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
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Edward Jones

    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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Esther. J-U. — Financial Advisor at Edward Jones in Houston, TX, US | Unifers