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Jodi A Reed

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Jodi A Reed

Financial Consultant | Stifel Financial Corp.

Greater Chicago Area United States, United States

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Jodi A Reed

Summary

Jodi A Reed is a seasoned financial services professional with over 25 years of experience in investment and wealth management. Currently serving as a Sr. Investment Executive at National Securities Corporation and previously at Stifel Financial Corp., she has developed a reputation for providing personalized investment strategies tailored to client goals. Jodi holds a Bachelor of Science from the University of Michigan and an MBA in Finance from DePaul University. Her expertise encompasses asset allocation, risk management, and tax strategies, making her a valuable asset in guiding clients through complex financial landscapes. With a strong commitment to client satisfaction, Jodi emphasizes the importance of understanding individual risk tolerance and financial objectives. Her extensive career reflects a dedication to excellence in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jodi A Reed

Work Experience

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Sr. Investment Executive at

National Securities Corporation

June 2016 - Present

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Jodi A Reed

Education

DePaul University, Chicago, Illinois, Master of Business Administration (M.B.A.) in Finance, Finance and Porfolio Management

January 1979 - January 1981

University of Michigan, Ann Arbor, Michigan, Bachelor of Science and Biology, Science and Biology

January 1973 - January 1977

Frequently Asked Questions about Jodi A Reed

What is Jodi A Reed email address?

Jodi A Reed's primary email address is *****@brileywealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jodi A Reed work for?

Jodi A Reed is a Financial Consultant at Stifel Financial Corp..

Where Jodi A Reed graduated from?

Jodi A Reed holds a degree in null from DePaul University, Chicago, Illinois.

How can I directly contact Jodi A Reed?

To contact Jodi A Reed directly, you can use the email address *****@brileywealth.com. Complete contact information is available upon registration with Muraena.

Who is Jodi A Reed?

Jodi A Reed is a seasoned financial services professional with over 25 years of experience in investment and wealth management. Currently serving as a Sr. Investment Executive at National Securities Corporation and previously at Stifel Financial Corp., she has developed a reputation for providing personalized investment strategies tailored to client goals. Jodi holds a Bachelor of Science from the University of Michigan and an MBA in Finance from DePaul University. Her expertise encompasses asset allocation, risk management, and tax strategies, making her a valuable asset in guiding clients through complex financial landscapes. With a strong commitment to client satisfaction, Jodi emphasizes the importance of understanding individual risk tolerance and financial objectives. Her extensive career reflects a dedication to excellence in the financial sector.

Jodi`s contact details

mail

*****@brileywealth.com

*****@stifel.com

*****@nationalsecurities.com

Colleagues

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Harry Bindreiter

Vice President/Investments

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Harry Fischer

Analyst - Equity & Equity-Linked Capital Markets

Heather Pecoraro

Vice President, Conversion Specialist

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Mark Ridley

Marketing Trainee / Registered Representative

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Mark Scaglione

Investment Advisor

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Mark Severson

outside sales

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Mark Stevenson

Investment Representative

Lee Gomes

Deputy General Counsel and First Vice-President

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