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Dan Will
Edward Jones Financial Advisor
Professional Background
Dan Will is a highly accomplished financial advisor at Edward Jones, where he has demonstrated a remarkable ability to assist clients in achieving their financial goals through strategic planning and personalized investment strategies. With a career spanning over two decades, Dan has successfully navigated various roles within the financial and telecommunications sectors, underscoring his adaptability and proficiency in sales and operations management. His journey reflects a deep commitment to customer service and leadership excellence.
Prior to his current role, Dan was an Associate at Edward Jones, where he honed his skills in financial planning, market analysis, and client relationship management. His tenure at Edward Jones prepared him for the complexities of the financial advisory landscape and cemented his reputation as a trusted advisor among clients.
Dan's expansive career began in the telecommunications industry, where he held several significant positions at Verizon Authorized Retailer, TCC. As Vice President for both the organization and its National TravelCenters of America Partnership, he played a crucial role in driving operational success and franchise profitability. His leadership in these roles was characterized by strategic vision and a hands-on approach to sales operations, making substantial contributions to revenue growth.
In addition to his vice presidency, Dan was instrumental as the Director of TCC Franchise P&L Sales & Operations Leadership, where he managed financial performance and operational efficiency across multiple franchise locations. His broad understanding of the telecommunications market also included a role as Director of Major Accounts at Verizon Wireless, where he catered to high-value accounts, ensuring exceptional service and relationship management.
Earlier in his career, Dan served as a Sales & Operations Manager at Paging Network, Inc. (PageNet), where he was responsible for sales strategy and operational logistics. This experience solidified his foundation in sales and prepared him for subsequent leadership roles within the industry.
Dan also has a foundational background in service, having served as a Petty Officer, Third Class (E-4) in the US Navy. His military service instilled in him a sense of discipline, leadership, and commitment to excellence, elements that he has continuously carried into his professional endeavors.
Education and Achievements
Dan Will's educational background is complementary to his extensive career. While specific details regarding his academic achievements and certifications were not included in the provided information, it is known that financial advising typically requires extensive coursework in finance, investments, and law, as well as obtaining necessary certifications such as the Series 7 and Series 66 licenses. Dan's knowledge in these areas, coupled with his practical experience, makes him a well-rounded advisor, equipped to navigate complex financial landscapes for his clients.
Notable Achievements
Among Dan's notable achievements, his transition from the telecommunications industry to financial advising stands as a testament to his versatility and commitment to professional growth. His ability to leverage skills from his previous roles to excel as a financial advisor is commendable. He has consistently demonstrated a knack for leadership, whether it was in operational oversight or in guiding clients toward financial independence.
In summary, Dan Will exemplifies an unwavering dedication to his clients’ financial well-being and a passion for guiding individuals through their financial journeys. His rich background in both financial advising and the telecommunications industry equips him to offer a unique perspective and comprehensive strategies catered to the diverse needs of his clients.
Tags
financial advisor
Edward Jones
t telecommunications
sales leadership
operations management
customer service excellence
military background
strategic financial planning
investment strategies
P&L management
Location
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