Jeff Bear Email & Phone Number
Vice President, Member Firm Recruiting and Relationship Management @ M Financial Group
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Jeff Bear Location
- West Linn, OR, US
Jeff Bear Work
- 2007 -now Vice President, Member Firm Recruiting and Relationship Management @
- 1996 -2006 Vice President @ Strong Capital Management Retirement Plan Services / Wells Fargo Institutional T
- 1989 -1996 Vice President @ Trilog, A CIGNA Company
- 1984 -1989 Financial Consultant @
Jeff Bear Education
- Marquette University
MBA
2002-2003 - St. Ambrose University
BA (Business)
1980-1984
Jeff Bear Skills
- Recruiting
- National Accounts
- Management
- Series 7
- Asset Allocation
- Mutual Funds
- Financial Services
- Investments
- 401(k) Retirement Savings Plans
- Finance
- Sales
- Insurance
- Leader
- Team Management
- Business Relationship Management
- Series 24
- High Net Worth Individuals
- Retirement Planning
- Wealth Management
- Pensions
- 401k
- Retirement
- Investment Advisory
- Estate Planning
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Jeff Bear Summary
- Jeff Bear, based in West Linn, OR, US, is currently a Vice President, Member Firm Recruiting and Relationship Management at M Financial Group. Jeff Bear brings experience from previous roles at Strong Capital Management Retirement Plan Services / Wells Fargo Institutional T, Trilog, A CIGNA Company and Merrill Lynch Pierce Fenner & Smith. Jeff Bear holds a 2002 - 2003 MBA @ Marquette University. With a robust skill set that includes Recruiting, National Accounts, Management, Series 7, Asset Allocation and more. Jeff Bear has 3 emails on RocketReach.
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