Jason Pfeffer Email & Phone Number
Vice President, Sr. Business Banker @ First Citizens Bank
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Jason Pfeffer Location
- Naples, FL, US
Jason Pfeffer Work
- 2024 -now Vice President, Sr. Business Banker @
- 2020 -2024 Senior Vice President, Business Banking Market Leader @
- 2018 -2020 Vice President; Business Banking Relationship Manager IV @
- 2011 -2018 Vice President; Commercial Banking Senior Client Manager @
- 2007 -2011 Financial Planner- Wealth Management Advisor @
- 2002 -2007 Business Banking Relationship Manager @
Jason Pfeffer Education
- University of Phoenix
Master of Business Administration (M.B.A.) (Accounting and Finance)
2011-2012 - University of South Florida
Bachelor of Science - BS (Accounting and Finance)
Jason Pfeffer Skills
- Executive Benefit Strategies
- Fixed Annuities
- Retirement Planning
- Retirement
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- IRAs
- Variable Products
- Term Life Insurance
- 401k Rollovers
- Long-term Care
- Insurance
- Variable Annuities
- Series 6
- Series 7
- Roth IRA
- Mutual Funds
- Wealth Accumulation
- Series 63
- Commercial Banking
- Commercial Lending
- SBA
- SBA 504
- Commercial Insurance
- Commercial Real Estate
- Banking
- Investment Banking
- Private Banking
- Estate Planning
- Small Business Lending
- Asset Based Lending
- Securities Lending
- Finance
- Uniform Combined State Law
- Financial Services
- Wealth Management
- Portfolio Management
- Treasury Management
- Series 65
- Lines Of Credit
- Mortgage Lending
- Long Term Care
- Uniform Combined State
- Executive Benefit
Jason Pfeffer Summary
- Jason Pfeffer, based in Naples, FL, US, is currently a Vice President, Sr. Business Banker at First Citizens Bank. Jason Pfeffer brings experience from previous roles at BankUnited, Fifth Third Bank, Bank of America and MetLife Financial Services. Jason Pfeffer holds a 2011 - 2012 Master of Business Administration (M.B.A.) in Accounting and Finance @ University of Phoenix. With a robust skill set that includes Executive Benefit Strategies, Fixed Annuities, Retirement Planning, Retirement, Disability Insurance and more. Jason Pfeffer has 2 emails and 2 mobile phone numbers on RocketReach.
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Top First Citizens Bank Employees
Michael Wilson
Managing Director Wealth Management
Raleigh, NC, US
Tim Byrd
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Charlotte, NC, US
Erik Taylor
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Evan Cohen
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New York, NY, US
Jim Hudak
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New York, NY, US
Brent Ciliano
Chief Investment Officer
Raleigh, NC, US
Jigar Patel
Venture and Fund Banking Products
Chicago, IL, US
Michelle Draper
Chief Marketing Officer
California, United States
Jeff Ward
Chief Strategy Officer
Raleigh, NC, US
Peter Bristow
President at First Citizens Bank
Raleigh, NC, US
Mike Jones
President of Vendor Equipment Finance
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William Walsh
Chief Compliance Officer
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Tom Eklund
Chief Risk Officer
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Frank Holding
Chairman and CEO
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