Jesse D.
About Jesse D.
Jesse D. serves as the Associate Regional Director at Russell Investments, focusing on the retail investment market in Philadelphia, New Jersey, and Central Pennsylvania. With a background in business development and practice management, he supports financial advisors in building successful practices.
Work at Russell Investments
Jesse D. currently serves as Associate Regional Director at Russell Investments, a position held since 2017. In this role, Jesse is responsible for the service, growth, and expansion of the retail investment market in Philadelphia, New Jersey, and Central Pennsylvania. Jesse consults financial advisors on various aspects including business development, practice management, marketing, capital markets, and the positioning of Russell Investments’ products. Additionally, Jesse works closely with advisors to provide transition support and assist in building successful practices.
Previous Experience at Prosperity Advisory Group
Before joining Russell Investments, Jesse D. worked at Prosperity Advisory Group as Portfolio Team Lead from 2005 to 2010. This five-year tenure took place in Overland Park, Kansas. In this role, Jesse was involved in managing portfolio strategies and supporting the firm's investment objectives.
Experience at Ivy Investments
Jesse D. also gained experience as an Internal Wholesaler at Ivy Investments for a period of six months in 2008, also based in Overland Park, Kansas. This role contributed to Jesse's understanding of investment products and client relationship management.
Educational Background
Jesse D. studied at The University of Kansas, where a Bachelor of Science degree in Business Administration and Management was achieved. The studies took place from 1997 to 2000, providing a foundation in business principles and management practices.
Prior Role at Russell Investments
Prior to the current role, Jesse D. worked at Russell Investments as a Sales Associate from 2012 to 2016 in Milwaukee, Wisconsin. This position involved supporting sales initiatives and engaging with clients to promote investment solutions.