Brandy Friend, MBA, ChFC, CLU in

Brandy Friend, MBA, ChFC, CLU

Sharpshooter · DISC type CD
Senior Team Leader - Mutual Fund Trades at Edward Jones
📍 Scottsdale, Arizona, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Senior Team Leader - Mutual Fund Trades
Job Level
Mid-senior
Location
Scottsdale, Arizona, United States
Personality Overview

How Brandy shows up

Precise But Practical
Thorough Evaluator
ROI Driven

They are less concerned about the product and more about its potential impact. They respond better to strong and respectful interactions. They do not care very much about building rapport or relationships.

Priorities

Topics Brandy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2023
Senior Team Leader - Mutual Fund Trades
Edward Jones
12-2018 - 6-2024
Team Leader, Canada Mutual Funds
Edward Jones
10-2013 - 8-2018
Bank Supervisor
State Farm ®
4-2010 - 10-2013
Business Analyst
State Farm ®
8-2006 - 4-2010
Loan Services Representative / Lending Specialist
State Farm ®
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2020
Master of Business Administration - MBA
Grand Canyon University
2014 - 2017
Bachelor of Science - BS
Grand Canyon University
2009 - 2013
Chartered Life Underwriter (CLU)
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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