Roderick Jefferson work email
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PROFILE Over a decade of experience in the financial industry with several prominent financial institutions. I have closely dealt with operations and financial strategy within Edward Jones, Merrill Lynch and Bank of America. Strengths include, proficiency with a diverse group of computer programs and a strong analytical ability, with attention to detail. I have Strong face to face communication skills which have lead to top producer results. The result is an advisor with an effective combination of experience, education, and technical skills./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
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Financial AdvisorEdward Jones Aug 2024 - PresentSt. Louis, Mo, Us -
Financial AdvisorBayfirst Dec 2018 - May 2024St. Petersburg, Fl, Us -
Financial AdvisorGrow Financial Federal Credit Union Sep 2017 - Oct 2018Tampa, Florida, Us -
Financial AdvisorMerrill Lynch Oct 2011 - Aug 2017New York, Ny, Us -
Investment RepresentativeFidelity Investments Nov 2010 - Oct 2011Boston, Ma, Us -
Senior Client Service SpecialistBank Of America Merrill Lynch Aug 2008 - Nov 2010Charlotte, Nc, UsPerform first contact resolution for clients banking needs.Build and maintain relationships with wealth affluent clients.Perform transactions accurately and efficiently while following guidelines.Identify customer needs and provide appropriate products.; Life Insurance salesPassed State Life Licensing test.Built client relationships.Performed daily maintenance task for policy preparation.Maintained company regulation as well as state regulations -
Service Specialist IiEdward Jones Apr 2006 - Aug 2008St. Louis, Mo, UsAssist Branch Offices with the following procedures:Insufficient fund check reconciliationAccount balance and activity Calculate dividends earnedIRA contribution regulationsProvided upper management with reports that resulted in greater efficiency. Trained new and current associates on Money Market rules and procedures.
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Senior AssociateMerrill Lynch Jun 2004 - Feb 2006New York, Ny, UsMoney Market Services Assist Branch Offices with the following procedures: Balance Transfers Retirement Reserve Subscriptions Asset Tier Overrides Submit weekly reports to upper management detailing volume fluctuations of Asset Tier and Retirement Reserve.
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Senior AssociateMerrill Lynch Jun 2003 - Feb 2004New York, Ny, UsOffshore Mutual Funds Pricing Managed 8-10 different mutual fund groups. Developed statistical reports to maintain efficiency of the pricing team. These reports were also used to provide information for visiting fund groups.
Roderick Jefferson Education Details
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Lambuth UniversityMangement
Frequently Asked Questions about Roderick Jefferson
What company does Roderick Jefferson work for?
Roderick Jefferson works for Edward Jones
What is Roderick Jefferson's role at the current company?
Roderick Jefferson's current role is Financial Advisor.
What is Roderick Jefferson's email address?
Roderick Jefferson's email address is ro****@****ank.com
What is Roderick Jefferson's direct phone number?
Roderick Jefferson's direct phone number is +190423*****
What schools did Roderick Jefferson attend?
Roderick Jefferson attended Lambuth University.
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