Jamie Cdfa Email & Phone Number
Principal @ NewEdge Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jamie Cdfa Location
- New York, NY, US
Jamie Cdfa Work
- Principal @ (April 2022 - Present)
- Vice President-Wealth Managment at UBS Financial Services, Inc. @ (September 2013 - April 2022)
- Financial Advisor @ (June 2008 - September 2013)
- Financial Advisor @ (October 2004 - June 2008)
Jamie Cdfa Education
- University at Buffalo School of Management, The State University of New York
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 @ University at Buffalo School of Management, The State University of New York. With a robust skill set that includes Management, Microsoft Word, Business Development, Marketing, Certified Divorce Financial Analyst and more. Jamie Cdfa has 1 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Jamie Cdfa?
Find contact details for 700 million professionals.
Others Named Jamie Cdfa
Jamie Cdfa
Principal
New York, NY, US
Top NewEdge Wealth Employees
Lance White
Managing Director
Columbus, OH, US
Paul Yates
Managing Director
Fort Lauderdale, FL, US
Rick Hollmann
Managing Director
Rye, NY, US
Michael Weinberg
Managing Director
Florida, United States
David Chase
Managing Director
Chicago, IL, US
Roland Pritchett
Managing Director
Atlanta, GA, US
William Debutts
Managing Director
Atlanta, GA, US
Karen Glassman
Managing Director
New York, NY, US
Danielle Brown
Managing Director
Stamford, CT, US
Robin Petty
Managing Director, Wealth Strategy
Philadelphia, PA, US
Jeffrey Thompson
Managing Director
Katy, TX, US
Lauren Friday
Managing Director, Senior Wealth Strategist
Pittsburgh, PA, US
Heather Guardado
Managing Director
New York, NY, US
Rob Sechan
Chief Executive Officer
Fort Lauderdale, FL, US
Josh Gully
Managing Director | Family Office
New York, NY, US
Jeffrey Kobernick
Co-Founder and Managing Partner
United States
Patrick McGlothin
Managing Director
Knoxville, TN, US
Glen Mintz
Managing Director, Portfolio Manager
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co