Business Intelligence Manager - Client Service Analytics
Current
Oct 2023 - Present
AeroLeads people directory · profile
Jerry D. Email & Phone Number
Business Intelligence Manager
at
Mercer Advisors
2 work emails found
@wellsfargo.com
3 phones found area 415 and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Business Intelligence Manager
Location
San Francisco, California, United States
Company size
Who is Jerry D.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jerry D. is listed as Business Intelligence Manager at Mercer Advisors, a company with 413 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 415, 800, and a matched LinkedIn profile for Jerry D..
Jerry D. previously worked as Business Intelligence Manager - Client Service Analytics at Mercer Advisors and Digital Marketing Manager at Openbb. Jerry D. holds Master Of Arts (M.A.) from University Of Southern California.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating Jerry D.'s masked contact details.
*@wellsfargo.com
71% confidence
AeroLeads found 2 current-domain work email signals for Jerry D.. Compare company email patterns before reaching out.
Profile bio
About Jerry D.
I like to help companies grow. Data-driven insights are my specialty. I strive to find the "why" between data points and work with leaders to create the most efficient, strategic, and compelling path forward. Whether you are looking to expand user-base, market share, retention, or even launch a new product, there is data and research we can leverage to plan and build for the future.
Listed skills include Data Analysis, Market Research, Microsoft Excel, Financial Modeling, and 30 others.
Current workplace
Jerry D.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
9 roles
Jerry D. work experience
A career timeline built from the work history available for this profile.
Digital Marketing Manager
The OpenBB Terminal is the first and only open source investment research platform. The terminal connects to dozens of different data providers and allows users to access investment research from a single platform. More than that, due to its open source nature, users can add custom data sources or build their own analysis on top.
Jan 2023 - Jun 2023
Senior Strategy And Planning Consultant
- Responsible for providing senior level strategic consulting services to product teams, marketing partners, and client organizations using in-depth knowledge and expertise regarding Wells Fargo business strategy and emerging trends in the industry - Works with executives and senior managers across Wells Fargo to help define business strategy based on.
Jan 2022 - Dec 2022
Strategy Consultant
Dec 2019 - Feb 2022
Strategy Consultant
Lead and manage business level strategic projects, focusing on growth and go-to market initiatives.
Mar 2017 - Dec 2019
Treasurer
Greer Stone For City Council 2016
Served as the Treasurer of Greer Stone for City Council 2016 for the November 8, 2016 election.- Managed campaign financial contributions and expenses- Engaged campaign council on strategy, voter outreach, and debate preparation- Prepared financial records and campaign statements for state and local officials- Ensured compliance with all regulatory.
Jul 2016 - Dec 2016
Project Lead
As Project Lead my role focused on leading a team of 10+ analysts in discovering the key drivers of competitive excellence across a variety of strategic engagements for Fortune 500 clients.
Apr 2013 - Oct 2013
Senior Business Analyst
Bainbridge
As a Senior Business Analyst, I provided strategic advisory for Fortune 500 clients with a team of 5+ analysts across a variety of industries (such as the educational testing, weather-proofing, and container manufacturing industries). Led the development of a strategic synopsis on the factors of innovation that create sustained success.
Sep 2012 - Apr 2013
Business Analyst
Jun 2011 - Sep 2012
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
AO
Amanda O'Sullivan
Colleague at Mercer Advisors
Jackson Township, New Jersey, United States, United States
View →
KD
Kevin Dillon, Cfp®, Crpc®
Colleague at Mercer Advisors
Greater Philadelphia, United States
View →
SE
Stewart E. Schrader, Mba, Cfp®
Colleague at Mercer Advisors
Los Angeles, California, United States, United States
View →
EN
Ernest Neeley, Cfp®
Colleague at Mercer Advisors
Houston, Texas, United States, United States
View →
NB
Nora Bromley
Colleague at Mercer Advisors
Mount Pleasant, South Carolina, United States, United States
View →
MS
Melinda Schlinsog
Colleague at Mercer Advisors
Evergreen, Colorado, United States, United States
View →
JE
Jenna Elliott
Colleague at Mercer Advisors
Darien, Connecticut, United States, United States
View →
CS
Chris S. Young, Cfp®, Cpwa®
Colleague at Mercer Advisors
Plano, Texas, United States, United States
View →
J(
Julie (Mercer)
Colleague at Mercer Advisors
Ventura, California, United States, United States
View →
RA
Rafael Arellano, Cfp®
Colleague at Mercer Advisors
New York City Metropolitan Area, United States
View →
Amanda O'Sullivan
Colleague at Mercer Advisors
Jackson Township, New Jersey, United States, United States
View →
KD
Kevin Dillon, Cfp®, Crpc®
Colleague at Mercer Advisors
Greater Philadelphia, United States
View →
SE
Stewart E. Schrader, Mba, Cfp®
Colleague at Mercer Advisors
Los Angeles, California, United States, United States
View →
EN
Ernest Neeley, Cfp®
Colleague at Mercer Advisors
Houston, Texas, United States, United States
View →
NB
Nora Bromley
Colleague at Mercer Advisors
Mount Pleasant, South Carolina, United States, United States
View →
MS
Melinda Schlinsog
Colleague at Mercer Advisors
Evergreen, Colorado, United States, United States
View →
JE
Jenna Elliott
Colleague at Mercer Advisors
Darien, Connecticut, United States, United States
View →
CS
Chris S. Young, Cfp®, Cpwa®
Colleague at Mercer Advisors
Plano, Texas, United States, United States
View →
J(
Julie (Mercer)
Colleague at Mercer Advisors
Ventura, California, United States, United States
View →
RA
Rafael Arellano, Cfp®
Colleague at Mercer Advisors
New York City Metropolitan Area, United States
View →
2 education records
Jerry D. education
Master Of Arts (M.A.)
FAQ
Frequently asked questions about Jerry D.
Quick answers generated from the profile data available on this page.
What company does Jerry D. work for?
Jerry D. works for Mercer Advisors.
What is Jerry D.'s role at Mercer Advisors?
Jerry D. is listed as Business Intelligence Manager at Mercer Advisors.
What is Jerry D.'s email address?
AeroLeads has found 2 work email signals at @wellsfargo.com for Jerry D. at Mercer Advisors.
What is Jerry D.'s phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 800 for Jerry D. at Mercer Advisors.
Where is Jerry D. based?
Jerry D. is based in San Francisco, California, United States while working with Mercer Advisors.
What companies has Jerry D. worked for?
Jerry D. has worked for Mercer Advisors, Openbb, Wells Fargo, Wells Fargo | Wealth & Investment Management, and Greer Stone For City Council 2016.
Who are Jerry D.'s colleagues at Mercer Advisors?
Jerry D.'s colleagues at Mercer Advisors include Amanda O'Sullivan, Kevin Dillon, Cfp®, Crpc®, Stewart E. Schrader, Mba, Cfp®, Ernest Neeley, Cfp®, and Nora Bromley.
How can I contact Jerry D.?
You can use AeroLeads to view verified contact signals for Jerry D. at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jerry D. attend?
Jerry D. holds Master Of Arts (M.A.) from University Of Southern California.
What skills is Jerry D. known for?
Jerry D. is listed with skills including Data Analysis, Market Research, Microsoft Excel, Financial Modeling, Powerpoint, Financial Analysis, Crm, and Research.
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