Verified recordFinancial Services

Stephen Jones

Senior Client Solutions Specialist at Pnc

Based in Frisco, United States

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Seniority

Manager

Department

Sales & Business Development

Location

Frisco

Industry

Financial Services

Company size

64K

Contact information

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Email

1 credit

s•••••••@pnc.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Stephen Jones

PROFESSIONAL SUMMARY Motivated and client-focused financial services professional with extensive experience in client management, sales, and relationship building. Proven track record of exceeding sales goals, supporting financial advisors, and delivering top-tier customer service in fast-paced environments. Detail-oriented with a strong analytical and mathematical background, and a commitment to ongoing professional development in finance. Actively licensed in Series 7, Series 66, and Life/Health Insurance, with a passion for helping clients achieve financial success.

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