Tara Pierre
Financial Advisor, Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Sturgeon Bay, WI, US
- LinkedIn followers
- 500 followers
About Tara Pierre
At Edward Jones our clients have the benefit of working with a firm that is focused on…
Experience
Financial Advisor
Oct 2013 — Present
Determine customer financial needs* Help customers take next steps to set specific goals* Help create and implement strategies to achieve goals* Help select appropriate mix of investments based on financial goals, risk tolerance and time frame* Meet with customers regularly to help determine needed adjustments to portfolio to stay on track
Education
Lakeland College
B.A, Business Administration
2005
Northeast Wisconsin Technical College
Associates, Financial Institutions Management
2000
Skills
- Management
- Instructional Design
- Human Resources
- Securities
- Analysis
- Business Development
- Finance
- Municipal Bonds
- Hiring
- Investment Strategies
- Crm
- Time Management
- Retail
- Banking
- Leadership
- Investment Portfolio
- Recruiting
- E-Learning
- New Business Development
- Loans
- Stock Market
- Organizational Development
- Consumer Lending
- New Hire Orientations
- Performance Management
- Leadership Development
- Sales Management
- Retail Banking
- Cross Selling
- Development & Delivery of Training
- Staff Development
- Strategic Planning
- Mutual Funds
- Interviews
- Sales
- Personnel Management
- Insurance
- Talent Management
- Microsoft Office
- Employee Training
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