Retirement Plan Consultant @ 2ELEVATE LLC (June 2020 - Present)
Retirement Plan Regional Practice Consultant @ (July 2013 - June 2020)
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
401k
401k Rollovers
403 b
Asset Allocation
Business
Business Development
Finance
Financial Advisory
Financial Services
Fixed Annuities
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Management
Mutual Funds
Pensions
Qualified Retirement Plans
Retirement
Retirement Planning
Series 7
Small Business
Team Leadership
Wealth Management
Wealth Management Services
Program Management
Strategy
Strategic Planning
Microsoft Office
Microsoft Excel
Customer Service
Sales
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 401k, 401k Rollovers, 403 b, Asset Allocation, Business and more. Jeff Aif has 2 emails and 1 mobile phone numbers on RocketReach.
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