Jeff Birch Email & Phone Number
Associate Financial Advisor @ Kingsview Partners
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Jeff Birch Location
- Chicago, IL, US
Jeff Birch Work
- Associate Financial Advisor @ (February 2026 - Present)
- Principal Consultant @ Self-employed (April 2025 - January 2026)
- Senior Manager, Insurance Portfolio Management @ (April 2022 - March 2025)
- Senior Manager, Account Development @ (April 2019 - April 2022)
- Director @ (January 2018 - April 2019)
- Vice President of Finance @ (July 2014 - January 2018)
- AVP, Business Development and CRA Officer @ (May 2013 - July 2014)
- Homeownership Center Manager @ (October 2010 - May 2013)
- Branch Manager @ (September 2008 - October 2010)
- Home Loan Production Manager @ (February 2004 - August 2008)
Jeff Birch Education
- Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.) (Finance, General)
2012-2015 - Indiana University - Kelley School of Business
Bachelor of Science (B.S.) (Finance and Real Estate)
1999-2003
Jeff Birch Skills
- Mortgage Lending
- Mortgage Banking
- Banking
- Management
- Finance
- Loans
- Credit
- Sales Management
- Sales
- Loss Mitigation
- Marketing
- Customer Service
- Microsoft Excel
- Training
- Account Management
- Credit Analysis
- Real Estate
- Business Development
- Supervisory Skills
- Process Improvement
- Operations Management
- Short Sales
- Customer Service Management
- Supervisory Experience
- Modifications
- Statistics
- Community Reinvestment Act
- Event Planning
- Financial Education
- Nonprofits
- Forecasting
- Corporate FP&A
- Loan Origination
- Operations
Jeff Birch Summary
- Jeff Birch, based in Chicago, IL, US, is currently a Associate Financial Advisor at Kingsview Partners. Jeff Birch brings experience from previous roles at Self-employed, American Express and Rain City Capital. Jeff Birch holds a 2012 - 2015 Master of Business Administration (M.B.A.) in Finance, General @ Indiana University - Kelley School of Business. With a robust skill set that includes Mortgage Lending, Mortgage Banking, Banking, Management, Finance and more. Jeff Birch has 2 emails and 1 mobile phone numbers on RocketReach.
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