Joal Lloyd
Wealth Management Operations @ OneDigital
- Role
- Wealth Management Operations at OneDigital
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Joal Lloyd
Hard-working and diligent member of the Wealth Management Operations Team at OneDigital…
Experience
Wealth Management Operations
Dec 2022 — Present · Overland Park, KS, US
Manages the accuracy and efficiency of performance reporting and OneDigital\'s reports for our wealth management advisors, which currently sits at around 300+ advisors managing over clients.Conducts direct meeting with advisors to explain current reporting options as well as curate customized reporting based on advisor\'s client base, portfolio composition, and other key factors.Manages quarterly statement audits and delivery of quarterly reports to client portals.
Education
Northern Illinois University
Master of Business Administration - MBA
Virginia State University
Bachelor of Science, Business Management
2013 — 2017
Skills
- Management
- Microsoft Excel
- Microsoft Word
- Project Management
- Microsoft Powerpoint
- Leadership
- Microsoft Office
- Customer Service
- Strategic Planning
- Sap Erp
- Public Speaking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.