Crystal Cahill

About Crystal Cahill

Throughout my life, helping others has been an integral part of who I am. I chose a…

Experience

1. Edward Jones Financial Advisor

   Edward Jones

   Aug 2022 — Present · Toledo, OH, US

   Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.I have over 20 years of experience working with 401(k) Plan Sponsors and Plan Participants. My experience ranges from plan sales, design, audits and participant education meetings. I enjoy working with businesses as well as individuals. I am client service driven and passionate about collaborating with clients to achieve their long term financial goals through our established process.I reside in Whitehouse, Ohio with my husband and 2 young boys. We are avid Disney World and Cedar Point fans. Building relationships and helping others is what matters to me the most. Please reach out to me to see how I can be a partner with you to achieve your financial goals and dreams. Let\'s connect to discuss what matters most to you and your family.

Education

• Owens Community College

  CPA Qualifying Certificate

  2006 — 2009

• The University of Toledo

  Bachelor's Degree, Finance, General

  1994 — 1998

Skills

• Employee Benefits
• Defined Contribution
• Customer Service
• Consulting
• Retirement
• Financial Accounting
• Microsoft Excel
• Human Resources
• Financial Statements
• Benefits Administration
• Financial Reporting
• Microsoft Office
• Pensions
• Data Analysis
• Auditing