Jana Wheatley
Financial Advisor - Real Estate Investor - Community Volunteer
- Role
- Financial Advisor at Edward Jones
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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