Financial Advisor@ Edward Jones
Durham, North Carolina, United States
William Jakes
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North Carolina State University
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Tell me more about William Jakes?
FlashIntel GPTWilliam Jakes is a highly experienced professional with 23.7 years of work experience. He possesses a diverse skill set including leadership, event planning, Microsoft Office, grants, social media, marketing, program management, nonprofits, security, VoIP, higher education, fundraising, analysis, sales, and Outlook. Based in the United States, William has worked in various roles such as a Financial Advisor at Edward Jones, a Sales and Retention Representative at Time Warner Cable, and an Infantryman in the US Army. He is known for his expertise in comprehensive financial and estate strategies.
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Emails and Phone Numbers
About
Comprehensive Financial and Estate Strategies
Work Experience
Financial Advisor
Financial Services
William Jakes's Professional Milestones
- Sales And Retention Representative (2003-03-01~2006-12-01): Empowered new client relationships, driving increase sales through strategic acquisitions and retention initiatives.
- Infantryman (2000-01-01~2002-01-01): Provided excellent customer care, meeting the needs of patients and promoting their satisfaction.
Education
Political Science And Government,
Political Science,
Government,
Bachelors,
Bachelor Of Arts
2008-2010Skill
Leadership
Event Planning
Microsoft Office
Grants
Social Media
Marketing
Program Management
Nonprofits
Security
Voip
Higher Education
Fundraising
Analysis
Sales
Outlook
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named William Jakes
Frequently asked questions
We found 5 William Jakes's phone numbers
William Jakes's social media include: Linkedin,
William Jakes works for Edward Jones
William Jakes's role in Edward Jones is Financial Advisor
William Jakes works in the industry of Financial Services
William Jakes's colleagues are Barrett Feltmeier,Erika Gish,Sean Hawksford
William Jakes's latest job experience is Financial Advisor at Edward Jones
William Jakes's latest education in North Carolina State University
