David Jones in

David Jones

Login to view DISC.
Senior Financial Analyst at Ameriprise Financial Services, LLC
📍 Payette, Idaho, United States

He is the CEO of A Million Dreams Corp and a Senior Financial Analyst at Ameriprise Financial Services. With experience in banking and wealth advising for business owners and high-net-worth clients, he holds a B. A. from California State University, Fullerton and specialized education in financial planning from UC Irvine.

He describes himself as a philosopher, writer, and comedian by night, driven by a mission to help others achieve their lifes purpose. Passionate about leadership, he believes in the importance of loving what you do and giving back to the community.

Unique fact: He is a certified Competitive Eating Champion.

Read the full overview →
Experience
7 Years
Current Role
Senior Financial Analyst
Job Level
Middle
Location
Payette, Idaho, United States
Personality Overview

How David 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.

Login to view personality overview.
Priorities

Topics David cares about

Financial Strategy
His career focuses on creating financial strategies for high-net-worth clients and business owners, supported by his specialized education in personal financial planning.
Business Development
Previously worked as a Business Development Manager, concentrating on uncovering the needs of business owners and their employees to facilitate growth.
+5 more topics Login to view topics
Career

Work history

12-2019
Senior Financial Analyst
Ameriprise Financial Services, LLC
4-2018 - 9-2018
Banking
State Farm ®
1-2018 - 9-2018
Banking and Insurance Specailist
State Farm ®
11-2016 - 7-2018
Business Development Manager
AGP Wealth Advisors
Banker
Wells Fargo
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2009
Bachelor of Arts (B.A.) Cum Laude 3.5
California State University, Fullerton
2014 - 2015
Personal Financial Planning Specialized Studies Accelerated Program
University of California, Irvine Division of Continuing Education
Social presence
in
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.

Login to view DISC.

Other Ameriprise Financial Services, LLC Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to David. Free, 10 seconds.