Wheeler, D. W. (2020). Co-opting Artificial Intelligence as an Opportunity for Financial Service Professionals. Journal of Financial Service Professionals, 74(1), 66–72.
D. Wade Wheeler
Diamond Wade Wheeler is an Adjunct Professor of Marketing at the Robert J. Trulaske Sr. College of Business, University of Missouri - Columbia where he teaches Sales Management. Wade also serves on the Marketing Advisory Board.
He is an Investment Advisor and Registered Representative with State Farm in Webster Groves, Missouri. He graduated from Mizzou with a BSBA in Finance and Banking in 1984 and earned an MBA in Finance from the University of Missouri - Kansas City in 1988. He is continuing his studies in a doctoral program at Webster University pursuing a Doctorate in Business Management. After positions in commercial banking with Commerce Bancshares, Merchants Bank, and Marine Midland Bank, Wade became a State Farm Representative in 1991. He was promoted to Agency Field Consultant in 1995 and to Agency Field Executive in 1999. Wade also served as Marketing Director leading a two-year project for State Farm in Columbia to build a marketing department and marketing website from the ground up as well as oversee advertising. Wade is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Chartered Leadership Fellow (CLF), and passed the Certified Financial Planner (CFP) exam.
He is also active in the Alumni Mentoring Program. Wade has served on the Board of Directors for the National Association of Insurance and Financial Advisors of Greater St. Louis. He has also served on the Board of Directors for the Society of Financial Service Professionals.