Jeanielle P
Financial Services Professional at Ashford Advisors | Fort Mill, South Carolina, United States
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Jeanielle P. is a dedicated Financial Services Professional at Ashford Advisors, where she leverages her expertise to empower clients in achieving their long-term financial goals. In her current role, Jeanielle specializes in developing personalized financial strategies tailored to the unique needs of young families, ensuring they can confidently safeguard their retirement funds and build a resilient financial legacy. Her deep understanding of tax-efficient retirement planning and risk management allows her to craft solutions that minimize exposure to stock market volatility while maximizing tax advantages, providing clients with peace of mind about their financial future.
At Ashford Advisors, Jeanielle is actively involved in key projects that focus on holistic financial planning, including estate mapping, investment management, and risk assessment. She excels in translating complex financial concepts into clear, actionable steps, demonstrating her strong interpersonal communication skills and client-centric approach. Her ability to manage multiple client accounts with attention to detail and professionalism ensures that each individual receives tailored advice aligned with their goals.
Beyond her technical expertise, Jeanielle’s skills in client service, etiquette, and teamwork foster a collaborative environment that enhances her effectiveness as a financial advisor. She continuously stays updated on industry trends and regulatory changes to provide informed guidance, helping clients navigate the intricacies of financial planning with confidence. Jeanielle’s passion for helping others achieve financial security makes her a trusted partner in building lasting financial legacies for her clients.
Financial Services Professional at Ashford Advisors in November 2023 to Present
Financial Services Professional at The Heritage Planning Group in February 2023 to September 2023
Business Development Manager at JobTracks in August 2022 to March 2023
Account Development Manager at Search Solution Group in February 2022 to August 2022
Regional Sales Manager — South Florida at Commercial Credit Group Inc. in July 2021 to February 2022
Collections Representative at Commercial Credit Group Inc. in August 2020 to July 2021
Insurance Administrator at Commercial Credit Group Inc. in April 2020 to August 2020
Account Manager at Allen Tate Companies in December 2019 to March 2020
Associate Broker at MGI Insurance in October 2015 to December 2019
Project Coordinator at Brady Risk Management in August 2014 to October 2015
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Mercy University, Bachelor of Business Administration - BBA
Pohs Institute, Insurance License
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Presentation Technologies
Executive Team
Thinking Skills
Customer Success
Account Coordination
General Administration
Typing
Receptionist Duties
Office Equipment
Office Operations
File Systems
Purchase Agreements
Supervisory Skills
Team Performance
Key Performance Indicators
Multi-task & Handle High-volume Workloads
Multitasking
Client Services
Administration
Upselling
Customer Onboarding
Etiquette
Phone Etiquette
Expense Reports
Calendars
Itineraries
Travel Management
Executive Support
Written Correspondence
Coordinating Meetings
Skilled Multi-tasker
Interpersonal Communication
Attention to Detail
Collaborative Problem Solving
Time Management
Insurance
Administrative Assistance
Critical Thinking
Office Administration
Wealth Accumulation
Asset Protection
Disability Insurance
Consultative Selling
Relationship Building
Sales Contracts
Lead Qualification
Salesforce.com
Cold Calling
Life Insurance
Wealth Management
Asset Allocation
Sales Processes
Communication
Teamwork
Relationship-builder with Unsurpassed Interpersonal Skills
Microsoft Office
Public Speaking
Microsoft Excel
Microsoft Word
Customer Service
Social Media
Research
Marketing
Management
Sales
Leadership
Social Media Marketing
Cross-functional Coordination
Negotiation
Creative Problem Solving
Social Entrepreneurship
Problem Solving
Account Management
Digital Marketing
Strategic Planning
Business Strategy
Project Coordination
Entrepreneurship Development
Property & Casualty Insurance
Risk Assessment
Written Communication
Customer Experience
Client Confidentiality
Interpersonal Skills
Coaching
Business Development
Business-to-Business (B2B)
Recruiting
Interviewing
Project Management
Team Leadership
Team Motivation
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Discover more about Ashford AdvisorsWhat is Jeanielle P email address?
Email Jeanielle P at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Jeanielle P's email found in 2026.
How to contact Jeanielle P?
To contact Jeanielle P send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on February 20, 2025)
What company does Jeanielle P work for?
Jeanielle P works for Ashford Advisors
What is Jeanielle P's role at Ashford Advisors?
Jeanielle P is Financial Services Professional
What is Jeanielle P's Phone Number?
Jeanielle P's phone (839) ***-*290
What industry does Jeanielle P work in?
Jeanielle P works in the Financial Services industry.
Jeanielle P Email Addresses
Jeanielle P Phone Numbers
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