Jerry Penegor
Regional Director, Financial Planning (West Coast) @Edelman Financial Engines
Chandler, AZ, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Oct 2020 — Present
Regional Director, Financial Planning (West Coast) @Edelman Financial Engines
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SKILLS
BudgetsFinancial ModelingProject ManagementStrategic PlanningManagementMergersFinancial AnalysisStrategic Financial PlanningFinancial PlannersInvestment ManagementInvestmentsSecuritiesRetirement PlanningFinancial AdvisoryRisk ManagementInsuranceAnalysisProcess ImprovementFinancial PlanningFinancial ServicesFinanceForecasting
ABOUT JERRY PENEGOR
I am a financial services leader with 22 years experience in the industry with a…
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