Jamie Rich Email & Phone Number
CFP Senior Vice President, Wealth Planning and Investments @ Stifel Financial Corp.
Jamie Rich's Location
Indianapolis, IN, US
Jamie Rich's Work
- CFP Senior Vice President, Wealth Planning and Investments @ Stifel Financial Corp.
- CFP , Executive Director, Private Banking @ JPMorgan Chase & Co.
- CFP , Financial Advisor @ Morgan Stanley
- Vice President, Private Banking @ National City Bank
Jamie Rich's Education
- Butler University
Master Of Business Administration (Finance)
2004 - 2007 - Indiana University
Bachelor Of Arts (History)
1993 - 1998
Jamie Rich's Skills
- Investments
- Insurance
- Retirement Planning
- Banking
- Portfolio Management
- Strategic Financial Planning
- Financial Analysis
- Wealth Management
- Loans
Jamie Rich's Summary
Jamie Rich, based in Indianapolis, IN, US, is currently a CFP Senior Vice President, Wealth Planning and Investments at Stifel Financial Corp., bringing experience from previous roles at Jpmorgan Chase & Co., Morgan Stanley and National City Bank. Jamie Rich holds a 2004 - 2007 Master Of Business Administration in Finance @ Butler University. With a robust skill set that includes Investments, Insurance, Retirement Planning, Banking, Portfolio Management and more, Jamie Rich contributes valuable insights to the industry. Jamie Rich has 2 emails on RocketReach.
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