Jeff Brewer Email & Phone Number
Director of Advisor Growth and Development @ Modera Wealth Management
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Jeff Brewer Location
- Charlotte, NC, US
Jeff Brewer Work
- 2026 -now Director of Advisor Growth and Development @
- 2025 -2026 Regional Director of Advisory @
- 2024 -2025 Vice President of Advisory Services @
- 2021 -2023 Head of Advisor Success (Acquired) @ WealthSource Partners, LLC
- 2019 -2021 Chief Revenue Officer (Acquired) @
- 2017 -2019 Client Service Manager @
- 2015 -2019 Regional Director @
- 2014 -2014 Senior Associate @
- 2011 -2013 Associate @
Jeff Brewer Education
- University of Delaware
Bachelor of Science (B.S.) (Marketing)
2005-2009
Jeff Brewer Skills
- Customer Relationship Management (CRM)
- Consulting
- Practice Management
- Business Development
- Client Services
- Communication
- Customer Due Diligence (CDD)
- Client Development
- Business Strategy
- Customer Experience
- Service Delivery
- Client Relationship Strengthening
- People Management
- Performance Improvement
- Business Coaching
- Revenue Generation
- Organic Growth Strategies
- Operational Efficiency
- Cross-functional Team Leadership
- Change Management
- Accountability
- Project Management
- Sales
- Management
- Financial Modeling
- Financial Analysis
- Lead Generation
- Cold Calling
- Leadership
- Customer Service
- Recruiting
- CRM
- Advertising
- Financial Services
- Account Management
- Research
- Portfolio Management
- Finance
Jeff Brewer Summary
- Jeff Brewer, based in Charlotte, NC, US, is currently a Director of Advisor Growth and Development at Modera Wealth Management. Jeff Brewer brings experience from previous roles at Modera Wealth Management, Choreo, WealthSource Partners, LLC and Model FA. Jeff Brewer holds a 2005 - 2009 Bachelor of Science (B.S.) in Marketing @ University of Delaware. With a robust skill set that includes Customer Relationship Management (CRM), Consulting, Practice Management, Business Development, Client Services and more. Jeff Brewer has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Modera Wealth Management Employees
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Anna Lui
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Jeff Brewer
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Charlotte, NC, US
Corey Dodgson
Director of Human Resources
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Judson Meinhart
Director of Financial Planning | Wealth Manager | Principal
Winston-Salem, NC, US
Mark Lewis
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Asheville, NC, US
Regan Fad
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New York, NY, US
Joe McCuine
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Northborough, MA, US
Rakhee Gor
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Eric Richbourg
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Asheville, NC, US
Tom Orecchio
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