Esther. J-U.
Financial Advisor| Wealth & Banking Relationship ManagerClient Advisory | Portfolio Oversight | Financial Planning - Edward Jones Investments
- Role
- Financial Advisor at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Esther. J-U.
Fully Licensed Financial Advisor (Series 7, Series 66 and NMLS License) with years of extensive background in Finance, Sales, Oil and Gas Specialized Banking, Retail, Commercial and Corporate Banking with an MBA.A consistent achiever as a rounded Business Analyst, Chartered Accountant, Business Developer in increased revenues and portfolios. Progressive experience in Oil & Gas business development and risk management, efficiency management, relationship building and exceptional service follow-up. Demonstrated leadership capabilities and ability to strategize, multi-task and prioritize. A pragmatic team player who constantly translates strategic initiatives into actionable, quantitative plans with a high capacity for work, passion, energy, endurance, and intensity. Understands how to drive change and results in a matrixed environment, effectively leveraging shared resources, and delivers through others without direct authority. I am self-driven with the desire and ability to assume greater responsibility and poised to add value to life!
Experience
Financial Advisor
Nov 2024 — Present
Education
FINRA Financial Industry Regulatory Authority
Series 7, General Securities Representative Qualification
2020
NASAA North American Securities Administration Association
Series 66 License : Uniform Combined State Law
The Institute of Chartered Accountants
Associate Chartered Accountants, Accounting
2011 — 2011
Houston Christian University
Master of Business Administration (M.B.A.) - Archie W. Dunham College of Business, Business Administration and Management
2017 — 2019
University of Benin
Bachelor of Science (BS.) Accounting, Accounting
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