In this episode, Abbie Fink and Dr. Adrian McIntyre talk with Jackie Yoder, COO of Wilde Wealth Management.
Jackie Yoder joined Wilde Wealth Management in March of 2020. As Chief Operating Officer, she leverages her excellent leadership and teamwork skills in order to ensure that objectives are completed to the highest standard. Jackie brings with her a background in Sales Accounting, and Financial Advising. Prior to her position at Wilde Wealth, Jackie was a Financial Advisor at Edward Jones. During her time at Edward Jones, Jackie focused on reviewing clients' accounts and results regularly to determine whether life changes, risk tolerance, economic developments or financial performance indicated need for plan revision. Jackie earned her Bachelor of Science in Accounting in 2007, and additionally, her MBA in 2016 from Grand Canyon University. Jackie holds Series 7 and Series 66 registrations as well as her Life and Health License. She employs creativity and innovation to overcome challenging and complex issues across employees, processes, and costs. Focused and meticulous in all financial and regulatory compliance objectives to strategically plan and execute budgets, forecasts, cost-reduction techniques. This experience has allowed her to develop significant knowledge in the field of finance/economics, which she utilizes in order to ensure positive company growth. With a passion to help people become their best version, Jackie aims to foster a welcoming environment. In her downtime, Jackie enjoys hiking, reading, and most importantly spending time with her daughter Avery, 11, and son Parker, 9. Jackie also is a board member of Chrysalis, a nonprofit helping people in abusive situations.
If you enjoyed this episode, check out the PRGN Presents podcast, hosted by Abbie Fink, featuring conversations about PR, marketing, and communications with members of the Public Relations Global Network, "the world’s local public relations agency.”
Listen to previous episodes of this mini-series:
Need to hire a PR firm?
We demystify the process and give you some helpful advice in Episode 19: "How to Hire a Public Relations Agency in Arizona: Insider Tips for Executives and Marketing Directors"
Copper State of Mind is a project of HMA Public Relations, a full-service public relations and marketing communications firm in Phoenix.
The show is recorded and produced in the studio of PHX.fm, the leading independent B2B podcast network in Arizona.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Death, Sex & Money
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.