Todd White
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- West Bend, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Todd White
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Experience
Financial Advisor
May 2010 — Present · West Bend, WI, US
Retirement Planning, IRAs, 401(k)s, Insurance Services
Education
University of Wisconsin-Stout
B.S.
1984 — 1989
Webb High School
General Education
1980 — 1984
Skills
- Insurance
- Budgets
- Finance
- Cross-Functional Team Leadership
- Fixed Annuities
- Stocks
- Project Planning
- Process Improvement
- Financial Analysis
- 401k
- Retirement Planning
- Continuous Improvement
- Team Building
- Manufacturing
- Investments
- Lean Manufacturing
- Bonds
- Operations Management
- Strategic Planning
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