Geoff Wells Email & Phone Number
Partner, Certified Financial Planner @ BPC Advisors LLC
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Geoff Wells Location
- Liverpool, NY, US
Geoff Wells Work
- Partner, Certified Financial Planner @ (January 2018 - Present)
- Partner @ (January 2016 - December 2017)
- Certified Financial Planner @ (October 2012 - December 2017)
- Sr. Financial Analyst @ (November 2009 - July 2012)
- Flight Test Engineer @ (November 2008 - October 2009)
- EVMS Financial Analyst @ (October 2007 - November 2008)
- Design Engineer @ (August 2005 - October 2007)
- Division 1 Swimmer @ (January 2001 - January 2005)
Geoff Wells Education
- Indiana University - Kelley School of Business
Master of Science (Finance)
2008-2009 - Indiana University - Kelley School of Business
M.B.A. (Finance)
2006-2008 - Utah Valley University
Associate of Science (Aviation Science)
2006-2008 - University at Buffalo
Bachelor of Science (Aerospace and Mechanical Engineering)
2001-2005
Geoff Wells Skills
- Asset Management
- Employee Benefits
- Estate Planning
- Financial Advice
- Financial Analysis
- Financial Education
- Financial Planning
- Life Transitions
- Personal Finance
- Retirement Planning
- Risk Management
- Tax
- Auditing
- Coordinated
- Aviation
- Progress Billing
- Monitors
- SAP
- NPV
- Cash Flow
- Baseline
- Aerospace Engineering
- Estimate
- Data Transfer
- Swimming
- Golf
- High Street
- Profit
- Hockey
- Fuel
- Union Employees
- New York
- System
- Charges
- Master Schedule
- Mechanical
- Schedules
- Single Engine Land
- Racquetball
- Government
- Finance
- Engineering
- MCSA
- Vibration
- Weight
- Business Administration
- Standard Work
- Mass
- NVH
- Flight Test
- Program Management
- IRR
- Testing
- Marketing
- Training
- Proposal Writing
- Cash
- Electric Vehicles
- Test Procedures
- Private Piloting
- Calculations
- Avionics
- Manpower
- Project
- Diving
- Flows
- Contractual Agreements
- Management
- Design
- Insurance Planning
- Aircraft
- Aerospace
- Science
- Billings
- Reporting
- Trading
- Delivery
- Hawk
- IMS DB/DC
- Utah
- Budgets
- Indiana
- Government Procurement
- Noise
Geoff Wells Summary
- Geoff Wells, based in Liverpool, NY, US, is currently a Partner, Certified Financial Planner at BPC Advisors LLC. Geoff Wells brings experience from previous roles at Rockbridge Investment Management, L-3 Communications and Sikorsky Aircraft. Geoff Wells holds a 2008 - 2009 Master of Science in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Asset Management, Employee Benefits, Estate Planning, Financial Advice, Financial Analysis and more. Geoff Wells has 2 emails and 3 mobile phone numbers on RocketReach.
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