Jeff Aif Email & Phone Number
Retirement Plan Consultant
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Jeff Aif Location
- Saint Paul, MN, US
Jeff Aif Work
- 2021 -now Retirement Plan Consultant @ Cetera Investment Services LLC
- 2020 -now Retirement Plan Consultant @ 2ELEVATE LLC
- 2013 -2020 Retirement Plan Regional Practice Consultant @
Jeff Aif Education
- University of Wisconsin-La Crosse
Bachelor of Science-Economics (Bachelor of Science-Finance)
1977-1982 - University of Wisconsin-La Crosse
Bachelor's degrees (Economics,Finance)
1977-1982
Jeff Aif Skills
- Wealth Management
- Qualified Retirement Plans
- Mutual Funds
- Small Business
- Series 7
- Program Management
- Pensions
- Strategy
- Asset Allocation
- Strategic Planning
- 401k
- Retirement Planning
- Financial Advisory
- Investment Advisory
- Finance
- Team Leadership
- Microsoft Office
- Fixed Annuities
- Microsoft Excel
- Customer Service
- Sales
- Retirement
- Investments
- 403 b
Jeff Aif Summary
- Jeff Aif, based in Saint Paul, MN, US, is currently a Retirement Plan Consultant at Cetera Investment Services LLC. Jeff Aif brings experience from previous roles at 2ELEVATE LLC and Cetera Financial Group. Jeff Aif holds a 1977 - 1982 Bachelor of Science-Economics in Bachelor of Science-Finance @ University of Wisconsin-La Crosse. With a robust skill set that includes Wealth Management, Qualified Retirement Plans, Mutual Funds, Small Business, Series 7 and more. Jeff Aif has 2 emails and 1 mobile phone numbers on RocketReach.
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