In The House With ... Jackie Yoder of Wilde Wealth Management
Manage episode 338028738 series 2895954
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.
If you enjoyed this episode, check out the PRGN Presents podcast, hosted by Abbie Fink, featuring conversations about PR, marketing, and communications with members of the Public Relations Global Network, "the world’s local public relations agency.”
Listen to previous episodes of this mini-series:
- "In The House With ... Melanie Green of Fish & Richardson"
- "In The House With ... Samantha Gulick of Harrah’s Ak-Chin Casino"
- "In The House With ... Laurie Munn of Mercy Care"
Need to hire a PR firm?
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