Ali Jeter Email & Phone Number
Associate Financial Advisor @ Old Peak Finance
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Ali Jeter Location
- Durham, NC, US
Ali Jeter Work
- Associate Financial Advisor @ (March 2026 - Present)
- Financial Planning Associate @ (September 2022 - March 2026)
- Trade Management Analyst @ (December 2021 - September 2022)
- Finance Associate II @ (December 2020 - November 2021)
- Staff Associate @ (July 2018 - July 2020)
- Restorative Practices Coordinator Intern @ (August 2016 - May 2018)
Ali Jeter Education
- St. Edward's University
Bachelor of Business Administration - BBA (Marketing)
2014-2018
Ali Jeter Skills
- Problem Solving
- Estate Planning
- Tax Planning
- Insurance Planning
- Financial Services
- Life Insurance
- Attention to Detail
- Retirement Planning
- Financial Planning
- Event Planning
- Communication
- Teamwork
- Leadership
- Microsoft Excel
- Volunteer Management
- Fundraising
- Adobe InDesign
- Email Marketing
- Microsoft Office
- Google Suite
- Adobe Photoshop
- Keynote
- Statistics
- Linear Algebra
- SQL
- Tableau
- Relationship Building
Ali Jeter Summary
- Ali Jeter, based in Durham, NC, US, is currently a Associate Financial Advisor at Old Peak Finance. Ali Jeter brings experience from previous roles at Luca Partners, Credit Suisse, Fidelity Investments and Young Life. Ali Jeter holds a 2014 - 2018 Bachelor of Business Administration - BBA in Marketing @ St. Edward's University. With a robust skill set that includes Problem Solving, Estate Planning, Tax Planning, Insurance Planning, Financial Services and more. Ali Jeter has 1 emails and 1 mobile phone numbers on RocketReach.
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