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Jodi A Reed
Jodi A Reed
Financial Consultant | Stifel Financial Corp.
Greater Chicago Area United States, United States
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.
Jodi A Reed
Work Experience
Sr. Investment Executive at
National Securities Corporation
June 2016 - Present
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
*****@brileywealth.com
*****@stifel.com
*****@nationalsecurities.com
Colleagues
Vice President/Investments
SR VP
Analyst - Equity & Equity-Linked Capital Markets
Clerk
Vice President, Conversion Specialist
Marketing Trainee / Registered Representative
Investment Advisor
outside sales
Investment Representative
Deputy General Counsel and First Vice-President