealeton, Virginia, United States, United States
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Kaeleb Smead
Colleague at Edelman Financial EnginesKansas City Metropolitan Area, United States
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Jan Wilson works for Edelman Financial Engines.
Jan Wilson is listed as Executive Client Service Associate at Edelman Financial Engines 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 Michelle Tucker, Lori E. Smith, Jason Luthy, Amy Howe Ost, and Shalini Patnaik.
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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