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Lisa Pelikan Biography - Washington University in St. Louis

Li s a Pelikan P r inc ipal, CS G T r aining Lisa Pelikan joined edward jones in May 2007 and assumed responsibility for marketing, training and product partner relationships for edward jones advisory solutions and the firm s Managed Account Program. She w as named a principal in 2009. She is currently responsible for leading the Investment advisory Advanced Training strategy and delivery for branch teams. Pelikan has nearly 30 years experience in the f inanc ial s er vic es, beginning as a registered representative at Kidder, Peabody and Co. She then spent 18 years in the home office of Edwards & Sons Inc.

Lisa Pelikan joined Edward Jones in May 2007 and assumed responsibility for marketing, training and product partner relationships for Edward Jones Advisory Solutions

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Transcription of Lisa Pelikan Biography - Washington University in St. Louis

1 Li s a Pelikan P r inc ipal, CS G T r aining Lisa Pelikan joined edward jones in May 2007 and assumed responsibility for marketing, training and product partner relationships for edward jones advisory solutions and the firm s Managed Account Program. She w as named a principal in 2009. She is currently responsible for leading the Investment advisory Advanced Training strategy and delivery for branch teams. Pelikan has nearly 30 years experience in the f inanc ial s er vic es, beginning as a registered representative at Kidder, Peabody and Co. She then spent 18 years in the home office of Edwards & Sons Inc.

2 , managing the firm s fixed-income and managed money marketing areas and co-chairing the firm s regional and national sales conferences for its financial advisors. Pelikan received her bachelor s degree from Denison University in Granville, Ohio, and received a Juris Doctor from Saint Louis University . She is a member of the Missouri Bar Association and serves on the board of Trustees for Operation Food Search of St. Louis . NOV 2015


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