Jack McGee Email & Phone Number
Senior Client Portfolio Manager @ Franklin Templeton
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Jack McGee Location
- Texas, United States
Jack McGee Work
- 2025 -now Senior Client Portfolio Manager @
- 2022 -2026 Client Portfolio Manager @
- 2020 -2022 Territory Specialist @
- 2013 -2021 Vice President, Senior Advisor Consultant External Wholesaler @
- 2009 -2013 Internal Wholesaler Level 2 @
- 2009 -2010 Sales Associate @
- 2007 -2009 Athletic Department- Student Work @
Jack McGee Education
- Willamette University
BA (History)
2005-2010
Jack McGee Skills
- Sales
- Management
- Marketing
- Investments
- Analysis
- Business Planning
- Sales Operations
- Mutual Funds
- Series 7
- Finance
- Research
- Asset Allocation
- Series 63
- Retirement Planning
- Asset Management
- Wealth Management
- Financial Services
- Series 6
- Alternative Investments
- Equities
- Event Planning
- 401k
- Investment Advisory
- Microsoft Excel
- Financial Analysis
- Social Media
Jack McGee Summary
- Jack McGee, based in Texas, United States, is currently a Senior Client Portfolio Manager at Franklin Templeton. Jack McGee brings experience from previous roles at Franklin Templeton. Jack McGee holds a 2005 - 2010 BA in History @ Willamette University. With a robust skill set that includes Sales, Management, Marketing, Investments, Analysis and more. Jack McGee has 2 emails and 2 mobile phone numbers on RocketReach.
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