Charlotte T.
General Partner @ Edward Jones | RAMBO Leader - Research, Analytics, Martech & Behavioral Science Org
- Role
- General Partner at Edward Jones
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Charlotte T.
As General Partner at Edward Jones, I lead the enterprise MarTech, Analytics, Research, and Behavioral Science organization, enabling financial advisors through integrated data, technology, and behavioral insight. My leadership is underpinned by a deep specialization in investor psychology, notably through my doctoral dissertation, “Decode the Mind of Wealth — HNW/UHNW,” which explored the distinct psychological and behavioral drivers of high-net-worth segments.Previously, I served as Head of Marketing Analytics & Insights at Prudential Financial, building enterprise marketing science capabilities that applied data science, AI, and behavioral economics to drive growth across multiple business units.Earlier in my career, I spent 17 years as a global banking executive in Retail Banking & Wealth Management, leading regional and international teams across Asia, Europe, Latin America, and the U.S. This foundation in operating businesses at scale—combined with my research into the \"mind of wealth\"—continues to inform my approach to strategy, client experience, and enterprise transformation.I hold a Doctorate and Master of Applied Business Research from SBS Swiss Business School, an M.S. from Northwestern University, and a B.A. from New York University.
Experience
General Partner
Feb 2026 — Present · Chicago, IL, US
Leading enterprise Martech, Analytics, Research & Behavioral Science Organization at Edward Jones where 20K Advisors to improving clients’ lives through partnership.
Education
Northwestern University
Master of Science - MS, Integrated Marketing Communication - Digital & Database Marketing
2001 — 2002
New York University
Bachelor of Applied Science (BASc), Media Management - TV, Film and Radio (Hons)
1996 — 1998
SBS Swiss Business School
Master of Applied Business Research , Global Trends, Consumer Behaviors, Crypto Economy, AI-Driven Insights
2019 — 2021
SBS Swiss Business School
Doctor's Degree, High Net Worth, AI, Robo and Human Financial Advisory, Behavioral Finance, the USA & Greater China
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