Bruce Jones
About Bruce Jones
Bruce Jones serves as the Senior and Lead Field Relationship Manager at Mutual of Omaha, where he has worked since 2005. He possesses extensive experience in defined contribution retirement plans and holds FINRA Series 6 and 63 registrations.
Work at Mutual of Omaha
Bruce Jones has been employed at Mutual of Omaha since 2005, serving as the Senior and Lead Field Relationship Manager. In this role, he focuses on managing defined contribution retirement plans and building strong, long-lasting client relationships. His extensive experience in the financial services industry contributes to his effectiveness in this position.
Previous Experience in Retirement Plans
Prior to his tenure at Mutual of Omaha, Bruce Jones worked at Mellon Bank from 1992 to 2004 as a Senior Retirement Plan Education Specialist. In this role, he specialized in educating clients about retirement plans, enhancing their understanding of complex financial concepts. His experience at Mellon Bank spanned over 12 years.
Training and Development Background
Bruce Jones began his career at Dreyfus, where he served as a Training Specialist from 1990 to 1992 in Luzern, Switzerland. This role involved developing training programs and materials, contributing to his skills in client education and communication.
Education and Expertise
Bruce Jones holds FINRA Series 6 and 63 registrations, which demonstrate his expertise in investment products and securities regulations. He possesses a strong working knowledge of the Employee Retirement Income Security Act (ERISA) and is adept at explaining complex concepts to plan sponsors and participants.
Professional Skills and Attributes
Bruce Jones excels in dynamic and challenging business environments. He is recognized as a creative, outcomes-driven team player, which enhances his ability to foster client relationships and navigate the complexities of retirement planning.