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Dan King

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Edward Jones Financial Associate at Edward Jones - Dan King
📍 Tulsa Metropolitan Area, United States

Dan King is a Financial Associate at Edward Jones, leveraging an extensive background in human resources and organizational development from companies like Enterprise Holdings and Cabelas. He holds a Bachelor of Business Administration from Oklahoma State University and focuses on building long-term client relationships.

As a husband and father of two, Dan understands the financial challenges families face, from paying for education to preparing for retirement. This personal experience shapes his approach to helping clients navigate important life events by understanding their unique goals and needs.

He is a three-time winner of the Human Resources Exceptional Achievement Award for leading a top-performing HR department.

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Experience
29 Years
Current Role
Edward Jones Financial Associate
Location
Tulsa Metropolitan Area, United States
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dan cares about

Holistic Financial Planning
He emphasizes understanding a client's life goals before investing, focusing on education, retirement, and other major events to provide personalized solutions.
Business Owner Retirement
Shares content specifically about financial strategies for business owners, including cash management and retirement plans like owner-only 401(k)s.
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Career

Work history

11-2020
Edward Jones Financial Associate
Edward Jones - Dan King
1-2016 - 5-2020
Training and Development Manager
Enterprise Holdings
7-2013 - 12-2015
Organizational Development Manager
Cabela's
10-2011 - 6-2013
Director of Training & Human Resources
AdvancePierre Foods
5-2009 - 10-2011
Training Manager
Advance Food Company
In the press

Media appearances

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Education
Bachelor of Business Administration (B.B.A.)
Oklahoma State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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