Ilan Davidovici
Principal, Client Experience
Edward Jones
Country or State
United States
Bio
Experienced Wealth Management leader with a demonstrated history of growth across channels, always putting the client at the center of the experience. Strong background in Client & Advisor Experience • Operating Model & Process Design • Strategic Planning & Execution • Digital Product Development • Financial Planning • Marketing • Integration of Financial Technology • Client Relationship Management (CRM) • Marketing Automation & Journey Orchestration.
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Current Position
Principal, Client Experience at Edward Jones
Degrees
B.S., Communications