Brian McAfee
- Role
- Tailored Solutions Strategy Leader at Edward Jones
- Location
- Troy, MO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brian McAfee
I lead a team of leaders that are responsible for the visioning, resource planning, value…
Experience
Tailored Solutions Strategy Leader
Dec 2022 — Present
Leader of Wealth Management Advice & Solutions that is responsible for vision and strategy of the firm\'s Advice & Guidance with deep considerations for the client and branch experience. Collaborate and lead across all areas of the firm to execute and deliver financial planning to a large branch network.
Skills
- Finra
- Life Insurance
- Internal Audit
- Management
- Training
- Securities
- Financial Services
- Operational Risk
- Risk Management
- Series 65
- Series 24
- Insurance
- Bonds
- Series 63
- Securities Regulation
- Financial Markets
- Anti Money Laundering
- Analysis
- Communication
- Client Relations
- Equities
- Portfolio Management
- Team Building
- Strategic Financial Planning
- Investment Management
- Auditing
- Banking
- Data Analysis
- Financial Advisory
- Crm
- Leadership
- Investments
- Trading
- Finance
- Mutual Funds
- Series 7
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