Jack Regier Email & Phone Number
Vice President | Alternative Investments Director | Financial Advisor | Wealth Management @ Morgan Stanley Wealth Management
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Jack Regier Location
- Scottsdale, AZ, US
Jack Regier Work
- 2022 -now Vice President | Alternative Investments Director | Financial Advisor | Wealth Management @
- 2020 -2022 Senior Financial Consultant @
- 2016 -2020 Corporate Services Financial Consultant @
- 2009 -2016 Paraplanner and Investment Relationships @
- 2009 -2009 Financial Assistant @
Jack Regier Education
- Santa Clara University
Bachelor of Science in Commerce - Finance (Minor: Operations Management & Information Systems)
2006-2010 - San Luis Obispo High School
High School
2002-2006
Jack Regier Skills
- Estate Planning
- Portfolio Management
- 401k Rollovers
- Business Development
- Risk Management
- Paraplanning
- Investment Administration
- Portfolio Analysis
- Finance
- Retirement Income Distribution
- Investment Planning Analysis
- Long Term Care
- Asset Allocation
- Disability Insurance
- Securities
- Investment
- College Funding Strategies
- Life Insurance
Jack Regier Summary
- Jack Regier, based in Scottsdale, AZ, US, is currently a Vice President | Alternative Investments Director | Financial Advisor | Wealth Management at Morgan Stanley Wealth Management. Jack Regier brings experience from previous roles at E*TRADE, Lincoln Financial Advisors and Merrill Lynch. Jack Regier holds a 2006 - 2010 Bachelor of Science in Commerce - Finance in Minor: Operations Management & Information Systems @ Santa Clara University. With a robust skill set that includes Estate Planning, Portfolio Management, 401k Rollovers, Business Development, Risk Management and more. Jack Regier has 1 emails and 1 mobile phone numbers on RocketReach.
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