Jeff Anderson Email & Phone Number
Director of Portfolio Solutions @ Axxcess Wealth Management
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Jeff Anderson Location
- Carlsbad, CA, US
Jeff Anderson Work
- Director of Portfolio Solutions @ (February 2024 - Present)
- Portfolio Manager @ (August 2021 - February 2023)
- Portfolio Manager @ (May 2010 - March 2020)
- Provided risk management and investment strategies to small bank. Protected hedge fund investment. K @ Regional Brands, Inc. (April 2015 - December 2019)
- Board Director and Executive Committee Member @ (May 2016 - July 2018)
- Port @ MILLENNIUIM MANAGEMENT (JD ANDERSON CAPITAL, LLC) (May 2006 - November 2008)
- CO-PORTFOLIO MANAGER, SPECIAL SITUATIONS GROUP @ Kellogg Capital Group, LLC (January 2000 - March 2006)
Jeff Anderson Education
- Wilfrid Laurier University
Bachelor Of Arts (Geography)
1988-1994 - Erindale High School 1985-1988
Jeff Anderson Skills
- Alternative Investments
- Equities
- Portfolio Management
- Management
- Investments
- Restructuring
- Business Analysis
- Mergers and Acquisitions
- Bonds
- Fixed Income
- Asset Allocation
- Customer Service
- Asset Managment
- Securities
- Hedge Funds
- Series 7
- Equity Research
- Corporate Finance
- Valuation
- Financial Modeling
- Capital Markets
- Private Equity
- Due Diligence
- Investment Management
Jeff Anderson Summary
- Jeff Anderson, based in Carlsbad, CA, US, is currently a Director of Portfolio Solutions at Axxcess Wealth Management. Jeff Anderson brings experience from previous roles at Presidio Capital Management, The Ancora Group, Regional Brands, Inc. and Citizens First Financial Corp. Jeff Anderson holds a 1988 - 1994 Bachelor Of Arts in Geography @ Wilfrid Laurier University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Management, Investments and more. Jeff Anderson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Axxcess Wealth Management Employees
Michael Seid
Principal CEO
Carlsbad, CA, US
Bryan Goligoski
Editor at Large
Los Angeles, CA, US
Lauren Vanveelen
Client Advisor and Investment Operations
Santa Barbara, CA, US
Todd Lunsford
Financial Advisor
Irvine, CA, US
Cory Persson
Chief Investment Officer
Newport Beach, CA, US
Jon Lugo
Wealth Manager
Laguna Beach, CA, US
Jeff Anderson
Director of Portfolio Solutions
Carlsbad, CA, US
Everardo Martinez
Director of Operations
California, United States
Adrienne Rivett
Director - Platform Services
Scottsdale, AZ, US
Matt Merrill
Associate Director - Operations
California, United States
Vanessa Turner
Director of Platform Marketing
New York, United States
Jon Brackmann
Managing Director
Phoenix, Arizona, United States
Megan Mulreaney
Project Manager
Lutherville-Timonium, MD, US
Robert Mulreaney
Investment Operations Associate
Lutherville-Timonium, MD, US
Michael Seid
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