Jamie Cdfa Email & Phone Number

Principal @ NewEdge Wealth

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Jamie Cdfa Location

New York, NY, US

Jamie Cdfa Work

2022 -now Principal @
2013 -2022 Vice President-Wealth Managment at UBS Financial Services, Inc. @
2008 -2013 Financial Advisor @
2004 -2008 Financial Advisor @

Jamie Cdfa Education

State University of New York at Buffalo - School of Management
BS (Finance)
1984-1988

Jamie Cdfa Skills

Management
Microsoft Word
Business Development
Marketing
Certified Divorce Financial Analyst
Financial Analysis
Strategy
Wealth Management
Retirement Planning
Strategic Planning

Jamie Cdfa Summary

Jamie Cdfa, based in New York, NY, US, is currently a Principal at NewEdge Wealth. Jamie Cdfa brings experience from previous roles at UBS and JP Morgan FCS. Jamie Cdfa holds a 1984 - 1988 BS in Finance @ State University of New York at Buffalo - School of Management. With a robust skill set that includes Management, Microsoft Word, Business Development, Marketing, Certified Divorce Financial Analyst and more. Jamie Cdfa has 3 emails and 2 mobile phone numbers on RocketReach.

Jamie Cdfa Emails

Found 3 emails

Jamie Cdfa Phone Numbers

Found 4 phone numbers

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Others Named Jamie Cdfa

Jamie Cdfa

Principal

New York, NY, US

yahoo.com
newedgewealth.com
socgen.com

+1 914-260-XXXX
+1 607-227-XXXX
+1 313-402-XXXX
...

Top NewEdge Wealth Employees

Patrick Dwyer

Managing Director

Miami, FL, US

gmail.com

+1 212-236-XXXX
+1 305-753-XXXX
+1 305-577-XXXX
...

David Chase

Managing Director

Chicago, IL, US

hotmail.com
yahoo.com
aol.com
, ...

+1 309-685-XXXX
+1 309-685-XXXX
+1 309-256-XXXX
...

William Debutts

Managing Director

Atlanta, GA, US

hotmail.com
socgen.com

+1 404-364-XXXX
+1 404-865-XXXX
+1 888-444-XXXX
...

Robin Petty

Managing Director, Wealth Strategy

Philadelphia, PA, US

yahoo.com
gmail.com

+1 410-483-XXXX
+1 410-804-XXXX
+1 443-388-XXXX
...

Heather Guardado

Managing Director

New York, NY, US

yahoo.com
gmail.com
socgen.com

+1 212-770-XXXX
+1 518-629-XXXX
+1 408-307-XXXX
...

Rob Sechan

Chief Executive Officer

Fort Lauderdale, FL, US

gmail.com
aol.com
bitminetech.io

+1 412-671-XXXX
+1 724-368-XXXX
+1 212-526-XXXX
...

Anneke H. Niemira

Managing Director, Senior Wealth Strategist

Oakton, VA, US

sbcglobal.net
newedgewealth.com
gmail.com
, ...

+1 703-385-XXXX
+1 703-319-XXXX
+1 571-239-XXXX

Jay Peters

Managing Director

New York, NY, US

+1 203-655-XXXX
+1 646-590-XXXX
+1 215-844-XXXX
...

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