Edward Jones
Dan Ferrara is a seasoned financial professional with extensive experience in financial analysis and consulting, currently serving as a Financial Service Consultant at Edward Jones since February 2022. Previously, Dan held various analytical roles at Fidelity Investments for over two decades, culminating in a position as Senior Business Analyst, where responsibilities included financial planning and analysis for the Global Security and Investigations unit, streamlining cost centers, and implementing significant cost-saving measures. Dan's expertise includes advanced skills in financial reporting tools such as Anaplan, Essbase, and Power BI, alongside a strong foundation in budget development and management reporting. Dan holds an MBA in Management from Babson College and a Bachelor of Science in Economics from the United States Military Academy at West Point.
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Edward Jones
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Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. They attribute a great deal of their success to our principles and personal, long-term approach to investing.