Join us to kick off the year in style with Jean Dunn, Vice President and Insight Leader, T. Rowe Price. Jean will help us set our intention for 2022 and help us create accountability for our progress against our goals.
About Our Speaker
Jean Dunn, CFP®
Vice President
Insights Leader
T. Rowe Price Investment Services
Jean is a Vice President of T. Rowe Price Investment Services and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group. She has over 20 years of experience in the financial services industry.
As a frequent speaker at industry and client events, Jean not only creates thought leadership but also provides consultative services to financial professionals by sharing industry best practices from leading strategic marketing teams to helping the financial planning community understand and better serve diverse communities. Her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.
Jean holds a Series 6, 7 and 63 registered representative; Series 24 registered principal; and is a CFP.
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