Jana Wheatley

Financial Advisor - Real Estate Investor - Community Volunteer

Role
Financial Advisor at Edward Jones
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jana Wheatley

Seasoned professional with broad knowledge of experience spanning across multiple industries including Banking, Finance, Investments & Insurance, Real Estate Investments and Property Management with demonstrated history and success working in the consumer services industry and guided by passion for helping people that want to learn and grow.

Experience

  1. Financial Advisor

    Edward Jones

    Jun 2024 — Present

Education

  • Metropolitan State University of Denver

    Certificate, Personal Financial Planning

    1999 — 2000

  • University of Nebraska at Omaha

    BSBA, Banking & Financial Markets

    1990 — 1994

Skills

  • Contract Negotiation
  • Sales
  • Small Business
  • Forecasting
  • Team Building
  • Business Development
  • Account Management
  • Budgets
  • Strategic Planning
  • Customer Service
  • Marketing
  • Sales Management
  • Coaching
  • Negotiation
  • New Business Development

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Jana Wheatley — Financial Advisor at Edward Jones in Omaha, NE, US | Unifers