Ali Gregory

Marketing + Design

Role
Branch Office Administrator at Edward Jones
Location
Minneapolis, MN, US
LinkedIn followers
500 followers

Experience

  1. Branch Office Administrator

    Edward Jones

    Aug 2021 — Present

    Builds meaningful connections and long-lasting relationships with clients, delivering exceptional personalized service to ensure they feel understood and informed • Takes an active role in the annual business planning process to assist in developing strategies for the upcoming year • Executes Financial Advisor directed buy/sell orders and confirms with clients • Prepares for appointments by creating portfolio reports and agendas

Education

  • St. Cloud State University - Herberger Business School

    Bachelor's degree, Public Relations/Mass Communications (Bachelor's) and Marketing (Minor)

    2014 — 2016

  • Anoka-Ramsey Community College

    General Studies

    2012 — 2014

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Ali Gregory — Branch Office Administrator at Edward Jones in Minneapolis, MN, US | Unifers