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In The House With ... Jackie Yoder of Wilde Wealth Management

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Innehåll tillhandahållet av HMA Public Relations | PHX.fm. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av HMA Public Relations | PHX.fm eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode, Abbie Fink and Dr. Adrian McIntyre talk with Jackie Yoder, COO of Wilde Wealth Management.

Jackie Yoder joined Wilde Wealth Management in March of 2020. As Chief Operating Officer, she leverages her excellent leadership and teamwork skills in order to ensure that objectives are completed to the highest standard. Jackie brings with her a background in Sales Accounting, and Financial Advising. Prior to her position at Wilde Wealth, Jackie was a Financial Advisor at Edward Jones. During her time at Edward Jones, Jackie focused on reviewing clients' accounts and results regularly to determine whether life changes, risk tolerance, economic developments or financial performance indicated need for plan revision. Jackie earned her Bachelor of Science in Accounting in 2007, and additionally, her MBA in 2016 from Grand Canyon University. Jackie holds Series 7 and Series 66 registrations as well as her Life and Health License. She employs creativity and innovation to overcome challenging and complex issues across employees, processes, and costs. Focused and meticulous in all financial and regulatory compliance objectives to strategically plan and execute budgets, forecasts, cost-reduction techniques. This experience has allowed her to develop significant knowledge in the field of finance/economics, which she utilizes in order to ensure positive company growth. With a passion to help people become their best version, Jackie aims to foster a welcoming environment. In her downtime, Jackie enjoys hiking, reading, and most importantly spending time with her daughter Avery, 11, and son Parker, 9. Jackie also is a board member of Chrysalis, a nonprofit helping people in abusive situations.

Listen to previous episodes of this mini-series:


Follow the podcast

If you enjoyed this episode, please follow Copper State of Mind in Apple Podcasts, Spotify, or any other podcast app. We publish new episodes every other Friday. Just pick your preferred podcast player from this link, open the app, and click the button to “Follow” the show: https://www.copperstateofmind.show/listen

Need to hire a PR firm?

We demystify the process and give you some helpful advice in Episode 19: "How to Hire a Public Relations Agency in Arizona: Insider Tips for Executives and Marketing Directors"

Copper State of Mind is a project of HMA Public Relations, a full-service public relations and marketing communications firm in Phoenix.

The show is recorded and produced by the team at Speed of Story, a B2B communications firm, and distributed by PHX.fm, the leading independent B2B podcast network in Arizona.

  continue reading

41 episoder

Artwork
iconDela
 
Manage episode 338028738 series 2895954
Innehåll tillhandahållet av HMA Public Relations | PHX.fm. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av HMA Public Relations | PHX.fm eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode, Abbie Fink and Dr. Adrian McIntyre talk with Jackie Yoder, COO of Wilde Wealth Management.

Jackie Yoder joined Wilde Wealth Management in March of 2020. As Chief Operating Officer, she leverages her excellent leadership and teamwork skills in order to ensure that objectives are completed to the highest standard. Jackie brings with her a background in Sales Accounting, and Financial Advising. Prior to her position at Wilde Wealth, Jackie was a Financial Advisor at Edward Jones. During her time at Edward Jones, Jackie focused on reviewing clients' accounts and results regularly to determine whether life changes, risk tolerance, economic developments or financial performance indicated need for plan revision. Jackie earned her Bachelor of Science in Accounting in 2007, and additionally, her MBA in 2016 from Grand Canyon University. Jackie holds Series 7 and Series 66 registrations as well as her Life and Health License. She employs creativity and innovation to overcome challenging and complex issues across employees, processes, and costs. Focused and meticulous in all financial and regulatory compliance objectives to strategically plan and execute budgets, forecasts, cost-reduction techniques. This experience has allowed her to develop significant knowledge in the field of finance/economics, which she utilizes in order to ensure positive company growth. With a passion to help people become their best version, Jackie aims to foster a welcoming environment. In her downtime, Jackie enjoys hiking, reading, and most importantly spending time with her daughter Avery, 11, and son Parker, 9. Jackie also is a board member of Chrysalis, a nonprofit helping people in abusive situations.

Listen to previous episodes of this mini-series:


Follow the podcast

If you enjoyed this episode, please follow Copper State of Mind in Apple Podcasts, Spotify, or any other podcast app. We publish new episodes every other Friday. Just pick your preferred podcast player from this link, open the app, and click the button to “Follow” the show: https://www.copperstateofmind.show/listen

Need to hire a PR firm?

We demystify the process and give you some helpful advice in Episode 19: "How to Hire a Public Relations Agency in Arizona: Insider Tips for Executives and Marketing Directors"

Copper State of Mind is a project of HMA Public Relations, a full-service public relations and marketing communications firm in Phoenix.

The show is recorded and produced by the team at Speed of Story, a B2B communications firm, and distributed by PHX.fm, the leading independent B2B podcast network in Arizona.

  continue reading

41 episoder

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