About The Financial Beat, LLC
DANIEL W. JONES
I worked in financial services for private wealth, hedge funds, broker-dealers and treasury for major banking institutions for over 10 years, when I realized that I could use my knowledge and experience to help smaller firms better market themselves on the web.
Working as an assets-under-advisement (AUA), assets-under-management (AUM) analyst gave me the unique responsibility of reviewing account activity and vetting it. I spent thousands of hours working side-by-side with advisors and money managers. Further, I have written an extensive number of training materials and led process improvement projects.
My vision as your Content Strategist is to offer an analyst’s perspective to your digital presence that will help you to expand your reach and expertly hone your marketing efforts. Let’s engage your target audience!
– Daniel W. Jones, MBA