Jessica Wilson is a eficient professional, that works in Franklin Templeton Investments as a Vice President Senior Retirement Strategist, Dcio from 2020. Jessica Wilson has earned professional experience in more than seven positions at different companies. Jessica Wilson went to the University of Colorado Boulder and received education from 2005 to 2009. Denver, Colorado is the city, where this professional was lastly known to be located. Jessica Wilson's email address and phone number can be accessed through this website on demand.
Name variants:
Jess Wilson,
Jessie Wilson
Last updated May 26, 2024
Contact Information
Workplace
Vice President Senior Retirement Strategist, Dcio
Industry
Financial Services
Colleagues
Work History
Vice President of Sales
204 north Union St, Lambertville, NJ 08530
RobustWealth is a complete, automated wealth management platform created to enhance our Advisor partners' practices. We provide easy, paperless client onboarding, ability to create your own...
Feb 2017 — Sep 2018
Regional Sales Director
7090 Union Park Ave SUITE 650, Midvale, UT 84047
Responsible for partnering with financial advisors to design the most successful retirement plans for their clients. My goal is to provide the highest level of service, knowledge and respons...
Aug 2016 — Feb 2017
Regional Sales Director
15935 La Cantera Pkwy, San Antonio, TX 78256
Manage the Colorado and Utah territory covering wirehouses, independents, and RIAs
Responsible for selling Victory portfolios across nine investment franchises including mutual funds,
Sep...
Jan 2015 — Jul 2016
Internal Sales Director
15935 La Cantera Pkwy, San Antonio, TX 78256
Covering PA, NC, SC, VA, WV, MO, and CO
May 2009 — Dec 2014
Intern
Learned to produce technical reports for clients
Compiled financial data for monthly and annual project management summaries
Prepared PowerPoint presentation for international trade confe...
May 2007 — Aug 2007
Education
2005 — 2009
2008 — 2008
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Vice President of Sales
Advisor
Artist
Model
Custodian
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sales Manager
Custodial Worker
Cleaners
Skills
Investments
Sales
Microsoft Office
Financial Modeling
Strategic Planning
Financial Analysis
Microsoft Excel
Project Management
Finance
Due Diligence
Public Speaking
Capital Markets
Powerpoint
Series 7
Series 63
Financial Services
Mutual Funds
FAQs about Jessica Wilson
What's the profession of Jessica Wilson?
This professional's job is Vice President Senior Retirement Strategist, Dcio
What jobs is Jessica Wilson a professional at?
Jessica Wilson is proficient at Executive and Vice President jobs.
Where does Jessica Wilson live?
Denver, Colorado is the place where Jessica Wilson currently lives
How many companies did Jessica Wilson work at?
The professional worked at seven jobs.
Where has Jessica Wilson studied?
Jessica studied at the University of Colorado Boulder from 2005 to 2009.
What languages does Jessica Wilson speak?
Jessica Wilson speaks Spanish.
Are there any professional industries, that Jessica Wilson works in?
This person works in Financial Services industry.
What are special skills of Jessica Wilson?
This person has the following skills: Investments, Sales, Microsoft Office, Financial Modeling, Strategic Planning, Financial Analysis, Microsoft Excel, Project Management, Finance, and Due Diligence.