Desmond L Jackson
Helping customers through their Capital Markets journey at Workiva!
- Role
- Client Relationship Manager at Workiva
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Desmond L Jackson
Experienced Relationship Manager with a demonstrated history in various areas of financial services, computer software, and not-for-profit industries. Strong business development professional skilled in Relationship Management, Operations Management, Coaching, Sales, and Customer Relationship Management (CRM). Strong background in Diversity, Equity, and Inclusion.
Experience
Client Relationship Manager
Jul 2025 — Present · Dallas-Fort Worth, TX, US
Education
Martin Luther King High School
diploma, Math Science, and Applied Technology (M.S.A.T.)
1994 — 1998
The Wharton School
Certificate of Investment Management Analyst Executive Education Program, Investments and Securities
2015 — 2015
Institute of Diversity Certification
Diversity, Equity, and Inclusion
University of Detroit Mercy
Economics, Business Managment
1998 — 2002
Skills
- Commercial Banking
- Investment Management
- Coaching
- Fixed Income
- Training
- Fundraising
- New Business Development
- Retail Banking
- Organizational Leadership
- Team Leadership
- Cross Functional Team Building
- Business Development
- Sales
- Series 63
- Consultative Selling
- Banking
- Risk Management
- Microsoft Dynamics
- Investments
- Series 6
- Commercial Lending
- Management
- Small Business Lending
- Strategic Planning
- Leadership
- Salesforce.com
- Portfolio Management
- Loans
- Operations Management
- Human Resources
- Finance
- Community Outreach
- Investment Valuation
- Mortgage Lending
- Store Management
- Capital Markets
- Consumer Lending
- Small Business
- Crm
- Sales Management
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