Nancy Werner
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Nancy Werner Email & Phone Number

Team Leader, Digital Portfolio Operations at Edward Jones
Location: Greater St. Louis, United States, United States 8 work roles 2 schools
1 work email found @edwardjones.com 6 phones found area 941, 314, 509, 469, and 770 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email n****@edwardjones.com
Direct phone (941) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Team Leader, Digital Portfolio Operations
Location
Greater St. Louis, United States, United States

Who is Nancy Werner? Overview

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Quick answer

Nancy Werner is listed as Team Leader, Digital Portfolio Operations at Edward Jones, based in Greater St. Louis, United States, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 941, 314, 509, 469, 770, and a matched LinkedIn profile for Nancy Werner.

Nancy Werner previously worked as Senior Product Operations Manager at Edward Jones and Project Leader, CSG Strategic Client Initiatives Office at Edward Jones. Nancy Werner holds Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services from Lindenwood University.

Company email context

Email format at Edward Jones

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{first}.{last}@edwardjones.com
86% confidence

AeroLeads found 1 current-domain work email signal for Nancy Werner. Compare company email patterns before reaching out.

Profile bio

About Nancy Werner

Expertise in: Project Management LeadershipDeveloping, coaching, and managing teamsAccount ManagementImplementation of Technology PlatformsDigital Product Management Portfolio Operations SAFe / AgileProcess Optimization Strategic PlanningEffective Stakeholders Management Relationship ManagementClient ServicesCross-Functional Team LeadershipProcess ImprovementData-driven integrated marketing Email / Direct Mail Database Marketing Digital / Offset PrintCertified SAFe 6 Agilist 2023Finra Series 7 (Broker) July 2020Series 66 (Investment Adviser) April 2021(SIE) Securities Industry Essentials Dec 2019Scaled Agile Framework (SAFe) Product Owner / Manager Aha!, Jira, MURAL, Design Thinking, Microsoft applications (SharePoint, OneNote & Teams), Salesforce Sales Cloud, Clarity, Comperemedia, Return Path, Basecamp, ApptioEmail: 1NancyWerner@gmail.com

Listed skills include Direct Marketing, Account Management, Integrated Marketing, Email Marketing, and 47 others.

Current workplace

Nancy Werner's current company

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Edward Jones
Edward Jones
Team Leader, Digital Portfolio Operations
AeroLeads page
8 roles

Nancy Werner work experience

A career timeline built from the work history available for this profile.

Team Leader, Digital Portfolio Operations

Current

St. Louis, MO, US

As a Team Leader in Digital Portfolio Operations, I am accountable for portfolio governance, focusing on our digital product portfolios. I lead a highly efficient support team of nine Product Ops Managers who support the firm's Digital Product Management Experience Portfolios, Production Services, and Engineering Excellence Portfolio. In this capacity, I.

Nov 2022 - Present

Senior Product Operations Manager

St. Louis, MO, US

  • Supported Agile Transformation to stand up Public Website & Investor Engagement and Investment Advice and Monitoring product teams.
  • Kept the Blackrock Aladdin Wealth platform implementation on-track by creating alignment with the vendor, digital product management, and senior leadership.
  • Made meaningful contributions to influence and advocate for associates' needs by serving as Chair of the Associate Engagement Committee.
Aug 2021 - Oct 2022

Project Leader, Csg Strategic Client Initiatives Office

St. Louis, MO, US

  • Led the Social Media Management project to effectively deliver the best-in-class Hearsay Social system in five months. From RFP to implementation, achieved seemingly impossible goals through collaboration.
  • Successfully moved the Investment Advisory Program enhancements forward by providing the team leadership and influence in achieving two major strategic decisions. Partnered with sourcing on three RFPs that led to fully.
  • Implemented business processes, best practices, budgeting, and reporting to activate the Investment Advice and Monitoring digital product team to deliver foundational work to enhance tax management and personalized.
  • Made meaningful contributions to influence and advocate for associates' needs through root cause analysis and providing leadership recommendations to improve.
Jun 2019 - Aug 2021

Vice President, Account Director

Irving, Texas, US

Marketing professional experienced managing client services for leading Fortune 500 corporations. Developed and implemented sales and marketing strategies through multiple channels focused on acquisition and client experience. Effectively communicated with and influenced diverse audiences to achieve objectives. Developed, coached and managed teams and.

Jun 2017 - May 2018

Senior Account Director

Irving, Texas, US

*Planned and executed marketing strategy and campaigns across online and offline media. *Identified and shared client opportunities to improve campaign performance and customer experience with new advanced marketing solutions.*Maintained overall leadership of the client relationship including account planning and QBR; contracts and legal; third-party.

Jan 2010 - Jun 2017

Account Director

Irving, Texas, US

*Primary point of contact to the client for US and Canadian email and direct mail planning and problem resolution. *Team leader responsible for revenue targets, goal setting, hiring/mentoring, advising, and training. *Assessed and refined or designed processes to deliver consistent quality and meet client expectations across all functional areas.*Managed.

Jan 2006 - Jun 2017

Account Supervisor

Irving, Texas, US

*Led the day-to-day management of client programs and initiatives by ensuring flawless execution and exceeding client expectations. *Worked with other teams within the organization from production and creative to data execution and project management. *Maintained project status reports, opening and tracking issues reports, and executed large-volume.

Jan 2002 - Jan 2006

Project Manager

Irving, Texas, US

*Executed large-volume, complex direct mail campaigns with complicated data management requirements on time and under budget. *Managed direct mail campaign customer service questions (via email and phone) and orders for nearly 9,500 financial advisors. *Ensured accuracy and quality of printed materials by attending press approvals across the US; verified.

Oct 1997 - Jan 2002
2 education records

Nancy Werner education

Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services

Lindenwood University

Bachelor, Marketing

University Of Missouri St. Louis
FAQ

Frequently asked questions about Nancy Werner

Quick answers generated from the profile data available on this page.

What company does Nancy Werner work for?

Nancy Werner works for Edward Jones.

What is Nancy Werner's role at Edward Jones?

Nancy Werner is listed as Team Leader, Digital Portfolio Operations at Edward Jones.

What is Nancy Werner's email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Nancy Werner at Edward Jones.

What is Nancy Werner's phone number?

AeroLeads has found 6 phone signal(s) with area code 941, 314, 509, 469, 770 for Nancy Werner at Edward Jones.

Where is Nancy Werner based?

Nancy Werner is based in Greater St. Louis, United States, United States while working with Edward Jones.

What companies has Nancy Werner worked for?

Nancy Werner has worked for Edward Jones and Epsilon.

How can I contact Nancy Werner?

You can use AeroLeads to view verified contact signals for Nancy Werner at Edward Jones, including work email, phone, and LinkedIn data when available.

What schools did Nancy Werner attend?

Nancy Werner holds Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services from Lindenwood University.

What skills is Nancy Werner known for?

Nancy Werner is listed with skills including Direct Marketing, Account Management, Integrated Marketing, Email Marketing, Digital Marketing, Marketing Communications, Multi Channel Marketing, and Direct Mail.

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