Andrew Perla
Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Andrew Perla
With over 12 years of professional experience, I currently contribute as a Financial Advisor at Edward Jones, focusing on financial advising strategies supported by business analysis and sales expertise. My work emphasizes leveraging data-driven insights to guide clients in achieving their financial goals. My previous roles in inside sales and management have honed my skills in technical sales, sales and marketing, and client relationship-building. Recent certifications in business analysis fundamentals and data modeling further strengthen my ability to integrate analytics into financial planning and decision-making processes. My commitment lies in supporting clients with tailored solutions while driving organizational success.
Experience
Financial Advisor
Oct 2025 — Present · Houston, TX, US
Education
Purdue Global
Master's degree, Strategic Financial and Treasury Intelligence
University of Houston-Clear Lake
Bachelor’s Degree, Accounting and Finance
Skills
- Customer Service
- Microsoft Office
- Research
- Microsoft Excel
- Powerpoint
- Project Management
- Strategic Planning
- Microsoft Word
- Management
- Leadership
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