David Jones

Head of Client Service and Operations @PCS Retirement

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2024 — Present

Head of Client Service and Operations @PCS Retirement

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Philadelphia, PA, US

EDUCATION

1984 — 1988

Ohio Wesleyan University

Bachelor of Arts (BA), Economics Management

SKILLS

LeadershipManagementMutual FundsProcess Improvement401kRisk ManagementChange ManagementFinancial ServicesTeam LeadershipSecuritiesVendor ManagementRetirementOperations ManagementStrategic Financial PlanningRetirement PlanningOperational ExcellenceRelationship ManagementYellow Belt Six SigmaCompleted Babson Leadership Development ProgramCompleted Adaptive Leadership TrainingCompleted People to People Leadership TrainingCompleted Leading Strategically ProgramCompleted the Fidelity Prime Leadership Program

ABOUT DAVID JONES

Head of Client Service @ PCS Retirement | Retirement Strategy

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